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John Overdeck’s WisdomTree WT Stock Holding History

John Overdeck’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
2017
Q4 		– Sell
-51,100
Closed -$520K – 3499
2017
Q3 		$520K Buy
51,100
+20,100
+65% +$194K ﹤0.01% 2122
2017
Q2 		$315K Buy
+31,000
New +$286K ﹤0.01% 2615
2017
Q1 		– Sell
-12,000
Closed -$134K – 3376
2016
Q4 		$134K Buy
+12,000
New +$125K ﹤0.01% 2962

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 $3.37T AUM 44.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

John Overdeck's WT Position: Q2 2026 in Review

John Overdeck reduced its WisdomTree (WT) stake by 61% in Q2 2026, selling an estimated $18.2M and leaving 646,210 shares worth $10.9M. The position accounts for 0.01% of the portfolio, ranked #1465.

John Overdeck first reported a position in WT in Q2 2013 and has held it in 27 quarters since. The position peaked at $24.4M in Q1 2026. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • John Overdeck held 646,210 shares of WisdomTree worth $10.9M as of Q2 2026.
  • John Overdeck sold 1,028,284 WisdomTree shares in Q2 2026, an estimated $18.2M.
  • WisdomTree made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1465 holding.
  • John Overdeck first reported a position in WisdomTree in Q2 2013 and has held it in 27 quarters since.
  • John Overdeck's WisdomTree position peaked at $24.4M in Q1 2026.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.