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Principal Securities’s WisdomTree WT Stock Holding History

Principal Securities’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 		$447K Buy
26,378
+111
+0.4% +$1.97K 0.01% 1129
2026
Q1 		$382K Buy
26,267
+3,369
+15% +$52.1K 0.01% 1099
2025
Q4 		$279K Buy
22,898
+279
+1% +$3.37K ﹤0.01% 1172
2025
Q3 		$314K Buy
22,619
+3,079
+16% +$41.1K 0.01% 1102
2025
Q2 		$225K Buy
19,540
+6,682
+52% +$62.6K ﹤0.01% 1188
2025
Q1 		$135K Hold
12,858
– – ﹤0.01% 1298
2024
Q4 		$135K Buy
12,858
+7,633
+146% +$82.6K ﹤0.01% 1295
2024
Q3 		$52.2K Buy
5,225
+915
+21% +$9.3K ﹤0.01% 1673
2024
Q2 		$42.7K Buy
4,310
+4,216
+4,485% +$39.7K ﹤0.01% 1694
2024
Q1 		$864 Sell
94
-11
-10% -$84 ﹤0.01% 3063
2023
Q4 		$728 Buy
+105
New +$695 ﹤0.01% 3016

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

Principal Securities's WT Position: Q2 2026 in Review

Principal Securities increased its WisdomTree (WT) stake by 0.42% in Q2 2026, buying an estimated $1.97K and bringing the position to 26,378 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #1129.

Principal Securities first reported a position in WT in Q4 2023 and has held it in 11 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Principal Securities held 26,378 shares of WisdomTree worth $447K as of Q2 2026.
  • Principal Securities bought 111 WisdomTree shares in Q2 2026, an estimated $1.97K.
  • WisdomTree made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1129 holding.
  • Principal Securities first reported a position in WisdomTree in Q4 2023 and has held it in 11 quarters since.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.