Cookson Peirce & Co
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Cookson Peirce & Co’s WisdomTree WT Stock Holding History

Cookson Peirce & Co’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
Q3 		$2.2M Buy
90,666
+5,848
+7% +$128K 0.08% 117
2026
Q2 		$1.44M Buy
+84,818
New +$1.5M 0.05% 186

Other funds holding WT

Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Pacific Capital Partners
Pacific Capital Partners London $132M AUM 28.4% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Cookson Peirce & Co's WT Position: Q3 2026 in Review

Cookson Peirce & Co increased its WisdomTree (WT) stake by 6.9% in Q3 2026, buying an estimated $128K and bringing the position to 90,666 shares worth $2.2M. The position accounts for 0.08% of the portfolio, ranked #117.

Cookson Peirce & Co first reported a position in WT in Q2 2026 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold WT as of Q3 2026.

  • Cookson Peirce & Co held 90,666 shares of WisdomTree worth $2.2M as of Q3 2026.
  • Cookson Peirce & Co bought 5,848 WisdomTree shares in Q3 2026, an estimated $128K.
  • WisdomTree made up 0.08% of Cookson Peirce & Co's portfolio in Q3 2026, its #117 holding.
  • Cookson Peirce & Co first reported a position in WisdomTree in Q2 2026 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held WisdomTree as of Q3 2026.

Based on Cookson Peirce & Co's 13F filing for Q3 2026, filed 30 Oct 2026.