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MAI Capital Management’s WisdomTree WT Stock Holding History

MAI Capital 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
-228
Closed -$3.32K – 4729
2026
Q1 		$3.32K Buy
228
+48
+27% +$742 ﹤0.01% 3713
2025
Q4 		$2.19K Buy
180
+27
+18% +$326 ﹤0.01% 3390
2025
Q3 		$2.13K Sell
153
-83
-35% -$1.11K ﹤0.01% 3298
2025
Q2 		$2.72K Buy
236
+35
+17% +$328 ﹤0.01% 3311
2025
Q1 		$1.79K Hold
201
– – ﹤0.01% 2996
2024
Q4 		$2.11K Buy
+201
New +$2.18K ﹤0.01% 3021

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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

MAI Capital Management's WT Position: Q2 2026 in Review

MAI Capital Management sold out of WisdomTree (WT) in Q2 2026, closing a stake of 228 shares — an estimated $3.32K sold.

MAI Capital Management first reported a position in WT in Q4 2024 and held it in 6 quarters. The position peaked at $3.32K in Q1 2026. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • MAI Capital Management reported no remaining WisdomTree position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 228 WisdomTree shares in Q2 2026, an estimated $3.32K.
  • MAI Capital Management first reported a position in WisdomTree in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's WisdomTree position peaked at $3.32K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

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