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Swiss Life Asset Management’s WisdomTree WT Stock Holding History

Swiss Life Asset Management’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 		– Sell
-20,031
Closed -$292K – 1744
2026
Q1 		$292K Sell
20,031
-347
-2% -$5.36K ﹤0.01% 1132
2025
Q4 		$248K Buy
+20,378
New +$246K ﹤0.01% 1136

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Geode Capital Management
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UBS Group
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swiss Life Asset Management's WT Position: Q2 2026 in Review

Swiss Life Asset Management sold out of WisdomTree (WT) in Q2 2026, closing a stake of 20,031 shares — an estimated $292K sold.

Swiss Life Asset Management first reported a position in WT in Q4 2025 and held it in 2 quarters. The position peaked at $292K in Q1 2026. 207 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Swiss Life Asset Management reported no remaining WisdomTree position as of Q2 2026 after selling out during the quarter.
  • Swiss Life Asset Management sold 20,031 WisdomTree shares in Q2 2026, an estimated $292K.
  • Swiss Life Asset Management first reported a position in WisdomTree in Q4 2025 and held it in 2 quarters.
  • Swiss Life Asset Management's WisdomTree position peaked at $292K in Q1 2026.
  • 207 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.