EWA
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EverSource Wealth Advisors’s WisdomTree WT Stock Holding History

EverSource Wealth Advisors’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 		$10.7K Sell
629
-764
-55% -$13.5K ﹤0.01% 2877
2026
Q1 		$20.3K Buy
1,393
+16
+1% +$247 ﹤0.01% 2497
2025
Q4 		$16.8K Buy
1,377
+63
+5% +$761 ﹤0.01% 2501
2025
Q3 		$18.3K Sell
1,314
-24
-2% -$321 ﹤0.01% 2428
2025
Q2 		$15.4K Buy
1,338
+1,094
+448% +$10.2K ﹤0.01% 2493
2025
Q1 		$2.18K Buy
244
+148
+154% +$1.38K ﹤0.01% 2887
2024
Q4 		$1.01K Buy
+96
New +$1.04K ﹤0.01% 2962

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

EverSource Wealth Advisors's WT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its WisdomTree (WT) stake by 55% in Q2 2026, selling an estimated $13.5K and leaving 629 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2877.

EverSource Wealth Advisors first reported a position in WT in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.3K in Q1 2026. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • EverSource Wealth Advisors held 629 shares of WisdomTree worth $10.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 764 WisdomTree shares in Q2 2026, an estimated $13.5K.
  • WisdomTree made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2877 holding.
  • EverSource Wealth Advisors first reported a position in WisdomTree in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's WisdomTree position peaked at $20.3K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.