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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

InceptionR's WT Position: Q1 2026 in Review

InceptionR opened a new position in WisdomTree (WT) in Q1 2026: 33,093 shares worth $482K. The stake represents 0.12% of the portfolio and ranks #320 among its holdings. This is a return to the name: InceptionR previously reported a position in WT as recently as Q3 2025.

InceptionR first reported a position in WT in Q4 2022 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

InceptionR held 33,093 shares of WisdomTree worth $482K as of Q1 2026.
WisdomTree was a new InceptionR position in Q1 2026.
WisdomTree made up 0.12% of InceptionR's portfolio in Q1 2026, its #320 holding.
InceptionR first reported a position in WisdomTree in Q4 2022 and has held it in 3 quarters since.
311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.