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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
Q2 		$258K Sell
15,252
-38,754
-72% -$686K 0.02% 294
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 $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

Navellier & Associates's WT Position: Q2 2026 in Review

Navellier & Associates reduced its WisdomTree (WT) stake by 72% in Q2 2026, selling an estimated $686K and leaving 15,252 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #294.

Navellier & Associates first reported a position in WT in Q2 2013 and has held it in 13 quarters since. The position peaked at $786K in Q1 2026. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Navellier & Associates held 15,252 shares of WisdomTree worth $258K as of Q2 2026.
  • Navellier & Associates sold 38,754 WisdomTree shares in Q2 2026, an estimated $686K.
  • WisdomTree made up 0.02% of Navellier & Associates's portfolio in Q2 2026, its #294 holding.
  • Navellier & Associates first reported a position in WisdomTree in Q2 2013 and has held it in 13 quarters since.
  • Navellier & Associates's WisdomTree position peaked at $786K in Q1 2026.
  • 312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.