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&Partners’s WisdomTree WT Stock Holding History

&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 		$455K Buy
26,872
+7,557
+39% +$134K ﹤0.01% 1881
2026
Q1 		$283K Buy
19,315
+2,034
+12% +$31.4K ﹤0.01% 2039
2025
Q4 		$213K Buy
17,281
+6,447
+60% +$77.9K ﹤0.01% 2110
2025
Q3 		$151K Sell
10,834
-1,754
-14% -$23.4K ﹤0.01% 2001
2025
Q2 		$147K Sell
12,588
-434
-3% -$4.06K ﹤0.01% 1883
2025
Q1 		$117K Buy
+13,022
New +$121K ﹤0.01% 1700

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

&Partners's WT Position: Q2 2026 in Review

&Partners increased its WisdomTree (WT) stake by 39% in Q2 2026, buying an estimated $134K and bringing the position to 26,872 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

&Partners first reported a position in WT in Q1 2025 and has held it in 6 quarters since. 313 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • &Partners held 26,872 shares of WisdomTree worth $455K as of Q2 2026.
  • &Partners bought 7,557 WisdomTree shares in Q2 2026, an estimated $134K.
  • WisdomTree made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1881 holding.
  • &Partners first reported a position in WisdomTree in Q1 2025 and has held it in 6 quarters since.
  • 313 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.