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TWIN PEAKS WEALTH ADVISORS, LLC

Position in WT — WisdomTree, Inc.

CIK 2006218 BURLINGAME, CA

Position in WT

as of Mar 31, 2026 · filed May 8, 2026
Position Value
$1,354
+$1,331 QoQ
Shares Held
93
+4550.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

TWIN PEAKS WEALTH ADVISORS, LLC holds $482,731 across 2 Asset Management names.

# Ticker Company Shares Value (USD) Open

All Filings in WT

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,354 93
2025-06-30 $23 2