Schroder Investment Management Group
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Schroder Investment Management Group’s WisdomTree WT Stock Holding History

Schroder Investment Management Group’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 		$2.67M Buy
191,706
+30,330
+19% +$469K ﹤0.01% 880
2025
Q4 		$2M Sell
161,376
-155,616
-49% -$1.88M ﹤0.01% 889
2025
Q3 		$4.4M Buy
+316,992
New +$4.24M ﹤0.01% 793
2014
Q1 		– Sell
-600,500
Closed -$10.6M – 1526
2013
Q4 		$10.6M Buy
+600,500
New +$8.54M 0.01% 632

Other funds holding WT

BlackRock
BlackRock New York $5.72T 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 $576M AUM 36.22% 1-Year Est. Return

Schroder Investment Management Group's WT Position: Q1 2026 in Review

Schroder Investment Management Group increased its WisdomTree (WT) stake by 19% in Q1 2026, buying an estimated $469K and bringing the position to 191,706 shares worth $2.67M. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Schroder Investment Management Group first reported a position in WT in Q4 2013 and has held it in 4 quarters since. The position peaked at $10.6M in Q4 2013. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

  • Schroder Investment Management Group held 191,706 shares of WisdomTree worth $2.67M as of Q1 2026.
  • Schroder Investment Management Group bought 30,330 WisdomTree shares in Q1 2026, an estimated $469K.
  • WisdomTree made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q1 2026, its #880 holding.
  • Schroder Investment Management Group first reported a position in WisdomTree in Q4 2013 and has held it in 4 quarters since.
  • Schroder Investment Management Group's WisdomTree position peaked at $10.6M in Q4 2013.
  • 311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.