Stephens Consulting’s WisdomTree WT Stock Holding History

Stephens Consulting’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
2025 Q2	–	Sell	-40	Closed	-$357	–	2026
2025 Q1	$357	Buy	+40	New	+$373	﹤0.01%	1295

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stephens Consulting's WT Position: Q2 2025 in Review

Stephens Consulting sold out of WisdomTree (WT) in Q2 2025, closing a stake of 40 shares — an estimated $357 sold.

Stephens Consulting first reported a position in WT in Q1 2025 and held it in 1 quarter. The position peaked at $357 in Q1 2025. 247 funds tracked by Wall St. Rank hold WT as of Q2 2025.

Stephens Consulting reported no remaining WisdomTree position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 40 WisdomTree shares in Q2 2025, an estimated $357.
Stephens Consulting first reported a position in WisdomTree in Q1 2025 and held it in 1 quarter.
Stephens Consulting's WisdomTree position peaked at $357 in Q1 2025.
247 funds tracked by Wall St. Rank held WisdomTree as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.