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Mascoma Wealth Management’s WisdomTree WT Stock Holding History

Mascoma Wealth 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 		$34 Buy
+2
New +$35 ﹤0.01% 609

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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

Mascoma Wealth Management's WT Position: Q2 2026 in Review

Mascoma Wealth Management opened a new position in WisdomTree (WT) in Q2 2026: 2 shares worth $34. The stake represents ﹤0.01% of the portfolio and ranks #609 among its holdings.

310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Mascoma Wealth Management held 2 shares of WisdomTree worth $34 as of Q2 2026.
  • WisdomTree was a new Mascoma Wealth Management position in Q2 2026.
  • WisdomTree made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #609 holding.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.