David Shaw’s WisdomTree WT Stock Holding History

David Shaw’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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

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

David Shaw's WT Position: Q2 2026 in Review

David Shaw reduced its WisdomTree (WT) stake by 72% in Q2 2026, selling an estimated $4.15M and leaving 91,295 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #3413.

David Shaw first reported a position in WT in Q2 2013 and has held it in 40 quarters since. The position peaked at $33.3M in Q3 2025. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

David Shaw held 91,295 shares of WisdomTree worth $1.55M as of Q2 2026.
David Shaw sold 234,413 WisdomTree shares in Q2 2026, an estimated $4.15M.
WisdomTree made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3413 holding.
David Shaw first reported a position in WisdomTree in Q2 2013 and has held it in 40 quarters since.
David Shaw's WisdomTree position peaked at $33.3M in Q3 2025.
310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.