Envestnet Asset Management
CEW

Envestnet Asset Management’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Envestnet Asset Management’s Portfolio CEW Stock Details CEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14,718
Closed -$278K – 4728
2025
Q4 		$278K Buy
+14,718
New +$280K ﹤0.01% 4088
2018
Q3 		– Sell
-551
Closed -$10K – 1459
2018
Q2 		$10K Sell
551
-2,051
-79% -$39.4K ﹤0.01% 2531
2018
Q1 		$51K Sell
2,602
-560
-18% -$11.1K ﹤0.01% 2146
2017
Q4 		$62K Hold
3,162
– – ﹤0.01% 2248
2017
Q3 		$60K Sell
3,162
-14
-0.4% -$266 ﹤0.01% 2228
2017
Q2 		$59K Sell
3,176
-188
-6% -$3.48K ﹤0.01% 2300
2017
Q1 		$62K Sell
3,364
-794
-19% -$14.3K ﹤0.01% 2339
2016
Q4 		$73K Buy
+4,158
New +$73.7K ﹤0.01% 2312
2016
Q1 		– Sell
-9,211
Closed -$155K – 3085
2015
Q4 		$155K Sell
9,211
-1,157
-11% -$19.7K ﹤0.01% 2171
2015
Q3 		$174K Sell
10,368
-1,318
-11% -$22.8K ﹤0.01% 2082
2015
Q2 		$212K Sell
11,686
-1,610
-12% -$29.8K ﹤0.01% 2104
2015
Q1 		$242K Buy
13,296
+318
+2% +$5.83K ﹤0.01% 1875
2014
Q4 		$241K Sell
12,978
-2,641
-17% -$51K ﹤0.01% 944
2014
Q3 		$308K Sell
15,619
-6,252
-29% -$127K ﹤0.01% 930
2014
Q2 		$450K Buy
21,871
+6,571
+43% +$134K ﹤0.01% 792
2014
Q1 		$309K Buy
15,300
+914
+6% +$18.1K ﹤0.01% 781
2013
Q4 		$289K Sell
14,386
-1,404
-9% -$28.4K ﹤0.01% 746
2013
Q3 		$318K Sell
15,790
-2,150
-12% -$43.2K ﹤0.01% 711
2013
Q2 		$360K Buy
+17,940
New +$373K ﹤0.01% 661

Other funds holding CEW

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
1CP
17 Capital Partners Pheonix, Arizona $222M AUM 20.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Envestnet Asset Management's CEW Position: Q1 2026 in Review

Envestnet Asset Management sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q1 2026, closing a stake of 14,718 shares — an estimated $278K sold.

Envestnet Asset Management first reported a position in CEW in Q2 2013 and held it in 19 quarters. The position peaked at $450K in Q2 2014. 13 funds tracked by Wall St. Rank hold CEW as of Q1 2026.

  • Envestnet Asset Management reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 14,718 WisdomTree Emerging Currency Strategy Fund shares in Q1 2026, an estimated $278K.
  • Envestnet Asset Management first reported a position in WisdomTree Emerging Currency Strategy Fund in Q2 2013 and held it in 19 quarters.
  • Envestnet Asset Management's WisdomTree Emerging Currency Strategy Fund position peaked at $450K in Q2 2014.
  • 13 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.