Corient Private Wealth
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Corient Private Wealth’s WisdomTree WT Stock Holding History

Corient Private Wealth’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 		$1.78M Sell
104,858
-229
-0.2% -$4.05K ﹤0.01% 1461
2026
Q1 		$1.53M Buy
+105,087
New +$1.62M ﹤0.01% 1408

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Vanguard Portfolio Management
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Capital World Investors
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ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Vanguard Capital Management
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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

Corient Private Wealth's WT Position: Q2 2026 in Review

Corient Private Wealth reduced its WisdomTree (WT) stake by 0.22% in Q2 2026, selling an estimated $4.05K and leaving 104,858 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

Corient Private Wealth first reported a position in WT in Q1 2026 and has held it in 2 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Corient Private Wealth held 104,858 shares of WisdomTree worth $1.78M as of Q2 2026.
  • Corient Private Wealth sold 229 WisdomTree shares in Q2 2026, an estimated $4.05K.
  • WisdomTree made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1461 holding.
  • Corient Private Wealth first reported a position in WisdomTree in Q1 2026 and has held it in 2 quarters since.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.