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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
Q2 		$212K Buy
12,501
+594
+5% +$10.5K 0.02% 410
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
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
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Impact Partnership Wealth's WT Position: Q2 2026 in Review

Impact Partnership Wealth increased its WisdomTree (WT) stake by 5% in Q2 2026, buying an estimated $10.5K and bringing the position to 12,501 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #410.

Impact Partnership Wealth first reported a position in WT in Q2 2023 and has held it in 13 quarters since. The position peaked at $431K in Q4 2024. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Impact Partnership Wealth held 12,501 shares of WisdomTree worth $212K as of Q2 2026.
  • Impact Partnership Wealth bought 594 WisdomTree shares in Q2 2026, an estimated $10.5K.
  • WisdomTree made up 0.02% of Impact Partnership Wealth's portfolio in Q2 2026, its #410 holding.
  • Impact Partnership Wealth first reported a position in WisdomTree in Q2 2023 and has held it in 13 quarters since.
  • Impact Partnership Wealth's WisdomTree position peaked at $431K in Q4 2024.
  • 312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.