Smartleaf Asset Management’s WisdomTree WT Stock Holding History

Smartleaf Asset Management’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	$16K	Hold	941	–	–	﹤0.01%	2135
2026 Q1	$13.1K	Sell	941 -1,742	-65%	-$26.9K	﹤0.01%	2187
2025 Q4	$33.3K	Hold	2,683	–	–	﹤0.01%	1753
2025 Q3	$37.2K	Buy	2,683 +235	+10%	+$3.14K	﹤0.01%	1538
2025 Q2	$28K	Sell	2,448 -1,344	-35%	-$12.6K	﹤0.01%	1417
2025 Q1	$34K	Sell	3,792 -1	-0%	-$9	﹤0.01%	1347
2024 Q4	$39.4K	Buy	3,793 +2,405	+173%	+$26K	﹤0.01%	1282
2024 Q3	$14K	Buy	1,388 +68	+5%	+$692	﹤0.01%	1551
2024 Q2	$13.1K	Buy	+1,320	New	+$12.4K	﹤0.01%	1267

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

Smartleaf Asset Management's WT Position: Q2 2026 in Review

Smartleaf Asset Management held its WisdomTree (WT) position steady in Q2 2026 at 941 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #2135.

Smartleaf Asset Management first reported a position in WT in Q2 2024 and has held it in 9 quarters since. The position peaked at $39.4K in Q4 2024. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Smartleaf Asset Management held 941 shares of WisdomTree worth $16K as of Q2 2026.
Smartleaf Asset Management left its WisdomTree share count unchanged in Q2 2026.
WisdomTree made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2135 holding.
Smartleaf Asset Management first reported a position in WisdomTree in Q2 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's WisdomTree position peaked at $39.4K in Q4 2024.
310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.