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Guggenheim Capital’s WisdomTree WT Stock Holding History

Guggenheim 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 		– Sell
-43,651
Closed -$532K – 1812
2025
Q4 		$532K Buy
+43,651
New +$527K ﹤0.01% 1250
2024
Q4 		– Sell
-485,648
Closed -$4.85M – 1934
2024
Q3 		$4.85M Sell
485,648
-9,835
-2% -$100K 0.03% 544
2024
Q2 		$4.91M Sell
495,483
-3,266
-0.7% -$30.7K 0.03% 525
2024
Q1 		$4.58M Buy
498,749
+262,631
+111% +$2.01M 0.03% 584
2023
Q4 		$1.64M Buy
+236,118
New +$1.56M 0.01% 930
2017
Q4 		– Sell
-17,912
Closed -$182K – 2821
2017
Q3 		$182K Buy
17,912
+1,362
+8% +$13.2K ﹤0.01% 2619
2017
Q2 		$167K Sell
16,550
-4,327
-21% -$39.9K ﹤0.01% 2659
2017
Q1 		$189K Sell
20,877
-15,479
-43% -$150K ﹤0.01% 2635
2016
Q4 		$405K Sell
36,356
-1,062,527
-97% -$11.1M ﹤0.01% 2486
2016
Q3 		$11.3M Sell
1,098,883
-142,420
-11% -$1.48M 0.04% 619
2016
Q2 		$12.2M Sell
1,241,303
-171,799
-12% -$1.89M 0.04% 611
2016
Q1 		$16.2M Sell
1,413,102
-194,576
-12% -$2.34M 0.05% 578
2015
Q4 		$25.2M Buy
1,607,678
+668,440
+71% +$12.3M 0.07% 489
2015
Q3 		$15.2M Sell
939,238
-82,684
-8% -$1.74M 0.05% 614
2015
Q2 		$22.4M Buy
1,021,922
+986,759
+2,806% +$20.8M 0.06% 590
2015
Q1 		$754K Sell
35,163
-2,130
-6% -$39.8K ﹤0.01% 2366
2014
Q4 		$584K Buy
37,293
+13,304
+55% +$185K ﹤0.01% 2468
2014
Q3 		$273K Buy
23,989
+2,647
+12% +$30.1K ﹤0.01% 2750
2014
Q2 		$264K Buy
21,342
+5,402
+34% +$61.1K ﹤0.01% 2814
2014
Q1 		$209K Buy
+15,940
New +$243K ﹤0.01% 2873
2013
Q3 		– Sell
-13,068
Closed -$151K – 3191
2013
Q2 		$151K Buy
+13,068
New +$153K ﹤0.01% 2782

Other funds holding WT

BlackRock
BlackRock New York $5.72T 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 $576M AUM 36.22% 1-Year Est. Return

Guggenheim Capital's WT Position: Q1 2026 in Review

Guggenheim Capital sold out of WisdomTree (WT) in Q1 2026, closing a stake of 43,651 shares — an estimated $532K sold.

Guggenheim Capital first reported a position in WT in Q2 2013 and held it in 21 quarters. The position peaked at $25.2M in Q4 2015. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

  • Guggenheim Capital reported no remaining WisdomTree position as of Q1 2026 after selling out during the quarter.
  • Guggenheim Capital sold 43,651 WisdomTree shares in Q1 2026, an estimated $532K.
  • Guggenheim Capital first reported a position in WisdomTree in Q2 2013 and held it in 21 quarters.
  • Guggenheim Capital's WisdomTree position peaked at $25.2M in Q4 2015.
  • 311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.