Cambridge Investment Research Advisors, Inc. XC — WISDOMTREE

Ownership history in Cambridge Investment Research Advisors, Inc.  ·  5 quarters on record

AI Ownership Summary

Cambridge Investment Research Advisors, Inc. reported WISDOMTREE (XC) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows XC at 0.00% 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 XC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cambridge Investment Research Advisors, Inc.'s position in WISDOMTREE, 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
2026 Q1

XC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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.

XC stock page Cambridge Investment Research Advisors, Inc. fund profile Cambridge Investment Research Advisors, Inc. full holdings
How Cambridge Investment Research Advisors, Inc. held XC — position size vs. price
% of Fund (quarterly)    XC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 34,365 +6,225 +22.1% 0.00% $1K 2026-04-30 $31.83
2025 Q4 ADDED — — — 28,140 +7,902 +39.0% 0.00% $913K 2026-02-05 $33.28
2025 Q3 ADDED — — — 20,238 +6,857 +51.2% 0.00% $701K 2025-11-12 $31.76
2025 Q2 ADDED — — — 13,381 +3,326 +33.1% 0.00% $461K 2025-07-31 $29.81
2025 Q1 INITIATED — — — 10,055 — — 0.00% $299K 2025-04-22 $26.13

🏢 Other funds also holding XC

As of 2026 Q3 — sorted by position size

Noble Wealth Management PBC 1.77%

FAQ About Cambridge Investment Research Advisors, Inc. and XC

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

How long has Cambridge Investment Research Advisors, Inc. reported owning XC?

Cambridge Investment Research Advisors, Inc. reported XC across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported XC position in Cambridge Investment Research Advisors, Inc.'s portfolio?

The largest reported portfolio weight for XC was 0.00% in 2026 Q1.

What is the latest reported XC position on this page?

The most recent filing on this page is 2026 Q1, when Cambridge Investment Research Advisors, Inc. reported 34,365 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this XC ownership page compare?

The chart compares Cambridge Investment Research Advisors, Inc.'s quarterly XC 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.

How well did Cambridge Investment Research Advisors, Inc. time their XC position?

Based on 13F filing dates vs. subsequent XC price moves, Cambridge Investment Research Advisors, Inc. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on XC relative to SPY over the holding period was -11.4%.

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