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
2016 Q4	–	Sell	-152,000	Closed	-$1.56M	–	7348
2016 Q3	$1.56M	Sell	152,000 -198,000	-57%	-$2.06M	﹤0.01%	3834
2016 Q2	$3.43M	Buy	350,000 +200,000	+133%	+$2.21M	﹤0.01%	3145
2016 Q1	$1.72M	Sell	150,000 -18,300	-11%	-$220K	﹤0.01%	3704
2015 Q4	$2.64M	Buy	168,300 +100,000	+146%	+$1.84M	﹤0.01%	3560
2015 Q3	$1.1M	Buy	+68,300	New	+$1.44M	﹤0.01%	4259
2015 Q1	–	Sell	-300	Closed	-$5K	–	7623
2014 Q4	$5K	Sell	300 -2,500	-89%	-$34.8K	﹤0.01%	7292
2014 Q3	$32K	Buy	2,800 +1,400	+100%	+$15.9K	﹤0.01%	6799
2014 Q2	$17K	Buy	1,400 +100	+8%	+$1.13K	﹤0.01%	7242
2014 Q1	$17K	Buy	+1,300	New	+$19.9K	﹤0.01%	6994

Other funds holding WT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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.