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SBI Securities’s WisdomTree WT Stock Holding History

SBI 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 		$23.8K Buy
1,402
+591
+73% +$10.5K ﹤0.01% 1483
2026
Q1 		$11.8K Buy
811
+6
+0.7% +$93 ﹤0.01% 1659
2025
Q4 		$9.81K Buy
805
+1
+0.1% +$12 ﹤0.01% 1729
2025
Q3 		$11.2K Sell
804
-83
-9% -$1.11K ﹤0.01% 1722
2025
Q2 		$10.2K Buy
887
+7
+0.8% +$66 ﹤0.01% 1696
2025
Q1 		$7.85K Buy
880
+528
+150% +$4.92K ﹤0.01% 1698
2024
Q4 		$3.7K Buy
+352
New +$3.81K ﹤0.01% 2041

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

SBI Securities's WT Position: Q2 2026 in Review

SBI Securities increased its WisdomTree (WT) stake by 73% in Q2 2026, buying an estimated $10.5K and bringing the position to 1,402 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

SBI Securities first reported a position in WT in Q4 2024 and has held it in 7 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • SBI Securities held 1,402 shares of WisdomTree worth $23.8K as of Q2 2026.
  • SBI Securities bought 591 WisdomTree shares in Q2 2026, an estimated $10.5K.
  • WisdomTree made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1483 holding.
  • SBI Securities first reported a position in WisdomTree in Q4 2024 and has held it in 7 quarters since.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.