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SVB Wealth’s WisdomTree WT Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-142
Closed -$1.27K – 1636
2025
Q1 		$1.27K Buy
+142
New +$1.32K ﹤0.01% 1320

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SVB Wealth's WT Position: Q2 2025 in Review

SVB Wealth sold out of WisdomTree (WT) in Q2 2025, closing a stake of 142 shares — an estimated $1.27K sold.

SVB Wealth first reported a position in WT in Q1 2025 and held it in 1 quarter. The position peaked at $1.27K in Q1 2025. 247 funds tracked by Wall St. Rank hold WT as of Q2 2025.

  • SVB Wealth reported no remaining WisdomTree position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 142 WisdomTree shares in Q2 2025, an estimated $1.27K.
  • SVB Wealth first reported a position in WisdomTree in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's WisdomTree position peaked at $1.27K in Q1 2025.
  • 247 funds tracked by Wall St. Rank held WisdomTree as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.