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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Asset Management's WT Position: Q4 2025 in Review

Jupiter Asset Management sold out of WisdomTree (WT) in Q4 2025, closing a stake of 89,783 shares — an estimated $1.25M sold.

Jupiter Asset Management first reported a position in WT in Q4 2013 and held it in 5 quarters. The position peaked at $1.25M in Q3 2025. 288 funds tracked by Wall St. Rank hold WT as of Q4 2025.

Jupiter Asset Management reported no remaining WisdomTree position as of Q4 2025 after selling out during the quarter.
Jupiter Asset Management sold 89,783 WisdomTree shares in Q4 2025, an estimated $1.25M.
Jupiter Asset Management first reported a position in WisdomTree in Q4 2013 and held it in 5 quarters.
Jupiter Asset Management's WisdomTree position peaked at $1.25M in Q3 2025.
288 funds tracked by Wall St. Rank held WisdomTree as of Q4 2025.

Based on Jupiter Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.