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World Investment Advisors’s WisdomTree WT Stock Holding History

World Investment Advisors’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
Q2 		$224K Buy
14,814
+2,883
+24% +$51K ﹤0.01% 1408
2026
Q1 		$174K Buy
11,931
+1,457
+14% +$22.5K ﹤0.01% 1494
2025
Q4 		$128K Buy
+10,474
New +$127K ﹤0.01% 1428

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

World Investment Advisors's WT Position: Q2 2026 in Review

World Investment Advisors increased its WisdomTree (WT) stake by 24% in Q2 2026, buying an estimated $51K and bringing the position to 14,814 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

World Investment Advisors first reported a position in WT in Q4 2025 and has held it in 3 quarters since. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • World Investment Advisors held 14,814 shares of WisdomTree worth $224K as of Q2 2026.
  • World Investment Advisors bought 2,883 WisdomTree shares in Q2 2026, an estimated $51K.
  • WisdomTree made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1408 holding.
  • World Investment Advisors first reported a position in WisdomTree in Q4 2025 and has held it in 3 quarters since.
  • 312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.