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Ares Financial Consulting’s WisdomTree WT Stock Holding History

Ares Financial Consulting’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 		$1.91K Hold
113
– – ﹤0.01% 893
2026
Q1 		$1.64K Hold
113
– – ﹤0.01% 883
2025
Q4 		$1.38K Buy
+113
New +$1.36K ﹤0.01% 724

Other funds holding WT

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
PJC
Phillip James Consulting Plymouth, Minnesota $150M AUM
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Ares Financial Consulting's WT Position: Q2 2026 in Review

Ares Financial Consulting held its WisdomTree (WT) position steady in Q2 2026 at 113 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Ares Financial Consulting first reported a position in WT in Q4 2025 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Ares Financial Consulting held 113 shares of WisdomTree worth $1.91K as of Q2 2026.
  • Ares Financial Consulting left its WisdomTree share count unchanged in Q2 2026.
  • WisdomTree made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #893 holding.
  • Ares Financial Consulting first reported a position in WisdomTree in Q4 2025 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.