WAM
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Weiss Asset Management’s WisdomTree WT Stock Holding History

Weiss 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 		– Sell
-38,445
Closed -$469K – 826
2025
Q4 		$469K Buy
+38,445
New +$464K 0.01% 485
2025
Q3 		– Sell
-219,605
Closed -$2.53M – 809
2025
Q2 		$2.53M Buy
+219,605
New +$2.06M 0.04% 226
2025
Q1 		– Sell
-34,817
Closed -$366K – 705
2024
Q4 		$366K Buy
+34,817
New +$377K 0.01% 503
2020
Q4 		– Sell
-23,665
Closed -$76K – 345
2020
Q3 		$76K Buy
+23,665
New +$85.4K ﹤0.01% 222
2019
Q4 		– Sell
-24,787
Closed -$130K – 396
2019
Q3 		$130K Buy
+24,787
New +$140K 0.01% 312

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