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Atria Investments’s WisdomTree WT Stock Holding History

Atria Investments’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 		$432K Buy
25,485
+5,769
+29% +$102K ﹤0.01% 1602
2026
Q1 		$287K Buy
19,716
+2,212
+13% +$34.2K ﹤0.01% 1784
2025
Q4 		$213K Buy
+17,504
New +$211K ﹤0.01% 1939

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 $3.38T AUM 44.17% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Atria Investments's WT Position: Q2 2026 in Review

Atria Investments increased its WisdomTree (WT) stake by 29% in Q2 2026, buying an estimated $102K and bringing the position to 25,485 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Atria Investments first reported a position in WT in Q4 2025 and has held it in 3 quarters since. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Atria Investments held 25,485 shares of WisdomTree worth $432K as of Q2 2026.
  • Atria Investments bought 5,769 WisdomTree shares in Q2 2026, an estimated $102K.
  • WisdomTree made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1602 holding.
  • Atria Investments first reported a position in WisdomTree in Q4 2025 and has held it in 3 quarters since.
  • 312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.