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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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

Essential Partners's WT Position: Q2 2026 in Review

Essential Partners held its WisdomTree (WT) position steady in Q2 2026 at 55 shares worth $932. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

Essential Partners first reported a position in WT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.42K in Q3 2025. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Essential Partners held 55 shares of WisdomTree worth $932 as of Q2 2026.
  • Essential Partners left its WisdomTree share count unchanged in Q2 2026.
  • WisdomTree made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2275 holding.
  • Essential Partners first reported a position in WisdomTree in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's WisdomTree position peaked at $1.42K in Q3 2025.
  • 312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.