Truist Financial
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Truist Financial’s WisdomTree WT Stock Holding History

Truist Financial’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 		$1.83M Sell
107,825
-3,031
-3% -$53.7K ﹤0.01% 1440
2026
Q1 		$1.61M Buy
110,856
+12,520
+13% +$194K ﹤0.01% 1453
2025
Q4 		$1.2M Buy
98,336
+4,497
+5% +$54.3K ﹤0.01% 1566
2025
Q3 		$1.3M Buy
93,839
+7,602
+9% +$102K ﹤0.01% 1551
2025
Q2 		$993K Buy
86,237
+3,085
+4% +$28.9K ﹤0.01% 1607
2025
Q1 		$742K Buy
83,152
+9,573
+13% +$89.2K ﹤0.01% 1662
2024
Q4 		$773K Buy
73,579
+43,293
+143% +$469K ﹤0.01% 1662
2024
Q3 		$303K Buy
30,286
+4,099
+16% +$41.7K ﹤0.01% 2121
2024
Q2 		$260K Buy
+26,187
New +$246K ﹤0.01% 2375
2020
Q1 		– Sell
-10,117
Closed -$49K – 2591
2019
Q4 		$49K Buy
+10,117
New +$50.2K ﹤0.01% 2444

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

Truist Financial's WT Position: Q2 2026 in Review

Truist Financial reduced its WisdomTree (WT) stake by 2.7% in Q2 2026, selling an estimated $53.7K and leaving 107,825 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Truist Financial first reported a position in WT in Q4 2019 and has held it in 10 quarters since. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Truist Financial held 107,825 shares of WisdomTree worth $1.83M as of Q2 2026.
  • Truist Financial sold 3,031 WisdomTree shares in Q2 2026, an estimated $53.7K.
  • WisdomTree made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1440 holding.
  • Truist Financial first reported a position in WisdomTree in Q4 2019 and has held it in 10 quarters since.
  • 312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.