IP
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Interval Partners’s WisdomTree WT Stock Holding History

Interval Partners’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 		$7.32M Buy
431,922
+124,145
+40% +$2.2M 0.19% 153
2026
Q1 		$4.48M Sell
307,777
-499,162
-62% -$7.72M 0.12% 153
2025
Q4 		$9.84M Buy
806,939
+443,222
+122% +$5.35M 0.18% 143
2025
Q3 		$5.06M Sell
363,717
-229,472
-39% -$3.07M 0.08% 220
2025
Q2 		$6.83M Buy
593,189
+167,602
+39% +$1.57M 0.12% 175
2025
Q1 		$3.8M Buy
+425,587
New +$3.97M 0.08% 210
2023
Q4 		– Sell
-305,648
Closed -$2.14M – 388
2023
Q3 		$2.14M Buy
305,648
+109,332
+56% +$765K 0.06% 230
2023
Q2 		$1.35M Buy
196,316
+45,304
+30% +$303K 0.05% 220
2023
Q1 		$885K Sell
151,012
-123,566
-45% -$720K 0.04% 228
2022
Q4 		$1.5M Sell
274,578
-613,588
-69% -$3.19M 0.09% 170
2022
Q3 		$4.16M Buy
888,166
+142,920
+19% +$731K 0.18% 134
2022
Q2 		$3.78M Buy
745,246
+289,861
+64% +$1.66M 0.2% 132
2022
Q1 		$2.67M Buy
455,385
+104,830
+30% +$599K 0.13% 176
2021
Q4 		$2.15M Buy
350,555
+112,077
+47% +$694K 0.09% 183
2021
Q3 		$1.35M Buy
238,478
+86,159
+57% +$529K 0.05% 250
2021
Q2 		$944K Buy
152,319
+5,653
+4% +$37.3K 0.04% 245
2021
Q1 		$917K Buy
+146,666
New +$840K 0.04% 228
2020
Q3 		– Sell
-120,168
Closed -$417K – 315
2020
Q2 		$417K Sell
120,168
-8,053
-6% -$24.5K 0.03% 211
2020
Q1 		$299K Buy
+128,221
New +$497K 0.02% 177
2019
Q1 		– Sell
-28,279
Closed -$188K – 245
2018
Q4 		$188K Buy
+28,279
New +$205K 0.01% 174
2018
Q2 		– Sell
-40,850
Closed -$375K – 261
2018
Q1 		$375K Buy
+40,850
New +$441K 0.02% 197
2017
Q3 		– Sell
-199,417
Closed -$2.03M – 244
2017
Q2 		$2.03M Buy
+199,417
New +$1.84M 0.09% 179

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

Interval Partners's WT Position: Q2 2026 in Review

Interval Partners increased its WisdomTree (WT) stake by 40% in Q2 2026, buying an estimated $2.2M and bringing the position to 431,922 shares worth $7.32M. The position accounts for 0.19% of the portfolio, ranked #153.

Interval Partners first reported a position in WT in Q2 2017 and has held it in 22 quarters since. The position peaked at $9.84M in Q4 2025. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Interval Partners held 431,922 shares of WisdomTree worth $7.32M as of Q2 2026.
  • Interval Partners bought 124,145 WisdomTree shares in Q2 2026, an estimated $2.2M.
  • WisdomTree made up 0.19% of Interval Partners's portfolio in Q2 2026, its #153 holding.
  • Interval Partners first reported a position in WisdomTree in Q2 2017 and has held it in 22 quarters since.
  • Interval Partners's WisdomTree position peaked at $9.84M in Q4 2025.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Interval Partners's 13F filing for Q2 2026, filed 14 Aug 2026.