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
2020 Q1	–	Sell	-380,000	Closed	-$1.84M	–	8474
2019 Q4	$1.84M	Hold	380,000	–	–	﹤0.01%	3640
2019 Q3	$1.99M	Hold	380,000	–	–	﹤0.01%	3293
2019 Q2	$2.34M	Buy	+380,000	New	+$2.58M	﹤0.01%	3000
2017 Q1	–	Sell	-8,000	Closed	-$89K	–	8022
2016 Q4	$89K	Sell	8,000 -2,000	-20%	-$20.9K	﹤0.01%	5372
2016 Q3	$103K	Buy	+10,000	New	+$104K	﹤0.01%	4977
2015 Q4	–	Sell	-910,000	Closed	-$14.7M	–	8612
2015 Q3	$14.7M	Hold	910,000	–	–	0.01%	1099
2015 Q2	$20M	Buy	910,000 +908,700	+69,900%	+$19.2M	0.01%	982
2015 Q1	$28K	Sell	1,300 -10,600	-89%	-$198K	﹤0.01%	6621
2014 Q4	$187K	Buy	+11,900	New	+$166K	﹤0.01%	5116

Other funds holding WT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group's WT Position: Q3 2026 in Review

UBS Group reduced its WisdomTree (WT) stake by 39% in Q3 2026, selling an estimated $22.6M and leaving 1,627,499 shares worth $39.5M. The position accounts for 0.01% of the portfolio, ranked #1925.

UBS Group first reported a position in WT in Q4 2014 and has held it in 48 quarters since. The position peaked at $45M in Q2 2026. 256 funds tracked by Wall St. Rank hold WT as of Q3 2026.

UBS Group held 1,627,499 shares of WisdomTree worth $39.5M as of Q3 2026.
UBS Group sold 1,031,496 WisdomTree shares in Q3 2026, an estimated $22.6M.
WisdomTree made up 0.01% of UBS Group's portfolio in Q3 2026, its #1925 holding.
UBS Group first reported a position in WisdomTree in Q4 2014 and has held it in 48 quarters since.
UBS Group's WisdomTree position peaked at $45M in Q2 2026.
256 funds tracked by Wall St. Rank held WisdomTree as of Q3 2026.

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