SEI Investments’s WisdomTree WT Stock Holding History

SEI Investments’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	$2.96M	Buy	203,442 +7,989	+4%	+$123K	﹤0.01%	1818
2025 Q4	$2.38M	Sell	195,453 -32,800	-14%	-$396K	﹤0.01%	1751
2025 Q3	$3.17M	Buy	228,253 +135,214	+145%	+$1.81M	﹤0.01%	1498
2025 Q2	$1.07M	Buy	93,039 +81,243	+689%	+$761K	﹤0.01%	1901
2025 Q1	$105K	Buy	11,796 +723	+7%	+$6.74K	﹤0.01%	2586
2024 Q4	$116K	Buy	11,073 +973	+10%	+$10.5K	﹤0.01%	2557
2024 Q3	$101K	Sell	10,100 -169,534	-94%	-$1.72M	﹤0.01%	2553
2024 Q2	$1.78M	Buy	+179,634	New	+$1.69M	﹤0.01%	1687
2020 Q4	–	Sell	-91,000	Closed	-$291K	–	2542
2020 Q3	$291K	Sell	91,000 -29,000	-24%	-$105K	﹤0.01%	2111
2020 Q2	$416K	Sell	120,000 -50,008	-29%	-$152K	﹤0.01%	1925
2020 Q1	$396K	Sell	170,008 -10,000	-6%	-$38.7K	﹤0.01%	1814
2019 Q4	$871K	Hold	180,008	–	–	﹤0.01%	1693
2019 Q3	$941K	Sell	180,008 -10,000	-5%	-$56.5K	﹤0.01%	1628
2019 Q2	$1.17M	Hold	190,008	–	–	﹤0.01%	1545
2019 Q1	$1.34M	Sell	190,008 -81,000	-30%	-$558K	﹤0.01%	1478
2018 Q4	$2.3M	Hold	271,008	–	–	0.01%	1246
2018 Q3	$2.3M	Sell	271,008 -879	-0.3%	-$7.46K	0.01%	1216
2018 Q2	$2.47M	Sell	271,887 -57,758	-18%	-$603K	0.01%	1245
2018 Q1	$3.02M	Sell	329,645 -924,202	-74%	-$9.98M	0.01%	1052
2017 Q4	$15.7M	Buy	1,253,847 +63,715	+5%	+$731K	0.05%	419
2017 Q3	$12.1M	Sell	1,190,132 -10,919	-0.9%	-$106K	0.04%	506
2017 Q2	$12.2M	Buy	1,201,051 +105,300	+10%	+$972K	0.05%	467
2017 Q1	$9.95M	Buy	1,095,751 +179,262	+20%	+$1.73M	0.04%	512
2016 Q4	$10.2M	Sell	916,489 -26,900	-3%	-$281K	0.05%	480
2016 Q3	$9.71M	Sell	943,389 -1,944	-0.2%	-$20.3K	0.05%	463
2016 Q2	$9.26M	Buy	945,333 +317,974	+51%	+$3.51M	0.06%	427
2016 Q1	$7.17M	Buy	627,359 +33,973	+6%	+$408K	0.04%	491
2015 Q4	$9.3M	Buy	593,386 +369,097	+165%	+$6.77M	0.06%	411
2015 Q3	$3.62M	Buy	224,289 +20,320	+10%	+$428K	0.03%	567
2015 Q2	$4.48M	Sell	203,969 -1,341	-0.7%	-$28.3K	0.04%	495
2015 Q1	$4.41M	Buy	205,310 +170,499	+490%	+$3.18M	0.04%	501
2014 Q4	$546K	Buy	+34,811	New	+$484K	﹤0.01%	1117

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

SEI Investments's WT Position: Q1 2026 in Review

SEI Investments increased its WisdomTree (WT) stake by 4.1% in Q1 2026, buying an estimated $123K and bringing the position to 203,442 shares worth $2.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

SEI Investments first reported a position in WT in Q4 2014 and has held it in 32 quarters since. The position peaked at $15.7M in Q4 2017. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

SEI Investments held 203,442 shares of WisdomTree worth $2.96M as of Q1 2026.
SEI Investments bought 7,989 WisdomTree shares in Q1 2026, an estimated $123K.
WisdomTree made up ﹤0.01% of SEI Investments's portfolio in Q1 2026, its #1818 holding.
SEI Investments first reported a position in WisdomTree in Q4 2014 and has held it in 32 quarters since.
SEI Investments's WisdomTree position peaked at $15.7M in Q4 2017.
311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.