Everence Capital Management’s WisdomTree WT Stock Holding History

Everence Capital Management’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 Q1	$266K	Sell	18,255 -3,095	-14%	-$47.8K	0.02%	643
2025 Q4	$260K	Hold	21,350	–	–	0.02%	650
2025 Q3	$297K	Hold	21,350	–	–	0.02%	615
2025 Q2	$246K	Hold	21,350	–	–	0.02%	664
2025 Q1	$190K	Hold	21,350	–	–	0.01%	755
2024 Q4	$224K	Hold	21,350	–	–	0.01%	731
2024 Q3	$213K	Hold	21,350	–	–	0.01%	700
2024 Q2	$190	Hold	21,350	–	–	0.01%	690
2024 Q1	$196	Hold	21,350	–	–	0.01%	718
2023 Q4	$148K	Hold	21,350	–	–	0.01%	731
2023 Q3	$149	Hold	21,350	–	–	0.01%	713
2023 Q2	$145K	Hold	21,350	–	–	0.01%	692
2023 Q1	$125	Buy	+21,350	New	+$124K	0.01%	728
2022 Q4	–	Sell	-39,470	Closed	-$185K	–	806
2022 Q3	$185K	Hold	39,470	–	–	0.02%	669
2022 Q2	$200K	Buy	+39,470	New	+$226K	0.02%	654
2020 Q4	–	Sell	-49,990	Closed	-$160K	–	743
2020 Q3	$160K	Buy	49,990 +26,590	+114%	+$95.9K	0.02%	619
2020 Q2	$70K	Hold	23,400	–	–	0.01%	655
2020 Q1	$55K	Hold	23,400	–	–	0.01%	607
2019 Q4	$113K	Hold	23,400	–	–	0.02%	662
2019 Q3	$122K	Hold	23,400	–	–	0.02%	626
2019 Q2	$144K	Hold	23,400	–	–	0.02%	608
2019 Q1	$165K	Buy	23,400 +13,300	+132%	+$91.5K	0.03%	578
2018 Q4	$67K	Hold	10,100	–	–	0.02%	411
2018 Q3	$86K	Hold	10,100	–	–	0.02%	434
2018 Q2	$92K	Hold	10,100	–	–	0.02%	425
2018 Q1	$93K	Hold	10,100	–	–	0.02%	418
2017 Q4	$127K	Hold	10,100	–	–	0.03%	403
2017 Q3	$103K	Buy	+10,100	New	+$97.7K	0.02%	377

Other funds holding WT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simcoe Capital Management New York $539M AUM 36.22% 1-Year Est. Return