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Oppenheimer & Co’s WisdomTree WT Stock Holding History

Oppenheimer & Co’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 		$1.23M Sell
72,765
-499
-0.7% -$8.84K 0.01% 843
2026
Q1 		$1.07M Sell
73,264
-1,665
-2% -$25.7K 0.01% 834
2025
Q4 		$913K Buy
74,929
+12,500
+20% +$151K 0.01% 840
2025
Q3 		$868K Sell
62,429
-2,271
-4% -$30.3K 0.01% 962
2025
Q2 		$745K Sell
64,700
-5,350
-8% -$50.1K 0.01% 985
2025
Q1 		$625K Buy
70,050
+3,359
+5% +$31.3K 0.01% 1003
2024
Q4 		$700K Buy
66,691
+33,191
+99% +$359K 0.01% 937
2024
Q3 		$335K Buy
33,500
+1,000
+3% +$10.2K 0.01% 1178
2024
Q2 		$322K Buy
32,500
+11,000
+51% +$103K 0.01% 1167
2024
Q1 		$198K Buy
+21,500
New +$165K ﹤0.01% 1346
2014
Q3 		– Sell
-26,219
Closed -$325K – 1495
2014
Q2 		$325K Buy
+26,219
New +$297K 0.01% 1020
2014
Q1 		– Sell
-29,913
Closed -$529K – 1479
2013
Q4 		$529K Buy
+29,913
New +$426K 0.02% 793
2013
Q3 		– Sell
-35,452
Closed -$410K – 1375
2013
Q2 		$410K Buy
+35,452
New +$414K 0.02% 793

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 $3.37T AUM 44.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Oppenheimer & Co's WT Position: Q2 2026 in Review

Oppenheimer & Co reduced its WisdomTree (WT) stake by 0.68% in Q2 2026, selling an estimated $8.84K and leaving 72,765 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #843.

Oppenheimer & Co first reported a position in WT in Q2 2013 and has held it in 13 quarters since. 313 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Oppenheimer & Co held 72,765 shares of WisdomTree worth $1.23M as of Q2 2026.
  • Oppenheimer & Co sold 499 WisdomTree shares in Q2 2026, an estimated $8.84K.
  • WisdomTree made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #843 holding.
  • Oppenheimer & Co first reported a position in WisdomTree in Q2 2013 and has held it in 13 quarters since.
  • 313 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.