CM
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Capital Management’s WisdomTree WT Stock Holding History

Capital Management’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
Q1 		$1.72M Sell
118,060
-443,826
-79% -$6.86M 0.29% 46
2025
Q4 		$6.85M Buy
561,886
+291,851
+108% +$3.52M 1.12% 34
2025
Q3 		$3.75M Sell
270,035
-56,235
-17% -$751K 0.59% 42
2025
Q2 		$3.76M Buy
326,270
+135,900
+71% +$1.27M 0.64% 44
2025
Q1 		$1.7M Buy
190,370
+168,170
+758% +$1.57M 0.29% 47
2024
Q4 		$233K Hold
22,200
– – 0.04% 72
2024
Q3 		$222K Sell
22,200
-17,430
-44% -$177K 0.04% 73
2024
Q2 		$393K Sell
39,630
-582,820
-94% -$5.48M 0.08% 52
2024
Q1 		$5.72M Sell
622,450
-581,327
-48% -$4.45M 1.09% 38
2023
Q4 		$8.34M Buy
1,203,777
+344,760
+40% +$2.28M 1.64% 27
2023
Q3 		$6.01M Sell
859,017
-24,725
-3% -$173K 1.36% 33
2023
Q2 		$6.06M Sell
883,742
-786,945
-47% -$5.26M 1.3% 37
2023
Q1 		$9.79M Sell
1,670,687
-215,212
-11% -$1.25M 2.25% 20
2022
Q4 		$10.3M Buy
1,885,899
+490,242
+35% +$2.55M 2.53% 15
2022
Q3 		$6.53M Sell
1,395,657
-582,237
-29% -$2.98M 1.84% 26
2022
Q2 		$10M Sell
1,977,894
-103,308
-5% -$593K 2.48% 16
2022
Q1 		$12.2M Buy
2,081,202
+395,377
+23% +$2.26M 2.61% 16
2021
Q4 		$10.3M Sell
1,685,825
-245,230
-13% -$1.52M 2.14% 18
2021
Q3 		$10.9M Buy
1,931,055
+407,525
+27% +$2.5M 2.39% 16
2021
Q2 		$9.45M Buy
1,523,530
+271,610
+22% +$1.79M 2% 20
2021
Q1 		$7.82M Buy
+1,251,920
New +$7.17M 1.75% 26

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 Management's WT Position: Q1 2026 in Review

Capital Management reduced its WisdomTree (WT) stake by 79% in Q1 2026, selling an estimated $6.86M and leaving 118,060 shares worth $1.72M. The position accounts for 0.29% of the portfolio, ranked #46.

Capital Management first reported a position in WT in Q1 2021 and has held it in 21 quarters since. The position peaked at $12.2M in Q1 2022. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

  • Capital Management held 118,060 shares of WisdomTree worth $1.72M as of Q1 2026.
  • Capital Management sold 443,826 WisdomTree shares in Q1 2026, an estimated $6.86M.
  • WisdomTree made up 0.29% of Capital Management's portfolio in Q1 2026, its #46 holding.
  • Capital Management first reported a position in WisdomTree in Q1 2021 and has held it in 21 quarters since.
  • Capital Management's WisdomTree position peaked at $12.2M in Q1 2022.
  • 311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.