James Investment Research’s WisdomTree WT Stock Holding History

James Investment Research’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	$1.04M	Hold	61,515	–	–	0.11%	182
2026 Q1	$896K	Buy	61,515 +79	+0.1%	+$1.22K	0.1%	179
2025 Q4	$749K	Sell	61,436 -2,535	-4%	-$30.6K	0.08%	195
2025 Q3	$889K	Buy	63,971 +10,000	+19%	+$134K	0.1%	173
2025 Q2	$621K	Sell	53,971 -10,235	-16%	-$95.8K	0.07%	198
2025 Q1	$573K	Sell	64,206 -22,240	-26%	-$207K	0.07%	196
2024 Q4	$908K	Buy	86,446 +6,726	+8%	+$72.8K	0.11%	159
2024 Q3	$796K	Buy	79,720 +30,815	+63%	+$313K	0.09%	180
2024 Q2	$485K	Buy	+48,905	New	+$460K	0.06%	217

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 $3.38T AUM 44.17% 1-Year Est. Return

DCM

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

James Investment Research's WT Position: Q2 2026 in Review

James Investment Research held its WisdomTree (WT) position steady in Q2 2026 at 61,515 shares worth $1.04M. The position accounts for 0.11% of the portfolio, ranked #182.

James Investment Research first reported a position in WT in Q2 2024 and has held it in 9 quarters since. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

James Investment Research held 61,515 shares of WisdomTree worth $1.04M as of Q2 2026.
James Investment Research left its WisdomTree share count unchanged in Q2 2026.
WisdomTree made up 0.11% of James Investment Research's portfolio in Q2 2026, its #182 holding.
James Investment Research first reported a position in WisdomTree in Q2 2024 and has held it in 9 quarters since.
312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.