UBS Group’s WisdomTree International Adaptive Moving Average Fund WIMA Stock Holding History

UBS Group’s Portfolio WIMA Stock Details WIMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$35.4K	Buy	+839	New	+$36.2K	﹤0.01%	7945

Other funds holding WIMA

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Clifford Swan Investment Counsel Pasadena, California $3.14B AUM 23.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group's WIMA Position: Q3 2026 in Review

UBS Group opened a new position in WisdomTree International Adaptive Moving Average Fund (WIMA) in Q3 2026: 839 shares worth $35.4K. The stake represents ﹤0.01% of the portfolio and ranks #7945 among its holdings.

4 funds tracked by Wall St. Rank hold WIMA as of Q3 2026.

UBS Group held 839 shares of WisdomTree International Adaptive Moving Average Fund worth $35.4K as of Q3 2026.
WisdomTree International Adaptive Moving Average Fund was a new UBS Group position in Q3 2026.
WisdomTree International Adaptive Moving Average Fund made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #7945 holding.
4 funds tracked by Wall St. Rank held WisdomTree International Adaptive Moving Average Fund as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.