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IEQ Capital’s WisdomTree WT Stock Holding History

IEQ 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
-17,760
Closed -$216K – 2099
2025
Q4 		$216K Sell
17,760
-3,094
-15% -$37.4K ﹤0.01% 1672
2025
Q3 		$290K Sell
20,854
-14,130
-40% -$189K ﹤0.01% 1541
2025
Q2 		$403K Buy
34,984
+24,476
+233% +$229K ﹤0.01% 1262
2025
Q1 		$93.7K Buy
+10,508
New +$97.9K ﹤0.01% 1487

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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

IEQ Capital's WT Position: Q1 2026 in Review

IEQ Capital sold out of WisdomTree (WT) in Q1 2026, closing a stake of 17,760 shares — an estimated $216K sold.

IEQ Capital first reported a position in WT in Q1 2025 and held it in 4 quarters. The position peaked at $403K in Q2 2025. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

  • IEQ Capital reported no remaining WisdomTree position as of Q1 2026 after selling out during the quarter.
  • IEQ Capital sold 17,760 WisdomTree shares in Q1 2026, an estimated $216K.
  • IEQ Capital first reported a position in WisdomTree in Q1 2025 and held it in 4 quarters.
  • IEQ Capital's WisdomTree position peaked at $403K in Q2 2025.
  • 311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

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