PCP
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Pacific Capital Partners’s WisdomTree WT Stock Holding History

Pacific Capital Partners’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 		$2.75M Buy
+162,457
New +$2.88M 2.38% 19

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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

Pacific Capital Partners's WT Position: Q2 2026 in Review

Pacific Capital Partners opened a new position in WisdomTree (WT) in Q2 2026: 162,457 shares worth $2.75M. The stake represents 2.38% of the portfolio and ranks #19 among its holdings.

310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Pacific Capital Partners held 162,457 shares of WisdomTree worth $2.75M as of Q2 2026.
  • WisdomTree was a new Pacific Capital Partners position in Q2 2026.
  • WisdomTree made up 2.38% of Pacific Capital Partners's portfolio in Q2 2026, its #19 holding.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Pacific Capital Partners's 13F filing for Q2 2026, filed 12 Aug 2026.