Bank of America’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $33.9M | Buy |
2,327,389
+1,972,847
| +556% | +$30.5M | ﹤0.01% | 1927 |
|
|
2025
Q4 | $4.32M | Sell |
354,542
-96,898
| -21% | -$1.17M | ﹤0.01% | 3502 |
|
|
2025
Q3 | $6.28M | Buy |
451,440
+74,851
| +20% | +$1M | ﹤0.01% | 3776 |
|
|
2025
Q2 | $4.33M | Buy |
376,589
+120,211
| +47% | +$1.13M | ﹤0.01% | 4044 |
|
|
2025
Q1 | $2.29M | Sell |
256,378
-57,481
| -18% | -$536K | ﹤0.01% | 4568 |
|
|
2024
Q4 | $3.3M | Buy |
313,859
+151,926
| +94% | +$1.64M | ﹤0.01% | 3999 |
|
|
2024
Q3 | $1.62M | Buy |
161,933
+24,730
| +18% | +$251K | ﹤0.01% | 4720 |
|
|
2024
Q2 | $1.36M | Buy |
137,203
+75,265
| +122% | +$708K | ﹤0.01% | 4708 |
|
|
2024
Q1 | $569K | Sell |
61,938
-88,612
| -59% | -$679K | ﹤0.01% | 5279 |
|
|
2023
Q4 | $1.04M | Buy |
150,550
+60,410
| +67% | +$400K | ﹤0.01% | 4951 |
|
|
2023
Q3 | $631K | Buy |
90,140
+59,959
| +199% | +$419K | ﹤0.01% | 5159 |
|
|
2023
Q2 | $207K | Sell |
30,181
-32,456
| -52% | -$217K | ﹤0.01% | 5805 |
|
|
2023
Q1 | $367K | Sell |
62,637
-15,454
| -20% | -$90K | ﹤0.01% | 5571 |
|
|
2022
Q4 | $426K | Sell |
78,091
-58,672
| -43% | -$305K | ﹤0.01% | 5502 |
|
|
2022
Q3 | $641K | Buy |
136,763
+77,351
| +130% | +$396K | ﹤0.01% | 5216 |
|
|
2022
Q2 | $301K | Sell |
59,412
-43,474
| -42% | -$249K | ﹤0.01% | 5798 |
|
|
2022
Q1 | $603K | Sell |
102,886
-128,520
| -56% | -$734K | ﹤0.01% | 5690 |
|
|
2021
Q4 | $1.42M | Buy |
231,406
+52,969
| +30% | +$328K | ﹤0.01% | 4913 |
|
|
2021
Q3 | $1.01M | Buy |
178,437
+48,446
| +37% | +$297K | ﹤0.01% | 5057 |
|
|
2021
Q2 | $806K | Sell |
129,991
-265,850
| -67% | -$1.75M | ﹤0.01% | 5064 |
|
|
2021
Q1 | $2.47M | Sell |
395,841
-709,570
| -64% | -$4.07M | ﹤0.01% | 4074 |
|
|
2020
Q4 | $5.91M | Buy |
1,105,411
+996,812
| +918% | +$4.29M | ﹤0.01% | 2979 |
|
|
2020
Q3 | $347K | Sell |
108,599
-32,655
| -23% | -$118K | ﹤0.01% | 4968 |
|
|
2020
Q2 | $491K | Buy |
141,254
+24,807
| +21% | +$75.4K | ﹤0.01% | 4637 |
|
|
2020
Q1 | $271K | Sell |
116,447
-109,606
| -48% | -$425K | ﹤0.01% | 4904 |
|
|
2019
Q4 | $1.09M | Sell |
226,053
-153,946
| -41% | -$764K | ﹤0.01% | 4438 |
|
|
2019
Q3 | $1.99M | Buy |
379,999
+40,310
| +12% | +$228K | ﹤0.01% | 4066 |
|
|
2019
Q2 | $2.1M | Buy |
339,689
+45,873
| +16% | +$311K | ﹤0.01% | 4006 |
|
|
2019
Q1 | $2.07M | Sell |
293,816
-319,719
| -52% | -$2.2M | ﹤0.01% | 3963 |
|
|
2018
Q4 | $4.08M | Buy |
613,535
+334,471
| +120% | +$2.43M | ﹤0.01% | 3210 |
|
|
2018
Q3 | $2.37M | Buy |
279,064
+26,401
| +10% | +$224K | ﹤0.01% | 3855 |
|
|
2018
Q2 | $2.29M | Sell |
252,663
-249,360
| -50% | -$2.6M | ﹤0.01% | 3873 |
