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	$2.35M	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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

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

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. 312 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.
312 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.