William Blair & Company’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

William Blair & Company’s Portfolio USDU Stock Details USDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.24K	Hold	85	–	–	﹤0.01%	1889
2025 Q4	$2.19K	Hold	85	–	–	﹤0.01%	1832
2025 Q3	$2.24K	Hold	85	–	–	﹤0.01%	1818
2025 Q2	$2.19K	Sell	85 -306	-78%	-$8.05K	﹤0.01%	1802
2025 Q1	$10.7K	Hold	391	–	–	﹤0.01%	1714
2024 Q4	$10.8K	Hold	391	–	–	﹤0.01%	1731
2024 Q3	$10.4K	Buy	391 +306	+360%	+$8.17K	﹤0.01%	1747
2024 Q2	$2.3K	Hold	85	–	–	﹤0.01%	1798
2024 Q1	$2.23K	Hold	85	–	–	﹤0.01%	1767
2023 Q4	$2.13K	Hold	85	–	–	﹤0.01%	1757
2023 Q3	$2.35K	Hold	85	–	–	﹤0.01%	1762
2023 Q2	$2.25K	Hold	85	–	–	﹤0.01%	1780
2023 Q1	$2.22K	Sell	85 -304	-78%	-$7.93K	﹤0.01%	1778
2022 Q4	$10.1K	Buy	+389	New	+$11.1K	﹤0.01%	1730

Other funds holding USDU

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

William Blair & Company's USDU Position: Q1 2026 in Review

William Blair & Company held its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) position steady in Q1 2026 at 85 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

William Blair & Company first reported a position in USDU in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.8K in Q4 2024. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

William Blair & Company held 85 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $2.24K as of Q1 2026.
William Blair & Company left its WisdomTree Bloomberg US Dollar Bullish Fund share count unchanged in Q1 2026.
WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1889 holding.
William Blair & Company first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2022 and has held it in 14 quarters since.
William Blair & Company's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $10.8K in Q4 2024.
67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.