Maltese Capital Management’s WisdomTree WT Stock Holding History

Maltese 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 Q1	–	Sell	-35,000	Closed	-$427K	–	114
2025 Q4	$427K	Sell	35,000 -165,000	-83%	-$1.99M	0.08%	104
2025 Q3	$2.78M	Sell	200,000 -115,000	-37%	-$1.54M	0.42%	77
2025 Q2	$3.63M	Buy	315,000 +265,000	+530%	+$2.48M	0.51%	67
2025 Q1	$446K	Buy	+50,000	New	+$466K	0.07%	110
2024 Q1	–	Sell	-190,000	Closed	-$1.32M	–	100
2023 Q4	$1.32M	Buy	190,000 +189,800	+94,900%	+$1.26M	0.37%	63
2023 Q3	$1.4K	Buy	+200	New	+$1.4K	﹤0.01%	93
2018 Q2	–	Sell	-20,000	Closed	-$183K	–	229
2018 Q1	$183K	Buy	+20,000	New	+$216K	0.01%	202

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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

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

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simcoe Capital Management New York $539M AUM 36.22% 1-Year Est. Return