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Austin Private Wealth’s WisdomTree WT Stock Holding History

Austin Private Wealth’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
2025
Q4 		$147K Buy
12,051
+253
+2% +$3.06K 0.01% 282
2025
Q3 		$164K Buy
11,798
+554
+5% +$7.4K 0.01% 293
2025
Q2 		$129K Buy
11,244
+368
+3% +$3.45K 0.01% 292
2025
Q1 		$97K Buy
+10,876
New +$101K 0.01% 291

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
SCM
Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Austin Private Wealth's WT Position: Q4 2025 in Review

Austin Private Wealth increased its WisdomTree (WT) stake by 2.1% in Q4 2025, buying an estimated $3.06K and bringing the position to 12,051 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #282.

Austin Private Wealth first reported a position in WT in Q1 2025 and has held it in 4 quarters since. The position peaked at $164K in Q3 2025. 288 funds tracked by Wall St. Rank hold WT as of Q4 2025.

  • Austin Private Wealth held 12,051 shares of WisdomTree worth $147K as of Q4 2025.
  • Austin Private Wealth bought 253 WisdomTree shares in Q4 2025, an estimated $3.06K.
  • WisdomTree made up 0.01% of Austin Private Wealth's portfolio in Q4 2025, its #282 holding.
  • Austin Private Wealth first reported a position in WisdomTree in Q1 2025 and has held it in 4 quarters since.
  • Austin Private Wealth's WisdomTree position peaked at $164K in Q3 2025.
  • 288 funds tracked by Wall St. Rank held WisdomTree as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.