Founders Financial Alliance’s WisdomTree Battery Value Chain and Innovation Fund WBAT Stock Holding History

Founders Financial Alliance’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 Q2	–	Sell	-130	Closed	-$3.38K	–	625
2025 Q1	$3.38K	Hold	130	–	–	﹤0.01%	572
2024 Q4	$3.44K	Buy	130 +2	+2%	+$55	﹤0.01%	532
2024 Q3	$3.5K	Hold	128	–	–	﹤0.01%	542
2024 Q2	$3.36K	Buy	+128	New	+$3.61K	﹤0.01%	524

Founders Financial Alliance's WBAT Position: Q2 2025 in Review

Founders Financial Alliance sold out of WisdomTree Battery Value Chain and Innovation Fund (WBAT) in Q2 2025, closing a stake of 130 shares — an estimated $3.38K sold.

Founders Financial Alliance first reported a position in WBAT in Q2 2024 and held it in 4 quarters. The position peaked at $3.5K in Q3 2024. 0 funds tracked by Wall St. Rank hold WBAT as of Q2 2025.

Founders Financial Alliance reported no remaining WisdomTree Battery Value Chain and Innovation Fund position as of Q2 2025 after selling out during the quarter.
Founders Financial Alliance sold 130 WisdomTree Battery Value Chain and Innovation Fund shares in Q2 2025, an estimated $3.38K.
Founders Financial Alliance first reported a position in WisdomTree Battery Value Chain and Innovation Fund in Q2 2024 and held it in 4 quarters.
Founders Financial Alliance's WisdomTree Battery Value Chain and Innovation Fund position peaked at $3.5K in Q3 2024.
0 funds tracked by Wall St. Rank held WisdomTree Battery Value Chain and Innovation Fund as of Q2 2025.

Based on Founders Financial Alliance's 13F filing for Q2 2025, filed 12 Aug 2025.