Clearstead Trust’s WisdomTree WT Stock Holding History

Clearstead Trust’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	–	Sell	-84	Closed	-$1.17K	–	1555
2025 Q3	$1.17K	Hold	84	–	–	﹤0.01%	1173
2025 Q2	$967	Buy	+84	New	+$787	﹤0.01%	1172

Other funds holding WT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Trust's WT Position: Q4 2025 in Review

Clearstead Trust sold out of WisdomTree (WT) in Q4 2025, closing a stake of 84 shares — an estimated $1.17K sold.

Clearstead Trust first reported a position in WT in Q2 2025 and held it in 2 quarters. The position peaked at $1.17K in Q3 2025. 288 funds tracked by Wall St. Rank hold WT as of Q4 2025.

Clearstead Trust reported no remaining WisdomTree position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 84 WisdomTree shares in Q4 2025, an estimated $1.17K.
Clearstead Trust first reported a position in WisdomTree in Q2 2025 and held it in 2 quarters.
Clearstead Trust's WisdomTree position peaked at $1.17K in Q3 2025.
288 funds tracked by Wall St. Rank held WisdomTree as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.