Mainstay Capital Management’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Mainstay Capital Management’s Portfolio GDE Stock Details GDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$100M	Sell	1,638,956 -350,206	-18%	-$23.2M	7.41%	4
2026 Q1	$125M	Buy	1,989,162 +27,375	+1%	+$1.86M	9.65%	3
2025 Q4	$121M	Buy	1,961,787 +809,982	+70%	+$48.6M	9.26%	1
2025 Q3	$66.1M	Sell	1,151,805 -2,242,178	-66%	-$113M	6.63%	6
2025 Q2	$160M	Buy	+3,393,983	New	+$148M	7.89%	4

Other funds holding GDE

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return

SWM

Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MPW

Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mainstay Capital Management's GDE Position: Q2 2026 in Review

Mainstay Capital Management reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 18% in Q2 2026, selling an estimated $23.2M and leaving 1,638,956 shares worth $100M. The position accounts for 7.41% of the portfolio, ranked #4.

Mainstay Capital Management first reported a position in GDE in Q2 2025 and has held it in 5 quarters since. The position peaked at $160M in Q2 2025. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

Mainstay Capital Management held 1,638,956 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $100M as of Q2 2026.
Mainstay Capital Management sold 350,206 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $23.2M.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up 7.41% of Mainstay Capital Management's portfolio in Q2 2026, its #4 holding.
Mainstay Capital Management first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q2 2025 and has held it in 5 quarters since.
Mainstay Capital Management's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $160M in Q2 2025.
72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Mainstay Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.