WT — WISDOMTREE INVTS INC

Ownership history in Simcoe Capital Management, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Simcoe Capital Management, LLC reported a position in WISDOMTREE INVTS INC (WT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
11.46% (2025 Q4)
Avg. % of fund
6.16%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,253,340 +535,015 +11.3% 11.46% $64.0M $12.17
2025 Q3 REDUCED 4,718,325 -206,225 -4.2% 9.51% $65.6M $13.84
2025 Q2 ADDED 4,924,550 +935,505 +23.5% 5.62% $56.7M $11.43
2025 Q1 ADDED 3,989,045 +2,825,325 +242.8% 6.39% $35.6M $8.83
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WT price (monthly, adj. close)

Other funds also holding WT

As of 2025 Q4 — sorted by position size

Azora Capital LP 3Y 7Y 4.72% Crawford Fund Management, LLC 1.99% Intrinsic Edge Capital Management LLC 3Y 7Y 1.26% CAPITAL MANAGEMENT CORP /VA 3Y 7Y 1.12% ArrowMark Colorado Holdings LLC 3Y 7Y 0.65% nVerses Capital, LLC 0.47% Invenomic Capital Management LP 3Y 0.46% SMH CAPITAL ADVISORS INC 3Y 7Y 0.44% Wakefield Asset Management LLLP 3Y 7Y 0.35% KORNITZER CAPITAL MANAGEMENT INC /KS 3Y 7Y 0.25%
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