WisdomTree, Inc. (WT) — Institutional Holders, Q2 2026

2,408 institutional investment managers reported a WT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $61.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← WT stock profile

WT in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

165

Added to

922

Trimmed

854

Sold out

115

Biggest buyers

NewEdge WealthAdded · +3,282,445 sh+$201.2M
UBS Group AGAdded · +2,300,407 sh+$141.0M
LPL FinancialAdded · +2,182,210 sh+$133.8M
Savant CapitalAdded · +1,984,478 sh+$121.6M
KNIGHTSBRIDGE ASSET MANAGEMENTAdded · +1,860,885 sh+$114.1M

Biggest sellers

HighTower AdvisorsTrimmed · -3,229,060 sh-$197.9M
Lido AdvisorsTrimmed · -3,054,045 sh-$187.2M
GOLDMAN SACHS GROUPTrimmed · -2,098,095 sh-$128.6M
Independent Advisor AllianceTrimmed · -2,076,755 sh-$127.3M
JANE STREET GROUPTrimmed · -1,797,900 sh-$110.2M

WT 13F holders ranked 1–100 of 2,408

Institutional investors reporting a position in WisdomTree, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	MORGAN STANLEY#1 · 80,737,788 sh	80,737,788	$5.0B	0.27%	+0.7%
2	LPL Financial#2 · 71,360,585 sh	71,360,585	$4.6B	1.04%	+4.2%
3	BANK OF AMERICA#3 · 68,430,917 sh	68,430,917	$4.3B	0.28%	-1.0%
4	RAYMOND JAMES FINANCIAL#4 · 24,204,398 sh	24,204,398	$1.6B	0.44%	+1.7%
5	AMERIPRISE FINANCIAL#5 · 20,783,094 sh	20,783,094	$1.5B	0.31%	+4.1%
6	UBS Group AG#6 · 26,506,941 sh	26,506,941	$1.5B	0.19%	+10.1%
7	PNC FINANCIAL SERVICES GROUP#7 · 14,671,664 sh	14,671,664	$1.4B	0.70%	-5.0%
8	WELLS FARGO & COMPANY#8 · 17,596,167 sh	17,596,167	$1.1B	0.18%	+4.3%
9	Cetera Investment Advisers#9 · 14,588,016 sh	14,588,016	$984.1M	0.90%	+4.1%
10	Creative Planning#10 · 14,911,924 sh	14,911,924	$954.5M	0.56%	-1.5%
11	ENVESTNET ASSET MANAGEMENT#11 · 15,148,508 sh	15,148,508	$940.7M	0.22%	+3.8%
12	JPMORGAN CHASE#12 · 9,088,203 sh	9,088,203	$882.0M	0.05%	-9.1%
13	HighTower Advisors#13 · 11,927,975 sh	11,927,975	$824.3M	0.80%	-21.4%
14	Hamilton Capital#14 · 7,275,996 sh	7,275,996	$701.6M	—	-0.3%
15	ROYAL BANK OF CANADA#15 · 10,407,917 sh	10,407,917	$630.7M	0.09%	+2.9%
16	NewEdge Wealth#16 · 11,442,325 sh	11,442,325	$591.5M	5.91%	+40.2%
17	OSAIC#17 · 8,454,421 sh	8,454,421	$585.6M	0.69%	+7.5%
18	Summit Trail Advisors#18 · 11,295,304 sh	11,295,304	$569.0M	7.16%	+13.7%
19	Kestra Advisory Services#19 · 7,953,655 sh	7,953,655	$500.9M	1.62%	-4.6%
20	Private Advisor Group#20 · 7,002,697 sh	7,002,697	$485.3M	2.22%	-13.2%
21	Halbert, Hargrove/Russell#21 · 8,549,901 sh	8,549,901	$465.2M	—	-0.7%
22	Focus Partners Wealth#22 · 5,211,246 sh	5,211,246	$463.3M	0.47%	-5.8%
23	FMR#23 · 17,828,914 sh	17,828,914	$412.2M	0.02%	+4.6%
24	GOLDMAN SACHS GROUP#24 · 7,471,696 sh	7,471,696	$394.1M	0.03%	-26.3%
25	CAPTRUST FINANCIAL ADVISORS#25 · 6,656,302 sh	6,656,302	$379.3M	0.58%	-10.0%
