Sterling Capital Management’s WisdomTree WT Stock Holding History

Sterling Capital 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	$8.11K	Sell	479 -325	-40%	-$5.75K	﹤0.01%	2337
2026 Q1	$11.7K	Buy	804 +4	+0.5%	+$62	﹤0.01%	2289
2025 Q4	$9.75K	Buy	800 +508	+174%	+$6.13K	﹤0.01%	2612
2025 Q3	$4.06K	Buy	292 +1	+0.3%	+$13	﹤0.01%	2827
2025 Q2	$3.35K	Buy	291 +153	+111%	+$1.43K	﹤0.01%	2725
2025 Q1	$1.23K	Sell	138 -3	-2%	-$28	﹤0.01%	2744
2024 Q4	$1.48K	Hold	141	–	–	﹤0.01%	2858
2024 Q3	$1.41K	Buy	+141	New	+$1.43K	﹤0.01%	2368

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

Sterling Capital Management's WT Position: Q2 2026 in Review

Sterling Capital Management reduced its WisdomTree (WT) stake by 40% in Q2 2026, selling an estimated $5.75K and leaving 479 shares worth $8.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

Sterling Capital Management first reported a position in WT in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.7K in Q1 2026. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Sterling Capital Management held 479 shares of WisdomTree worth $8.11K as of Q2 2026.
Sterling Capital Management sold 325 WisdomTree shares in Q2 2026, an estimated $5.75K.
WisdomTree made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #2337 holding.
Sterling Capital Management first reported a position in WisdomTree in Q3 2024 and has held it in 8 quarters since.
Sterling Capital Management's WisdomTree position peaked at $11.7K in Q1 2026.
310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.