Position in WT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,477,703
New position
Shares Held
382,391
first reported quarter
Ownership
0.252%
of shares outstanding
% of Portfolio
3.86%
of 13F equity value
Holder Rank
#57
of 310 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Karl Kapital LLC holds $14,267,754 across 2 Asset Management names. WT ranks #2 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SEIC |
Sei Investments Co
|
88,816 | $7,790,051 | |
| 2 | WT |
WisdomTree, Inc.
This page
|
382,391 | $6,477,703 |
All Filings in WT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,477,703 | 382,391 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||