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InceptionR’s WisdomTree WT Stock Holding History

InceptionR’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 		– Sell
-33,093
Closed -$482K – 945
2026
Q1 		$482K Buy
+33,093
New +$512K 0.12% 320
2025
Q4 		– Sell
-30,026
Closed -$417K – 905
2025
Q3 		$417K Buy
+30,026
New +$401K 0.1% 368
2023
Q1 		– Sell
-21,261
Closed -$116K – 609
2022
Q4 		$116K Buy
+21,261
New +$111K 0.06% 357

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

InceptionR's WT Position: Q2 2026 in Review

InceptionR sold out of WisdomTree (WT) in Q2 2026, closing a stake of 33,093 shares — an estimated $482K sold.

InceptionR first reported a position in WT in Q4 2022 and held it in 3 quarters. The position peaked at $482K in Q1 2026. 313 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • InceptionR reported no remaining WisdomTree position as of Q2 2026 after selling out during the quarter.
  • InceptionR sold 33,093 WisdomTree shares in Q2 2026, an estimated $482K.
  • InceptionR first reported a position in WisdomTree in Q4 2022 and held it in 3 quarters.
  • InceptionR's WisdomTree position peaked at $482K in Q1 2026.
  • 313 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.