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UMB Bank’s WisdomTree WT Stock Holding History

UMB Bank’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
2026
Q2 		$16.5K Buy
973
+36
+4% +$637 ﹤0.01% 1749
2026
Q1 		$13.6K Buy
937
+72
+8% +$1.11K ﹤0.01% 1742
2025
Q4 		$10.5K Buy
865
+22
+3% +$266 ﹤0.01% 1805
2025
Q3 		$11.7K Buy
843
+126
+18% +$1.68K ﹤0.01% 1616
2025
Q2 		$8.25K Buy
717
+683
+2,009% +$6.39K ﹤0.01% 1674
2025
Q1 		$303 Sell
34
-238
-88% -$2.22K ﹤0.01% 2069
2024
Q4 		$2.86K Hold
272
– – ﹤0.01% 1863
2024
Q3 		$2.72K Buy
272
+117
+75% +$1.19K ﹤0.01% 1903
2024
Q2 		$1.54K Buy
155
+99
+177% +$931 ﹤0.01% 1858
2024
Q1 		$515 Buy
+56
New +$429 ﹤0.01% 1975

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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

UMB Bank's WT Position: Q2 2026 in Review

UMB Bank increased its WisdomTree (WT) stake by 3.8% in Q2 2026, buying an estimated $637 and bringing the position to 973 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

UMB Bank first reported a position in WT in Q1 2024 and has held it in 10 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • UMB Bank held 973 shares of WisdomTree worth $16.5K as of Q2 2026.
  • UMB Bank bought 36 WisdomTree shares in Q2 2026, an estimated $637.
  • WisdomTree made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1749 holding.
  • UMB Bank first reported a position in WisdomTree in Q1 2024 and has held it in 10 quarters since.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.