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SummitTX Capital’s WisdomTree WT Stock Holding History

SummitTX Capital’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 		$2.93M Buy
172,948
+77,276
+81% +$1.37M 0.08% 271
2026
Q1 		$1.39M Sell
95,672
-204,294
-68% -$3.16M 0.04% 376
2025
Q4 		$3.66M Buy
299,966
+237,170
+378% +$2.86M 0.11% 202
2025
Q3 		$873K Sell
62,796
-20,056
-24% -$268K 0.04% 416
2025
Q2 		$954K Sell
82,852
-22,749
-22% -$213K 0.04% 383
2025
Q1 		$942K Buy
+105,601
New +$984K 0.04% 415

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

SummitTX Capital's WT Position: Q2 2026 in Review

SummitTX Capital increased its WisdomTree (WT) stake by 81% in Q2 2026, buying an estimated $1.37M and bringing the position to 172,948 shares worth $2.93M. The position accounts for 0.08% of the portfolio, ranked #271.

SummitTX Capital first reported a position in WT in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.66M in Q4 2025. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • SummitTX Capital held 172,948 shares of WisdomTree worth $2.93M as of Q2 2026.
  • SummitTX Capital bought 77,276 WisdomTree shares in Q2 2026, an estimated $1.37M.
  • WisdomTree made up 0.08% of SummitTX Capital's portfolio in Q2 2026, its #271 holding.
  • SummitTX Capital first reported a position in WisdomTree in Q1 2025 and has held it in 6 quarters since.
  • SummitTX Capital's WisdomTree position peaked at $3.66M in Q4 2025.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.