NICM
WT icon

Neo Ivy Capital Management’s WisdomTree WT Stock Holding History

Neo Ivy Capital 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 		$2.9M Buy
+171,295
New +$3.03M 0.67% 42
2025
Q4 		– Sell
-2,642
Closed -$36.7K – 545
2025
Q3 		$36.7K Buy
+2,642
New +$35.3K 0.01% 347

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 $3.38T AUM 44.17% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Neo Ivy Capital Management's WT Position: Q2 2026 in Review

Neo Ivy Capital Management opened a new position in WisdomTree (WT) in Q2 2026: 171,295 shares worth $2.9M. The stake represents 0.67% of the portfolio and ranks #42 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in WT as recently as Q3 2025.

Neo Ivy Capital Management first reported a position in WT in Q3 2025 and has held it in 2 quarters since. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Neo Ivy Capital Management held 171,295 shares of WisdomTree worth $2.9M as of Q2 2026.
  • WisdomTree was a new Neo Ivy Capital Management position in Q2 2026.
  • WisdomTree made up 0.67% of Neo Ivy Capital Management's portfolio in Q2 2026, its #42 holding.
  • Neo Ivy Capital Management first reported a position in WisdomTree in Q3 2025 and has held it in 2 quarters since.
  • 312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.