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Cornerstone Planning Group’s WisdomTree WT Stock Holding History

Cornerstone Planning 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
2026
Q2 		$757 Hold
38
– – ﹤0.01% 1571
2026
Q1 		$694 Hold
38
– – ﹤0.01% 1557
2025
Q4 		$644 Buy
+38
New +$459 ﹤0.01% 1463

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Cornerstone Planning Group's WT Position: Q2 2026 in Review

Cornerstone Planning Group held its WisdomTree (WT) position steady in Q2 2026 at 38 shares worth $757. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

Cornerstone Planning Group first reported a position in WT in Q4 2025 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Cornerstone Planning Group held 38 shares of WisdomTree worth $757 as of Q2 2026.
  • Cornerstone Planning Group left its WisdomTree share count unchanged in Q2 2026.
  • WisdomTree made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1571 holding.
  • Cornerstone Planning Group first reported a position in WisdomTree in Q4 2025 and has held it in 3 quarters since.
  • 135 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.