Susquehanna Fundamental Investments’s WisdomTree WT Stock Holding History

Susquehanna Fundamental Investments’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	$586K	Sell	34,598 -17,940	-34%	-$318K	0.01%	535
2026 Q1	$765K	Buy	+52,538	New	+$812K	0.03%	321
2025 Q2	–	Sell	-81,418	Closed	-$726K	–	1040
2025 Q1	$726K	Sell	81,418 -14,757	-15%	-$138K	0.01%	762
2024 Q4	$1.01M	Buy	+96,175	New	+$1.04M	0.01%	703
2024 Q2	$879K	Buy	88,735 +75,938	+593%	+$714K	0.02%	583
2024 Q1	$118K	Buy	+12,797	New	+$98K	0.01%	650
2021 Q4	–	Sell	-23,528	Closed	-$133K	–	1788
2021 Q3	$133K	Sell	23,528 -50,423	-68%	-$309K	﹤0.01%	1594
2021 Q2	$458K	Sell	73,951 -43,400	-37%	-$286K	0.01%	1205
2021 Q1	$733K	Sell	117,351 -18,101	-13%	-$104K	0.01%	1004
2020 Q4	$725K	Buy	135,452 +6,700	+5%	+$28.8K	0.01%	974
2020 Q3	$412K	Buy	128,752 +60,308	+88%	+$218K	0.01%	953
2020 Q2	$238K	Buy	68,444 +44,900	+191%	+$136K	0.01%	807
2020 Q1	$55K	Buy	+23,544	New	+$91.2K	0.01%	292
2018 Q4	–	Sell	-26,315	Closed	-$223K	–	404
2018 Q3	$223K	Sell	26,315 -9,685	-27%	-$82.2K	0.04%	316
2018 Q2	$327K	Sell	36,000 -21,600	-38%	-$226K	0.05%	308
2018 Q1	$528K	Buy	+57,600	New	+$622K	0.06%	326

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

Susquehanna Fundamental Investments's WT Position: Q2 2026 in Review

Susquehanna Fundamental Investments reduced its WisdomTree (WT) stake by 34% in Q2 2026, selling an estimated $318K and leaving 34,598 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #535.

Susquehanna Fundamental Investments first reported a position in WT in Q1 2018 and has held it in 16 quarters since. The position peaked at $1.01M in Q4 2024. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Susquehanna Fundamental Investments held 34,598 shares of WisdomTree worth $586K as of Q2 2026.
Susquehanna Fundamental Investments sold 17,940 WisdomTree shares in Q2 2026, an estimated $318K.
WisdomTree made up 0.01% of Susquehanna Fundamental Investments's portfolio in Q2 2026, its #535 holding.
Susquehanna Fundamental Investments first reported a position in WisdomTree in Q1 2018 and has held it in 16 quarters since.
Susquehanna Fundamental Investments's WisdomTree position peaked at $1.01M in Q4 2024.
310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2026, filed 14 Aug 2026.