NorthCrest Asset Manangement’s WisdomTree WT Stock Holding History

NorthCrest Asset Manangement’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	$651K	Buy	32,800 +166	+0.5%	+$2.94K	0.02%	487
2026 Q1	$472K	Buy	32,634 +10	+0%	+$155	0.01%	500
2025 Q4	$428K	Buy	32,624 +640	+2%	+$7.73K	0.01%	584
2025 Q3	$433K	Buy	31,984 +14,373	+82%	+$192K	0.01%	535
2025 Q2	$220K	Sell	17,611 -16,713	-49%	-$156K	0.01%	590
2025 Q1	$306K	Buy	34,324 +362	+1%	+$3.37K	0.01%	514
2024 Q4	$357K	Buy	33,962 +35	+0.1%	+$379	0.01%	454
2024 Q3	$339K	Hold	33,927	–	–	0.01%	462
2024 Q2	$336K	Buy	+33,927	New	+$319K	0.01%	440

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

NorthCrest Asset Manangement's WT Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its WisdomTree (WT) stake by 0.51% in Q2 2026, buying an estimated $2.94K and bringing the position to 32,800 shares worth $651K. The position accounts for 0.02% of the portfolio, ranked #487.

NorthCrest Asset Manangement first reported a position in WT in Q2 2024 and has held it in 9 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

NorthCrest Asset Manangement held 32,800 shares of WisdomTree worth $651K as of Q2 2026.
NorthCrest Asset Manangement bought 166 WisdomTree shares in Q2 2026, an estimated $2.94K.
WisdomTree made up 0.02% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #487 holding.
NorthCrest Asset Manangement first reported a position in WisdomTree in Q2 2024 and has held it in 9 quarters since.
310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.