Essential Partners
WT icon

Essential Partners’s WisdomTree WT Stock Holding History

Essential Partners’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
2026
Q3 		$1.34K Hold
55
– – ﹤0.01% 2078
2026
Q2 		$932 Hold
55
– – ﹤0.01% 2275
2026
Q1 		$801 Hold
55
– – ﹤0.01% 2307
2025
Q4 		$670 Sell
55
-47
-46% -$568 ﹤0.01% 2153
2025
Q3 		$1.42K Buy
102
+47
+85% +$628 ﹤0.01% 1915
2025
Q2 		$633 Buy
+55
New +$515 ﹤0.01% 1636

Other funds holding WT

Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Essential Partners's WT Position: Q3 2026 in Review

Essential Partners held its WisdomTree (WT) position steady in Q3 2026 at 55 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

Essential Partners first reported a position in WT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.42K in Q3 2025. 46 funds tracked by Wall St. Rank hold WT as of Q3 2026.

  • Essential Partners held 55 shares of WisdomTree worth $1.34K as of Q3 2026.
  • Essential Partners left its WisdomTree share count unchanged in Q3 2026.
  • WisdomTree made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2078 holding.
  • Essential Partners first reported a position in WisdomTree in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's WisdomTree position peaked at $1.42K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held WisdomTree as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.