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Sunbelt Securities’s WisdomTree WT Stock Holding History

Sunbelt Securities’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
Q1 		$4.27K Hold
293
– – ﹤0.01% 1722
2025
Q4 		$3.57K Sell
293
-100
-25% -$1.21K ﹤0.01% 1716
2025
Q3 		$5.46K Buy
+393
New +$5.25K ﹤0.01% 1601

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
SCM
Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

Sunbelt Securities's WT Position: Q1 2026 in Review

Sunbelt Securities held its WisdomTree (WT) position steady in Q1 2026 at 293 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

Sunbelt Securities first reported a position in WT in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.46K in Q3 2025. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

  • Sunbelt Securities held 293 shares of WisdomTree worth $4.27K as of Q1 2026.
  • Sunbelt Securities left its WisdomTree share count unchanged in Q1 2026.
  • WisdomTree made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1722 holding.
  • Sunbelt Securities first reported a position in WisdomTree in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's WisdomTree position peaked at $5.46K in Q3 2025.
  • 311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.