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Yousif Capital Management’s WisdomTree WT Stock Holding History

Yousif Capital Management’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 		$547K Buy
32,268
+1,457
+5% +$25.8K 0.01% 1316
2026
Q1 		$449K Sell
30,811
-151
-0.5% -$2.33K 0.01% 1441
2025
Q4 		$470K Sell
30,962
-5,818
-16% -$70.3K 0.01% 1443
2025
Q3 		$511K Sell
36,780
-6,380
-15% -$85.2K 0.01% 1424
2025
Q2 		$497K Buy
43,160
+457
+1% +$4.28K 0.01% 1461
2025
Q1 		$381K Sell
42,703
-1,042
-2% -$9.71K ﹤0.01% 1551
2024
Q4 		$459K Sell
43,745
-1,284
-3% -$13.9K 0.01% 1512
2024
Q3 		$450K Buy
45,029
+86
+0.2% +$875 ﹤0.01% 1540
2024
Q2 		$445K Sell
44,943
-5,317
-11% -$50K 0.01% 1524
2024
Q1 		$462K Sell
50,260
-10,763
-18% -$82.4K 0.01% 1552
2023
Q4 		$423K Buy
61,023
+3,837
+7% +$25.4K 0.01% 1614
2023
Q3 		$400K Sell
57,186
-3,160
-5% -$22.1K 0.01% 1589
2023
Q2 		$414K Sell
60,346
-2,470
-4% -$16.5K 0.01% 1574
2023
Q1 		$368K Sell
62,816
-7,555
-11% -$44K ﹤0.01% 1618
2022
Q4 		$384K Sell
70,371
-18,220
-21% -$94.8K 0.01% 1605
2022
Q3 		$415K Sell
88,591
-538
-0.6% -$2.75K 0.01% 1592
2022
Q2 		$452K Sell
89,129
-9,925
-10% -$56.9K 0.01% 1589
2022
Q1 		$581K Sell
99,054
-970
-1% -$5.54K 0.01% 1580
2021
Q4 		$612K Buy
+100,024
New +$620K 0.01% 1587

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

Yousif Capital Management's WT Position: Q2 2026 in Review

Yousif Capital Management increased its WisdomTree (WT) stake by 4.7% in Q2 2026, buying an estimated $25.8K and bringing the position to 32,268 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #1316.

Yousif Capital Management first reported a position in WT in Q4 2021 and has held it in 19 quarters since. The position peaked at $612K in Q4 2021. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Yousif Capital Management held 32,268 shares of WisdomTree worth $547K as of Q2 2026.
  • Yousif Capital Management bought 1,457 WisdomTree shares in Q2 2026, an estimated $25.8K.
  • WisdomTree made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1316 holding.
  • Yousif Capital Management first reported a position in WisdomTree in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's WisdomTree position peaked at $612K in Q4 2021.
  • 312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.