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Wealthspire Advisors (New York)’s WisdomTree WT Stock Holding History

Wealthspire Advisors (New York)’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
-114
Closed -$1.58K – 2915
2025
Q3 		$1.58K Buy
+114
New +$1.52K ﹤0.01% 2666

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $576M AUM 36.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s WT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of WisdomTree (WT) in Q4 2025, closing a stake of 114 shares — an estimated $1.58K sold.

Wealthspire Advisors (New York) first reported a position in WT in Q3 2025 and held it in 1 quarter. The position peaked at $1.58K in Q3 2025. 288 funds tracked by Wall St. Rank hold WT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining WisdomTree position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 114 WisdomTree shares in Q4 2025, an estimated $1.58K.
  • Wealthspire Advisors (New York) first reported a position in WisdomTree in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s WisdomTree position peaked at $1.58K in Q3 2025.
  • 288 funds tracked by Wall St. Rank held WisdomTree as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.