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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Capital Fund Management (CFM)'s WT Position: Q1 2026 in Review

Capital Fund Management (CFM) reduced its WisdomTree (WT) stake by 59% in Q1 2026, selling an estimated $534K and leaving 23,975 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

Capital Fund Management (CFM) first reported a position in WT in Q2 2014 and has held it in 13 quarters since. The position peaked at $10.4M in Q2 2014. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

  • Capital Fund Management (CFM) held 23,975 shares of WisdomTree worth $349K as of Q1 2026.
  • Capital Fund Management (CFM) sold 34,555 WisdomTree shares in Q1 2026, an estimated $534K.
  • WisdomTree made up ﹤0.01% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #1933 holding.
  • Capital Fund Management (CFM) first reported a position in WisdomTree in Q2 2014 and has held it in 13 quarters since.
  • Capital Fund Management (CFM)'s WisdomTree position peaked at $10.4M in Q2 2014.
  • 311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.