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WTAIWTAI
12 quarters

Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in WISDOMTREE TR

STIFEL FINANCIAL CORP holds 65,320 shares of WTAI (WISDOMTREE TR), worth $3.1M as of 2026-Q2. The position was increased (+0.5% shares). WTAI represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$3.1M

Current Shares

65,320

Total Value Change

+$2.8M

Total Shares Change

+47,986

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
65,320
+0.5%
$3.1M0.0%$47.47
26
2026-Q1
Increased
65,016
+23.3%
$1.8M0.0%$28.79
31
2025-Q4
Increased
52,737
+2.4%
$1.5M0.0%$29.49
26
2025-Q3
Increased
51,517
+19.2%
$1.5M0.0%$28.16
30
2025-Q2
Decreased
43,217
-2.5%
$1.1M0.0%$23.88
0
2025-Q1
Increased
44,328
+4.5%
$842,2320.0%$18.97
26
2024-Q4
Decreased
42,433
-4.0%
$933,5260.0%$21.77
0
2024-Q3
Decreased
44,180
-54.1%
$880,5120.0%$19.67
0
2024-Q2
Increased
96,307
+10.7%
$2M0.0%$20.49
29
2024-Q1
Increased
86,999
+25.3%
$1.8M0.0%$20.37
32
2023-Q4
Increased
69,428
+300.5%
$1.4M0.0%$20.29
41
2023-Q3
New
17,334
-
$301,9590.0%$17.04
32

Other major holders of WTAI: LPL Financial LLC, AMERIPRISE FINANCIAL INC

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