WTV β€” WISDOMTREE TR

Ownership history in Bowman & Co S.C.  Β·  3 quarters on record

AI Ownership Summary

Bowman & Co S.C. reported WISDOMTREE TR (WTV) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 1.42% in 2025 Q4. The latest visible filing shows WTV at 1.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WTV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bowman & Co S.C.'s position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WTV was reported at 1.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.42% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bowman & Co S.C. held WTV β€” position size vs. price
% of Fund (quarterly)    WTV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 36,054 +178 +0.5% 1.42% $3.4M 2026-02-14 (Est.) $100.07
2025 Q3 ADDED 35,876 +147 +0.4% 1.38% $3.3M 2025-10-10 $87.69
2025 Q2 INITIATED 35,729 β€” β€” 1.38% $3.1M 2025-07-09 $86.62

FAQ About Bowman & Co S.C. and WTV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bowman & Co S.C. reported owning WTV?

Bowman & Co S.C. reported WTV across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported WTV position in Bowman & Co S.C.'s portfolio?

The largest reported portfolio weight for WTV was 1.42% in 2025 Q4.

What is the latest reported WTV position on this page?

The most recent filing on this page is 2025 Q4, when Bowman & Co S.C. reported 36,054 shares, equal to 1.42% of portfolio, with an estimated market value of $3.4M.

What does the chart on this WTV ownership page compare?

The chart compares Bowman & Co S.C.'s quarterly WTV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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