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 Q3	$616K	Sell	25,380 -47,385	-65%	-$1.04M	0.01%	1122
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

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Oppenheimer & Co's WT Position: Q3 2026 in Review

Oppenheimer & Co reduced its WisdomTree (WT) stake by 65% in Q3 2026, selling an estimated $1.04M and leaving 25,380 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #1122.

Oppenheimer & Co first reported a position in WT in Q2 2013 and has held it in 14 quarters since. The position peaked at $1.23M in Q2 2026. 57 funds tracked by Wall St. Rank hold WT as of Q3 2026.

Oppenheimer & Co held 25,380 shares of WisdomTree worth $616K as of Q3 2026.
Oppenheimer & Co sold 47,385 WisdomTree shares in Q3 2026, an estimated $1.04M.
WisdomTree made up 0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #1122 holding.
Oppenheimer & Co first reported a position in WisdomTree in Q2 2013 and has held it in 14 quarters since.
Oppenheimer & Co's WisdomTree position peaked at $1.23M in Q2 2026.
57 funds tracked by Wall St. Rank held WisdomTree as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.