Neuberger Berman Group’s WisdomTree WT Stock Holding History

Neuberger Berman Group’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	$328K	Buy	19,376 +1,247	+7%	+$22.1K	﹤0.01%	1966
2026 Q1	$264K	Buy	18,129 +2,211	+14%	+$34.2K	﹤0.01%	1891
2025 Q4	$194K	Buy	15,918 +587	+4%	+$7.09K	﹤0.01%	1962
2025 Q3	$213K	Sell	15,331 -855	-5%	-$11.4K	﹤0.01%	1887
2025 Q2	$186K	Buy	16,186 +704	+5%	+$6.59K	﹤0.01%	1907
2025 Q1	$138K	Buy	+15,482	New	+$144K	﹤0.01%	1853
2015 Q2	–	Sell	-57,400	Closed	-$1.23M	–	1625
2015 Q1	$1.23M	Buy	+57,400	New	+$1.07M	﹤0.01%	1179
2014 Q4	–	Sell	-13,723	Closed	-$156K	–	1694
2014 Q3	$156K	Hold	13,723	–	–	﹤0.01%	1596
2014 Q2	$170K	Buy	+13,723	New	+$155K	﹤0.01%	1641
2014 Q1	–	Sell	-82,300	Closed	-$1.46M	–	1672
2013 Q4	$1.46M	Buy	+82,300	New	+$1.17M	﹤0.01%	1131
2013 Q3	–	Sell	-154,850	Closed	-$1.79M	–	1674
2013 Q2	$1.79M	Buy	+154,850	New	+$1.81M	﹤0.01%	1086

Other funds holding WT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

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

Neuberger Berman Group's WT Position: Q2 2026 in Review

Neuberger Berman Group increased its WisdomTree (WT) stake by 6.9% in Q2 2026, buying an estimated $22.1K and bringing the position to 19,376 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1966.

Neuberger Berman Group first reported a position in WT in Q2 2013 and has held it in 11 quarters since. The position peaked at $1.79M in Q2 2013. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Neuberger Berman Group held 19,376 shares of WisdomTree worth $328K as of Q2 2026.
Neuberger Berman Group bought 1,247 WisdomTree shares in Q2 2026, an estimated $22.1K.
WisdomTree made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1966 holding.
Neuberger Berman Group first reported a position in WisdomTree in Q2 2013 and has held it in 11 quarters since.
Neuberger Berman Group's WisdomTree position peaked at $1.79M in Q2 2013.
310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.