HA
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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
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