Ameritas Investment Partners’s WisdomTree WT Stock Holding History

Ameritas Investment Partners’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	$210K	Buy	12,375 +2,319	+23%	+$41.1K	0.01%	1369
2026 Q1	$146K	Hold	10,056	–	–	﹤0.01%	1448
2025 Q4	$123K	Hold	10,056	–	–	﹤0.01%	1578
2025 Q3	$140K	Sell	10,056 -2,234	-18%	-$29.8K	﹤0.01%	1475
2025 Q2	$141K	Sell	12,290 -1,327	-10%	-$12.4K	﹤0.01%	1506
2025 Q1	$121K	Hold	13,617	–	–	﹤0.01%	1570
2024 Q4	$143K	Hold	13,617	–	–	﹤0.01%	1540
2024 Q3	$136K	Hold	13,617	–	–	﹤0.01%	1592
2024 Q2	$135K	Hold	13,617	–	–	﹤0.01%	1540
2024 Q1	$125K	Hold	13,617	–	–	﹤0.01%	1602
2023 Q4	$94.4K	Hold	13,617	–	–	﹤0.01%	1772
2023 Q3	$95.3K	Buy	13,617 +1,961	+17%	+$13.7K	﹤0.01%	1687
2023 Q2	$80K	Hold	11,656	–	–	﹤0.01%	1743
2023 Q1	$68.3K	Hold	11,656	–	–	﹤0.01%	1783
2022 Q4	$66.4K	Hold	11,656	–	–	﹤0.01%	1870
2022 Q3	$54K	Hold	11,656	–	–	﹤0.01%	1924
2022 Q2	$59K	Hold	11,656	–	–	﹤0.01%	1890
2022 Q1	$68K	Hold	11,656	–	–	﹤0.01%	1890
2021 Q4	$71K	Hold	11,656	–	–	﹤0.01%	1909
2021 Q3	$66K	Hold	11,656	–	–	﹤0.01%	1975
2021 Q2	$72K	Hold	11,656	–	–	﹤0.01%	1941
2021 Q1	$73K	Hold	11,656	–	–	﹤0.01%	1853
2020 Q4	$62K	Hold	11,656	–	–	﹤0.01%	1857
2020 Q3	$37K	Hold	11,656	–	–	﹤0.01%	2028
2020 Q2	$40K	Hold	11,656	–	–	﹤0.01%	1969
2020 Q1	$27K	Hold	11,656	–	–	﹤0.01%	2014
2019 Q4	$56K	Buy	11,656 +1,728	+17%	+$8.58K	﹤0.01%	1853
2019 Q3	$52K	Hold	9,928	–	–	﹤0.01%	1868
2019 Q2	$61K	Hold	9,928	–	–	﹤0.01%	1810
2019 Q1	$70K	Hold	9,928	–	–	﹤0.01%	1695
2018 Q4	$66K	Hold	9,928	–	–	﹤0.01%	1653
2018 Q3	$84K	Hold	9,928	–	–	﹤0.01%	1682
2018 Q2	$90K	Hold	9,928	–	–	﹤0.01%	1614
2018 Q1	$91K	Hold	9,928	–	–	﹤0.01%	1546
2017 Q4	$125K	Hold	9,928	–	–	0.01%	1378
2017 Q3	$91K	Hold	9,928	–	–	﹤0.01%	1522
2017 Q2	$101K	Hold	9,928	–	–	﹤0.01%	1458
2017 Q1	$90K	Sell	9,928 -34,556	-78%	-$334K	﹤0.01%	1486
2016 Q4	$496K	Hold	44,484	–	–	0.02%	750
2016 Q3	$458K	Buy	44,484 +18,468	+71%	+$192K	0.02%	769
2016 Q2	$255K	Hold	26,016	–	–	0.02%	866
2016 Q1	$297K	Hold	26,016	–	–	0.02%	808
2015 Q4	$408K	Hold	26,016	–	–	0.03%	658
2015 Q3	$420K	Buy	26,016 +493	+2%	+$10.4K	0.03%	618
2015 Q2	$561K	Buy	25,523 +15,878	+165%	+$335K	0.04%	536
2015 Q1	$207K	Buy	+9,645	New	+$180K	0.01%	992

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 $3.38T AUM 44.17% 1-Year Est. Return

DCM

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

Ameritas Investment Partners's WT Position: Q2 2026 in Review

Ameritas Investment Partners increased its WisdomTree (WT) stake by 23% in Q2 2026, buying an estimated $41.1K and bringing the position to 12,375 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #1369.

Ameritas Investment Partners first reported a position in WT in Q1 2015 and has held it in 46 quarters since. The position peaked at $561K in Q2 2015. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Ameritas Investment Partners held 12,375 shares of WisdomTree worth $210K as of Q2 2026.
Ameritas Investment Partners bought 2,319 WisdomTree shares in Q2 2026, an estimated $41.1K.
WisdomTree made up 0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1369 holding.
Ameritas Investment Partners first reported a position in WisdomTree in Q1 2015 and has held it in 46 quarters since.
Ameritas Investment Partners's WisdomTree position peaked at $561K in Q2 2015.
312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.