PharVision Advisers’s WisdomTree WT Stock Holding History

PharVision Advisers’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 Q1	–	Sell	-18,193	Closed	-$222K	–	658
2025 Q4	$222K	Buy	+18,193	New	+$220K	0.11%	473
2025 Q2	–	Sell	-18,095	Closed	-$161K	–	449
2025 Q1	$161K	Buy	18,095 +6,241	+53%	+$58.2K	0.22%	223
2024 Q4	$124K	Buy	+11,854	New	+$128K	0.11%	364

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

PharVision Advisers's WT Position: Q1 2026 in Review

PharVision Advisers sold out of WisdomTree (WT) in Q1 2026, closing a stake of 18,193 shares — an estimated $222K sold.

PharVision Advisers first reported a position in WT in Q4 2024 and held it in 3 quarters. The position peaked at $222K in Q4 2025. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

PharVision Advisers reported no remaining WisdomTree position as of Q1 2026 after selling out during the quarter.
PharVision Advisers sold 18,193 WisdomTree shares in Q1 2026, an estimated $222K.
PharVision Advisers first reported a position in WisdomTree in Q4 2024 and held it in 3 quarters.
PharVision Advisers's WisdomTree position peaked at $222K in Q4 2025.
311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on PharVision Advisers's 13F filing for Q1 2026, filed 22 Apr 2026.