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Abel Hall LLC’s WisdomTree WT Stock Holding History

Abel Hall LLC’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$244K Buy
14,420
+96
+0.7% +$1.7K 0.04% 606
2026
Q1 		$209K Buy
+14,324
New +$221K 0.04% 605

Other funds holding WT

PJC
Phillip James Consulting Plymouth, Minnesota $150M AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Abel Hall LLC's WT Position: Q2 2026 in Review

Abel Hall LLC increased its WisdomTree (WT) stake by 0.67% in Q2 2026, buying an estimated $1.7K and bringing the position to 14,420 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #606.

Abel Hall LLC first reported a position in WT in Q1 2026 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Abel Hall LLC held 14,420 shares of WisdomTree worth $244K as of Q2 2026.
  • Abel Hall LLC bought 96 WisdomTree shares in Q2 2026, an estimated $1.7K.
  • WisdomTree made up 0.04% of Abel Hall LLC's portfolio in Q2 2026, its #606 holding.
  • Abel Hall LLC first reported a position in WisdomTree in Q1 2026 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.