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Keating Financial Advisory Services’s WisdomTree WT Stock Holding History

Keating Financial Advisory Services’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
Q2 		$1.52K Hold
90
– – ﹤0.01% 2031
2026
Q1 		$1.31K Buy
+90
New +$1.39K ﹤0.01% 2005

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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

Keating Financial Advisory Services's WT Position: Q2 2026 in Review

Keating Financial Advisory Services held its WisdomTree (WT) position steady in Q2 2026 at 90 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2031.

Keating Financial Advisory Services first reported a position in WT in Q1 2026 and has held it in 2 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Keating Financial Advisory Services held 90 shares of WisdomTree worth $1.52K as of Q2 2026.
  • Keating Financial Advisory Services left its WisdomTree share count unchanged in Q2 2026.
  • WisdomTree made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2031 holding.
  • Keating Financial Advisory Services first reported a position in WisdomTree in Q1 2026 and has held it in 2 quarters since.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.