Lazard Asset Management’s WisdomTree WT Stock Holding History

Lazard 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
2026 Q2	–	Sell	-113,576	Closed	-$1.65M	–	2142
2026 Q1	$1.65M	Buy	113,576 +101,649	+852%	+$1.57M	﹤0.01%	985
2025 Q4	$145K	Buy	+11,927	New	+$144K	﹤0.01%	1697
2025 Q1	–	Sell	-287	Closed	-$3K	–	2604
2024 Q4	$3K	Hold	287	–	–	﹤0.01%	2175
2024 Q3	$2K	Hold	287	–	–	﹤0.01%	2107
2024 Q2	$2K	Buy	287 +122	+74%	+$1.15K	﹤0.01%	2117
2024 Q1	$1K	Hold	165	–	–	﹤0.01%	2007
2023 Q4	$1K	Buy	165 +59	+56%	+$391	﹤0.01%	2227
2023 Q3	$0	Buy	106 +50	+89%	+$350	﹤0.01%	2499
2023 Q2	$0	Hold	56	–	–	﹤0.01%	2561
2023 Q1	$0	Hold	56	–	–	﹤0.01%	2587
2022 Q4	$0	Hold	56	–	–	﹤0.01%	2585
2022 Q3	$0	Hold	56	–	–	﹤0.01%	2582
2022 Q2	$0	Buy	56 +22	+65%	+$126	﹤0.01%	2600
2022 Q1	$0	Buy	+34	New	+$194	﹤0.01%	2562
2015 Q4	–	Sell	-296	Closed	-$4K	–	1157
2015 Q3	$4K	Sell	296 -41,600	-99%	-$876K	﹤0.01%	1061
2015 Q2	$920K	Buy	+41,896	New	+$884K	﹤0.01%	704
2014 Q2	–	Sell	-60,900	Closed	-$799K	–	1069
2014 Q1	$799K	Hold	60,900	–	–	﹤0.01%	700
2013 Q4	$1.08M	Buy	+60,900	New	+$866K	﹤0.01%	699

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

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

Lazard Asset Management's WT Position: Q2 2026 in Review

Lazard Asset Management sold out of WisdomTree (WT) in Q2 2026, closing a stake of 113,576 shares — an estimated $1.65M sold.

Lazard Asset Management first reported a position in WT in Q4 2013 and held it in 18 quarters. The position peaked at $1.65M in Q1 2026. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Lazard Asset Management reported no remaining WisdomTree position as of Q2 2026 after selling out during the quarter.
Lazard Asset Management sold 113,576 WisdomTree shares in Q2 2026, an estimated $1.65M.
Lazard Asset Management first reported a position in WisdomTree in Q4 2013 and held it in 18 quarters.
Lazard Asset Management's WisdomTree position peaked at $1.65M in Q1 2026.
312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.