KWM
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Kiker Wealth Management’s WisdomTree WT Stock Holding History

Kiker Wealth 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
2026
Q2 		$2.34M Sell
138,005
-8,090
-6% -$143K 0.91% 28
2026
Q1 		$2.13M Buy
+146,095
New +$2.26M 1.02% 20

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
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

Kiker Wealth Management's WT Position: Q2 2026 in Review

Kiker Wealth Management reduced its WisdomTree (WT) stake by 5.5% in Q2 2026, selling an estimated $143K and leaving 138,005 shares worth $2.34M. The position accounts for 0.91% of the portfolio, ranked #28.

Kiker Wealth Management 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.

  • Kiker Wealth Management held 138,005 shares of WisdomTree worth $2.34M as of Q2 2026.
  • Kiker Wealth Management sold 8,090 WisdomTree shares in Q2 2026, an estimated $143K.
  • WisdomTree made up 0.91% of Kiker Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Kiker Wealth Management 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 Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.