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Twin Peaks Wealth Advisors’s WisdomTree WT Stock Holding History

Twin Peaks Wealth Advisors’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
-93
Closed -$1.35K – 2232
2026
Q1 		$1.35K Buy
+93
New +$1.44K ﹤0.01% 1820
2025
Q3 		– Sell
-2
Closed -$27 – 2162
2025
Q2 		$27 Buy
+2
New +$19 ﹤0.01% 2232

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

Twin Peaks Wealth Advisors's WT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of WisdomTree (WT) in Q2 2026, closing a stake of 93 shares — an estimated $1.35K sold.

Twin Peaks Wealth Advisors first reported a position in WT in Q2 2025 and held it in 2 quarters. The position peaked at $1.35K in Q1 2026. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining WisdomTree position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 93 WisdomTree shares in Q2 2026, an estimated $1.35K.
  • Twin Peaks Wealth Advisors first reported a position in WisdomTree in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's WisdomTree position peaked at $1.35K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.