Position in WT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$359,238
+$71,469 QoQ
Shares Held
24,673
+4.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026TOBAM holds $3,150,528 across 8 Asset Management names. WT ranks #5 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
6,828 | $785,151 | |
| 2 | TROW |
Price T Rowe Group Inc
|
7,834 | $706,156 | |
| 3 | CG |
Carlyle Group Inc.
|
11,116 | $537,903 | |
| 4 | PFG |
Principal Financial Group Inc
|
5,692 | $512,906 | |
| 5 | WT |
WisdomTree, Inc.
This page
|
24,673 | $359,238 | |
| 6 | ASST |
Strive, Inc.
|
13,755 | $137,825 | |
| 7 | AMP |
Ameriprise Financial Inc
|
136 | $60,438 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
1,258 | $50,911 |
All Filings in WT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $359,238 | 24,673 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $287,769 | 23,607 | Shares | Sole | 2026-03-02 | |
| 2025-09-30 | $1,164,931 | 83,808 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $715,346 | 62,150 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $491,411 | 55,091 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $400,869 | 38,178 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $236,812 | 23,705 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $181,432 | 18,308 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||