MWM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Moran Wealth Management's WT Position: Q1 2026 in Review

Moran Wealth Management increased its WisdomTree (WT) stake by 47% in Q1 2026, buying an estimated $376K and bringing the position to 76,083 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #355.

Moran Wealth Management first reported a position in WT in Q3 2025 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

  • Moran Wealth Management held 76,083 shares of WisdomTree worth $1.11M as of Q1 2026.
  • Moran Wealth Management bought 24,306 WisdomTree shares in Q1 2026, an estimated $376K.
  • WisdomTree made up 0.03% of Moran Wealth Management's portfolio in Q1 2026, its #355 holding.
  • Moran Wealth Management first reported a position in WisdomTree in Q3 2025 and has held it in 3 quarters since.
  • 311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.