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
2016
Q3 		– Sell
-11,600
Closed -$114K – 1829
2016
Q2 		$114K Sell
11,600
-1,100
-9% -$12.1K ﹤0.01% 1468
2016
Q1 		$145K Buy
+12,700
New +$152K ﹤0.01% 1460
2015
Q3 		– Sell
-34,000
Closed -$747K – 1708
2015
Q2 		$747K Buy
+34,000
New +$717K 0.01% 917

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 $3.38T AUM 44.17% 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. 312 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.
  • 312 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.