Fidelity Investments
WBAT

Fidelity Investments’s WisdomTree Battery Value Chain and Innovation Fund WBAT Stock Holding History

Fidelity Investments’s Portfolio WBAT Stock Details WBAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$27 – 5710
2024
Q4 		$27 Buy
+1
New +$28 ﹤0.01% 5309

Other funds holding WBAT

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
CTWM
Cherry Tree Wealth Management Minnetonka, Minnesota $473M AUM 12.37% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments's WBAT Position: Q1 2025 in Review

Fidelity Investments sold out of WisdomTree Battery Value Chain and Innovation Fund (WBAT) in Q1 2025, closing a stake of 1 share — an estimated $27 sold.

Fidelity Investments first reported a position in WBAT in Q4 2024 and held it in 1 quarter. The position peaked at $27 in Q4 2024. 12 funds tracked by Wall St. Rank hold WBAT as of Q1 2025.

  • Fidelity Investments reported no remaining WisdomTree Battery Value Chain and Innovation Fund position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 WisdomTree Battery Value Chain and Innovation Fund share in Q1 2025, an estimated $27.
  • Fidelity Investments first reported a position in WisdomTree Battery Value Chain and Innovation Fund in Q4 2024 and held it in 1 quarter.
  • Fidelity Investments's WisdomTree Battery Value Chain and Innovation Fund position peaked at $27 in Q4 2024.
  • 12 funds tracked by Wall St. Rank held WisdomTree Battery Value Chain and Innovation Fund as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.