Jain Global’s WisdomTree WT Stock Holding History

Jain Global’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 Q3	–	Sell	-22,619	Closed	-$260K	–	1549
2025 Q2	$260K	Buy	22,619 +8,600	+61%	+$80.5K	﹤0.01%	922
2025 Q1	$125K	Sell	14,019 -11,092	-44%	-$103K	﹤0.01%	942
2024 Q4	$264K	Buy	+25,111	New	+$272K	0.01%	579

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Jain Global's WT Position: Q3 2025 in Review

Jain Global sold out of WisdomTree (WT) in Q3 2025, closing a stake of 22,619 shares — an estimated $260K sold.

Jain Global first reported a position in WT in Q4 2024 and held it in 3 quarters. The position peaked at $264K in Q4 2024. 269 funds tracked by Wall St. Rank hold WT as of Q3 2025.

Jain Global reported no remaining WisdomTree position as of Q3 2025 after selling out during the quarter.
Jain Global sold 22,619 WisdomTree shares in Q3 2025, an estimated $260K.
Jain Global first reported a position in WisdomTree in Q4 2024 and held it in 3 quarters.
Jain Global's WisdomTree position peaked at $264K in Q4 2024.
269 funds tracked by Wall St. Rank held WisdomTree as of Q3 2025.

Based on Jain Global's 13F filing for Q3 2025, filed 14 Nov 2025.