J. Goldman & Co’s WisdomTree WT Stock Holding History

J. Goldman & Co’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	-32,500	Closed	-$575K	–	953
2026 Q1	$473K	Buy	+32,500	New	+$502K	0.01%	515

Other funds holding WT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

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

J. Goldman & Co's WT Position: Q2 2026 in Review

J. Goldman & Co sold out of WisdomTree (WT) in Q2 2026, closing a stake of 32,500 shares — an estimated $575K sold.

J. Goldman & Co first reported a position in WT in Q1 2026 and held it in 1 quarter. The position peaked at $473K in Q1 2026. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

J. Goldman & Co reported no remaining WisdomTree position as of Q2 2026 after selling out during the quarter.
J. Goldman & Co sold 32,500 WisdomTree shares in Q2 2026, an estimated $575K.
J. Goldman & Co first reported a position in WisdomTree in Q1 2026 and held it in 1 quarter.
J. Goldman & Co's WisdomTree position peaked at $473K in Q1 2026.
310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.