Spire Wealth Management’s WisdomTree WT Stock Holding History

Spire Wealth 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	$16.9K	Buy	+1,000	New	+$17.7K	﹤0.01%	1490
2022 Q4	–	Sell	-641	Closed	-$3K	–	2414
2022 Q3	$3K	Buy	641 +4	+0.6%	+$20	﹤0.01%	1904
2022 Q2	$3K	Sell	637 -1,980	-76%	-$11.4K	﹤0.01%	2309
2022 Q1	$15K	Sell	2,617 -72	-3%	-$411	﹤0.01%	1911
2021 Q4	$16K	Sell	2,689 -1,485	-36%	-$9.2K	﹤0.01%	2212
2021 Q3	$24K	Sell	4,174 -157	-4%	-$963	﹤0.01%	1790
2021 Q2	$27K	Buy	4,331 +13	+0.3%	+$86	﹤0.01%	1757
2021 Q1	$27K	Buy	+4,318	New	+$24.7K	﹤0.01%	2033

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

Spire Wealth Management's WT Position: Q2 2026 in Review

Spire Wealth Management opened a new position in WisdomTree (WT) in Q2 2026: 1,000 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #1490 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in WT as recently as Q3 2022.

Spire Wealth Management first reported a position in WT in Q1 2021 and has held it in 8 quarters since. The position peaked at $27K in Q2 2021. 313 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Spire Wealth Management held 1,000 shares of WisdomTree worth $16.9K as of Q2 2026.
WisdomTree was a new Spire Wealth Management position in Q2 2026.
WisdomTree made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1490 holding.
Spire Wealth Management first reported a position in WisdomTree in Q1 2021 and has held it in 8 quarters since.
Spire Wealth Management's WisdomTree position peaked at $27K in Q2 2021.
313 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.