Jump Financial’s WisdomTree WT Stock Holding History

Jump Financial’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	$7.54M	Buy	+517,935	New	+$8.01M	0.11%	229
2025 Q4	–	Sell	-97,600	Closed	-$1.36M	–	2335
2025 Q3	$1.36M	Buy	+97,600	New	+$1.3M	0.02%	876
2025 Q1	–	Sell	-71,889	Closed	-$755K	–	2072
2024 Q4	$755K	Sell	71,889 -83,341	-54%	-$902K	0.02%	884
2024 Q3	$1.55M	Buy	+155,230	New	+$1.58M	0.03%	611
2024 Q1	–	Sell	-231,551	Closed	-$1.6M	–	2356
2023 Q4	$1.6M	Buy	231,551 +201,815	+679%	+$1.34M	0.05%	486
2023 Q3	$208K	Buy	29,736 +17,286	+139%	+$121K	0.01%	1496
2023 Q2	$85.4K	Sell	12,450 -23,450	-65%	-$157K	﹤0.01%	1677
2023 Q1	$210K	Buy	+35,900	New	+$209K	0.01%	1290
2022 Q1	–	Sell	-15,600	Closed	-$95K	–	1962
2021 Q4	$95K	Buy	+15,600	New	+$96.7K	0.01%	1232
2020 Q4	–	Sell	-24,700	Closed	-$79K	–	1202
2020 Q3	$79K	Buy	+24,700	New	+$89.1K	0.02%	709

Other funds holding WT

BlackRock New York $5.7T 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

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

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simcoe Capital Management New York $539M AUM 36.22% 1-Year Est. Return