AlphaCore Capital’s WisdomTree WT Stock Holding History

AlphaCore Capital’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	–	Sell	-13,067	Closed	-$190K	–	1562
2026 Q1	$190K	Buy	+13,067	New	+$202K	﹤0.01%	854
2020 Q3	–	Sell	-9,099	Closed	-$32K	–	76
2020 Q2	$32K	Buy	9,099 +90	+1%	+$273	0.03%	49
2020 Q1	$21K	Buy	+9,009	New	+$34.9K	0.02%	159

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

AlphaCore Capital's WT Position: Q2 2026 in Review

AlphaCore Capital sold out of WisdomTree (WT) in Q2 2026, closing a stake of 13,067 shares — an estimated $190K sold.

AlphaCore Capital first reported a position in WT in Q1 2020 and held it in 3 quarters. The position peaked at $190K in Q1 2026. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

AlphaCore Capital reported no remaining WisdomTree position as of Q2 2026 after selling out during the quarter.
AlphaCore Capital sold 13,067 WisdomTree shares in Q2 2026, an estimated $190K.
AlphaCore Capital first reported a position in WisdomTree in Q1 2020 and held it in 3 quarters.
AlphaCore Capital's WisdomTree position peaked at $190K in Q1 2026.
310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.