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
Q3 		$15.6K Buy
641
+39
+6% +$856 ﹤0.01% 4342
2026
Q2 		$10.2K Sell
602
-17,008
-97% -$301K ﹤0.01% 4407
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

CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Farther Finance Advisors's WT Position: Q3 2026 in Review

Farther Finance Advisors increased its WisdomTree (WT) stake by 6.5% in Q3 2026, buying an estimated $856 and bringing the position to 641 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4342.

Farther Finance Advisors first reported a position in WT in Q4 2022 and has held it in 16 quarters since. The position peaked at $255K in Q1 2026. 7 funds tracked by Wall St. Rank hold WT as of Q3 2026.

  • Farther Finance Advisors held 641 shares of WisdomTree worth $15.6K as of Q3 2026.
  • Farther Finance Advisors bought 39 WisdomTree shares in Q3 2026, an estimated $856.
  • WisdomTree made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4342 holding.
  • Farther Finance Advisors first reported a position in WisdomTree in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's WisdomTree position peaked at $255K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held WisdomTree as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.