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SMH Capital Advisors’s WisdomTree WT Stock Holding History

SMH Capital Advisors’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 		$371K Buy
21,888
+2,994
+16% +$53K 1.45% 20
2026
Q1 		$275K Buy
18,894
+1,003
+6% +$15.5K 0.78% 22
2025
Q4 		$218K Buy
17,891
+6
+0% +$72 0.44% 40
2025
Q3 		$214K Buy
17,885
+992
+6% +$13.3K 0.44% 42
2025
Q2 		$194K Sell
16,893
-768
-4% -$7.19K 0.44% 36
2025
Q1 		$158K Buy
17,661
+386
+2% +$3.6K 0.37% 37
2024
Q4 		$181K Sell
17,275
-122
-0.7% -$1.32K 0.44% 37
2024
Q3 		$174K Sell
17,397
-838
-5% -$8.52K 0.54% 40
2024
Q2 		$181K Sell
18,235
-1,643
-8% -$15.5K 0.55% 40
2024
Q1 		$183K Buy
19,878
+1,500
+8% +$11.5K 0.49% 37
2023
Q4 		$127K Sell
18,378
-176
-0.9% -$1.17K 0.28% 42
2023
Q3 		$130K Sell
18,554
-8,942
-33% -$62.6K 0.3% 35
2023
Q2 		$189K Sell
27,496
-391
-1% -$2.61K 0.41% 43
2023
Q1 		$174K Sell
27,887
-6,863
-20% -$40K 1.03% 40
2022
Q4 		$189K Buy
34,750
+1,629
+5% +$8.47K 0.28% 53
2022
Q3 		$155K Sell
33,121
-198
-0.6% -$1.01K 0.23% 49
2022
Q2 		$169K Buy
33,319
+10,621
+47% +$60.9K 0.23% 51
2022
Q1 		$133K Buy
22,698
+2,535
+13% +$14.5K 0.22% 53
2021
Q4 		$123K Buy
20,163
+1,072
+6% +$6.64K 0.24% 51
2021
Q3 		$108K Sell
19,091
-233
-1% -$1.43K 0.2% 54
2021
Q2 		$120K Buy
19,324
+211
+1% +$1.39K 0.24% 54
2021
Q1 		$119K Buy
19,113
+4,275
+29% +$24.5K 0.27% 49
2020
Q4 		$79K Buy
14,838
+752
+5% +$3.24K 0.2% 42
2020
Q3 		$45K Sell
14,086
-94
-0.7% -$339 0.1% 42
2020
Q2 		$49K Sell
14,180
-39
-0.3% -$118 0.1% 40
2020
Q1 		$33K Buy
14,219
+2,368
+20% +$9.17K 0.07% 35
2019
Q4 		$57K Buy
11,851
+480
+4% +$2.38K 0.11% 43
2019
Q3 		$59K Buy
+11,371
New +$64.3K 0.13% 34

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

SMH Capital Advisors's WT Position: Q2 2026 in Review

SMH Capital Advisors increased its WisdomTree (WT) stake by 16% in Q2 2026, buying an estimated $53K and bringing the position to 21,888 shares worth $371K. The position accounts for 1.45% of the portfolio, ranked #20.

SMH Capital Advisors first reported a position in WT in Q3 2019 and has held it in 28 quarters since. 313 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • SMH Capital Advisors held 21,888 shares of WisdomTree worth $371K as of Q2 2026.
  • SMH Capital Advisors bought 2,994 WisdomTree shares in Q2 2026, an estimated $53K.
  • WisdomTree made up 1.45% of SMH Capital Advisors's portfolio in Q2 2026, its #20 holding.
  • SMH Capital Advisors first reported a position in WisdomTree in Q3 2019 and has held it in 28 quarters since.
  • 313 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on SMH Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.