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North Capital’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

North Capital’s Portfolio WTRE Stock Details WTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-126
Closed -$2.8K – 702
2025
Q3 		$2.8K Buy
126
+1
+0.8% +$20 ﹤0.01% 491
2025
Q2 		$2.43K Hold
125
– – ﹤0.01% 493
2025
Q1 		$2.17K Buy
+125
New +$2.19K ﹤0.01% 497

Other funds holding WTRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMCM
Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return

North Capital's WTRE Position: Q4 2025 in Review

North Capital sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2025, closing a stake of 126 shares — an estimated $2.8K sold.

North Capital first reported a position in WTRE in Q1 2025 and held it in 3 quarters. The position peaked at $2.8K in Q3 2025. 16 funds tracked by Wall St. Rank hold WTRE as of Q4 2025.

  • North Capital reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2025 after selling out during the quarter.
  • North Capital sold 126 WisdomTree New Economy Real Estate Fund shares in Q4 2025, an estimated $2.8K.
  • North Capital first reported a position in WisdomTree New Economy Real Estate Fund in Q1 2025 and held it in 3 quarters.
  • North Capital's WisdomTree New Economy Real Estate Fund position peaked at $2.8K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.