GIA
WT icon

GHP Investment Advisors’s WisdomTree WT Stock Holding History

GHP Investment 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 		$85 Hold
5
– – ﹤0.01% 1300
2026
Q1 		$73 Buy
+5
New +$77 ﹤0.01% 1341

Other funds holding WT

KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
PJC
Phillip James Consulting Plymouth, Minnesota $150M AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KWM
Kiker Wealth Management Jasper, Georgia $256M AUM 28.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

GHP Investment Advisors's WT Position: Q2 2026 in Review

GHP Investment Advisors held its WisdomTree (WT) position steady in Q2 2026 at 5 shares worth $85. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

GHP Investment Advisors first reported a position in WT in Q1 2026 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • GHP Investment Advisors held 5 shares of WisdomTree worth $85 as of Q2 2026.
  • GHP Investment Advisors left its WisdomTree share count unchanged in Q2 2026.
  • WisdomTree made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #1300 holding.
  • GHP Investment Advisors first reported a position in WisdomTree in Q1 2026 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.