Truist Financial
WT icon

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
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 – 2593
2019
Q4 		$49K Buy
+10,117
New +$50.2K ﹤0.01% 2444

Other funds holding WT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $539M AUM 36.22% 1-Year Est. Return