First Trust Advisors’s WisdomTree WT Stock Holding History

First Trust 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	$10.5M	Buy	618,814 +190,992	+45%	+$3.38M	0.01%	1201
2026 Q1	$6.23M	Sell	427,822 -69,918	-14%	-$1.08M	﹤0.01%	1324
2025 Q4	$6.07M	Sell	497,740 -16,948	-3%	-$205K	﹤0.01%	1309
2025 Q3	$7.15M	Buy	514,688 +189,862	+58%	+$2.54M	0.01%	1227
2025 Q2	$3.74M	Sell	324,826 -116,497	-26%	-$1.09M	﹤0.01%	1517
2025 Q1	$3.94M	Buy	441,323 +76,185	+21%	+$710K	﹤0.01%	1433
2024 Q4	$3.83M	Sell	365,138 -135,151	-27%	-$1.46M	﹤0.01%	1508
2024 Q3	$5M	Buy	500,289 +57,828	+13%	+$588K	﹤0.01%	1348
2024 Q2	$4.38M	Buy	+442,461	New	+$4.16M	﹤0.01%	1333
2019 Q2	–	Sell	-64,753	Closed	-$457K	–	2514
2019 Q1	$457K	Buy	64,753 +12,862	+25%	+$88.5K	﹤0.01%	2161
2018 Q4	$345K	Buy	+51,891	New	+$377K	﹤0.01%	2231
2017 Q2	–	Sell	-45,778	Closed	-$416K	–	2452
2017 Q1	$416K	Buy	45,778 +4,741	+12%	+$45.9K	﹤0.01%	2135
2016 Q4	$457K	Buy	+41,037	New	+$428K	﹤0.01%	2160
2015 Q4	–	Sell	-273,165	Closed	-$4.41M	–	2312
2015 Q3	$4.41M	Buy	+273,165	New	+$5.75M	0.01%	1024

Other funds holding WT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

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

First Trust Advisors's WT Position: Q2 2026 in Review

First Trust Advisors increased its WisdomTree (WT) stake by 45% in Q2 2026, buying an estimated $3.38M and bringing the position to 618,814 shares worth $10.5M. The position accounts for 0.01% of the portfolio, ranked #1201.

First Trust Advisors first reported a position in WT in Q3 2015 and has held it in 14 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

First Trust Advisors held 618,814 shares of WisdomTree worth $10.5M as of Q2 2026.
First Trust Advisors bought 190,992 WisdomTree shares in Q2 2026, an estimated $3.38M.
WisdomTree made up 0.01% of First Trust Advisors's portfolio in Q2 2026, its #1201 holding.
First Trust Advisors first reported a position in WisdomTree in Q3 2015 and has held it in 14 quarters since.
310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.