Moran Wealth Management
WT icon

Moran Wealth Management’s WisdomTree WT Stock Holding History

Moran 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
Q3 		$2.17M Sell
89,519
-149
-0.2% -$3.27K 0.06% 310
2026
Q2 		$1.52M Buy
89,668
+13,585
+18% +$241K 0.04% 355
2026
Q1 		$1.11M Buy
76,083
+24,306
+47% +$376K 0.03% 355
2025
Q4 		$631K Buy
51,777
+5,650
+12% +$68.2K 0.02% 383
2025
Q3 		$641K Buy
+46,127
New +$616K 0.02% 377

Other funds holding WT

Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Moran Wealth Management's WT Position: Q3 2026 in Review

Moran Wealth Management reduced its WisdomTree (WT) stake by 0.17% in Q3 2026, selling an estimated $3.27K and leaving 89,519 shares worth $2.17M. The position accounts for 0.06% of the portfolio, ranked #310.

Moran Wealth Management first reported a position in WT in Q3 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold WT as of Q3 2026.

  • Moran Wealth Management held 89,519 shares of WisdomTree worth $2.17M as of Q3 2026.
  • Moran Wealth Management sold 149 WisdomTree shares in Q3 2026, an estimated $3.27K.
  • WisdomTree made up 0.06% of Moran Wealth Management's portfolio in Q3 2026, its #310 holding.
  • Moran Wealth Management first reported a position in WisdomTree in Q3 2025 and has held it in 5 quarters since.
  • 45 funds tracked by Wall St. Rank held WisdomTree as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.