BEI
WT icon

Benjamin Edwards Inc’s WisdomTree WT Stock Holding History

Benjamin Edwards Inc’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 		$1.4M Buy
82,934
+2,277
+3% +$40.3K 0.01% 687
2026
Q1 		$1.17M Buy
80,657
+14,923
+23% +$231K 0.01% 699
2025
Q4 		$801K Buy
65,734
+5,967
+10% +$72.1K 0.01% 789
2025
Q3 		$831K Buy
59,767
+7,925
+15% +$106K 0.01% 755
2025
Q2 		$597K Buy
51,842
+9,830
+23% +$92K 0.01% 791
2025
Q1 		$375K Sell
42,012
-869
-2% -$8.1K 0.01% 881
2024
Q4 		$450K Buy
42,881
+12,126
+39% +$131K 0.01% 852
2024
Q3 		$307K Buy
30,755
+19,139
+165% +$195K ﹤0.01% 942
2024
Q2 		$115K Buy
+11,616
New +$109K 0.02% 408
2022
Q1 		– Sell
-220
Closed -$1K – 761
2021
Q4 		$1K Buy
+220
New +$1.36K ﹤0.01% 705

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

Benjamin Edwards Inc's WT Position: Q2 2026 in Review

Benjamin Edwards Inc increased its WisdomTree (WT) stake by 2.8% in Q2 2026, buying an estimated $40.3K and bringing the position to 82,934 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #687.

Benjamin Edwards Inc first reported a position in WT in Q4 2021 and has held it in 10 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Benjamin Edwards Inc held 82,934 shares of WisdomTree worth $1.4M as of Q2 2026.
  • Benjamin Edwards Inc bought 2,277 WisdomTree shares in Q2 2026, an estimated $40.3K.
  • WisdomTree made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #687 holding.
  • Benjamin Edwards Inc first reported a position in WisdomTree in Q4 2021 and has held it in 10 quarters since.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.