Position in WT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$478,150
-$1,366,500 QoQ
Shares Held
32,840
-81.3% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
5 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 Mar 31, 2026Jackson Creek Investment Advisors LLC holds $6,486,616 across 6 Asset Management names. WT ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEN |
Franklin Resources Inc
|
76,834 | $1,814,819 | |
| 2 | PAX |
Patria Investments Ltd
|
111,728 | $1,407,772 | |
| 3 | NTRS |
Northern Trust Corp
|
9,567 | $1,335,266 | |
| 4 | IVZ |
Invesco Ltd.
|
48,272 | $1,172,526 | |
| 5 | WT |
WisdomTree, Inc.
This page
|
32,840 | $478,150 | |
| 6 | AMG |
Affiliated Managers Group, Inc.
|
1,005 | $278,083 |
All Filings in WT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $478,150 | 32,840 | Shares | Sole | 2026-05-05 | |
| 2024-12-31 | $1,844,650 | 175,681 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,809,578 | 181,139 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,394,109 | 140,677 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,295,183 | 140,934 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||