Position in WT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$485,568
+$71,875 QoQ
Shares Held
28,664
+0.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#180
of 312 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in WT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $4,288,831 across 11 Asset Management names. WT ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
1,960 | $899,169 | |
| 2 | BLK |
BlackRock, Inc.
|
559 | $537,512 | |
| 3 | WT |
WisdomTree, Inc.
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|
28,664 | $485,568 | |
| 4 | BX |
Blackstone Inc.
|
3,960 | $465,973 | |
| 5 | ARES |
Ares Management Corp
|
3,269 | $363,872 | |
| 6 | TROW |
Price T Rowe Group Inc
|
2,925 | $332,543 | |
| 7 | CNS |
Cohen & Steers, Inc.
|
3,593 | $273,571 | |
| 8 | APO |
Apollo Global Management, Inc.
|
2,189 | $258,980 |
All Filings in WT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,568 | 28,664 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $413,693 | 28,413 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $269,301 | 22,092 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $242,749 | 17,464 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $154,487 | 13,422 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $110,929 | 12,436 | Shares | Defined | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||