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SteelPeak Wealth’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

SteelPeak Wealth’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 		$1.23M Buy
20,096
+1,729
+9% +$115K 0.03% 286
2026
Q1 		$1.16M Buy
18,367
+9,810
+115% +$666K 0.04% 271
2025
Q4 		$527K Buy
+8,557
New +$513K 0.02% 348

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

SteelPeak Wealth's GDE Position: Q2 2026 in Review

SteelPeak Wealth increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 9.4% in Q2 2026, buying an estimated $115K and bringing the position to 20,096 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #286.

SteelPeak Wealth first reported a position in GDE in Q4 2025 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • SteelPeak Wealth held 20,096 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $1.23M as of Q2 2026.
  • SteelPeak Wealth bought 1,729 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $115K.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.03% of SteelPeak Wealth's portfolio in Q2 2026, its #286 holding.
  • SteelPeak Wealth first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q4 2025 and has held it in 3 quarters since.
  • 72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.