PCS
WT icon

Personal CFO Solutions’s WisdomTree WT Stock Holding History

Personal CFO Solutions’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 		$486K Buy
28,664
+251
+0.9% +$4.44K 0.07% 258
2026
Q1 		$414K Buy
28,413
+6,321
+29% +$97.7K 0.06% 283
2025
Q4 		$269K Buy
22,092
+4,628
+27% +$55.9K 0.04% 406
2025
Q3 		$243K Buy
17,464
+4,042
+30% +$54K 0.04% 432
2025
Q2 		$154K Buy
13,422
+986
+8% +$9.23K 0.03% 473
2025
Q1 		$111K Buy
+12,436
New +$116K 0.02% 445

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

Personal CFO Solutions's WT Position: Q2 2026 in Review

Personal CFO Solutions increased its WisdomTree (WT) stake by 0.88% in Q2 2026, buying an estimated $4.44K and bringing the position to 28,664 shares worth $486K. The position accounts for 0.07% of the portfolio, ranked #258.

Personal CFO Solutions first reported a position in WT in Q1 2025 and has held it in 6 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Personal CFO Solutions held 28,664 shares of WisdomTree worth $486K as of Q2 2026.
  • Personal CFO Solutions bought 251 WisdomTree shares in Q2 2026, an estimated $4.44K.
  • WisdomTree made up 0.07% of Personal CFO Solutions's portfolio in Q2 2026, its #258 holding.
  • Personal CFO Solutions first reported a position in WisdomTree in Q1 2025 and has held it in 6 quarters since.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.