UFPG
WT icon

United Financial Planning Group’s WisdomTree WT Stock Holding History

United Financial Planning 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
2026
Q2 		$5.32K Hold
314
– – ﹤0.01% 357
2026
Q1 		$4.57K Buy
+314
New +$4.85K ﹤0.01% 330

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

United Financial Planning Group's WT Position: Q2 2026 in Review

United Financial Planning Group held its WisdomTree (WT) position steady in Q2 2026 at 314 shares worth $5.32K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

United Financial Planning Group first reported a position in WT in Q1 2026 and has held it in 2 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • United Financial Planning Group held 314 shares of WisdomTree worth $5.32K as of Q2 2026.
  • United Financial Planning Group left its WisdomTree share count unchanged in Q2 2026.
  • WisdomTree made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #357 holding.
  • United Financial Planning Group first reported a position in WisdomTree in Q1 2026 and has held it in 2 quarters since.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.