Bank of America
QGRW icon

Bank of America’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Bank of America’s Portfolio QGRW Stock Details QGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$109M Buy
2,039,375
+464,860
+30% +$26.5M 0.01% 1054
2025
Q4 		$92.4M Buy
1,574,515
+27,782
+2% +$1.62M 0.01% 1152
2025
Q3 		$88.7M Buy
1,546,733
+908,416
+142% +$49.7M 0.01% 1286
2025
Q2 		$33.5M Buy
638,317
+41,521
+7% +$1.95M ﹤0.01% 2051
2025
Q1 		$26.2M Sell
596,796
-27,720
-4% -$1.34M ﹤0.01% 2174
2024
Q4 		$30.8M Buy
624,516
+5,184
+0.8% +$250K ﹤0.01% 1897
2024
Q3 		$28.3M Buy
619,332
+11,019
+2% +$487K ﹤0.01% 2069
2024
Q2 		$27.3M Buy
608,313
+12,747
+2% +$533K ﹤0.01% 1953
2024
Q1 		$24.5M Buy
+595,566
New +$23.3M ﹤0.01% 2082

Other funds holding QGRW

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Bank of America increased its WisdomTree US Quality Growth Fund (QGRW) stake by 30% in Q1 2026, buying an estimated $26.5M and bringing the position to 2,039,375 shares worth $109M. The position accounts for 0.01% of the portfolio, ranked #1054.

Bank of America first reported a position in QGRW in Q1 2024 and has held it in 9 quarters since. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

  • Bank of America held 2,039,375 shares of WisdomTree US Quality Growth Fund worth $109M as of Q1 2026.
  • Bank of America bought 464,860 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $26.5M.
  • WisdomTree US Quality Growth Fund made up 0.01% of Bank of America's portfolio in Q1 2026, its #1054 holding.
  • Bank of America first reported a position in WisdomTree US Quality Growth Fund in Q1 2024 and has held it in 9 quarters since.
  • 150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

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