Loomis, Sayles & Company
WT icon

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
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% 982
2017
Q2 		$0 Hold
15
– – ﹤0.01% 1008
2017
Q1 		$0 Hold
15
– – ﹤0.01% 1050
2016
Q4 		$0 Hold
15
– – ﹤0.01% 1113
2016
Q3 		$0 Hold
15
– – ﹤0.01% 1080
2016
Q2 		$0 Hold
15
– – ﹤0.01% 1138
2016
Q1 		$0 Hold
15
– – ﹤0.01% 1145
2015
Q4 		$0 Buy
+15
New +$275 ﹤0.01% 1124

Other funds holding WT

BlackRock
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
VPM
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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $539M AUM 36.22% 1-Year Est. Return