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Capstone Investment Advisors’s
WisdomTree
WT
Stock Holding History
Capstone Investment Advisors’s Portfolio
WT Stock Details
WT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$479K
Sell
32,868
-23,490
-42%
-$363K
﹤0.01%
1155
2025
Q4
$687K
Buy
+56,358
New
+$681K
0.01%
1020
2017
Q4
–
Sell
-27,283
Closed
-$277K
–
696
2017
Q3
$277K
Buy
+27,283
New
+$264K
0.02%
412
2017
Q2
–
Sell
-15,126
Closed
-$137K
–
990
2017
Q1
$137K
Buy
+15,126
New
+$146K
0.01%
810
Other funds holding WT
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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
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
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
SCM
Simcoe Capital Management
New York
$539M AUM
36.22%
1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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