MAI Capital Management’s WisdomTree Battery Value Chain and Innovation Fund WBAT Stock Holding History

MAI Capital Management’s Portfolio WBAT Stock Details WBAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-815	Closed	-$21.3K	–	4044
2025 Q1	$21.3K	Hold	815	–	–	﹤0.01%	2155
2024 Q4	$21.6K	Buy	+815	New	+$22.6K	﹤0.01%	2185

MAI Capital Management's WBAT Position: Q2 2025 in Review

MAI Capital Management sold out of WisdomTree Battery Value Chain and Innovation Fund (WBAT) in Q2 2025, closing a stake of 815 shares — an estimated $21.3K sold.

MAI Capital Management first reported a position in WBAT in Q4 2024 and held it in 2 quarters. The position peaked at $21.6K in Q4 2024. 0 funds tracked by Wall St. Rank hold WBAT as of Q2 2025.

MAI Capital Management reported no remaining WisdomTree Battery Value Chain and Innovation Fund position as of Q2 2025 after selling out during the quarter.
MAI Capital Management sold 815 WisdomTree Battery Value Chain and Innovation Fund shares in Q2 2025, an estimated $21.3K.
MAI Capital Management first reported a position in WisdomTree Battery Value Chain and Innovation Fund in Q4 2024 and held it in 2 quarters.
MAI Capital Management's WisdomTree Battery Value Chain and Innovation Fund position peaked at $21.6K in Q4 2024.
0 funds tracked by Wall St. Rank held WisdomTree Battery Value Chain and Innovation Fund as of Q2 2025.

Based on MAI Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.