Bank of America
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Bank of America’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Bank of America’s Portfolio GDE Stock Details GDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-20,160
Closed -$1.24M – 6171
2025
Q4 		$1.24M Buy
20,160
+9,806
+95% +$588K ﹤0.01% 4393
2025
Q3 		$594K Buy
+10,354
New +$524K ﹤0.01% 5676

Other funds holding GDE

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MA
McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return
TWM
Triton Wealth Management Sun City, Arizona $326M AUM 31.51% 1-Year Est. Return

Bank of America's GDE Position: Q1 2026 in Review

Bank of America sold out of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q1 2026, closing a stake of 20,160 shares — an estimated $1.24M sold.

Bank of America first reported a position in GDE in Q3 2025 and held it in 2 quarters. The position peaked at $1.24M in Q4 2025. 71 funds tracked by Wall St. Rank hold GDE as of Q1 2026.

  • Bank of America reported no remaining WisdomTree Efficient Gold Plus Equity Strategy Fund position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 20,160 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q1 2026, an estimated $1.24M.
  • Bank of America first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and held it in 2 quarters.
  • Bank of America's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $1.24M in Q4 2025.
  • 71 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.