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Bayforest Capital’s WisdomTree WT Stock Holding History

Bayforest Capital’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
2026
Q2 		$36.7K Buy
+2,169
New +$38.4K 0.03% 695
2026
Q1 		– Sell
-15,481
Closed -$189K – 1109
2025
Q4 		$189K Buy
+15,481
New +$187K 0.14% 306

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 $3.37T AUM 44.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Bayforest Capital's WT Position: Q2 2026 in Review

Bayforest Capital opened a new position in WisdomTree (WT) in Q2 2026: 2,169 shares worth $36.7K. The stake represents 0.03% of the portfolio and ranks #695 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in WT as recently as Q4 2025.

Bayforest Capital first reported a position in WT in Q4 2025 and has held it in 2 quarters since. The position peaked at $189K in Q4 2025. 313 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Bayforest Capital held 2,169 shares of WisdomTree worth $36.7K as of Q2 2026.
  • WisdomTree was a new Bayforest Capital position in Q2 2026.
  • WisdomTree made up 0.03% of Bayforest Capital's portfolio in Q2 2026, its #695 holding.
  • Bayforest Capital first reported a position in WisdomTree in Q4 2025 and has held it in 2 quarters since.
  • Bayforest Capital's WisdomTree position peaked at $189K in Q4 2025.
  • 313 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.