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Horizon Financial Services’s WisdomTree WT Stock Holding History

Horizon Financial Services’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
Q2 		$2.25K Buy
+133
New +$2.35K ﹤0.01% 466

Other funds holding WT

KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
PJC
Phillip James Consulting Plymouth, Minnesota $150M AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KWM
Kiker Wealth Management Jasper, Georgia $256M AUM 28.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Horizon Financial Services's WT Position: Q2 2026 in Review

Horizon Financial Services opened a new position in WisdomTree (WT) in Q2 2026: 133 shares worth $2.25K. The stake represents ﹤0.01% of the portfolio and ranks #466 among its holdings.

71 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Horizon Financial Services held 133 shares of WisdomTree worth $2.25K as of Q2 2026.
  • WisdomTree was a new Horizon Financial Services position in Q2 2026.
  • WisdomTree made up ﹤0.01% of Horizon Financial Services's portfolio in Q2 2026, its #466 holding.
  • 71 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.