James T. Borello RIA
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James T. Borello RIA’s WisdomTree WT Stock Holding History

James T. Borello RIA’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
Q3 		$1.6K Buy
66
+4
+6% +$88 ﹤0.01% 953
2026
Q2 		$1.05K Hold
62
– – ﹤0.01% 1013
2026
Q1 		$903 Sell
62
-1
-2% -$15 ﹤0.01% 1016
2025
Q4 		$768 Buy
+63
New +$761 ﹤0.01% 895

Other funds holding WT

Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

James T. Borello RIA's WT Position: Q3 2026 in Review

James T. Borello RIA increased its WisdomTree (WT) stake by 6.5% in Q3 2026, buying an estimated $88 and bringing the position to 66 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

James T. Borello RIA first reported a position in WT in Q4 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold WT as of Q3 2026.

  • James T. Borello RIA held 66 shares of WisdomTree worth $1.6K as of Q3 2026.
  • James T. Borello RIA bought 4 WisdomTree shares in Q3 2026, an estimated $88.
  • WisdomTree made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #953 holding.
  • James T. Borello RIA first reported a position in WisdomTree in Q4 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held WisdomTree as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.