Marshall Wace
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Marshall Wace’s WisdomTree WT Stock Holding History

Marshall Wace’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 		$495K Sell
29,199
-48,100
-62% -$852K ﹤0.01% 2526
2026
Q1 		$1.13M Buy
77,299
+21,206
+38% +$328K ﹤0.01% 2080
2025
Q4 		$684K Sell
56,093
-104,596
-65% -$1.26M ﹤0.01% 2109
2025
Q3 		$2.23M Sell
160,689
-1,045,973
-87% -$14M ﹤0.01% 1563
2025
Q2 		$13.9M Sell
1,206,662
-386,537
-24% -$3.62M 0.02% 713
2025
Q1 		$14.2M Buy
1,593,199
+1,329,183
+503% +$12.4M 0.02% 636
2024
Q4 		$2.77M Sell
264,016
-109,928
-29% -$1.19M ﹤0.01% 1314
2024
Q3 		$3.74M Sell
373,944
-398,599
-52% -$4.05M ﹤0.01% 1105
2024
Q2 		$7.66M Buy
772,543
+348,850
+82% +$3.28M 0.01% 838
2024
Q1 		$3.89M Buy
423,693
+97,350
+30% +$745K 0.01% 1100
2023
Q4 		$2.26M Buy
326,343
+279,964
+604% +$1.85M ﹤0.01% 1172
2023
Q3 		$325K Sell
46,379
-219,451
-83% -$1.54M ﹤0.01% 1859
2023
Q2 		$1.82M Buy
+265,830
New +$1.78M ﹤0.01% 1448
2021
Q4 		– Sell
-320,709
Closed -$1.82M – 4327
2021
Q3 		$1.82M Buy
320,709
+286,833
+847% +$1.76M 0.01% 1627
2021
Q2 		$210K Buy
+33,876
New +$223K ﹤0.01% 2430
2021
Q1 		– Sell
-250,599
Closed -$1.34M – 2909
2020
Q4 		$1.34M Sell
250,599
-654,771
-72% -$2.82M 0.01% 1093
2020
Q3 		$2.9M Sell
905,370
-423,095
-32% -$1.53M 0.02% 702
2020
Q2 		$4.61M Buy
1,328,465
+323,636
+32% +$983K 0.03% 494
2020
Q1 		$2.34M Buy
+1,004,829
New +$3.89M 0.02% 582
2019
Q2 		– Sell
-65,957
Closed -$466K – 1898
2019
Q1 		$466K Buy
+65,957
New +$454K ﹤0.01% 1159
2016
Q4 		– Sell
-234,114
Closed -$2.41M – 1135
2016
Q3 		$2.41M Buy
234,114
+166,153
+244% +$1.73M 0.02% 557
2016
Q2 		$665K Buy
67,961
+21,640
+47% +$239K 0.01% 785
2016
Q1 		$529K Buy
+46,321
New +$556K 0.01% 841

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

Marshall Wace's WT Position: Q2 2026 in Review

Marshall Wace reduced its WisdomTree (WT) stake by 62% in Q2 2026, selling an estimated $852K and leaving 29,199 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #2526.

Marshall Wace first reported a position in WT in Q1 2016 and has held it in 23 quarters since. The position peaked at $14.2M in Q1 2025. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Marshall Wace held 29,199 shares of WisdomTree worth $495K as of Q2 2026.
  • Marshall Wace sold 48,100 WisdomTree shares in Q2 2026, an estimated $852K.
  • WisdomTree made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2526 holding.
  • Marshall Wace first reported a position in WisdomTree in Q1 2016 and has held it in 23 quarters since.
  • Marshall Wace's WisdomTree position peaked at $14.2M in Q1 2025.
  • 312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.