Blue Trust Inc’s WisdomTree WT Stock Holding History

Blue Trust 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	$6.78K	Hold	400	–	–	﹤0.01%	1962
2026 Q1	$5.82K	Hold	400	–	–	﹤0.01%	1961
2025 Q4	$4.88K	Hold	400	–	–	﹤0.01%	1999
2025 Q3	$5.56K	Hold	400	–	–	﹤0.01%	1976
2025 Q2	$4.6K	Hold	400	–	–	﹤0.01%	2012
2025 Q1	$3.57K	Hold	400	–	–	﹤0.01%	2151
2024 Q4	$4.2K	Buy	400 +250	+167%	+$2.71K	﹤0.01%	2118
2024 Q3	$1.49K	Buy	+150	New	+$1.52K	﹤0.01%	2635

Other funds holding WT

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

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

Blue Trust Inc's WT Position: Q2 2026 in Review

Blue Trust Inc held its WisdomTree (WT) position steady in Q2 2026 at 400 shares worth $6.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

Blue Trust Inc first reported a position in WT in Q3 2024 and has held it in 8 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Blue Trust Inc held 400 shares of WisdomTree worth $6.78K as of Q2 2026.
Blue Trust Inc left its WisdomTree share count unchanged in Q2 2026.
WisdomTree made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1962 holding.
Blue Trust Inc first reported a position in WisdomTree in Q3 2024 and has held it in 8 quarters since.
310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.