Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s WisdomTree WT Stock Holding History

Capital Fund Management (CFM)’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 		– Sell
-23,975
Closed -$349K – 2416
2026
Q1 		$349K Sell
23,975
-34,555
-59% -$534K ﹤0.01% 1933
2025
Q4 		$713K Sell
58,530
-7,581
-11% -$91.6K ﹤0.01% 2129
2025
Q3 		$919K Buy
+66,111
New +$883K ﹤0.01% 2133
2019
Q4 		– Sell
-23,900
Closed -$125K – 2073
2019
Q3 		$125K Sell
23,900
-19,600
-45% -$111K ﹤0.01% 1603
2019
Q2 		$268K Buy
+43,500
New +$295K ﹤0.01% 1421
2017
Q1 		– Sell
-522,627
Closed -$5.82M – 1868
2016
Q4 		$5.82M Sell
522,627
-209,712
-29% -$2.19M 0.05% 443
2016
Q3 		$7.54M Buy
+732,339
New +$7.63M 0.07% 333
2016
Q2 		– Sell
-180,335
Closed -$1.99M – 1819
2016
Q1 		$2.06M Sell
180,335
-111,418
-38% -$1.34M 0.02% 699
2015
Q4 		$4.58M Buy
+291,753
New +$5.36M 0.05% 459
2015
Q3 		– Sell
-175,184
Closed -$3.85M – 1707
2015
Q2 		$3.85M Buy
175,184
+61,679
+54% +$1.3M 0.05% 441
2015
Q1 		$2.44M Buy
113,505
+37,569
+49% +$701K 0.03% 534
2014
Q4 		$1.19M Buy
+75,936
New +$1.06M 0.01% 837
2014
Q3 		– Sell
-843,774
Closed -$10.4M – 1846
2014
Q2 		$10.4M Buy
+843,774
New +$9.55M 0.11% 219

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

Capital Fund Management (CFM)'s WT Position: Q2 2026 in Review

Capital Fund Management (CFM) sold out of WisdomTree (WT) in Q2 2026, closing a stake of 23,975 shares — an estimated $349K sold.

Capital Fund Management (CFM) first reported a position in WT in Q2 2014 and held it in 13 quarters. The position peaked at $10.4M in Q2 2014. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Capital Fund Management (CFM) reported no remaining WisdomTree position as of Q2 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 23,975 WisdomTree shares in Q2 2026, an estimated $349K.
  • Capital Fund Management (CFM) first reported a position in WisdomTree in Q2 2014 and held it in 13 quarters.
  • Capital Fund Management (CFM)'s WisdomTree position peaked at $10.4M in Q2 2014.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.