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 Q3	$443K	Hold	18,255	–	–	0.02%	451
2026 Q2	$309K	Hold	18,255	–	–	0.02%	617
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	$190K	Hold	21,350	–	–	0.01%	690
2024 Q1	$196K	Hold	21,350	–	–	0.01%	718
2023 Q4	$148K	Hold	21,350	–	–	0.01%	731
2023 Q3	$149K	Hold	21,350	–	–	0.01%	713
2023 Q2	$145K	Hold	21,350	–	–	0.01%	692
2023 Q1	$125K	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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Everence Capital Management's WT Position: Q3 2026 in Review

Everence Capital Management held its WisdomTree (WT) position steady in Q3 2026 at 18,255 shares worth $443K. The position accounts for 0.02% of the portfolio, ranked #451.

Everence Capital Management first reported a position in WT in Q3 2017 and has held it in 30 quarters since. 167 funds tracked by Wall St. Rank hold WT as of Q3 2026.

Everence Capital Management held 18,255 shares of WisdomTree worth $443K as of Q3 2026.
Everence Capital Management left its WisdomTree share count unchanged in Q3 2026.
WisdomTree made up 0.02% of Everence Capital Management's portfolio in Q3 2026, its #451 holding.
Everence Capital Management first reported a position in WisdomTree in Q3 2017 and has held it in 30 quarters since.
167 funds tracked by Wall St. Rank held WisdomTree as of Q3 2026.

Based on Everence Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.