Financial Consulate’s WisdomTree WT Stock Holding History

Financial Consulate’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	$243	Buy	+10	New	+$220	﹤0.01%	1640

Other funds holding WT

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Financial Consulate's WT Position: Q3 2026 in Review

Financial Consulate opened a new position in WisdomTree (WT) in Q3 2026: 10 shares worth $243. The stake represents ﹤0.01% of the portfolio and ranks #1640 among its holdings.

46 funds tracked by Wall St. Rank hold WT as of Q3 2026.

Financial Consulate held 10 shares of WisdomTree worth $243 as of Q3 2026.
WisdomTree was a new Financial Consulate position in Q3 2026.
WisdomTree made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1640 holding.
46 funds tracked by Wall St. Rank held WisdomTree as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.