Vanguard Personalized Indexing Management
WT icon

Vanguard Personalized Indexing Management’s WisdomTree WT Stock Holding History

Vanguard Personalized Indexing Management’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 		$352K Sell
20,796
-3,118
-13% -$55.2K ﹤0.01% 1608
2026
Q1 		$348K Buy
23,914
+10,575
+79% +$163K ﹤0.01% 1524
2025
Q4 		$163K Buy
13,339
+1,119
+9% +$13.5K ﹤0.01% 1756
2025
Q3 		$170K Buy
12,220
+1,068
+10% +$14.3K ﹤0.01% 1740
2025
Q2 		$128K Buy
+11,152
New +$104K ﹤0.01% 1700

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

Vanguard Personalized Indexing Management's WT Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its WisdomTree (WT) stake by 13% in Q2 2026, selling an estimated $55.2K and leaving 20,796 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

Vanguard Personalized Indexing Management first reported a position in WT in Q2 2025 and has held it in 5 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Vanguard Personalized Indexing Management held 20,796 shares of WisdomTree worth $352K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 3,118 WisdomTree shares in Q2 2026, an estimated $55.2K.
  • WisdomTree made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1608 holding.
  • Vanguard Personalized Indexing Management first reported a position in WisdomTree in Q2 2025 and has held it in 5 quarters since.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.