Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s WisdomTree WT Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$6.44M Buy
380,007
+352,239
+1,269% +$6.24M 0.01% 832
2026
Q1 		$404K Sell
27,768
-5,685
-17% -$87.9K ﹤0.01% 1784
2025
Q4 		$413K Buy
33,453
+4,745
+17% +$57.3K ﹤0.01% 1766
2025
Q3 		$399K Buy
28,708
+5,751
+25% +$76.8K ﹤0.01% 1818
2025
Q2 		$264K Buy
22,957
+927
+4% +$8.68K ﹤0.01% 1862
2025
Q1 		$197K Buy
+22,030
New +$205K ﹤0.01% 1892

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 $3.38T AUM 44.17% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's WT Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its WisdomTree (WT) stake by 1,269% in Q2 2026, buying an estimated $6.24M and bringing the position to 380,007 shares worth $6.44M. The position accounts for 0.01% of the portfolio, ranked #832.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in WT in Q1 2025 and has held it in 6 quarters since. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 380,007 shares of WisdomTree worth $6.44M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 352,239 WisdomTree shares in Q2 2026, an estimated $6.24M.
  • WisdomTree made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #832 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in WisdomTree in Q1 2025 and has held it in 6 quarters since.
  • 312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.