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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
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

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

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

Moran Wealth Management increased its WisdomTree (WT) stake by 18% in Q2 2026, buying an estimated $241K and bringing the position to 89,668 shares worth $1.52M. The position accounts for 0.04% of the portfolio, ranked #355.

Moran Wealth Management first reported a position in WT in Q3 2025 and has held it in 4 quarters since. 313 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Moran Wealth Management held 89,668 shares of WisdomTree worth $1.52M as of Q2 2026.
  • Moran Wealth Management bought 13,585 WisdomTree shares in Q2 2026, an estimated $241K.
  • WisdomTree made up 0.04% of Moran Wealth Management's portfolio in Q2 2026, its #355 holding.
  • Moran Wealth Management first reported a position in WisdomTree in Q3 2025 and has held it in 4 quarters since.
  • 313 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.