Raymond James Financial
WT icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $539M AUM 36.22% 1-Year Est. Return