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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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.