EWM
QGRW icon

Empirical Wealth Management’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Empirical Wealth Management’s Portfolio QGRW Stock Details QGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$76.6M Buy
1,160,231
+139,185
+14% +$8.78M 1.12% 15
2026
Q1 		$54.6M Buy
1,021,046
+297,582
+41% +$17M 0.94% 23
2025
Q4 		$42.4M Buy
723,464
+718,849
+15,576% +$42M 0.76% 24
2025
Q3 		$265K Buy
+4,615
New +$252K 0.01% 661

Other funds holding QGRW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empirical Wealth Management's QGRW Position: Q2 2026 in Review

Empirical Wealth Management increased its WisdomTree US Quality Growth Fund (QGRW) stake by 14% in Q2 2026, buying an estimated $8.78M and bringing the position to 1,160,231 shares worth $76.6M. The position accounts for 1.12% of the portfolio, ranked #15.

Empirical Wealth Management first reported a position in QGRW in Q3 2025 and has held it in 4 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • Empirical Wealth Management held 1,160,231 shares of WisdomTree US Quality Growth Fund worth $76.6M as of Q2 2026.
  • Empirical Wealth Management bought 139,185 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $8.78M.
  • WisdomTree US Quality Growth Fund made up 1.12% of Empirical Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Empirical Wealth Management first reported a position in WisdomTree US Quality Growth Fund in Q3 2025 and has held it in 4 quarters since.
  • 164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.