Jefferies Financial Group’s WisdomTree WT Stock Holding History

Jefferies Financial Group’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	–	Sell	-9,228	Closed	-$112K	–	2261
2025 Q4	$112K	Sell	9,228 -19,584	-68%	-$237K	﹤0.01%	1691
2025 Q3	$400K	Buy	+28,812	New	+$385K	﹤0.01%	1143
2024 Q3	–	Sell	-50,000	Closed	-$496K	–	1808
2024 Q2	$496K	Sell	50,000 -36,600	-42%	-$344K	0.01%	975
2024 Q1	$796K	Buy	+86,600	New	+$663K	0.01%	906

Other funds holding WT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Jefferies Financial Group's WT Position: Q1 2026 in Review

Jefferies Financial Group sold out of WisdomTree (WT) in Q1 2026, closing a stake of 9,228 shares — an estimated $112K sold.

Jefferies Financial Group first reported a position in WT in Q1 2024 and held it in 4 quarters. The position peaked at $796K in Q1 2024. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

Jefferies Financial Group reported no remaining WisdomTree position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 9,228 WisdomTree shares in Q1 2026, an estimated $112K.
Jefferies Financial Group first reported a position in WisdomTree in Q1 2024 and held it in 4 quarters.
Jefferies Financial Group's WisdomTree position peaked at $796K in Q1 2024.
311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.