HM Payson & Co’s WisdomTree WT Stock Holding History

HM Payson & Co’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
2025 Q4	–	Sell	-500	Closed	-$6.95K	–	1209
2025 Q3	$6.95K	Hold	500	–	–	﹤0.01%	927
2025 Q2	$5.75K	Sell	500 -1,000	-67%	-$9.36K	﹤0.01%	874
2025 Q1	$13.4K	Hold	1,500	–	–	﹤0.01%	839
2024 Q4	$15.8K	Hold	1,500	–	–	﹤0.01%	803
2024 Q3	$15K	Hold	1,500	–	–	﹤0.01%	803
2024 Q2	$14.9K	Hold	1,500	–	–	﹤0.01%	798
2024 Q1	$13.8K	Hold	1,500	–	–	﹤0.01%	791
2023 Q4	$10.4K	Hold	1,500	–	–	﹤0.01%	814
2023 Q3	$10.5K	Hold	1,500	–	–	﹤0.01%	813
2023 Q2	$10.3K	Hold	1,500	–	–	﹤0.01%	799
2023 Q1	$8.79K	Sell	1,500 -1,000	-40%	-$5.82K	﹤0.01%	808
2022 Q4	$13.6K	Hold	2,500	–	–	﹤0.01%	722
2022 Q3	$12K	Sell	2,500 -1,000	-29%	-$5.12K	﹤0.01%	770
2022 Q2	$18K	Hold	3,500	–	–	﹤0.01%	740
2022 Q1	$21K	Hold	3,500	–	–	﹤0.01%	745
2021 Q4	$21K	Sell	3,500 -2,600	-43%	-$16.1K	﹤0.01%	758
2021 Q3	$35K	Sell	6,100 -2,000	-25%	-$12.3K	﹤0.01%	658
2021 Q2	$50K	Sell	8,100 -2,533	-24%	-$16.7K	﹤0.01%	586
2021 Q1	$66K	Buy	10,633 +1,002	+10%	+$5.74K	﹤0.01%	555
2020 Q4	$52K	Sell	9,631 -1,896	-16%	-$8.16K	﹤0.01%	605
2020 Q3	$37K	Sell	11,527 -1,996	-15%	-$7.2K	﹤0.01%	620
2020 Q2	$47K	Sell	13,523 -7,494	-36%	-$22.8K	﹤0.01%	536
2020 Q1	$49K	Buy	21,017 +3	+0%	+$12	﹤0.01%	501
2019 Q4	$102K	Sell	21,014 -19,097	-48%	-$94.8K	﹤0.01%	467
2019 Q3	$210K	Sell	40,111 -6,997	-15%	-$39.6K	0.01%	378
2019 Q2	$291K	Buy	47,108 +4,502	+11%	+$30.6K	0.01%	334
2019 Q1	$301K	Buy	+42,606	New	+$293K	0.01%	221

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

SCM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HM Payson & Co's WT Position: Q4 2025 in Review

HM Payson & Co sold out of WisdomTree (WT) in Q4 2025, closing a stake of 500 shares — an estimated $6.95K sold.

HM Payson & Co first reported a position in WT in Q1 2019 and held it in 27 quarters. The position peaked at $301K in Q1 2019. 288 funds tracked by Wall St. Rank hold WT as of Q4 2025.

HM Payson & Co reported no remaining WisdomTree position as of Q4 2025 after selling out during the quarter.
HM Payson & Co sold 500 WisdomTree shares in Q4 2025, an estimated $6.95K.
HM Payson & Co first reported a position in WisdomTree in Q1 2019 and held it in 27 quarters.
HM Payson & Co's WisdomTree position peaked at $301K in Q1 2019.
288 funds tracked by Wall St. Rank held WisdomTree as of Q4 2025.

Based on HM Payson & Co's 13F filing for Q4 2025, filed 12 Feb 2026.