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Vermillion & White Wealth Management Group’s WisdomTree WT Stock Holding History

Vermillion & White Wealth Management 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
Q1 		– Sell
-420
Closed -$5.12K – 543
2025
Q4 		$5.12K Hold
420
– – ﹤0.01% 411
2025
Q3 		$5.84K Hold
420
– – ﹤0.01% 391
2025
Q2 		$4.83K Buy
420
+2
+0.5% +$19 ﹤0.01% 371
2025
Q1 		$3.73K Buy
+418
New +$3.9K ﹤0.01% 393

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
SCM
Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

Vermillion & White Wealth Management Group's WT Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of WisdomTree (WT) in Q1 2026, closing a stake of 420 shares — an estimated $5.12K sold.

Vermillion & White Wealth Management Group first reported a position in WT in Q1 2025 and held it in 4 quarters. The position peaked at $5.84K in Q3 2025. 312 funds tracked by Wall St. Rank hold WT as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining WisdomTree position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 420 WisdomTree shares in Q1 2026, an estimated $5.12K.
  • Vermillion & White Wealth Management Group first reported a position in WisdomTree in Q1 2025 and held it in 4 quarters.
  • Vermillion & White Wealth Management Group's WisdomTree position peaked at $5.84K in Q3 2025.
  • 312 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.