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Navellier & Associates’s WisdomTree WT Stock Holding History

Navellier & Associates’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 		$786K Buy
54,006
+41,619
+336% +$643K 0.08% 165
2025
Q4 		$151K Sell
12,387
-1,438
-10% -$17.4K 0.02% 321
2025
Q3 		$192K Sell
13,825
-233
-2% -$3.11K 0.02% 351
2025
Q2 		$162K Hold
14,058
– – 0.02% 303
2025
Q1 		$129K Sell
14,058
-1,168
-8% -$10.9K 0.02% 297
2024
Q4 		$160K Buy
15,226
+1,556
+11% +$16.8K 0.02% 322
2024
Q3 		$137K Sell
13,670
-1,438
-10% -$14.6K 0.02% 312
2024
Q2 		$150K Sell
15,108
-60
-0.4% -$565 0.02% 330
2024
Q1 		$139K Buy
15,168
+1,157
+8% +$8.86K 0.02% 331
2023
Q4 		$97.1K Buy
14,011
+1,396
+11% +$9.25K 0.01% 318
2023
Q3 		$88.3K Buy
+12,615
New +$88.3K 0.02% 307
2013
Q3 		– Sell
-19,700
Closed -$228K – 308
2013
Q2 		$228K Buy
+19,700
New +$230K 0.01% 247

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

Navellier & Associates's WT Position: Q1 2026 in Review

Navellier & Associates increased its WisdomTree (WT) stake by 336% in Q1 2026, buying an estimated $643K and bringing the position to 54,006 shares worth $786K. The position accounts for 0.08% of the portfolio, ranked #165.

Navellier & Associates first reported a position in WT in Q2 2013 and has held it in 12 quarters since. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

  • Navellier & Associates held 54,006 shares of WisdomTree worth $786K as of Q1 2026.
  • Navellier & Associates bought 41,619 WisdomTree shares in Q1 2026, an estimated $643K.
  • WisdomTree made up 0.08% of Navellier & Associates's portfolio in Q1 2026, its #165 holding.
  • Navellier & Associates first reported a position in WisdomTree in Q2 2013 and has held it in 12 quarters since.
  • 311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.