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Wedbush Securities’s WisdomTree WT Stock Holding History

Wedbush Securities’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 		$237K Buy
16,268
+3,092
+23% +$47.8K 0.01% 1025
2025
Q4 		$161K Buy
13,176
+1,826
+16% +$22.1K ﹤0.01% 1142
2025
Q3 		$158K Buy
+11,350
New +$152K 0.01% 1099

Other funds holding WT

BlackRock
BlackRock New York $5.72T 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 $576M AUM 36.22% 1-Year Est. Return

Wedbush Securities's WT Position: Q1 2026 in Review

Wedbush Securities increased its WisdomTree (WT) stake by 23% in Q1 2026, buying an estimated $47.8K and bringing the position to 16,268 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #1025.

Wedbush Securities first reported a position in WT in Q3 2025 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

  • Wedbush Securities held 16,268 shares of WisdomTree worth $237K as of Q1 2026.
  • Wedbush Securities bought 3,092 WisdomTree shares in Q1 2026, an estimated $47.8K.
  • WisdomTree made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #1025 holding.
  • Wedbush Securities first reported a position in WisdomTree in Q3 2025 and has held it in 3 quarters since.
  • 311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.