Abound Wealth Management’s WisdomTree WT Stock Holding History

Abound Wealth Management’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	$136	Hold	8	–	–	﹤0.01%	1219
2026 Q1	$117	Sell	8 -10	-56%	-$155	﹤0.01%	1383
2025 Q4	$220	Hold	18	–	–	﹤0.01%	1143
2025 Q3	$251	Hold	18	–	–	﹤0.01%	1051
2025 Q2	$208	Sell	18 -2	-10%	-$19	﹤0.01%	1026
2025 Q1	$179	Hold	20	–	–	﹤0.01%	1030
2024 Q4	$210	Hold	20	–	–	﹤0.01%	1043
2024 Q3	$200	Sell	20 -19	-49%	-$193	﹤0.01%	1164
2024 Q2	$387	Hold	39	–	–	﹤0.01%	905
2024 Q1	$359	Sell	39 -27	-41%	-$207	﹤0.01%	1049
2023 Q4	$458	Hold	66	–	–	﹤0.01%	952
2023 Q3	$462	Hold	66	–	–	﹤0.01%	831
2023 Q2	$453	Buy	+66	New	+$441	﹤0.01%	876

Other funds holding WT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Abound Wealth Management's WT Position: Q2 2026 in Review

Abound Wealth Management held its WisdomTree (WT) position steady in Q2 2026 at 8 shares worth $136. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Abound Wealth Management first reported a position in WT in Q2 2023 and has held it in 13 quarters since. The position peaked at $462 in Q3 2023. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Abound Wealth Management held 8 shares of WisdomTree worth $136 as of Q2 2026.
Abound Wealth Management left its WisdomTree share count unchanged in Q2 2026.
WisdomTree made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1219 holding.
Abound Wealth Management first reported a position in WisdomTree in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's WisdomTree position peaked at $462 in Q3 2023.
310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.