Cullen/Frost Bankers’s WisdomTree WT Stock Holding History

Cullen/Frost Bankers’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
2025 Q1	–	Sell	-90	Closed	-$945	–	1500
2024 Q4	$945	Buy	+90	New	+$974	﹤0.01%	1258

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cullen/Frost Bankers's WT Position: Q1 2025 in Review

Cullen/Frost Bankers sold out of WisdomTree (WT) in Q1 2025, closing a stake of 90 shares — an estimated $945 sold.

Cullen/Frost Bankers first reported a position in WT in Q4 2024 and held it in 1 quarter. The position peaked at $945 in Q4 2024. 256 funds tracked by Wall St. Rank hold WT as of Q1 2025.

Cullen/Frost Bankers reported no remaining WisdomTree position as of Q1 2025 after selling out during the quarter.
Cullen/Frost Bankers sold 90 WisdomTree shares in Q1 2025, an estimated $945.
Cullen/Frost Bankers first reported a position in WisdomTree in Q4 2024 and held it in 1 quarter.
Cullen/Frost Bankers's WisdomTree position peaked at $945 in Q4 2024.
256 funds tracked by Wall St. Rank held WisdomTree as of Q1 2025.

Based on Cullen/Frost Bankers's 13F filing for Q1 2025, filed 2 May 2025.