26	BlackRock#26 · 19,917,002 sh	19,917,002	$368.3M	<0.01%	-17.1%
27	COMMONWEALTH EQUITY SERVICES#27 · 5,173,038 sh	5,173,038	$356.7M	0.45%	-4.5%
28	Rockefeller Capital Management L.P.#28 · 5,295,790 sh	5,295,790	$352.7M	0.54%	+0.7%
29	BIP Wealth#29 · 6,556,408 sh	6,556,408	$346.9M	—	+7.4%
30	Retirement Planning Group#30 · 4,869,592 sh	4,869,592	$330.0M	—	+3.8%
31	STIFEL FINANCIAL#31 · 4,817,254 sh	4,817,254	$285.1M	0.24%	+7.2%
32	Savant Capital#32 · 4,031,635 sh	4,031,635	$281.3M	0.83%	+97.4%
33	Cambridge Investment Research Advisors#33 · 4,068,134 sh	4,068,134	$269.5M	0.60%	-6.1%
34	Steward Partners Investment Advisory#34 · 3,961,018 sh	3,961,018	$266.1M	1.36%	-0.3%
35	ASSETMARK#35 · 5,397,730 sh	5,397,730	$257.6M	—	+0.8%
36	JONES FINANCIAL COMPANIES LLLP#36 · 4,312,434 sh	4,312,434	$256.1M	0.10%	+10.8%
37	Trilogy Capital#37 · 4,173,531 sh	4,173,531	$238.8M	—	-0.8%
38	NORTHWESTERN MUTUAL WEALTH MANAGEMENT#38 · 3,455,003 sh	3,455,003	$238.1M	0.13%	+0.3%
39	MERCER GLOBAL ADVISORS#39 · 4,635,722 sh	4,635,722	$229.6M	0.28%	+10.2%
40	HUNTINGTON NATIONAL BANK#40 · 3,219,412 sh	3,219,412	$228.7M	1.11%	-0.7%
41	MEITAV INVESTMENT HOUSE LTD#41 · 3,839,708 sh	3,839,708	$222.5M	—	-0.4%
42	SNS Financial Group#42 · 3,056,834 sh	3,056,834	$216.3M	4.16%	+159.9%
43	WEALTH ENHANCEMENT ADVISORY SERVICES#43 · 2,935,911 sh	2,935,911	$210.1M	—	+2.4%
44	GREAT VALLEY ADVISOR GROUP#44 · 2,287,981 sh	2,287,981	$195.9M	3.09%	-16.4%
45	PARK NATIONAL#45 · 3,762,034 sh	3,762,034	$173.7M	—	+2.3%
46	Invesco Ltd.#46 · 9,998,785 sh	9,998,785	$170.4M	0.01%	+71.3%
47	Point#47 · 2,573,507 sh	2,573,507	$167.4M	—	-2.2%
48	Serenus Wealth Advisors#48 · 2,838,822 sh	2,838,822	$161.7M	28.22%	+0.8%
49	MML INVESTORS SERVICES#49 · 2,783,446 sh	2,783,446	$161.2M	0.33%	+24.3%
50	Bank of New York Mellon#50 · 3,545,105 sh	3,545,105	$160.0M	0.03%	-0.1%
51	KNIGHTSBRIDGE ASSET MANAGEMENT#51 · 3,099,432 sh	3,099,432	$156.0M	21.93%	+150.2%
52	Evercore Wealth Management#52 · 1,346,229 sh	1,346,229	$153.7M	2.17%	-0.6%
53	RVW Wealth#53 · 1,941,224 sh	1,941,224	$153.6M	—	+1.0%
54	Linscomb Wealth#54 · 2,340,018 sh	2,340,018	$151.5M	6.57%	-3.8%
55	OneDigital Investment Advisors#55 · 2,489,145 sh	2,489,145	$150.5M	1.27%	+0.4%
56	Larson Financial Group#56 · 1,593,545 sh	1,593,545	$147.4M	3.87%	+17.3%
57	Baird Financial Group#57 · 2,361,082 sh	2,361,082	$146.6M	0.20%	-3.3%
58	NewEdge Advisors#58 · 2,088,624 sh	2,088,624	$143.4M	0.43%	+124.8%
59	WELLINGTON MANAGEMENT GROUP LLP#59 · 8,407,113 sh	8,407,113	$142.4M	0.02%	-20.6%
60	FIDUCIARY#60 · 1,799,565 sh	1,799,565	$139.8M	1.52%	-4.3%
61	Wealthcare Advisory Partners#61 · 2,437,306 sh	2,437,306	$138.1M	—	+2.9%
62	VANGUARD PORTFOLIO MANAGEMENT#62 · 8,123,363 sh	8,123,363	$137.6M	<0.01%	+0.9%
63	DAVENPORT#63 · 2,246,062 sh	2,246,062	$137.1M	—	+10.1%
