WAM
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Wakefield Asset Management’s WisdomTree WT Stock Holding History

Wakefield Asset 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
Q1 		$1.18M Sell
81,374
-25,147
-24% -$389K 0.31% 94
2025
Q4 		$1.3M Buy
+106,521
New +$1.29M 0.35% 84
2025
Q1 		– Sell
-98,320
Closed -$1.03M – 230
2024
Q4 		$1.03M Sell
98,320
-525
-0.5% -$5.68K 0.35% 93
2024
Q3 		$987K Sell
98,845
-961
-1% -$9.77K 0.32% 92
2024
Q2 		$989K Buy
+99,806
New +$939K 0.35% 83
2023
Q4 		– Sell
-105,099
Closed -$736K – 188
2023
Q3 		$736K Sell
105,099
-4,502
-4% -$31.5K 0.33% 84
2023
Q2 		$752K Buy
+109,601
New +$733K 0.3% 96

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $539M AUM 36.22% 1-Year Est. Return