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CSM Advisors’s WisdomTree WT Stock Holding History

CSM Advisors’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 		$9.34M Buy
551,313
+29,384
+6% +$520K 0.2% 114
2026
Q1 		$7.6M Sell
521,929
-40,564
-7% -$627K 0.19% 129
2025
Q4 		$6.86M Buy
562,493
+56,961
+11% +$688K 0.19% 118
2025
Q3 		$7.03M Sell
505,532
-18,363
-4% -$245K 0.2% 114
2025
Q2 		$6.03M Buy
+523,895
New +$4.91M 0.18% 145

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

CSM Advisors's WT Position: Q2 2026 in Review

CSM Advisors increased its WisdomTree (WT) stake by 5.6% in Q2 2026, buying an estimated $520K and bringing the position to 551,313 shares worth $9.34M. The position accounts for 0.2% of the portfolio, ranked #114.

CSM Advisors first reported a position in WT in Q2 2025 and has held it in 5 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • CSM Advisors held 551,313 shares of WisdomTree worth $9.34M as of Q2 2026.
  • CSM Advisors bought 29,384 WisdomTree shares in Q2 2026, an estimated $520K.
  • WisdomTree made up 0.2% of CSM Advisors's portfolio in Q2 2026, its #114 holding.
  • CSM Advisors first reported a position in WisdomTree in Q2 2025 and has held it in 5 quarters since.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.