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Portolan Capital Management’s WisdomTree WT Stock Holding History

Portolan Capital Management’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
2025
Q4 		– Sell
-70,782
Closed -$984K – 171
2025
Q3 		$984K Sell
70,782
-611,586
-90% -$8.17M 0.05% 114
2025
Q2 		$7.85M Buy
+682,368
New +$6.39M 0.49% 64

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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
SCM
Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Portolan Capital Management's WT Position: Q4 2025 in Review

Portolan Capital Management sold out of WisdomTree (WT) in Q4 2025, closing a stake of 70,782 shares — an estimated $984K sold.

Portolan Capital Management first reported a position in WT in Q2 2025 and held it in 2 quarters. The position peaked at $7.85M in Q2 2025. 288 funds tracked by Wall St. Rank hold WT as of Q4 2025.

  • Portolan Capital Management reported no remaining WisdomTree position as of Q4 2025 after selling out during the quarter.
  • Portolan Capital Management sold 70,782 WisdomTree shares in Q4 2025, an estimated $984K.
  • Portolan Capital Management first reported a position in WisdomTree in Q2 2025 and held it in 2 quarters.
  • Portolan Capital Management's WisdomTree position peaked at $7.85M in Q2 2025.
  • 288 funds tracked by Wall St. Rank held WisdomTree as of Q4 2025.

Based on Portolan Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.