D.E. Shaw & Co’s WisdomTree WT Stock Holding History

D.E. Shaw & Co’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
2019 Q1	–	Sell	-13,200	Closed	-$88K	–	3976
2018 Q4	$88K	Hold	13,200	–	–	﹤0.01%	3651
2018 Q3	$112K	Buy	+13,200	New	+$112K	﹤0.01%	3613
2017 Q1	–	Sell	-25,000	Closed	-$279K	–	3641
2016 Q4	$279K	Hold	25,000	–	–	﹤0.01%	3142
2016 Q3	$257K	Hold	25,000	–	–	﹤0.01%	3108
2016 Q2	$245K	Hold	25,000	–	–	﹤0.01%	3115
2016 Q1	$286K	Buy	+25,000	New	+$300K	﹤0.01%	3039
2014 Q4	–	Sell	-10,000	Closed	-$114K	–	4292
2014 Q3	$114K	Sell	10,000 -55,900	-85%	-$636K	﹤0.01%	3969
2014 Q2	$815K	Sell	65,900 -91,300	-58%	-$1.03M	﹤0.01%	3119
2014 Q1	$2.06M	Buy	157,200 +72,500	+86%	+$1.11M	﹤0.01%	2354
2013 Q4	$1.5M	Buy	+84,700	New	+$1.21M	﹤0.01%	2794

Other funds holding WT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ACL

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

SCM

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

D.E. Shaw & Co's WT Position: Q1 2026 in Review

D.E. Shaw & Co reduced its WisdomTree (WT) stake by 85% in Q1 2026, selling an estimated $27.8M and leaving 325,708 shares worth $4.74M. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

D.E. Shaw & Co first reported a position in WT in Q2 2013 and has held it in 39 quarters since. The position peaked at $33.3M in Q3 2025. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

D.E. Shaw & Co held 325,708 shares of WisdomTree worth $4.74M as of Q1 2026.
D.E. Shaw & Co sold 1,796,382 WisdomTree shares in Q1 2026, an estimated $27.8M.
WisdomTree made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q1 2026, its #2221 holding.
D.E. Shaw & Co first reported a position in WisdomTree in Q2 2013 and has held it in 39 quarters since.
D.E. Shaw & Co's WisdomTree position peaked at $33.3M in Q3 2025.
311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.