Asset Management One’s WisdomTree WT Stock Holding History

Asset Management One’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	$469K	Buy	+27,662	New	+$490K	﹤0.01%	831
2016 Q4	–	Sell	-85,731	Closed	-$845K	–	1218
2016 Q3	$845K	Buy	85,731 +4,998	+6%	+$52.1K	0.01%	913
2016 Q2	$760K	Buy	80,733 +9,217	+13%	+$102K	0.01%	937
2016 Q1	$822K	Buy	71,516 +21,378	+43%	+$257K	0.01%	926
2015 Q4	$816K	Buy	50,138 +1,638	+3%	+$30.1K	0.01%	927
2015 Q3	$758K	Buy	48,500 +657	+1%	+$13.8K	0.01%	941
2015 Q2	$1.04M	Buy	+47,843	New	+$1.01M	0.01%	864

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

Asset Management One's WT Position: Q2 2026 in Review

Asset Management One opened a new position in WisdomTree (WT) in Q2 2026: 27,662 shares worth $469K. The stake represents ﹤0.01% of the portfolio and ranks #831 among its holdings. This is a return to the name: Asset Management One previously reported a position in WT as recently as Q3 2016.

Asset Management One first reported a position in WT in Q2 2015 and has held it in 7 quarters since. The position peaked at $1.04M in Q2 2015. 313 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Asset Management One held 27,662 shares of WisdomTree worth $469K as of Q2 2026.
WisdomTree was a new Asset Management One position in Q2 2026.
WisdomTree made up ﹤0.01% of Asset Management One's portfolio in Q2 2026, its #831 holding.
Asset Management One first reported a position in WisdomTree in Q2 2015 and has held it in 7 quarters since.
Asset Management One's WisdomTree position peaked at $1.04M in Q2 2015.
313 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Asset Management One's 13F filing for Q2 2026, filed 28 Jul 2026.