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Impact Partnership Wealth’s WisdomTree WT Stock Holding History

Impact Partnership Wealth’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 		$173K Sell
11,907
-5,628
-32% -$87K 0.02% 348
2025
Q4 		$214K Sell
17,535
-4
-0% -$48 0.03% 333
2025
Q3 		$244K Buy
17,539
+4,008
+30% +$53.5K 0.04% 258
2025
Q2 		$156K Sell
13,531
-58
-0.4% -$543 0.03% 284
2025
Q1 		$121K Sell
13,589
-27,495
-67% -$256K 0.03% 253
2024
Q4 		$431K Buy
41,084
+6,617
+19% +$71.6K 0.09% 153
2024
Q3 		$344K Buy
34,467
+1,108
+3% +$11.3K 0.08% 154
2024
Q2 		$331K Buy
33,359
+27,775
+497% +$261K 0.09% 154
2024
Q1 		$51.3K Sell
5,584
-409
-7% -$3.13K 0.02% 318
2023
Q4 		$41.5K Sell
5,993
-5,991
-50% -$39.7K 0.02% 356
2023
Q3 		$83.9K Buy
11,984
+1,721
+17% +$12K 0.03% 336
2023
Q2 		$70.4K Buy
+10,263
New +$68.6K 0.02% 230

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