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Vicus Capital’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Vicus Capital’s Portfolio GDE Stock Details GDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-54,369
Closed -$3.35M – 260
2025
Q4 		$3.35M Sell
54,369
-8,155
-13% -$489K 0.25% 58
2025
Q3 		$3.59M Buy
+62,524
New +$3.16M 0.27% 55

Other funds holding GDE

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MA
McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return
TWM
Triton Wealth Management Sun City, Arizona $326M AUM 31.51% 1-Year Est. Return

Vicus Capital's GDE Position: Q1 2026 in Review

Vicus Capital sold out of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q1 2026, closing a stake of 54,369 shares — an estimated $3.35M sold.

Vicus Capital first reported a position in GDE in Q3 2025 and held it in 2 quarters. The position peaked at $3.59M in Q3 2025. 71 funds tracked by Wall St. Rank hold GDE as of Q1 2026.

  • Vicus Capital reported no remaining WisdomTree Efficient Gold Plus Equity Strategy Fund position as of Q1 2026 after selling out during the quarter.
  • Vicus Capital sold 54,369 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q1 2026, an estimated $3.35M.
  • Vicus Capital first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and held it in 2 quarters.
  • Vicus Capital's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $3.59M in Q3 2025.
  • 71 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.