Position in WT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,752,021
New position
Shares Held
162,457
first reported quarter
Ownership
0.107%
of shares outstanding
% of Portfolio
2.38%
of 13F equity value
Holder Rank
#92
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, 2026Pacific Capital Partners Ltd holds $2,752,021 across 1 Asset Management name. WT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WT |
WisdomTree, Inc.
This page
|
162,457 | $2,752,021 |
All Filings in WT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,752,021 | 162,457 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||