VI
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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
SCM
Simcoe Capital Management New York $539M AUM 36.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return