PJC
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Phillip James Consulting’s WisdomTree WT Stock Holding History

Phillip James Consulting’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 		$6.68M Buy
+89,570
New +$1.59M 4.46% 6

Other funds holding WT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Phillip James Consulting's WT Position: Q2 2026 in Review

Phillip James Consulting opened a new position in WisdomTree (WT) in Q2 2026: 89,570 shares worth $6.68M. The stake represents 4.46% of the portfolio and ranks #6 among its holdings.

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

  • Phillip James Consulting held 89,570 shares of WisdomTree worth $6.68M as of Q2 2026.
  • WisdomTree was a new Phillip James Consulting position in Q2 2026.
  • WisdomTree made up 4.46% of Phillip James Consulting's portfolio in Q2 2026, its #6 holding.
  • 61 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.