WT WISDOMTREE INC

Ownership history in CAPITAL MANAGEMENT CORP /VA  ·  21 quarters on record

AI Ownership Summary

CAPITAL MANAGEMENT CORP /VA reported WISDOMTREE INC (WT) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.64% in 2023 Q4. The latest visible filing shows WT at 1.12% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAPITAL MANAGEMENT CORP /VA's position in WISDOMTREE INC, 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

WT was reported at 1.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.64% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 CAPITAL MANAGEMENT CORP /VA held WT — position size vs. price
% of Fund (quarterly)    WT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 561,886 +291,851 +108.1% 1.12% $6.8M 2026-02-14 (Est.) $16.36
2025 Q3 REDUCED 270,035 -56,235 -17.2% 0.59% $3.8M 2025-11-04 $11.65
2025 Q2 ADDED 326,270 +135,900 +71.4% 0.64% $3.8M 2025-07-28 $13.48
2025 Q1 ADDED 190,370 +168,170 +757.5% 0.29% $1.7M 2025-05-05 $9.11
2024 Q4 UNCHANGED 22,200 0% 0.04% $233K 2025-02-07 $9.41
2024 Q3 REDUCED 22,200 -17,430 -44.0% 0.04% $222K 2024-10-30 $10.15
2024 Q2 REDUCED 39,630 -582,820 -93.6% 0.08% $393K 2024-07-25 $10.72
2024 Q1 REDUCED 622,450 -581,327 -48.3% 1.09% $5.7M 2024-05-10 $8.88
2023 Q4 ADDED 1,203,777 +344,760 +40.1% 1.64% $8.3M 2024-02-01 $6.59
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CAPITAL MANAGEMENT CORP /VA and WT

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

How long has CAPITAL MANAGEMENT CORP /VA reported owning WT?

CAPITAL MANAGEMENT CORP /VA reported WT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WT position in CAPITAL MANAGEMENT CORP /VA's portfolio?

The largest reported portfolio weight for WT was 1.64% in 2023 Q4.

What is the latest reported WT position on this page?

The most recent filing on this page is 2025 Q4, when CAPITAL MANAGEMENT CORP /VA reported 561,886 shares, equal to 1.12% of portfolio, with an estimated market value of $6.8M.

What does the chart on this WT ownership page compare?

The chart compares CAPITAL MANAGEMENT CORP /VA's quarterly WT 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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