JFG
WT icon

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
-18,000
Closed -$219K – 2260
2025
Q4 		$219K Hold
18,000
– – ﹤0.01% 1589
2025
Q3 		$250K Buy
+18,000
New +$240K ﹤0.01% 1240

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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

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.