Nicholas Investment Partners’s WisdomTree WT Stock Holding History

Nicholas Investment Partners’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
2025 Q1	–	Sell	-726,427	Closed	-$7.63M	–	238
2024 Q4	$7.63M	Buy	726,427 +31,446	+5%	+$340K	0.67%	44
2024 Q3	$6.94M	Buy	694,981 +380,070	+121%	+$3.87M	0.64%	48
2024 Q2	$3.12M	Buy	314,911 +2,931	+0.9%	+$27.6K	0.32%	120
2024 Q1	$2.87M	Buy	+311,980	New	+$2.39M	0.29%	127
2023 Q4	–	Sell	-433,141	Closed	-$3.03M	–	213
2023 Q3	$3.03M	Buy	433,141 +234,095	+118%	+$1.64M	0.23%	103
2023 Q2	$1.37M	Buy	+199,046	New	+$1.33M	0.09%	155

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nicholas Investment Partners's WT Position: Q1 2025 in Review

Nicholas Investment Partners sold out of WisdomTree (WT) in Q1 2025, closing a stake of 726,427 shares — an estimated $7.63M sold.

Nicholas Investment Partners first reported a position in WT in Q2 2023 and held it in 6 quarters. The position peaked at $7.63M in Q4 2024. 256 funds tracked by Wall St. Rank hold WT as of Q1 2025.

Nicholas Investment Partners reported no remaining WisdomTree position as of Q1 2025 after selling out during the quarter.
Nicholas Investment Partners sold 726,427 WisdomTree shares in Q1 2025, an estimated $7.63M.
Nicholas Investment Partners first reported a position in WisdomTree in Q2 2023 and held it in 6 quarters.
Nicholas Investment Partners's WisdomTree position peaked at $7.63M in Q4 2024.
256 funds tracked by Wall St. Rank held WisdomTree as of Q1 2025.

Based on Nicholas Investment Partners's 13F filing for Q1 2025, filed 15 May 2025.