FFA
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Farther Finance Advisors’s WisdomTree WT Stock Holding History

Farther Finance 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
Q1 		$255K Buy
17,610
+17,229
+4,522% +$266K ﹤0.01% 1847
2025
Q4 		$4.64K Buy
381
+179
+89% +$2.16K ﹤0.01% 4350
2025
Q3 		$2.81K Buy
202
+38
+23% +$508 ﹤0.01% 4004
2025
Q2 		$1.89K Sell
164
-412
-72% -$3.86K ﹤0.01% 3718
2025
Q1 		$5.24K Buy
576
+53
+10% +$494 ﹤0.01% 3036
2024
Q4 		$5.49K Buy
523
+137
+35% +$1.48K ﹤0.01% 2627
2024
Q3 		$3.86K Buy
386
+15
+4% +$153 ﹤0.01% 2749
2024
Q2 		$3.69K Buy
371
+300
+423% +$2.82K ﹤0.01% 2532
2024
Q1 		$645 Hold
71
– – ﹤0.01% 2941
2023
Q4 		$492 Hold
71
– – ﹤0.01% 2986
2023
Q3 		$497 Hold
71
– – ﹤0.01% 2273
2023
Q2 		$487 Hold
71
– – ﹤0.01% 2161
2023
Q1 		$416 Hold
71
– – ﹤0.01% 2054
2022
Q4 		$387 Buy
+71
New +$369 ﹤0.01% 1882

Other funds holding WT

BlackRock
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
VPM
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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $539M AUM 36.22% 1-Year Est. Return