CIBC Private Wealth Group
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CIBC Private Wealth Group’s WisdomTree WT Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$341 Buy
+28
New +$338 ﹤0.01% 3118
2024
Q2 		– Sell
-4,636
Closed -$42.1K – 3309
2024
Q1 		$42.1K Buy
+4,636
New +$35.5K ﹤0.01% 1742

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
SCM
Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIBC Private Wealth Group's WT Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in WisdomTree (WT) in Q4 2025: 28 shares worth $341. The stake represents ﹤0.01% of the portfolio and ranks #3118 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in WT as recently as Q1 2024.

CIBC Private Wealth Group first reported a position in WT in Q1 2024 and has held it in 2 quarters since. The position peaked at $42.1K in Q1 2024. 288 funds tracked by Wall St. Rank hold WT as of Q4 2025.

  • CIBC Private Wealth Group held 28 shares of WisdomTree worth $341 as of Q4 2025.
  • WisdomTree was a new CIBC Private Wealth Group position in Q4 2025.
  • WisdomTree made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3118 holding.
  • CIBC Private Wealth Group first reported a position in WisdomTree in Q1 2024 and has held it in 2 quarters since.
  • CIBC Private Wealth Group's WisdomTree position peaked at $42.1K in Q1 2024.
  • 288 funds tracked by Wall St. Rank held WisdomTree as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.