64	Team Financial Group#64 · 1,866,305 sh	1,866,305	$129.5M	55.00%	-3.8%
65	Clal Insurance Enterprises Ltd#65 · 3,000,000 sh	3,000,000	$128.3M	0.57%	0.0%
66	Capital World Investors#66 · 7,547,094 sh	7,547,094	$127.8M	0.02%	+10.8%
67	Clearwater Capital Advisors#67 · 1,563,053 sh	1,563,053	$124.2M	9.10%	-10.6%
68	Stratos Investment Management#68 · 1,583,622 sh	1,583,622	$121.2M	4.38%	+3.2%
69	Valmark Advisers#69 · 3,376,231 sh	3,376,231	$118.9M	1.26%	+1.3%
70	KESTRA PRIVATE WEALTH SERVICES#70 · 1,938,204 sh	1,938,204	$117.9M	1.30%	-2.3%
71	BANK OF MONTREAL#71 · 809,280 sh	809,280	$116.5M	0.04%	+206.5%
72	Mariner#72 · 1,774,896 sh	1,774,896	$116.2M	0.12%	-50.3%
73	Legacy Financial Advisors#73 · 1,318,313 sh	1,318,313	$116.1M	14.15%	+0.3%
74	SYM FINANCIAL#74 · 2,463,300 sh	2,463,300	$114.8M	—	+0.9%
75	Prestige Wealth Management Group#75 · 1,667,479 sh	1,667,479	$112.5M	20.42%	-0.2%
76	TRUIST FINANCIAL#76 · 1,422,007 sh	1,422,007	$109.1M	0.13%	+0.4%
77	Ameritas Advisory Services#77 · 2,128,310 sh	2,128,310	$108.4M	2.19%	+79.6%
78	MISSION WEALTH MANAGEMENT#78 · 2,095,643 sh	2,095,643	$107.7M	—	+96.5%
79	Azora Capital#79 · 6,180,510 sh	6,180,510	$104.7M	4.41%	+3.2%
80	WADDELL & ASSOCIATES#80 · 1,137,718 sh	1,137,718	$104.7M	5.18%	+2.9%
81	CHARLES SCHWAB INVESTMENT MANAGEMENT#81 · 2,123,420 sh	2,123,420	$104.3M	0.01%	+11.8%
82	Equitable#82 · 1,411,615 sh	1,411,615	$103.0M	0.39%	-9.8%
83	Prime Capital Investment Advisors#83 · 1,961,447 sh	1,961,447	$102.8M	—	-22.8%
84	VANGUARD CAPITAL MANAGEMENT#84 · 6,066,366 sh	6,066,366	$102.8M	<0.01%	+9.2%
85	Corient Private Wealth#85 · 1,479,644 sh	1,479,644	$102.0M	0.14%	+32.2%
86	MAINSTAY CAPITAL MANAGEMENT#86 · 1,644,805 sh	1,644,805	$101.1M	7.49%	-17.6%
87	THRIVENT FINANCIAL FOR LUTHERANS#87 · 2,936,588 sh	2,936,588	$100.2M	0.17%	-2.4%
88	WealthPlan Investment Management#88 · 2,080,437 sh	2,080,437	$97.5M	—	+2.4%
89	Atria Investments#89 · 1,677,048 sh	1,677,048	$97.1M	—	-15.6%
90	Vestmark Advisory Solutions#90 · 1,526,967 sh	1,526,967	$96.7M	0.91%	+3.5%
91	Empirical Financial Services, d.b.a. Empirical Wealth Ma#91 · 1,510,232 sh	1,510,232	$96.5M	—	+9.6%
92	SCHRODER INVESTMENT MANAGEMENT GROUP#92 · 705,072 sh	705,072	$96.1M	0.07%	-21.2%
93	Sanctuary Advisors#93 · 1,452,290 sh	1,452,290	$96.0M	0.44%	-9.5%
94	JANE STREET GROUP#94 · 3,388,462 sh	3,388,462	$95.8M	<0.01%	-17.6%
95	Clearstead Advisors#95 · 1,033,356 sh	1,033,356	$95.7M	0.90%	-3.1%
96	Stenger Family Office#96 · 1,480,648 sh	1,480,648	$95.1M	—	-5.0%
97	STATE STREET#97 · 5,610,044 sh	5,610,044	$95.0M	<0.01%	+11.1%
98	Janney Montgomery Scott#98 · 1,419,318 sh	1,419,318	$94.4M	0.18%	+21.3%
99	Farther Finance Advisors#99 · 1,546,734 sh	1,546,734	$94.4M	—	+0.7%
100	AE Wealth Management#100 · 1,666,866 sh	1,666,866	$94.1M	0.44%	+11.6%

