Stifel Financial
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Stifel Financial’s WisdomTree WT Stock Holding History

Stifel Financial’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 		$2.94M Sell
173,648
-4,669
-3% -$82.7K ﹤0.01% 1779
2026
Q1 		$2.6M Buy
178,317
+22,988
+15% +$355K ﹤0.01% 1771
2025
Q4 		$1.89M Buy
155,329
+7,799
+5% +$94.2K ﹤0.01% 1972
2025
Q3 		$2.05M Buy
147,530
+4,446
+3% +$59.4K ﹤0.01% 1895
2025
Q2 		$1.65M Buy
143,084
+27,259
+24% +$255K ﹤0.01% 1982
2025
Q1 		$1.03M Buy
115,825
+1,420
+1% +$13.2K ﹤0.01% 2208
2024
Q4 		$1.2M Buy
114,405
+35,397
+45% +$383K ﹤0.01% 2136
2024
Q3 		$789K Buy
79,008
+46,822
+145% +$476K ﹤0.01% 2385
2024
Q2 		$319K Buy
+32,186
New +$303K ﹤0.01% 2883
2020
Q4 		– Sell
-14,115
Closed -$46K – 3126
2020
Q3 		$46K Buy
14,115
+2,175
+18% +$7.84K ﹤0.01% 2813
2020
Q2 		$41K Sell
11,940
-100,400
-89% -$305K ﹤0.01% 2773
2020
Q1 		$259K Buy
112,340
+58,141
+107% +$225K ﹤0.01% 2280
2019
Q4 		$263K Buy
+54,199
New +$269K ﹤0.01% 2605
2017
Q2 		– Sell
-752,349
Closed -$6.85M – 2628
2017
Q1 		$6.85M Buy
752,349
+355,044
+89% +$3.43M 0.03% 582
2016
Q4 		$4.4M Buy
397,305
+51,683
+15% +$539K 0.02% 707
2016
Q3 		$3.53M Buy
345,622
+215,778
+166% +$2.25M 0.02% 764
2016
Q2 		$1.27M Buy
129,844
+4,681
+4% +$51.6K 0.01% 1210
2016
Q1 		$1.43M Buy
125,163
+18,921
+18% +$227K 0.01% 1067
2015
Q4 		$1.67M Buy
106,242
+2,322
+2% +$42.6K 0.01% 1044
2015
Q3 		$1.68M Buy
103,920
+78,451
+308% +$1.65M 0.01% 1000
2015
Q2 		$553K Buy
+25,469
New +$537K ﹤0.01% 1633
2014
Q2 		– Sell
-264,518
Closed -$3.47M – 2265
2014
Q1 		$3.47M Buy
+264,518
New +$4.04M 0.03% 568

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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

Stifel Financial's WT Position: Q2 2026 in Review

Stifel Financial reduced its WisdomTree (WT) stake by 2.6% in Q2 2026, selling an estimated $82.7K and leaving 173,648 shares worth $2.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

Stifel Financial first reported a position in WT in Q1 2014 and has held it in 22 quarters since. The position peaked at $6.85M in Q1 2017. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Stifel Financial held 173,648 shares of WisdomTree worth $2.94M as of Q2 2026.
  • Stifel Financial sold 4,669 WisdomTree shares in Q2 2026, an estimated $82.7K.
  • WisdomTree made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1779 holding.
  • Stifel Financial first reported a position in WisdomTree in Q1 2014 and has held it in 22 quarters since.
  • Stifel Financial's WisdomTree position peaked at $6.85M in Q1 2017.
  • 312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.