Sound Income Strategies’s WisdomTree WT Stock Holding History

Sound Income Strategies’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	–	Sell	-863	Closed	-$12.5K	–	2403
2026 Q1	$12.5K	Buy	863 +2	+0.2%	+$31	﹤0.01%	1402
2025 Q4	$13.1K	Buy	+861	New	+$10.4K	﹤0.01%	1324

Other funds holding WT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sound Income Strategies's WT Position: Q2 2026 in Review

Sound Income Strategies sold out of WisdomTree (WT) in Q2 2026, closing a stake of 863 shares — an estimated $12.5K sold.

Sound Income Strategies first reported a position in WT in Q4 2025 and held it in 2 quarters. The position peaked at $13.1K in Q4 2025. 229 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Sound Income Strategies reported no remaining WisdomTree position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 863 WisdomTree shares in Q2 2026, an estimated $12.5K.
Sound Income Strategies first reported a position in WisdomTree in Q4 2025 and held it in 2 quarters.
Sound Income Strategies's WisdomTree position peaked at $13.1K in Q4 2025.
229 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.