Connor, Clark & Lunn Investment Management (CC&L)’s WisdomTree WT Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	$8.26M	Buy	487,766 +269,494	+123%	+$4.77M	0.02%	587
2026 Q1	$3.18M	Buy	+218,272	New	+$3.37M	0.01%	822
2025 Q3	–	Sell	-434,334	Closed	-$5M	–	1747
2025 Q2	$5M	Sell	434,334 -83,918	-16%	-$786K	0.02%	575
2025 Q1	$4.62M	Buy	518,252 +238,977	+86%	+$2.23M	0.02%	518
2024 Q4	$2.93M	Buy	+279,275	New	+$3.02M	0.01%	625
2024 Q3	–	Sell	-38,612	Closed	-$383K	–	1672
2024 Q2	$383K	Buy	38,612 +23,163	+150%	+$218K	﹤0.01%	1122
2024 Q1	$142K	Buy	+15,449	New	+$118K	﹤0.01%	1438

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

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

Connor, Clark & Lunn Investment Management (CC&L)'s WT Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its WisdomTree (WT) stake by 123% in Q2 2026, buying an estimated $4.77M and bringing the position to 487,766 shares worth $8.26M. The position accounts for 0.02% of the portfolio, ranked #587.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in WT in Q1 2024 and has held it in 7 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Connor, Clark & Lunn Investment Management (CC&L) held 487,766 shares of WisdomTree worth $8.26M as of Q2 2026.
Connor, Clark & Lunn Investment Management (CC&L) bought 269,494 WisdomTree shares in Q2 2026, an estimated $4.77M.
WisdomTree made up 0.02% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #587 holding.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in WisdomTree in Q1 2024 and has held it in 7 quarters since.
310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.