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J. Safra Asset Management’s WisdomTree WT Stock Holding History

J. Safra Asset Management’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 		$5.42K Hold
320
– – ﹤0.01% 485
2026
Q1 		$4.66K Buy
320
+172
+116% +$2.66K ﹤0.01% 483
2025
Q4 		$1.8K Buy
+148
New +$1.79K ﹤0.01% 585

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 $3.38T AUM 44.17% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

J. Safra Asset Management's WT Position: Q2 2026 in Review

J. Safra Asset Management held its WisdomTree (WT) position steady in Q2 2026 at 320 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

J. Safra Asset Management first reported a position in WT in Q4 2025 and has held it in 3 quarters since. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • J. Safra Asset Management held 320 shares of WisdomTree worth $5.42K as of Q2 2026.
  • J. Safra Asset Management left its WisdomTree share count unchanged in Q2 2026.
  • WisdomTree made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #485 holding.
  • J. Safra Asset Management first reported a position in WisdomTree in Q4 2025 and has held it in 3 quarters since.
  • 312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.