Pinnacle Wealth Planning Services’s WisdomTree WT Stock Holding History

Pinnacle Wealth Planning Services’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	$405K	Buy	23,920 +52	+0.2%	+$921	0.04%	272
2026 Q1	$348K	Buy	23,868 +133	+0.6%	+$2.06K	0.04%	292
2025 Q4	$289K	Sell	23,735 -4,942	-17%	-$59.7K	0.03%	339
2025 Q3	$399K	Sell	28,677 -26	-0.1%	-$347	0.05%	257
2025 Q2	$330K	Sell	28,703 -3,496	-11%	-$32.7K	0.04%	274
2025 Q1	$287K	Buy	32,199 +94	+0.3%	+$876	0.04%	274
2024 Q4	$337K	Sell	32,105 -3,558	-10%	-$38.5K	0.05%	228
2024 Q3	$356K	Buy	+35,663	New	+$363K	0.05%	254
2021 Q1	–	Sell	-5,916	Closed	-$32K	–	1969
2020 Q4	$32K	Buy	+5,916	New	+$25.5K	0.01%	980

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Pinnacle Wealth Planning Services's WT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its WisdomTree (WT) stake by 0.22% in Q2 2026, buying an estimated $921 and bringing the position to 23,920 shares worth $405K. The position accounts for 0.04% of the portfolio, ranked #272.

Pinnacle Wealth Planning Services first reported a position in WT in Q4 2020 and has held it in 9 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Pinnacle Wealth Planning Services held 23,920 shares of WisdomTree worth $405K as of Q2 2026.
Pinnacle Wealth Planning Services bought 52 WisdomTree shares in Q2 2026, an estimated $921.
WisdomTree made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #272 holding.
Pinnacle Wealth Planning Services first reported a position in WisdomTree in Q4 2020 and has held it in 9 quarters since.
310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.