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Principal Global Investors position in WT
WISDOMTREE INC · Financials
Latest position (Q2 2026)2.28M sh
Reported value held$38.55M
Portfolio Weight0.02%
First reportedQ3 2021
Last changeAdd
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2021 | 766.25K | $4.34M | New |
| Q4 2021 | 745.14K | $4.56M | Reduce |
| Q1 2022 | 741.01K | $4.35M | Reduce |
| Q2 2022 | 695.20K | $3.52M | Reduce |
| Q3 2022 | 696.00K | $3.26M | Hold |
| Q4 2022 | 689.99K | $3.76M | Reduce |
| Q1 2023 | 675.53K | $3.96M | Reduce |
| Q2 2023 | 649.47K | $4.46M | Reduce |
| Q3 2023 | 614.12K | $4.30M | Reduce |
| Q4 2023 | 577.65K | $4.00M | Reduce |
| Q1 2024 | 579.19K | $5.32M | Hold |
| Q2 2024 | 558.59K | $5.54M | Reduce |
| Q3 2024 | 708.84K | $7.08M | Add |
| Q4 2024 | 728.35K | $7.65M | Add |
| Q1 2025 | 743.70K | $6.63M | Add |
| Q2 2025 | 575.21K | $6.62M | Reduce |
| Q3 2025 | 854.51K | $11.88M | Add |
| Q4 2025 | 995.90K | $12.14M | Add |
| Q1 2026 | 2.01M | $29.26M | Add |
| Q2 2026 | 2.28M | $38.55M | Add |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding WT
- BlackRock Inc 19.27M sh · $326.51M · Q2 2026
- Vanguard Group 14.00M sh · $170.68M · Q4 2025
- Invesco Ltd 9.98M sh · $168.98M · Q2 2026
- Wellington Management Group 8.41M sh · $142.42M · Q2 2026
- Capital World Investors 7.55M sh · $127.85M · Q2 2026
- Geode Capital Management 3.29M sh · $55.75M · Q2 2026
- UBS Group AG 2.66M sh · $45.04M · Q2 2026
- Morgan Stanley 2.00M sh · $33.94M · Q2 2026
- Bank of America Corp 1.99M sh · $33.74M · Q2 2026
- Goldman Sachs Group 1.97M sh · $33.39M · Q2 2026
- Charles Schwab Investment Management 1.69M sh · $28.57M · Q2 2026