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 Q2	$2.84M	Sell	167,586 -24,120	-13%	-$427K	﹤0.01%	862
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 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 $3.37T AUM 44.26% 1-Year Est. Return

DCM

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

Schroder Investment Management Group's WT Position: Q2 2026 in Review

Schroder Investment Management Group reduced its WisdomTree (WT) stake by 13% in Q2 2026, selling an estimated $427K and leaving 167,586 shares worth $2.84M. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Schroder Investment Management Group first reported a position in WT in Q4 2013 and has held it in 5 quarters since. The position peaked at $10.6M in Q4 2013. 313 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Schroder Investment Management Group held 167,586 shares of WisdomTree worth $2.84M as of Q2 2026.
Schroder Investment Management Group sold 24,120 WisdomTree shares in Q2 2026, an estimated $427K.
WisdomTree made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #862 holding.
Schroder Investment Management Group first reported a position in WisdomTree in Q4 2013 and has held it in 5 quarters since.
Schroder Investment Management Group's WisdomTree position peaked at $10.6M in Q4 2013.
313 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.