Question 1

How many shares of WT does CHARLES SCHWAB INVESTMENT MANAGEMENT INC own?

Accepted Answer

As of 2026-Q2, CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 1.7M shares of WT (WISDOMTREE INC).

Question 2

What is CHARLES SCHWAB INVESTMENT MANAGEMENT INC's WT position worth?

Accepted Answer

As of 2026-Q2, CHARLES SCHWAB INVESTMENT MANAGEMENT INC's WT position is worth $28.6M.

Question 3

Is CHARLES SCHWAB INVESTMENT MANAGEMENT INC buying or selling WT?

Accepted Answer

In 2026-Q2, CHARLES SCHWAB INVESTMENT MANAGEMENT INC increased their WT position (+16.9% change in shares).

Question 4

When did CHARLES SCHWAB INVESTMENT MANAGEMENT INC first buy WT?

Accepted Answer

Based on available 13F filings, CHARLES SCHWAB INVESTMENT MANAGEMENT INC first reported a position in WT in 2018-Q4. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.7M	+16.9%	$28.6M	0.0%	$16.92	33
2026-Q1	Decreased	1.4M	-2.7%	$21M	0.0%	$14.52	0
2025-Q4	Increased	1.5M	+9.7%	$18.1M	0.0%	$12.13	31
2025-Q3	Increased	1.4M	+4.8%	$18.8M	0.0%	$13.80	30
2025-Q2	Increased	1.3M	+2.0%	$14.9M	0.0%	$11.40	29
2025-Q1	Decreased	1.3M	-3.5%	$11.3M	0.0%	$8.81	0
2024-Q4	Increased	1.3M	+10.1%	$13.8M	0.0%	$10.34	31
2024-Q3	Increased	1.2M	+6.5%	$11.9M	0.0%	$9.80	30
2024-Q2	Increased	1.1M	+5.1%	$11.1M	0.0%	$9.70	29
2024-Q1	Increased	1.1M	+5.6%	$9.8M	0.0%	$8.96	29
2023-Q4	Decreased	1M	-0.5%	$7M	0.0%	$6.73	0
2023-Q3	Increased	1M	+5.0%	$7.1M	0.0%	$6.77	29
2023-Q2	Increased	964,871	+5.1%	$6.6M	0.0%	$6.60	29
2023-Q1	Decreased	918,115	-36.9%	$5.4M	0.0%	$5.61	0
2022-Q4	Increased	1.5M	+1.6%	$7.9M	0.0%	$5.20	28
2022-Q3	Increased	1.4M	+4.1%	$6.7M	0.0%	$4.44	28
2022-Q2	Increased	1.4M	+3.1%	$7M	0.0%	$4.78	28
2022-Q1	Increased	1.3M	+2.2%	$7.8M	0.0%	$5.50	28
2021-Q4	Decreased	1.3M	-0.5%	$8M	0.0%	$5.71	0
2021-Q3	Decreased	1.3M	-1.0%	$7.4M	0.0%	$5.26	0
2021-Q2	Decreased	1.3M	-1.5%	$8.2M	0.0%	$5.73	0
2021-Q1	Increased	1.3M	+1.6%	$8.4M	0.0%	$5.75	28
2020-Q4	Increased	1.3M	+0.8%	$7.1M	0.0%	$4.89	27
2020-Q3	Decreased	1.3M	-4.4%	$4.2M	0.0%	$2.90	0
2020-Q2	Increased	1.4M	+2.8%	$4.8M	0.0%	$3.13	28
2020-Q1	Increased	1.3M	+8.5%	$3.1M	0.0%	$2.08	29
2019-Q4	Increased	1.2M	+15.2%	$6M	0.0%	$4.29	31
2019-Q3	Increased	1.1M	+16.9%	$5.6M	0.0%	$4.61	31
2019-Q2	Increased	915,229	+18.5%	$5.6M	0.0%	$5.41	32
2019-Q1	Increased	772,387	+20.2%	$5.5M	0.0%	$6.16	32
2018-Q4	New	642,536	-	$4.3M	0.0%	$5.78	37

WT31 quarters

WT
31 quarters