Funds that sold out of WT in Q2 2026 (115)

Held WT at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held WT in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Neumann Capital Management223,636 sh	223,636	$14.9M
Beacon Harbor Wealth Advisors92,318 sh	92,318	$14.6M
Motley Fool Wealth Management87,789 sh	87,789	$9.0M
Retirement Management Systems90,429 sh	90,429	$8.6M
Invenomic Capital Management581,543 sh	581,543	$8.5M
Jump Financial517,935 sh	517,935	$7.5M
WOLVERINE ASSET MANAGEMENT514,665 sh	514,665	$7.5M
Concentric Capital Strategies260,102 sh	260,102	$7.1M
Bulltick Wealth Management159,876 sh	159,876	$6.5M
MMBG INVESTMENT ADVISORS48,407 sh	48,407	$6.3M
Daviman Financial122,966 sh	122,966	$6.2M
BALYASNY ASSET MANAGEMENT L.P.414,799 sh	414,799	$6.0M
CONDOR CAPITAL MANAGEMENT113,282 sh	113,282	$5.9M
Edgestream Partners, L.P.88,735 sh	88,735	$4.5M
WealthShield Partners73,430 sh	73,430	$3.4M
CAXTON ASSOCIATES LLP224,042 sh	224,042	$3.3M
VARCOV210,090 sh	210,090	$3.1M
Union Bancaire Privee, UBP SA18,836 sh	18,836	$2.9M
M Securities33,864 sh	33,864	$2.2M
Breachway Investments49,536 sh	49,536	$2.2M
Carmel Capital Management L.L.C.51,755 sh	51,755	$2.1M
Talisman Wealth Advisors22,161 sh	22,161	$1.9M
TABLEAUX40,750 sh	40,750	$1.7M
Campbell & Investment Adviser100,349 sh	100,349	$1.5M
Schonfeld Strategic Advisors84,279 sh	84,279	$1.2M
ArchPoint Investors10,400 sh	10,400	$1.1M
Hershey Financial Advisers10,197 sh	10,197	$1.1M
Burk10,800 sh	10,800	$964.8K
Destiny Wealth Partners9,747 sh	9,747	$920.8K
BCS Private Wealth Management17,404 sh	17,404	$861.6K
MILESTONE ASSET MANAGEMENT20,846 sh	20,846	$848.3K
Integrity Investment Advisors15,026 sh	15,026	$756.4K
Keel Point13,940 sh	13,940	$732.4K
CITY OF LONDON INVESTMENT MANAGEMENT LTD7,100 sh	7,100	$724.6K
Entropy Technologies47,927 sh	47,927	$697.8K
CAPITAL ADVISORS12,400 sh	12,400	$670.7K
PRIVATE MANAGEMENT GROUP12,735 sh	12,735	$641.1K
MAVERICK CAPITAL LTD42,620 sh	42,620	$620.5K
Caption Management41,575 sh	41,575	$605.3K
DELTEC ASSET MANAGEMENT6,300 sh	6,300	$553.4K
