Mariner’s WisdomTree WT Stock Holding History

Mariner’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	-17,694	Closed	-$216K	–	3858
2025 Q4	$216K	Buy	17,694 +4,467	+34%	+$54K	﹤0.01%	3108
2025 Q3	$184K	Sell	13,227 -3,312	-20%	-$44.3K	﹤0.01%	3203
2025 Q2	$190K	Buy	16,539 +1,014	+7%	+$9.49K	﹤0.01%	3068
2025 Q1	$138K	Buy	+15,525	New	+$145K	﹤0.01%	3119

Other funds holding WT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

Mariner's WT Position: Q1 2026 in Review

Mariner sold out of WisdomTree (WT) in Q1 2026, closing a stake of 17,694 shares — an estimated $216K sold.

Mariner first reported a position in WT in Q1 2025 and held it in 4 quarters. The position peaked at $216K in Q4 2025. 312 funds tracked by Wall St. Rank hold WT as of Q1 2026.

Mariner reported no remaining WisdomTree position as of Q1 2026 after selling out during the quarter.
Mariner sold 17,694 WisdomTree shares in Q1 2026, an estimated $216K.
Mariner first reported a position in WisdomTree in Q1 2025 and held it in 4 quarters.
Mariner's WisdomTree position peaked at $216K in Q4 2025.
312 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.