Position in WT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$372
New position
Shares Held
22
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#299
of 310 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Evolution Advisers, Inc. holds $168,183 across 14 Asset Management names. WT ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
728 | $82,766 | |
| 2 | SEIC |
Sei Investments Co
|
873 | $76,570 | |
| 3 | ARCC |
Ares Capital Corp
|
318 | $5,892 | |
| 4 | KKR |
KKR & Co. Inc.
|
6 | $550 | |
| 5 | AMP |
Ameriprise Financial Inc
|
1 | $458 | |
| 6 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
11 | $429 | |
| 7 | WT |
WisdomTree, Inc.
This page
|
22 | $372 | |
| 8 | STEP |
StepStone Group Inc.
|
7 | $289 |
All Filings in WT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372 | 22 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||