Raymond James Financial’s WisdomTree WT Stock Holding History

Raymond James Financial’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	$3.77M	Sell	222,628 -10,138	-4%	-$180K	﹤0.01%	2978
2026 Q1	$3.39M	Sell	232,766 -6,786	-3%	-$105K	﹤0.01%	2919
2025 Q4	$2.92M	Sell	239,552 -228	-0.1%	-$2.75K	﹤0.01%	2949
2025 Q3	$3.33M	Buy	239,780 +216,265	+920%	+$2.89M	﹤0.01%	2774
2025 Q2	$271K	Buy	23,515 +4,838	+26%	+$45.3K	﹤0.01%	4357
2025 Q1	$167K	Sell	18,677 -387,269	-95%	-$3.61M	﹤0.01%	4463
2024 Q4	$4.26M	Buy	+405,946	New	+$4.39M	﹤0.01%	2422

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 $3.38T AUM 44.17% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Raymond James Financial's WT Position: Q2 2026 in Review

Raymond James Financial reduced its WisdomTree (WT) stake by 4.4% in Q2 2026, selling an estimated $180K and leaving 222,628 shares worth $3.77M. The position accounts for ﹤0.01% of the portfolio, ranked #2978.

Raymond James Financial first reported a position in WT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.26M in Q4 2024. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Raymond James Financial held 222,628 shares of WisdomTree worth $3.77M as of Q2 2026.
Raymond James Financial sold 10,138 WisdomTree shares in Q2 2026, an estimated $180K.
WisdomTree made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2978 holding.
Raymond James Financial first reported a position in WisdomTree in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's WisdomTree position peaked at $4.26M in Q4 2024.
312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.