Capital World Investors’s WisdomTree WT Stock Holding History

Capital World Investors’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	$128M	Buy	7,547,094 +736,035	+11%	+$13M	0.02%	379
2026 Q1	$99.2M	Buy	6,811,059 +4,281,548	+169%	+$66.2M	0.01%	387
2025 Q4	$30.8M	Buy	+2,529,511	New	+$30.6M	﹤0.01%	456
2017 Q4	–	Sell	-6,800,000	Closed	-$69.2M	–	524
2017 Q3	$69.2M	Hold	6,800,000	–	–	0.02%	331
2017 Q2	$69.2M	Buy	6,800,000 +3,750,000	+123%	+$34.6M	0.02%	324
2017 Q1	$27.7M	Hold	3,050,000	–	–	0.01%	393
2016 Q4	$34M	Buy	3,050,000 +1,240,000	+69%	+$12.9M	0.01%	368
2016 Q3	$18.6M	Sell	1,810,000 -1,590,000	-47%	-$16.6M	﹤0.01%	408
2016 Q2	$33.3M	Buy	3,400,000 +1,780,000	+110%	+$19.6M	0.01%	365
2016 Q1	$18.5M	Sell	1,620,000 -617,400	-28%	-$7.41M	0.01%	409
2015 Q4	$35.1M	Buy	2,237,400 +150,000	+7%	+$2.75M	0.01%	378
2015 Q3	$33.7M	Buy	2,087,400 +1,647,400	+374%	+$34.7M	0.01%	380
2015 Q2	$9.66M	Buy	+440,000	New	+$9.28M	﹤0.01%	493

Other funds holding WT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Capital World Investors's WT Position: Q2 2026 in Review

Capital World Investors increased its WisdomTree (WT) stake by 11% in Q2 2026, buying an estimated $13M and bringing the position to 7,547,094 shares worth $128M. The position accounts for 0.02% of the portfolio, ranked #379.

Capital World Investors first reported a position in WT in Q2 2015 and has held it in 13 quarters since. 223 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Capital World Investors held 7,547,094 shares of WisdomTree worth $128M as of Q2 2026.
Capital World Investors bought 736,035 WisdomTree shares in Q2 2026, an estimated $13M.
WisdomTree made up 0.02% of Capital World Investors's portfolio in Q2 2026, its #379 holding.
Capital World Investors first reported a position in WisdomTree in Q2 2015 and has held it in 13 quarters since.
223 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.