Versor Investments’s WisdomTree WT Stock Holding History

Versor Investments’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
2025 Q4	–	Sell	-26,000	Closed	-$361K	–	809
2025 Q3	$361K	Buy	+26,000	New	+$347K	0.07%	429
2024 Q4	–	Sell	-13,400	Closed	-$134K	–	1007
2024 Q3	$134K	Buy	+13,400	New	+$136K	0.02%	730
2024 Q2	–	Sell	-53,300	Closed	-$490K	–	958
2024 Q1	$490K	Buy	53,300 +29,200	+121%	+$224K	0.1%	336
2023 Q4	$167K	Hold	24,100	–	–	0.03%	659
2023 Q3	$169K	Buy	+24,100	New	+$169K	0.03%	609
2023 Q2	–	Sell	-16,000	Closed	-$93.8K	–	862
2023 Q1	$93.8K	Sell	16,000 -200	-1%	-$1.17K	0.01%	677
2022 Q4	$88.3K	Sell	16,200 -7,400	-31%	-$38.5K	0.01%	682
2022 Q3	$110K	Buy	+23,600	New	+$121K	0.01%	760

Other funds holding WT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Versor Investments's WT Position: Q4 2025 in Review

Versor Investments sold out of WisdomTree (WT) in Q4 2025, closing a stake of 26,000 shares — an estimated $361K sold.

Versor Investments first reported a position in WT in Q3 2022 and held it in 8 quarters. The position peaked at $490K in Q1 2024. 288 funds tracked by Wall St. Rank hold WT as of Q4 2025.

Versor Investments reported no remaining WisdomTree position as of Q4 2025 after selling out during the quarter.
Versor Investments sold 26,000 WisdomTree shares in Q4 2025, an estimated $361K.
Versor Investments first reported a position in WisdomTree in Q3 2022 and held it in 8 quarters.
Versor Investments's WisdomTree position peaked at $490K in Q1 2024.
288 funds tracked by Wall St. Rank held WisdomTree as of Q4 2025.

Based on Versor Investments's 13F filing for Q4 2025, filed 4 Feb 2026.