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 $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

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.