Position in WT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$480,164
-$719,157 QoQ
Shares Held
28,345
-65.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#180
of 310 holders
Holding Since
Jun 2025
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 Jun 30, 2026Susquehanna Portfolio Strategies, LLC holds $30,284,518 across 7 Asset Management names. WT ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
562,086 | $14,833,449 | |
| 2 | STT |
State Street Corp
|
47,799 | $8,106,710 | |
| 3 | AMG |
Affiliated Managers Group, Inc.
|
9,510 | $3,218,184 | |
| 4 | JHG |
Janus Henderson Group Ltd.
|
34,711 | $1,803,236 | |
| 5 | EQH |
Equitable Holdings, Inc.
|
26,078 | $1,144,302 | |
| 6 | TPG |
TPG Inc.
|
17,225 | $698,473 | |
| 7 | WT |
WisdomTree, Inc.
This page
|
28,345 | $480,164 |
All Filings in WT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,164 | 28,345 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,199,321 | 82,371 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,004,102 | 82,371 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,344,735 | 168,686 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,807,887 | 157,071 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||