Y-Intercept (HK)’s WisdomTree WT Stock Holding History

Y-Intercept (HK)’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	$1.72M	Sell	101,392 -93,058	-48%	-$1.65M	0.03%	797
2026 Q1	$2.83M	Buy	194,450 +162,933	+517%	+$2.52M	0.05%	555
2025 Q4	$384K	Buy	+31,517	New	+$381K	0.01%	1309
2025 Q2	–	Sell	-27,427	Closed	-$245K	–	2067
2025 Q1	$245K	Sell	27,427 -65,842	-71%	-$614K	0.02%	974
2024 Q4	$979K	Buy	+93,269	New	+$1.01M	0.07%	436
2024 Q2	–	Sell	-10,642	Closed	-$97.8K	–	1985
2024 Q1	$97.8K	Buy	+10,642	New	+$81.5K	0.01%	1283
2023 Q3	–	Sell	-21,307	Closed	-$146K	–	1683
2023 Q2	$146K	Buy	+21,307	New	+$142K	0.02%	990
2022 Q3	–	Sell	-19,526	Closed	-$99K	–	1312
2022 Q2	$99K	Buy	+19,526	New	+$112K	0.01%	722

Other funds holding WT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Y-Intercept (HK)'s WT Position: Q2 2026 in Review

Y-Intercept (HK) reduced its WisdomTree (WT) stake by 48% in Q2 2026, selling an estimated $1.65M and leaving 101,392 shares worth $1.72M. The position accounts for 0.03% of the portfolio, ranked #797.

Y-Intercept (HK) first reported a position in WT in Q2 2022 and has held it in 8 quarters since. The position peaked at $2.83M in Q1 2026. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Y-Intercept (HK) held 101,392 shares of WisdomTree worth $1.72M as of Q2 2026.
Y-Intercept (HK) sold 93,058 WisdomTree shares in Q2 2026, an estimated $1.65M.
WisdomTree made up 0.03% of Y-Intercept (HK)'s portfolio in Q2 2026, its #797 holding.
Y-Intercept (HK) first reported a position in WisdomTree in Q2 2022 and has held it in 8 quarters since.
Y-Intercept (HK)'s WisdomTree position peaked at $2.83M in Q1 2026.
310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.