Procyon Advisors’s WisdomTree WT Stock Holding History

Procyon Advisors’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 Q3	$208K	Buy	+8,576	New	+$188K	0.01%	547

Other funds holding WT

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Pacific Capital Partners London $132M AUM 28.4% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Procyon Advisors's WT Position: Q3 2026 in Review

Procyon Advisors opened a new position in WisdomTree (WT) in Q3 2026: 8,576 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #547 among its holdings.

69 funds tracked by Wall St. Rank hold WT as of Q3 2026.

Procyon Advisors held 8,576 shares of WisdomTree worth $208K as of Q3 2026.
WisdomTree was a new Procyon Advisors position in Q3 2026.
WisdomTree made up 0.01% of Procyon Advisors's portfolio in Q3 2026, its #547 holding.
69 funds tracked by Wall St. Rank held WisdomTree as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.