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TOBAM’s WisdomTree WT Stock Holding History

TOBAM’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 		$410K Sell
24,192
-481
-2% -$8.52K 0.1% 158
2026
Q1 		$359K Buy
24,673
+1,066
+5% +$16.5K 0.09% 159
2025
Q4 		$288K Sell
23,607
-60,201
-72% -$727K 0.07% 175
2025
Q3 		$1.17M Buy
83,808
+21,658
+35% +$289K 0.42% 64
2025
Q2 		$715K Buy
62,150
+7,059
+13% +$66.1K 0.28% 73
2025
Q1 		$491K Buy
55,091
+16,913
+44% +$158K 0.21% 92
2024
Q4 		$401K Buy
38,178
+14,473
+61% +$157K 0.12% 115
2024
Q3 		$237K Buy
23,705
+5,397
+29% +$54.9K 0.04% 171
2024
Q2 		$181K Buy
+18,308
New +$172K 0.03% 189

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

TOBAM's WT Position: Q2 2026 in Review

TOBAM reduced its WisdomTree (WT) stake by 1.9% in Q2 2026, selling an estimated $8.52K and leaving 24,192 shares worth $410K. The position accounts for 0.1% of the portfolio, ranked #158.

TOBAM first reported a position in WT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.17M in Q3 2025. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • TOBAM held 24,192 shares of WisdomTree worth $410K as of Q2 2026.
  • TOBAM sold 481 WisdomTree shares in Q2 2026, an estimated $8.52K.
  • WisdomTree made up 0.1% of TOBAM's portfolio in Q2 2026, its #158 holding.
  • TOBAM first reported a position in WisdomTree in Q2 2024 and has held it in 9 quarters since.
  • TOBAM's WisdomTree position peaked at $1.17M in Q3 2025.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.