Bank of America
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Bank of America’s WisdomTree WT Stock Holding History

Bank of America’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
2015
Q1 		– Sell
-500
Closed -$8K – 7622
2014
Q4 		$8K Sell
500
-1,500
-75% -$20.9K ﹤0.01% 7140
2014
Q3 		$23K Buy
2,000
+1,200
+150% +$13.7K ﹤0.01% 6970
2014
Q2 		$10K Sell
800
-1,300
-62% -$14.7K ﹤0.01% 7466
2014
Q1 		$28K Buy
+2,100
New +$32.1K ﹤0.01% 6741

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
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Bank of America's WT Position: Q2 2026 in Review

Bank of America reduced its WisdomTree (WT) stake by 14% in Q2 2026, selling an estimated $5.94M and leaving 1,991,898 shares worth $33.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

Bank of America first reported a position in WT in Q2 2013 and has held it in 53 quarters since. The position peaked at $47.2M in Q2 2015. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Bank of America held 1,991,898 shares of WisdomTree worth $33.7M as of Q2 2026.
  • Bank of America sold 335,491 WisdomTree shares in Q2 2026, an estimated $5.94M.
  • WisdomTree made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #2028 holding.
  • Bank of America first reported a position in WisdomTree in Q2 2013 and has held it in 53 quarters since.
  • Bank of America's WisdomTree position peaked at $47.2M in Q2 2015.
  • 312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.