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Azora Capital LP’s WisdomTree WT Stock Holding History

Azora Capital LP’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 		$105M Buy
6,180,510
+192,905
+3% +$3.42M 4.41% 5
2026
Q1 		$87.2M Sell
5,987,605
-162,506
-3% -$2.51M 5.73% 6
2025
Q4 		$75M Buy
6,150,111
+521,179
+9% +$6.29M 4.72% 8
2025
Q3 		$78.2M Sell
5,628,932
-1,440,928
-20% -$19.3M 3.62% 7
2025
Q2 		$81.4M Sell
7,069,860
-1,999,782
-22% -$18.7M 3.68% 7
2025
Q1 		$80.9M Sell
9,069,642
-1,506,982
-14% -$14M 5.49% 6
2024
Q4 		$111M Sell
10,576,624
-32,953
-0.3% -$357K 4.99% 6
2024
Q3 		$106M Buy
10,609,577
+1,142,151
+12% +$11.6M 5.71% 3
2024
Q2 		$93.8M Buy
9,467,426
+876,254
+10% +$8.24M 4.32% 9
2024
Q1 		$79M Buy
8,591,172
+797,851
+10% +$6.11M 5.72% 3
2023
Q4 		$54M Buy
7,793,321
+268,277
+4% +$1.78M 4.64% 7
2023
Q3 		$52.7M Buy
7,525,044
+2,618,114
+53% +$18.3M 5.63% 3
2023
Q2 		$33.7M Sell
4,906,930
-2,292,050
-32% -$15.3M 6.09% 4
2023
Q1 		$42.2M Sell
7,198,980
-101,612
-1% -$592K 6.15% 4
2022
Q4 		$39.8M Buy
7,300,592
+163,549
+2% +$851K 6.01% 5
2022
Q3 		$34.4M Sell
7,137,043
-899,050
-11% -$4.6M 5.11% 4
2022
Q2 		$40.7M Buy
8,036,093
+4,048,822
+102% +$23.2M 9.98% 2
2022
Q1 		$23.4M Sell
3,987,271
-1,072,029
-21% -$6.12M 3.91% 11
2021
Q4 		$31M Buy
5,059,300
+362,316
+8% +$2.25M 4.84% 4
2021
Q3 		$26.6M Buy
4,696,984
+652,575
+16% +$4M 3.16% 8
2021
Q2 		$25.1M Buy
4,044,409
+100,248
+3% +$661K 3.9% 7
2021
Q1 		$24.7M Buy
3,944,161
+319,550
+9% +$1.83M 3.09% 12
2020
Q4 		$19.4M Buy
+3,624,611
New +$15.6M 1.76% 22
2019
Q4 		– Sell
-1,152,284
Closed -$6.02M – 52
2019
Q3 		$6.02M Buy
+1,152,284
New +$6.51M 1.33% 22
2019
Q2 		– Sell
-984,926
Closed -$6.95M – 45
2019
Q1 		$6.95M Buy
+984,926
New +$6.78M 1.14% 25

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Azora Capital LP's WT Position: Q2 2026 in Review

Azora Capital LP increased its WisdomTree (WT) stake by 3.2% in Q2 2026, buying an estimated $3.42M and bringing the position to 6,180,510 shares worth $105M. The position accounts for 4.41% of the portfolio, ranked #5.

Azora Capital LP first reported a position in WT in Q1 2019 and has held it in 25 quarters since. The position peaked at $111M in Q4 2024. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Azora Capital LP held 6,180,510 shares of WisdomTree worth $105M as of Q2 2026.
  • Azora Capital LP bought 192,905 WisdomTree shares in Q2 2026, an estimated $3.42M.
  • WisdomTree made up 4.41% of Azora Capital LP's portfolio in Q2 2026, its #5 holding.
  • Azora Capital LP first reported a position in WisdomTree in Q1 2019 and has held it in 25 quarters since.
  • Azora Capital LP's WisdomTree position peaked at $111M in Q4 2024.
  • 312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Azora Capital LP's 13F filing for Q2 2026, filed 14 Aug 2026.