Xponance’s WisdomTree WT Stock Holding History

Xponance’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	$174K	Buy	11,973 +1,951	+19%	+$30.2K	﹤0.01%	1501
2025 Q4	$122K	Buy	+10,022	New	+$121K	﹤0.01%	1451
2025 Q2	–	Sell	-10,078	Closed	-$89.9K	–	1546
2025 Q1	$89.9K	Buy	10,078 +35	+0.3%	+$326	﹤0.01%	1356
2024 Q4	$105K	Buy	+10,043	New	+$109K	﹤0.01%	1357

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Xponance's WT Position: Q1 2026 in Review

Xponance increased its WisdomTree (WT) stake by 19% in Q1 2026, buying an estimated $30.2K and bringing the position to 11,973 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Xponance first reported a position in WT in Q4 2024 and has held it in 4 quarters since. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

Xponance held 11,973 shares of WisdomTree worth $174K as of Q1 2026.
Xponance bought 1,951 WisdomTree shares in Q1 2026, an estimated $30.2K.
WisdomTree made up ﹤0.01% of Xponance's portfolio in Q1 2026, its #1501 holding.
Xponance first reported a position in WisdomTree in Q4 2024 and has held it in 4 quarters since.
311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.