UBS Group’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $45M | Buy |
2,658,995
+2,250,994
| +552% | +$39.9M | 0.01% | 1855 |
|
|
2026
Q1 | $5.94M | Sell |
408,001
-725,253
| -64% | -$11.2M | ﹤0.01% | 3877 |
|
|
2025
Q4 | $13.8M | Buy |
1,133,254
+983,070
| +655% | +$11.9M | ﹤0.01% | 2956 |
|
|
2025
Q3 | $2.09M | Sell |
150,184
-419,420
| -74% | -$5.6M | ﹤0.01% | 4907 |
|
|
2025
Q2 | $6.56M | Sell |
569,604
-82,478
| -13% | -$772K | ﹤0.01% | 3592 |
|
|
2025
Q1 | $5.82M | Sell |
652,082
-22,196
| -3% | -$207K | ﹤0.01% | 3629 |
|
|
2024
Q4 | $7.08M | Buy |
674,278
+405,876
| +151% | +$4.39M | ﹤0.01% | 3450 |
|
|
2024
Q3 | $2.68M | Sell |
268,402
-133,275
| -33% | -$1.36M | ﹤0.01% | 3703 |
|
|
2024
Q2 | $3.98M | Sell |
401,677
-1,938
| -0.5% | -$18.2K | ﹤0.01% | 3087 |
|
|
2024
Q1 | $3.71M | Buy |
403,615
+360,390
| +834% | +$2.76M | ﹤0.01% | 3294 |
|
|
2023
Q4 | $300K | Buy |
43,225
+29,962
| +226% | +$198K | ﹤0.01% | 5500 |
|
|
2023
Q3 | $92.8K | Sell |
13,263
-105,068
| -89% | -$735K | ﹤0.01% | 5875 |
|
|
2023
Q2 | $812K | Buy |
118,331
+117,440
| +13,181% | +$785K | ﹤0.01% | 4423 |
|
|
2023
Q1 | $5.22K | Sell |
891
-3,213
| -78% | -$18.7K | ﹤0.01% | 8062 |
|
|
2022
Q4 | $22.4K | Buy |
4,104
+3,064
| +295% | +$15.9K | ﹤0.01% | 7541 |
|
|
2022
Q3 | $5K | Hold |
1,040
| – | – | ﹤0.01% | 9241 |
|
|
2022
Q2 | $5K | Hold |
1,040
| – | – | ﹤0.01% | 8945 |
|
|
2022
Q1 | $6K | Sell |
1,040
-17,621
| -94% | -$101K | ﹤0.01% | 9005 |
|
|
2021
Q4 | $114K | Buy |
18,661
+2,592
| +16% | +$16.1K | ﹤0.01% | 6195 |
|
|
2021
Q3 | $91K | Sell |
16,069
-3,724
| -19% | -$22.9K | ﹤0.01% | 5895 |
|
|
2021
Q2 | $123K | Buy |
19,793
+4,553
| +30% | +$30K | ﹤0.01% | 5723 |
|
|
2021
Q1 | $95K | Sell |
15,240
-10,595
| -41% | -$60.7K | ﹤0.01% | 6007 |
|
|
2020
Q4 | $139K | Buy |
25,835
+6,333
| +32% | +$27.3K | ﹤0.01% | 5476 |
|
|
2020
Q3 | $63K | Buy |
19,502
+3,912
| +25% | +$14.1K | ﹤0.01% | 5481 |
|
|
2020
Q2 | $54K | Sell |
15,590
-930
| -6% | -$2.83K | ﹤0.01% | 5792 |
|
|
2020
Q1 | $39K | Sell |
16,520
-3,929
| -19% | -$15.2K | ﹤0.01% | 6021 |
|
|
2019
Q4 | $98K | Sell |
20,449
-1,630
| -7% | -$8.09K | ﹤0.01% | 6027 |
|
|
2019
Q3 | $116K | Sell |
22,079
-5,012
| -19% | -$28.3K | ﹤0.01% | 5686 |
|
|
2019
Q2 | $167K | Sell |
27,091
-31,334
| -54% | -$213K | ﹤0.01% | 5035 |
|
|
2019
Q1 | $412K | Sell |
58,425
-32,024
| -35% | -$220K | ﹤0.01% | 4173 |
|
|
2018
Q4 | $601K | Sell |
90,449
-62,056
| -41% | -$451K | ﹤0.01% | 4130 |
|
|
2018
Q3 | $1.29M | Sell |
152,505
-149,531
| -50% | -$1.27M | ﹤0.01% | 3610 |
|
|
2018
Q2 | $2.74M | Sell |
302,036
-44,422
| -13% | -$464K | ﹤0.01% | 2872 |
|
|
2018
Q1 | $3.18M | Sell |
346,458
-6,629
| -2% | -$71.6K | ﹤0.01% | 2722 |
|
|
2017
Q4 | $4.43M | Sell |
353,087
-62,581
| -15% | -$718K | ﹤0.01% | 2473 |
|
|
2017
Q3 | $4.23M | Buy |
415,668
+39,179
| +10% | +$379K | ﹤0.01% | 2374 |
|
|
2017
Q2 | $3.83M | Sell |
376,489
-68,943
| -15% | -$637K | ﹤0.01% | 2396 |
|
|
2017
Q1 | $4.04M | Buy |
445,432
+21,892
| +5% | +$212K | ﹤0.01% | 2271 |
|
|
2016
Q4 | $4.72M | Buy |
423,540
+63,495
| +18% | +$662K | ﹤0.01% | 2151 |
|
|
2016
Q3 | $3.7M | Buy |
360,045
+13,402
| +4% | +$140K | ﹤0.01% | 2297 |
|
|
2016
Q2 | $3.39M | Buy |
346,643
+82
| +0% | +$904 | ﹤0.01% | 2325 |
|
|
2016
Q1 | $3.96M | Buy |
346,561
+45,031
| +15% | +$540K | ﹤0.01% | 2071 |
|
|
2015
Q4 | $4.73M | Sell |
301,530
-86,061
| -22% | -$1.58M | ﹤0.01% | 2012 |
|
|
2015
Q3 | $6.25M | Sell |
387,591
-8,501
| -2% | -$179K | ﹤0.01% | 1730 |
|
|
2015
Q2 | $8.7M | Buy |
396,092
+110,293
| +39% | +$2.33M | 0.01% | 1577 |
|
|
2015
Q1 | $6.13M | Buy |
285,799
+41,098
| +17% | +$767K | ﹤0.01% | 1891 |
|
|
2014
Q4 | $3.84M | Buy |
+244,701
| New | +$3.4M | ﹤0.01% | 2323 |
|
Other funds holding WT
ACL
DCM
UBS Group's WT Position: Q2 2026 in Review
UBS Group increased its WisdomTree (WT) stake by 552% in Q2 2026, buying an estimated $39.9M and bringing the position to 2,658,995 shares worth $45M. The position accounts for 0.01% of the portfolio, ranked #1855.
UBS Group first reported a position in WT in Q4 2014 and has held it in 47 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.
- UBS Group held 2,658,995 shares of WisdomTree worth $45M as of Q2 2026.
- UBS Group bought 2,250,994 WisdomTree shares in Q2 2026, an estimated $39.9M.
- WisdomTree made up 0.01% of UBS Group's portfolio in Q2 2026, its #1855 holding.
- UBS Group first reported a position in WisdomTree in Q4 2014 and has held it in 47 quarters since.
- 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.