CIC
WT icon

Chase Investment Counsel’s WisdomTree WT Stock Holding History

Chase Investment Counsel’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 		$3.27M Buy
+192,923
New +$3.42M 0.69% 37
2014
Q2 		– Sell
-106,825
Closed -$1.4M – 117
2014
Q1 		$1.4M Buy
+106,825
New +$1.63M 0.47% 79

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 $3.37T AUM 44.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Chase Investment Counsel's WT Position: Q2 2026 in Review

Chase Investment Counsel opened a new position in WisdomTree (WT) in Q2 2026: 192,923 shares worth $3.27M. The stake represents 0.69% of the portfolio and ranks #37 among its holdings. This is a return to the name: Chase Investment Counsel previously reported a position in WT as recently as Q1 2014.

Chase Investment Counsel first reported a position in WT in Q1 2014 and has held it in 2 quarters since. 313 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Chase Investment Counsel held 192,923 shares of WisdomTree worth $3.27M as of Q2 2026.
  • WisdomTree was a new Chase Investment Counsel position in Q2 2026.
  • WisdomTree made up 0.69% of Chase Investment Counsel's portfolio in Q2 2026, its #37 holding.
  • Chase Investment Counsel first reported a position in WisdomTree in Q1 2014 and has held it in 2 quarters since.
  • 313 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.