KAS
WT icon

Kestra Advisory Services’s WisdomTree WT Stock Holding History

Kestra 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
Q1 		– Sell
-17,989
Closed -$219K – 4410
2025
Q4 		$219K Sell
17,989
-1,254
-7% -$15.1K ﹤0.01% 2813
2025
Q3 		$267K Buy
19,243
+5,475
+40% +$73.2K ﹤0.01% 2537
2025
Q2 		$158K Buy
+13,768
New +$129K ﹤0.01% 2688

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
SCM
Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

Kestra Advisory Services's WT Position: Q1 2026 in Review

Kestra Advisory Services sold out of WisdomTree (WT) in Q1 2026, closing a stake of 17,989 shares — an estimated $219K sold.

Kestra Advisory Services first reported a position in WT in Q2 2025 and held it in 3 quarters. The position peaked at $267K in Q3 2025. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

  • Kestra Advisory Services reported no remaining WisdomTree position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 17,989 WisdomTree shares in Q1 2026, an estimated $219K.
  • Kestra Advisory Services first reported a position in WisdomTree in Q2 2025 and held it in 3 quarters.
  • Kestra Advisory Services's WisdomTree position peaked at $267K in Q3 2025.
  • 311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.