JAM
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Jupiter Asset Management’s WisdomTree WT Stock Holding History

Jupiter Asset Management’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
2025
Q4 		– Sell
-89,783
Closed -$1.25M – 502
2025
Q3 		$1.25M Buy
+89,783
New +$1.2M 0.01% 337
2024
Q4 		– Sell
-40,769
Closed -$407K – 490
2024
Q3 		$407K Sell
40,769
-14,433
-26% -$147K ﹤0.01% 379
2024
Q2 		$547K Hold
55,202
– – 0.01% 353
2024
Q1 		$507K Buy
+55,202
New +$423K ﹤0.01% 392
2014
Q1 		– Sell
-40,290
Closed -$714K – 252
2013
Q4 		$714K Buy
+40,290
New +$573K 0.03% 187

Other funds holding WT

BlackRock
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
SCM
Simcoe Capital Management New York $539M AUM 36.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return