Capstone Investment Advisors
WT icon

Capstone Investment Advisors’s WisdomTree WT Stock Holding History

Capstone Investment Advisors’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 		– Sell
-32,868
Closed -$479K – 1933
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 – 679
2017
Q3 		$277K Buy
+27,283
New +$264K 0.01% 412
2017
Q2 		– Sell
-15,126
Closed -$137K – 971
2017
Q1 		$137K Buy
+15,126
New +$146K ﹤0.01% 810

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

Capstone Investment Advisors's WT Position: Q2 2026 in Review

Capstone Investment Advisors sold out of WisdomTree (WT) in Q2 2026, closing a stake of 32,868 shares — an estimated $479K sold.

Capstone Investment Advisors first reported a position in WT in Q1 2017 and held it in 4 quarters. The position peaked at $687K in Q4 2025. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Capstone Investment Advisors reported no remaining WisdomTree position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 32,868 WisdomTree shares in Q2 2026, an estimated $479K.
  • Capstone Investment Advisors first reported a position in WisdomTree in Q1 2017 and held it in 4 quarters.
  • Capstone Investment Advisors's WisdomTree position peaked at $687K in Q4 2025.
  • 312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.