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Foundry Partners’s WisdomTree WT Stock Holding History

Foundry Partners’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
2025
Q1 		$3.92M Buy
438,947
+398,801
+993% +$3.72M 0.21% 156
2024
Q4 		$422K Buy
40,146
+26,296
+190% +$285K 0.02% 247
2024
Q3 		$138K Buy
13,850
+1,900
+16% +$19.3K 0.01% 284
2024
Q2 		$118K Buy
+11,950
New +$112K 0.01% 283

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Foundry Partners's WT Position: Q1 2025 in Review

Foundry Partners increased its WisdomTree (WT) stake by 993% in Q1 2025, buying an estimated $3.72M and bringing the position to 438,947 shares worth $3.92M. The position accounts for 0.21% of the portfolio, ranked #156.

Foundry Partners first reported a position in WT in Q2 2024 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold WT as of Q1 2025.

  • Foundry Partners held 438,947 shares of WisdomTree worth $3.92M as of Q1 2025.
  • Foundry Partners bought 398,801 WisdomTree shares in Q1 2025, an estimated $3.72M.
  • WisdomTree made up 0.21% of Foundry Partners's portfolio in Q1 2025, its #156 holding.
  • Foundry Partners first reported a position in WisdomTree in Q2 2024 and has held it in 4 quarters since.
  • 256 funds tracked by Wall St. Rank held WisdomTree as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.