|
|
2018
Q1 | $4.6M | Buy |
502,023
+53,617
| +12% | +$579K | ﹤0.01% | 3163 |
|
|
2017
Q4 | $5.63M | Buy |
448,406
+57,632
| +15% | +$661K | ﹤0.01% | 3007 |
|
|
2017
Q3 | $3.98M | Sell |
390,774
-67,727
| -15% | -$655K | ﹤0.01% | 3383 |
|
|
2017
Q2 | $4.66M | Sell |
458,501
-372,798
| -45% | -$3.44M | ﹤0.01% | 3097 |
|
|
2017
Q1 | $7.55M | Buy |
831,299
+329,803
| +66% | +$3.19M | ﹤0.01% | 2668 |
|
|
2016
Q4 | $5.59M | Sell |
501,496
-1,227,164
| -71% | -$12.8M | ﹤0.01% | 2832 |
|
|
2016
Q3 | $17.8M | Sell |
1,728,660
-120,551
| -7% | -$1.26M | ﹤0.01% | 1739 |
|
|
2016
Q2 | $18.1M | Sell |
1,849,211
-192,081
| -9% | -$2.12M | ﹤0.01% | 1668 |
|
|
2016
Q1 | $23.3M | Sell |
2,041,292
-521,833
| -20% | -$6.26M | 0.01% | 1442 |
|
|
2015
Q4 | $40.2M | Buy |
2,563,125
+255,350
| +11% | +$4.69M | 0.01% | 1133 |
|
|
2015
Q3 | $37.2M | Buy |
2,307,775
+160,846
| +7% | +$3.39M | 0.01% | 1170 |
|
|
2015
Q2 | $47.2M | Buy |
2,146,929
+1,039,967
| +94% | +$21.9M | 0.02% | 878 |
|
|
2015
Q1 | $23.8M | Buy |
1,106,962
+647,645
| +141% | +$12.1M | 0.01% | 1235 |
|
|
2014
Q4 | $7.2M | Sell |
459,317
-19,828
| -4% | -$276K | ﹤0.01% | 2220 |
|
|
2014
Q3 | $5.45M | Sell |
479,145
-154,167
| -24% | -$1.75M | ﹤0.01% | 2498 |
|
|
2014
Q2 | $7.83M | Buy |
633,312
+7,740
| +1% | +$87.6K | ﹤0.01% | 2158 |
|
|
2014
Q1 | $8.21M | Sell |
625,572
-105,770
| -14% | -$1.62M | ﹤0.01% | 1937 |
|
|
2013
Q4 | $13M | Sell |
731,342
-245,541
| -25% | -$3.49M | ﹤0.01% | 1622 |
|
|
2013
Q3 | $11.3M | Sell |
976,883
-1,215,252
| -55% | -$14.7M | ﹤0.01% | 1681 |
|
|
2013
Q2 | $25.4M | Buy |
+2,192,135
| New | +$25.6M | 0.01% | 1036 |
|
Other funds holding WT
VPM
ACL
VCM
SCM
Bank of America's WT Position: Q1 2026 in Review
Bank of America increased its WisdomTree (WT) stake by 556% in Q1 2026, buying an estimated $30.5M and bringing the position to 2,327,389 shares worth $33.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1927.
Bank of America first reported a position in WT in Q2 2013 and has held it in 52 quarters since. The position peaked at $47.2M in Q2 2015. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.
- Bank of America held 2,327,389 shares of WisdomTree worth $33.9M as of Q1 2026.
- Bank of America bought 1,972,847 WisdomTree shares in Q1 2026, an estimated $30.5M.
- WisdomTree made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1927 holding.
- Bank of America first reported a position in WisdomTree in Q2 2013 and has held it in 52 quarters since.
- Bank of America's WisdomTree position peaked at $47.2M in Q2 2015.
- 311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.