IWC
WT icon

Integrated Wealth Concepts’s WisdomTree WT Stock Holding History

Integrated Wealth Concepts’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 		$14.9K Buy
+878
New +$15.5K ﹤0.01% 4305

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

Integrated Wealth Concepts's WT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in WisdomTree (WT) in Q2 2026: 878 shares worth $14.9K. The stake represents ﹤0.01% of the portfolio and ranks #4305 among its holdings.

310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Integrated Wealth Concepts held 878 shares of WisdomTree worth $14.9K as of Q2 2026.
  • WisdomTree was a new Integrated Wealth Concepts position in Q2 2026.
  • WisdomTree made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4305 holding.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.