JY
WBAT

Jeff Yass’s WisdomTree Battery Value Chain and Innovation Fund WBAT Stock Holding History

Jeff Yass’s Portfolio WBAT Stock Details WBAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,144
Closed -$248K – 13467
2023
Q4 		$248K Buy
+8,144
New +$235K ﹤0.01% 10237
2022
Q4 		– Sell
-33,970
Closed -$1.04M – 13807
2022
Q3 		$1.04M Buy
+33,970
New +$1.2M ﹤0.01% 6538

Other funds holding WBAT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CTWM
Cherry Tree Wealth Management Minnetonka, Minnesota $473M AUM 12.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Jeff Yass's WBAT Position: Q1 2024 in Review

Jeff Yass sold out of WisdomTree Battery Value Chain and Innovation Fund (WBAT) in Q1 2024, closing a stake of 8,144 shares — an estimated $248K sold.

Jeff Yass first reported a position in WBAT in Q3 2022 and held it in 2 quarters. The position peaked at $1.04M in Q3 2022. 10 funds tracked by Wall St. Rank hold WBAT as of Q1 2024.

  • Jeff Yass reported no remaining WisdomTree Battery Value Chain and Innovation Fund position as of Q1 2024 after selling out during the quarter.
  • Jeff Yass sold 8,144 WisdomTree Battery Value Chain and Innovation Fund shares in Q1 2024, an estimated $248K.
  • Jeff Yass first reported a position in WisdomTree Battery Value Chain and Innovation Fund in Q3 2022 and held it in 2 quarters.
  • Jeff Yass's WisdomTree Battery Value Chain and Innovation Fund position peaked at $1.04M in Q3 2022.
  • 10 funds tracked by Wall St. Rank held WisdomTree Battery Value Chain and Innovation Fund as of Q1 2024.

Based on Susquehanna International Group's 13F filing for Q1 2024, filed 7 May 2024.