Lazard Asset Management

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 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	–	2606
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%	2506
2023 Q2	$0	Hold	56	–	–	﹤0.01%	2575
2023 Q1	$0	Hold	56	–	–	﹤0.01%	2593
2022 Q4	$0	Hold	56	–	–	﹤0.01%	2590
2022 Q3	$0	Hold	56	–	–	﹤0.01%	2597
2022 Q2	$0	Buy	56 +22	+65%	+$126	﹤0.01%	2607
2022 Q1	$0	Buy	+34	New	+$194	﹤0.01%	2573
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	–	1072
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 $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simcoe Capital Management New York $539M AUM 36.22% 1-Year Est. Return