Osaic Holdings’s WisdomTree WT Stock Holding History

Osaic Holdings’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 Q4	–	Sell	-5	Closed	-$905	–	8221
2025 Q3	$905	Buy	+5	New	+$67	﹤0.01%	7389

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

Osaic Holdings's WT Position: Q2 2026 in Review

Osaic Holdings increased its WisdomTree (WT) stake by 8.3% in Q2 2026, buying an estimated $154K and bringing the position to 113,951 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2342.

Osaic Holdings first reported a position in WT in Q1 2020 and has held it in 26 quarters since. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Osaic Holdings held 113,951 shares of WisdomTree worth $1.93M as of Q2 2026.
Osaic Holdings bought 8,709 WisdomTree shares in Q2 2026, an estimated $154K.
WisdomTree made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2342 holding.
Osaic Holdings first reported a position in WisdomTree in Q1 2020 and has held it in 26 quarters since.
312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.