Cerity Partners
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Cerity Partners’s WisdomTree WT Stock Holding History

Cerity Partners’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 		$296K Sell
17,487
-5,724
-25% -$101K ﹤0.01% 2804
2026
Q1 		$338K Buy
+23,211
New +$359K ﹤0.01% 2528
2023
Q2 		– Sell
-310
Closed -$906K – 1974
2023
Q1 		$906K Buy
+310
New +$1.81K ﹤0.01% 1020

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State Street
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DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Cerity Partners's WT Position: Q2 2026 in Review

Cerity Partners reduced its WisdomTree (WT) stake by 25% in Q2 2026, selling an estimated $101K and leaving 17,487 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #2804.

Cerity Partners first reported a position in WT in Q1 2023 and has held it in 3 quarters since. The position peaked at $906K in Q1 2023. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Cerity Partners held 17,487 shares of WisdomTree worth $296K as of Q2 2026.
  • Cerity Partners sold 5,724 WisdomTree shares in Q2 2026, an estimated $101K.
  • WisdomTree made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2804 holding.
  • Cerity Partners first reported a position in WisdomTree in Q1 2023 and has held it in 3 quarters since.
  • Cerity Partners's WisdomTree position peaked at $906K in Q1 2023.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.