UBS Group
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UBS Group’s WisdomTree WT Stock Holding History

UBS Group’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
2015
Q3 		– Sell
-900
Closed -$20K – 8660
2015
Q2 		$20K Hold
900
– – ﹤0.01% 6874
2015
Q1 		$19K Sell
900
-4,400
-83% -$82.1K ﹤0.01% 7049
2014
Q4 		$83K Buy
+5,300
New +$73.7K ﹤0.01% 5898

Other funds holding WT

BlackRock
BlackRock New York $5.72T 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 $576M AUM 36.22% 1-Year Est. Return

UBS Group's WT Position: Q1 2026 in Review

UBS Group reduced its WisdomTree (WT) stake by 64% in Q1 2026, selling an estimated $11.2M and leaving 408,001 shares worth $5.94M. The position accounts for ﹤0.01% of the portfolio, ranked #3877.

UBS Group first reported a position in WT in Q4 2014 and has held it in 46 quarters since. The position peaked at $13.8M in Q4 2025. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

  • UBS Group held 408,001 shares of WisdomTree worth $5.94M as of Q1 2026.
  • UBS Group sold 725,253 WisdomTree shares in Q1 2026, an estimated $11.2M.
  • WisdomTree made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3877 holding.
  • UBS Group first reported a position in WisdomTree in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's WisdomTree position peaked at $13.8M in Q4 2025.
  • 311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.