Position in WT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,901,737
+$2,865,014 QoQ
Shares Held
171,295
+6383.5% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#88
of 310 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Neo Ivy Capital Management holds $8,183,998 across 11 Asset Management names. WT ranks #1 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WT |
WisdomTree, Inc.
This page
|
171,295 | $2,901,737 | |
| 2 | PFG |
Principal Financial Group Inc
|
15,807 | $1,703,678 | |
| 3 | IVZ |
Invesco Ltd.
|
40,325 | $1,064,176 | |
| 4 | STEP |
StepStone Group Inc.
|
21,366 | $883,697 | |
| 5 | STT |
State Street Corp
|
2,361 | $400,425 | |
| 6 | TROW |
Price T Rowe Group Inc
|
3,515 | $399,620 | |
| 7 | GCMG |
GCM Grosvenor Inc.
|
24,955 | $306,946 | |
| 8 | JHG |
Janus Henderson Group Ltd.
|
4,796 | $249,152 |
All Filings in WT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,901,737 | 171,295 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $36,723 | 2,642 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||