Steward Partners Investment Advisory’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Steward Partners Investment Advisory’s Portfolio GCC Stock Details GCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$514K	Buy	21,451 +4,080	+23%	+$93.8K	﹤0.01%	1514
2025 Q4	$367K	Hold	17,371	–	–	﹤0.01%	1601
2025 Q3	$372K	Buy	17,371 +1,103	+7%	+$22.6K	﹤0.01%	1536
2025 Q2	$324K	Buy	16,268 +17	+0.1%	+$330	﹤0.01%	1521
2025 Q1	$319K	Buy	16,251 +10,669	+191%	+$208K	﹤0.01%	1419
2024 Q4	$105K	Buy	+5,582	New	+$106K	﹤0.01%	1955
2024 Q2	–	Sell	-100	Closed	-$1.84K	–	3646
2024 Q1	$1.84K	Buy	+100	New	+$1.74K	﹤0.01%	3305
2021 Q2	–	Sell	-700	Closed	-$14K	–	7207
2021 Q1	$14K	Buy	+700	New	+$14K	﹤0.01%	2641
2018 Q4	–	Sell	-250	Closed	-$5K	–	1295
2018 Q3	$5K	Sell	250 -6,900	-97%	-$125K	﹤0.01%	2116
2018 Q2	$135K	Buy	7,150 +6,900	+2,760%	+$134K	0.01%	758
2018 Q1	$4K	Hold	250	–	–	﹤0.01%	1843
2017 Q4	$4K	Buy	+250	New	+$4.74K	﹤0.01%	1563

Other funds holding GCC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WSWA

Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Wright Wealth Atlanta, Georgia $149M AUM

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return

Steward Partners Investment Advisory's GCC Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its WisdomTree Enhanced Commodity Strategy Fund (GCC) stake by 23% in Q1 2026, buying an estimated $93.8K and bringing the position to 21,451 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Steward Partners Investment Advisory first reported a position in GCC in Q4 2017 and has held it in 12 quarters since. 70 funds tracked by Wall St. Rank hold GCC as of Q1 2026.

Steward Partners Investment Advisory held 21,451 shares of WisdomTree Enhanced Commodity Strategy Fund worth $514K as of Q1 2026.
Steward Partners Investment Advisory bought 4,080 WisdomTree Enhanced Commodity Strategy Fund shares in Q1 2026, an estimated $93.8K.
WisdomTree Enhanced Commodity Strategy Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1514 holding.
Steward Partners Investment Advisory first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q4 2017 and has held it in 12 quarters since.
70 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.