JGC
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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
Q1 		$3.49M Buy
+240,000
New +$3.71M 0.1% 235

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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

J. Goldman & Co's WT Position: Q1 2026 in Review

J. Goldman & Co opened a new position in WisdomTree (WT) in Q1 2026: 32,500 shares worth $473K. The stake represents 0.01% of the portfolio and ranks #515 among its holdings.

311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

  • J. Goldman & Co held 32,500 shares of WisdomTree worth $473K as of Q1 2026.
  • WisdomTree was a new J. Goldman & Co position in Q1 2026.
  • WisdomTree made up 0.01% of J. Goldman & Co's portfolio in Q1 2026, its #515 holding.
  • 311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.