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ALPS Advisors’s WisdomTree WT Stock Holding History

ALPS Advisors’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 		$561K Buy
33,108
+658
+2% +$11.7K ﹤0.01% 931
2026
Q1 		$472K Buy
+32,450
New +$502K ﹤0.01% 908
2025
Q1 		– Sell
-36,475
Closed -$383K – 1132
2024
Q4 		$383K Sell
36,475
-500
-1% -$5.41K ﹤0.01% 717
2024
Q3 		$369K Sell
36,975
-3,640
-9% -$37K ﹤0.01% 747
2024
Q2 		$402K Sell
40,615
-214
-0.5% -$2.01K ﹤0.01% 637
2024
Q1 		$375K Sell
40,829
-4,185
-9% -$32K ﹤0.01% 688
2023
Q4 		$312K Sell
45,014
-2,566
-5% -$17K ﹤0.01% 834
2023
Q3 		$333K Buy
+47,580
New +$333K ﹤0.01% 729
2017
Q1 		– Sell
-22,540
Closed -$251K – 847
2016
Q4 		$251K Buy
+22,540
New +$235K ﹤0.01% 683
2016
Q3 		– Sell
-33,181
Closed -$325K – 786
2016
Q2 		$325K Sell
33,181
-2,440
-7% -$26.9K ﹤0.01% 563
2016
Q1 		$407K Buy
35,621
+8,265
+30% +$99.2K ﹤0.01% 554
2015
Q4 		$429K Hold
27,356
– – ﹤0.01% 579
2015
Q3 		$4.41K Buy
27,356
+2,897
+12% +$61K ﹤0.01% 597
2015
Q2 		$537K Buy
24,459
+380
+2% +$8.01K ﹤0.01% 422
2015
Q1 		$517K Sell
24,079
-19,972
-45% -$373K ﹤0.01% 496
2014
Q4 		$690K Sell
44,051
-6,100
-12% -$84.8K 0.01% 193
2014
Q3 		$571K Buy
50,151
+4,549
+10% +$51.7K ﹤0.01% 433
2014
Q2 		$564K Buy
45,602
+1,144
+3% +$12.9K ﹤0.01% 458
2014
Q1 		$583K Buy
44,458
+2,619
+6% +$40K 0.01% 352
2013
Q4 		$591K Buy
41,839
+20,319
+94% +$289K 0.01% 214
2013
Q3 		$250K Buy
+21,520
New +$260K ﹤0.01% 435

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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

ALPS Advisors's WT Position: Q2 2026 in Review

ALPS Advisors increased its WisdomTree (WT) stake by 2% in Q2 2026, buying an estimated $11.7K and bringing the position to 33,108 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

ALPS Advisors first reported a position in WT in Q3 2013 and has held it in 21 quarters since. The position peaked at $690K in Q4 2014. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • ALPS Advisors held 33,108 shares of WisdomTree worth $561K as of Q2 2026.
  • ALPS Advisors bought 658 WisdomTree shares in Q2 2026, an estimated $11.7K.
  • WisdomTree made up ﹤0.01% of ALPS Advisors's portfolio in Q2 2026, its #931 holding.
  • ALPS Advisors first reported a position in WisdomTree in Q3 2013 and has held it in 21 quarters since.
  • ALPS Advisors's WisdomTree position peaked at $690K in Q4 2014.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.