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Covestor’s WisdomTree WT Stock Holding History

Covestor’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 		$9K Buy
555
+504
+988% +$8.92K 0.01% 1697
2026
Q1 		$1K Sell
51
-25
-33% -$386 ﹤0.01% 2176
2025
Q4 		$1K Sell
76
-20
-21% -$242 ﹤0.01% 2201
2025
Q3 		$1K Sell
96
-39
-29% -$521 ﹤0.01% 2209
2025
Q2 		$2K Sell
135
-27
-17% -$253 ﹤0.01% 1912
2025
Q1 		$1K Buy
162
+148
+1,057% +$1.38K ﹤0.01% 2135
2024
Q4 		$0 Buy
14
+1
+8% +$11 ﹤0.01% 2801
2024
Q3 		$0 Sell
13
-1
-7% -$10 ﹤0.01% 2835
2024
Q2 		$0 Hold
14
– – ﹤0.01% 2822
2024
Q1 		$0 Sell
14
-1
-7% -$8 ﹤0.01% 2806
2023
Q4 		$0 Sell
15
-1
-6% -$7 ﹤0.01% 2782
2023
Q3 		$0 Sell
16
-3
-16% -$21 ﹤0.01% 2777
2023
Q2 		$0 Buy
19
+14
+280% +$94 ﹤0.01% 2717
2023
Q1 		$0 Buy
+5
New +$29 ﹤0.01% 2650
2022
Q4 		– Sell
-5
Closed – – 2667
2022
Q3 		$0 Buy
+5
New +$26 ﹤0.01% 2682

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Covestor's WT Position: Q2 2026 in Review

Covestor increased its WisdomTree (WT) stake by 988% in Q2 2026, buying an estimated $8.92K and bringing the position to 555 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #1697.

Covestor first reported a position in WT in Q3 2022 and has held it in 15 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Covestor held 555 shares of WisdomTree worth $9K as of Q2 2026.
  • Covestor bought 504 WisdomTree shares in Q2 2026, an estimated $8.92K.
  • WisdomTree made up 0.01% of Covestor's portfolio in Q2 2026, its #1697 holding.
  • Covestor first reported a position in WisdomTree in Q3 2022 and has held it in 15 quarters since.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.