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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
Q2 		$401K Buy
+23,692
New +$419K ﹤0.01% 1305
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
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

Jefferies Financial Group's WT Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in WisdomTree (WT) in Q2 2026: 23,692 shares worth $401K. The stake represents ﹤0.01% of the portfolio and ranks #1305 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in WT as recently as Q4 2025.

Jefferies Financial Group first reported a position in WT in Q1 2024 and has held it in 5 quarters since. The position peaked at $796K in Q1 2024. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Jefferies Financial Group held 23,692 shares of WisdomTree worth $401K as of Q2 2026.
  • WisdomTree was a new Jefferies Financial Group position in Q2 2026.
  • WisdomTree made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1305 holding.
  • Jefferies Financial Group first reported a position in WisdomTree in Q1 2024 and has held it in 5 quarters since.
  • Jefferies Financial Group's WisdomTree position peaked at $796K in Q1 2024.
  • 312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.