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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
2025
Q2 		– Sell
-65,300
Closed -$582K – 515
2025
Q1 		$582K Buy
+65,300
New +$609K 0.01% 328

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. 312 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.
  • 312 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.