Algert Global’s WisdomTree WT Stock Holding History

Algert Global’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	$1.7M	Buy	100,590 +11,810	+13%	+$209K	0.02%	885
2026 Q1	$1.29M	Hold	88,780	–	–	0.02%	810
2025 Q4	$1.08M	Buy	+88,780	New	+$1.07M	0.02%	834
2025 Q3	–	Sell	-182,013	Closed	-$2.09M	–	1367
2025 Q2	$2.09M	Buy	182,013 +89,780	+97%	+$841K	0.04%	619
2025 Q1	$823K	Buy	92,233 +28,310	+44%	+$264K	0.02%	812
2024 Q4	$671K	Buy	+63,923	New	+$692K	0.02%	866
2024 Q3	–	Sell	-12,218	Closed	-$121K	–	1620
2024 Q2	$121K	Buy	+12,218	New	+$115K	﹤0.01%	1369
2022 Q2	–	Sell	-108,867	Closed	-$639K	–	1410
2022 Q1	$639K	Buy	108,867 +91,800	+538%	+$524K	0.04%	722
2021 Q4	$104K	Hold	17,067	–	–	0.01%	915
2021 Q3	$97K	Buy	+17,067	New	+$105K	0.01%	971

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

Algert Global's WT Position: Q2 2026 in Review

Algert Global increased its WisdomTree (WT) stake by 13% in Q2 2026, buying an estimated $209K and bringing the position to 100,590 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #885.

Algert Global first reported a position in WT in Q3 2021 and has held it in 10 quarters since. The position peaked at $2.09M in Q2 2025. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Algert Global held 100,590 shares of WisdomTree worth $1.7M as of Q2 2026.
Algert Global bought 11,810 WisdomTree shares in Q2 2026, an estimated $209K.
WisdomTree made up 0.02% of Algert Global's portfolio in Q2 2026, its #885 holding.
Algert Global first reported a position in WisdomTree in Q3 2021 and has held it in 10 quarters since.
Algert Global's WisdomTree position peaked at $2.09M in Q2 2025.
310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.