Globeflex Capital’s WisdomTree WT Stock Holding History

Globeflex Capital’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	$2.31M	Buy	136,640 +93	+0.1%	+$1.65K	0.3%	100
2026 Q1	$1.99M	Buy	136,547 +34,317	+34%	+$530K	0.3%	94
2025 Q4	$1.25M	Hold	102,230	–	–	0.19%	132
2025 Q3	$1.42M	Sell	102,230 -18,454	-15%	-$247K	0.22%	120
2025 Q2	$1.39M	Hold	120,684	–	–	0.12%	151
2025 Q1	$1.08M	Hold	120,684	–	–	0.1%	162
2024 Q4	$1.27M	Hold	120,684	–	–	0.11%	160
2024 Q3	$1.21M	Buy	120,684 +419	+0.3%	+$4.26K	0.12%	159
2024 Q2	$1.19M	Buy	+120,265	New	+$1.13M	0.12%	157
2022 Q4	–	Sell	-54,567	Closed	-$255K	–	533
2022 Q3	$255K	Hold	54,567	–	–	0.04%	334
2022 Q2	$277K	Hold	54,567	–	–	0.07%	296
2022 Q1	$320K	Hold	54,567	–	–	0.06%	304
2021 Q4	$334K	Hold	54,567	–	–	0.07%	310
2021 Q3	$309K	Hold	54,567	–	–	0.07%	304
2021 Q2	$338K	Hold	54,567	–	–	0.06%	336
2021 Q1	$341K	Buy	+54,567	New	+$313K	0.06%	341

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

Globeflex Capital's WT Position: Q2 2026 in Review

Globeflex Capital increased its WisdomTree (WT) stake by 0.07% in Q2 2026, buying an estimated $1.65K and bringing the position to 136,640 shares worth $2.31M. The position accounts for 0.3% of the portfolio, ranked #100.

Globeflex Capital first reported a position in WT in Q1 2021 and has held it in 16 quarters since. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Globeflex Capital held 136,640 shares of WisdomTree worth $2.31M as of Q2 2026.
Globeflex Capital bought 93 WisdomTree shares in Q2 2026, an estimated $1.65K.
WisdomTree made up 0.3% of Globeflex Capital's portfolio in Q2 2026, its #100 holding.
Globeflex Capital first reported a position in WisdomTree in Q1 2021 and has held it in 16 quarters since.
312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Globeflex Capital's 13F filing for Q2 2026, filed 12 Aug 2026.