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Kennedy Capital Management’s WisdomTree WT Stock Holding History

Kennedy Capital 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
Q2 		– Sell
-95,547
Closed -$852K – 684
2025
Q1 		$852K Sell
95,547
-449,958
-82% -$4.19M 0.02% 535
2024
Q4 		$5.73M Buy
545,505
+239,939
+79% +$2.6M 0.13% 286
2024
Q3 		$3.05M Buy
305,566
+265,350
+660% +$2.7M 0.07% 416
2024
Q2 		$399K Buy
40,216
+1,359
+3% +$12.8K 0.01% 649
2024
Q1 		$357K Buy
38,857
+1,383
+4% +$10.6K 0.01% 671
2023
Q4 		$260K Buy
37,474
+654
+2% +$4.33K 0.01% 662
2023
Q3 		$258K Buy
36,820
+866
+2% +$6.06K 0.01% 642
2023
Q2 		$247K Buy
+35,954
New +$240K 0.01% 641
2020
Q3 		– Sell
-269,276
Closed -$934K – 689
2020
Q2 		$934K Buy
+269,276
New +$818K 0.03% 577
2016
Q3 		– Sell
-506,294
Closed -$4.96M – 754
2016
Q2 		$4.96M Sell
506,294
-92,235
-15% -$1.02M 0.1% 350
2016
Q1 		$6.84M Buy
598,529
+658
+0.1% +$7.9K 0.14% 258
2015
Q4 		$9.38M Buy
597,871
+183,931
+44% +$3.38M 0.19% 171
2015
Q3 		$6.68M Buy
+413,940
New +$8.71M 0.14% 273

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kennedy Capital Management's WT Position: Q2 2025 in Review

Kennedy Capital Management sold out of WisdomTree (WT) in Q2 2025, closing a stake of 95,547 shares — an estimated $852K sold.

Kennedy Capital Management first reported a position in WT in Q3 2015 and held it in 13 quarters. The position peaked at $9.38M in Q4 2015. 247 funds tracked by Wall St. Rank hold WT as of Q2 2025.

  • Kennedy Capital Management reported no remaining WisdomTree position as of Q2 2025 after selling out during the quarter.
  • Kennedy Capital Management sold 95,547 WisdomTree shares in Q2 2025, an estimated $852K.
  • Kennedy Capital Management first reported a position in WisdomTree in Q3 2015 and held it in 13 quarters.
  • Kennedy Capital Management's WisdomTree position peaked at $9.38M in Q4 2015.
  • 247 funds tracked by Wall St. Rank held WisdomTree as of Q2 2025.

Based on Kennedy Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.