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Spinnaker Investment Group’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Spinnaker Investment Group’s Portfolio GDE Stock Details GDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.5M Buy
24,597
+2,239
+10% +$149K 0.24% 43
2026
Q1 		$1.41M Sell
22,358
-4,798
-18% -$326K 0.29% 36
2025
Q4 		$1.67M Buy
27,156
+5,330
+24% +$320K 0.3% 29
2025
Q3 		$1.25M Buy
+21,826
New +$1.1M 0.24% 33

Other funds holding GDE

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MA
McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Spinnaker Investment Group's GDE Position: Q2 2026 in Review

Spinnaker Investment Group increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 10% in Q2 2026, buying an estimated $149K and bringing the position to 24,597 shares worth $1.5M. The position accounts for 0.24% of the portfolio, ranked #43.

Spinnaker Investment Group first reported a position in GDE in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.67M in Q4 2025. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • Spinnaker Investment Group held 24,597 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $1.5M as of Q2 2026.
  • Spinnaker Investment Group bought 2,239 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $149K.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.24% of Spinnaker Investment Group's portfolio in Q2 2026, its #43 holding.
  • Spinnaker Investment Group first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 4 quarters since.
  • Spinnaker Investment Group's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $1.67M in Q4 2025.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.