GC
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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
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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $539M AUM 36.22% 1-Year Est. Return