Loomis, Sayles & Company’s WisdomTree WT Stock Holding History

Loomis, Sayles & Company’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	$37.1M	Buy	2,190,641 +527,818	+32%	+$9.35M	0.05%	156
2026 Q1	$24.2M	Buy	1,662,823 +323,696	+24%	+$5M	0.03%	208
2025 Q4	$16.3M	Sell	1,339,127 -62,567	-4%	-$756K	0.02%	271
2025 Q3	$19.5M	Buy	+1,401,694	New	+$18.7M	0.02%	246
2017 Q4	–	Sell	-15	Closed	–	–	948
2017 Q3	$0	Hold	15	–	–	﹤0.01%	981
2017 Q2	$0	Hold	15	–	–	﹤0.01%	1007
2017 Q1	$0	Hold	15	–	–	﹤0.01%	1050
2016 Q4	$0	Hold	15	–	–	﹤0.01%	1113
2016 Q3	$0	Hold	15	–	–	﹤0.01%	1079
2016 Q2	$0	Hold	15	–	–	﹤0.01%	1137
2016 Q1	$0	Hold	15	–	–	﹤0.01%	1145
2015 Q4	$0	Buy	+15	New	+$275	﹤0.01%	1124

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

Loomis, Sayles & Company's WT Position: Q2 2026 in Review

Loomis, Sayles & Company increased its WisdomTree (WT) stake by 32% in Q2 2026, buying an estimated $9.35M and bringing the position to 2,190,641 shares worth $37.1M. The position accounts for 0.05% of the portfolio, ranked #156.

Loomis, Sayles & Company first reported a position in WT in Q4 2015 and has held it in 12 quarters since. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Loomis, Sayles & Company held 2,190,641 shares of WisdomTree worth $37.1M as of Q2 2026.
Loomis, Sayles & Company bought 527,818 WisdomTree shares in Q2 2026, an estimated $9.35M.
WisdomTree made up 0.05% of Loomis, Sayles & Company's portfolio in Q2 2026, its #156 holding.
Loomis, Sayles & Company first reported a position in WisdomTree in Q4 2015 and has held it in 12 quarters since.
312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.