Trust Co of Toledo Na 13F: Exits WisdomTree (WT) Stake

Trust Co of Toledo Na sold its entire position in WisdomTree, Inc. (NYSE: WT), cutting 200,115 shares valued at about $4.19 million. The filing was disclosed on October 16, 2026, as part of the fund's Form 13F with the SEC. This marks a complete exit from a significant position.

What Changed in Trust Co of Toledo Na's WisdomTree Position

Trust Co of Toledo Na has sold out of its 200,115 shares in WisdomTree, Inc. This represents a 100% decrease in its stake, which previously held a reported value of around $4.19 million.

Other Institutional Activity in WisdomTree

Several other funds have maintained their positions in WisdomTree, Inc. Blackrock Inc. added 1,617,407 shares, bringing its total to 19,274,687 shares worth about $412.3 million. FMR, LLC increased its holdings by 842,249 shares, totaling 13,565,042 shares valued at approximately $290.2 million. Invesco Ltd. grew its stake by 4,162,170 shares, ending with 9,975,256 shares worth about $213.4 million. However, Wellington Management Group, LLP trimmed its position by 2,178,524 shares, holding 8,407,113 shares valued at around $179.8 million. Vanguard Portfolio Management LLC added 75,649 shares for a total of 8,123,363 shares worth about $173.8 million.

WisdomTree, Inc. Stock Down 2.9%

As of October 16, 2026, WisdomTree, Inc. traded recently around $20.99, which is below its 50-day moving average of $23.35 and approximately 19% off its 52-week high of $25.91. The stock is, however, above its 52-week low of $10.69.

Recent Earnings

For the trailing twelve months, WisdomTree reported a revenue of $609.7 million and an earnings per share (EPS) of $0.55. The company boasts a revenue growth of 57.3% year-over-year and a net margin of 13.3%. The next earnings report is scheduled for October 30, 2026.

Insider Buying and Selling at WisdomTree, Inc.

Insider trading activity shows several sales from company executives. Chief Technology Officer David M. Yates sold 15,000 shares at an average price of $18.06 on May 5, 2026, for a total of about $270,900. Officer Peter M. Ziemba sold 100,000 shares at an average price of $19.31 on May 19, totaling around $1.93 million. President Robert Jarrett Lilien sold 30,000 shares at $18.99 on May 20, valued at approximately $569,700 and then another 30,000 shares at $24.56 on September 9, for about $736,800.

Analysts Set New Price Targets

Analysts have maintained their positive outlook on WisdomTree, Inc. On August 19, 2026, Northland Capital Markets kept its 'Outperform' rating with a price target of $26.00. Oppenheimer also maintained an 'Outperform' rating with a target of $27.00 on August 26. Morgan Stanley's 'Equal-Weight' rating has a target of $27.00 as of September 25. Craig-Hallum rated the stock 'Buy' with a target of $29.00 on October 2, 2026, while Goldman Sachs has a 'Neutral' rating with a target of $21.30.

About WisdomTree, Inc.

WisdomTree, Inc. is an asset management firm based in New York, specializing in exchange-traded funds (ETFs). It offers a range of ETFs across various asset classes, including equities and fixed income. The company also provides investment advisory services and licenses its indexes for third-party products. The fund's exit may signal a shift in its investment strategy.

Bottom Line

Investors should keep an eye on WisdomTree's upcoming earnings report on October 30, 2026, and any future institutional filings that may reveal more about changes in ownership. Trust Co of Toledo Na's full exit from WisdomTree, reported in its filing on October 16, reflects its shifting investment strategy, which may not represent the fund's current position. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.