CJ
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Caitlin John’s WisdomTree WT Stock Holding History

Caitlin John’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 		$288 Hold
17
– – ﹤0.01% 965
2026
Q1 		$248 Hold
17
– – ﹤0.01% 890
2025
Q4 		$207 Sell
17
-358
-95% -$4.32K ﹤0.01% 894
2025
Q3 		$5.21K Buy
+375
New +$5.01K ﹤0.01% 586
2025
Q2 		– Sell
-69,708
Closed -$622K – 170
2025
Q1 		$622K Sell
69,708
-106,344
-60% -$991K 0.61% 48
2024
Q4 		$1.85M Buy
176,052
+4,936
+3% +$53.4K 1.22% 25
2024
Q3 		$1.94M Buy
+171,116
New +$1.74M 1.21% 24

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

Caitlin John's WT Position: Q2 2026 in Review

Caitlin John held its WisdomTree (WT) position steady in Q2 2026 at 17 shares worth $288. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Caitlin John first reported a position in WT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.94M in Q3 2024. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Caitlin John held 17 shares of WisdomTree worth $288 as of Q2 2026.
  • Caitlin John left its WisdomTree share count unchanged in Q2 2026.
  • WisdomTree made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #965 holding.
  • Caitlin John first reported a position in WisdomTree in Q3 2024 and has held it in 7 quarters since.
  • Caitlin John's WisdomTree position peaked at $1.94M in Q3 2024.
  • 312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.