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Round Rock Advisors’s WisdomTree WT Stock Holding History

Round Rock 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
Q2 		$255K Buy
15,062
+4,984
+49% +$88.2K 0.03% 293
2026
Q1 		$147K Buy
+10,078
New +$156K 0.02% 316

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

Round Rock Advisors's WT Position: Q2 2026 in Review

Round Rock Advisors increased its WisdomTree (WT) stake by 49% in Q2 2026, buying an estimated $88.2K and bringing the position to 15,062 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #293.

Round Rock Advisors first reported a position in WT in Q1 2026 and has held it in 2 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Round Rock Advisors held 15,062 shares of WisdomTree worth $255K as of Q2 2026.
  • Round Rock Advisors bought 4,984 WisdomTree shares in Q2 2026, an estimated $88.2K.
  • WisdomTree made up 0.03% of Round Rock Advisors's portfolio in Q2 2026, its #293 holding.
  • Round Rock Advisors first reported a position in WisdomTree in Q1 2026 and has held it in 2 quarters since.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Round Rock Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.