Westwind Capital’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Westwind Capital’s Portfolio HEDJ Stock Details HEDJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,933	Closed	-$148K	–	45
2025 Q3	$148K	Buy	+2,933	New	+$145K	0.03%	37
2025 Q2	–	Sell	-2,844	Closed	-$135K	–	41
2025 Q1	$135K	Buy	+2,844	New	+$136K	0.03%	35

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Westwind Capital's HEDJ Position: Q4 2025 in Review

Westwind Capital sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2025, closing a stake of 2,933 shares — an estimated $148K sold.

Westwind Capital first reported a position in HEDJ in Q1 2025 and held it in 2 quarters. The position peaked at $148K in Q3 2025. 223 funds tracked by Wall St. Rank hold HEDJ as of Q4 2025.

Westwind Capital reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2025 after selling out during the quarter.
Westwind Capital sold 2,933 WisdomTree Europe Hedged Equity Fund shares in Q4 2025, an estimated $148K.
Westwind Capital first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2025 and held it in 2 quarters.
Westwind Capital's WisdomTree Europe Hedged Equity Fund position peaked at $148K in Q3 2025.
223 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2025.

Based on Westwind Capital's 13F filing for Q4 2025, filed 9 Jan 2026.