Heartland Advisors’s WisdomTree WT Stock Holding History

Heartland 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 Q1	–	Sell	-89,400	Closed	-$1.09M	–	268
2025 Q4	$1.09M	Hold	89,400	–	–	0.06%	213
2025 Q3	$1.24M	Buy	89,400 +19,750	+28%	+$264K	0.07%	202
2025 Q2	$802K	Buy	+69,650	New	+$652K	0.04%	197
2021 Q1	–	Sell	-600,000	Closed	-$3.21M	–	247
2020 Q4	$3.21M	Buy	600,000 +100,000	+20%	+$430K	0.23%	156
2020 Q3	$1.6M	Hold	500,000	–	–	0.14%	175
2020 Q2	$1.74M	Buy	+500,000	New	+$1.52M	0.15%	165

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

Heartland Advisors's WT Position: Q1 2026 in Review

Heartland Advisors sold out of WisdomTree (WT) in Q1 2026, closing a stake of 89,400 shares — an estimated $1.09M sold.

Heartland Advisors first reported a position in WT in Q2 2020 and held it in 6 quarters. The position peaked at $3.21M in Q4 2020. 312 funds tracked by Wall St. Rank hold WT as of Q1 2026.

Heartland Advisors reported no remaining WisdomTree position as of Q1 2026 after selling out during the quarter.
Heartland Advisors sold 89,400 WisdomTree shares in Q1 2026, an estimated $1.09M.
Heartland Advisors first reported a position in WisdomTree in Q2 2020 and held it in 6 quarters.
Heartland Advisors's WisdomTree position peaked at $3.21M in Q4 2020.
312 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.