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AssuredPartners Investment Advisors’s WisdomTree WT Stock Holding History

AssuredPartners Investment 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 		– Sell
-10,334
Closed -$154K – 439
2026
Q1 		$154K Hold
10,334
– – 0.02% 393
2025
Q4 		$126K Buy
+10,334
New +$125K 0.02% 336
2025
Q2 		– Sell
-20,334
Closed -$181K – 335
2025
Q1 		$181K Hold
20,334
– – 0.04% 318
2024
Q4 		$214K Buy
+20,334
New +$220K 0.04% 309

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

AssuredPartners Investment Advisors's WT Position: Q2 2026 in Review

AssuredPartners Investment Advisors sold out of WisdomTree (WT) in Q2 2026, closing a stake of 10,334 shares — an estimated $154K sold.

AssuredPartners Investment Advisors first reported a position in WT in Q4 2024 and held it in 4 quarters. The position peaked at $214K in Q4 2024. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • AssuredPartners Investment Advisors reported no remaining WisdomTree position as of Q2 2026 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 10,334 WisdomTree shares in Q2 2026, an estimated $154K.
  • AssuredPartners Investment Advisors first reported a position in WisdomTree in Q4 2024 and held it in 4 quarters.
  • AssuredPartners Investment Advisors's WisdomTree position peaked at $214K in Q4 2024.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.