Spartan Planning & Wealth Management10,924 sh	10,924	$549.9K
Blueprint Investment Partners10,924 sh	10,924	$549.9K
QUADRANT CAPITAL GROUP10,334 sh	10,334	$487.5K
INCEPTIONR33,093 sh	33,093	$481.8K
Jackson Creek Investment Advisors32,840 sh	32,840	$478.0K
Unique Wealth Strategies32,788 sh	32,788	$477.4K
J. Goldman32,500 sh	32,500	$473.2K
PPS&V ASSET MANAGEMENT CONSULTANTS4,085 sh	4,085	$472.7K
Blackstone28,826 sh	28,826	$419.7K
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS28,412 sh	28,412	$413.7K
DMC Group7,369 sh	7,369	$387.2K
Belvedere Trading2,381 sh	2,381	$377.6K
WEST BANCORPORATION7,031 sh	7,031	$369.4K
Riverview Capital Advisers8,855 sh	8,855	$361.3K
CAPITAL FUND MANAGEMENT S.A.23,975 sh	23,975	$349.1K
Wealthquest5,960 sh	5,960	$299.9K
Swiss Life Asset Management Ltd20,031 sh	20,031	$291.7K
Concorde Asset Management5,530 sh	5,530	$289.2K
Pachira Investments7,071 sh	7,071	$288.5K
WASHINGTON BANK7,220 sh	7,220	$286.5K
Boreal Capital Management1 sh	1	$284.5K
Atlantic Private Wealth8,793 sh	8,793	$280.6K
Sunflower Bank, N.A.3,091 sh	3,091	$271.5K
Opal Wealth Advisors7,154 sh	7,154	$261.0K
Foster Victor Wealth Advisors2,714 sh	2,714	$250.1K
Keystone Financial Group4,904 sh	4,904	$246.9K
Centiva Capital16,821 sh	16,821	$244.9K
TFO-TDC2,716 sh	2,716	$242.6K
EDMOND DE ROTHSCHILD HOLDING S.A.2,805 sh	2,805	$238.5K
SAGESPRING WEALTH PARTNERS4,898 sh	4,898	$235.8K
First Command Advisory Services6,536 sh	6,536	$234.3K
ADG Wealth Management Group2,426 sh	2,426	$229.8K
Wilson & Boucher Capital Management3,900 sh	3,900	$226.4K
REDW Wealth4,500 sh	4,500	$223.6K
American3,174 sh	3,174	$221.8K
Seelaus Asset Management2,483 sh	2,483	$218.1K
Advisors Capital Management2,424 sh	2,424	$216.6K
JUNCTURE WEALTH STRATEGIES2,443 sh	2,443	$214.6K
RFG1,331 sh	1,331	$211.2K
VICTORY FINANCIAL GROUP4,845 sh	4,845	$210.5K
Baer Investment Advisory4,845 sh	4,845	$210.5K
Kaizen Financial Strategies8,000 sh	8,000	$207.1K
JACKSON SQUARE CAPITAL2,385 sh	2,385	$206.0K
Graham Capital Management, L.P.13,926 sh	13,926	$202.8K
AIRE ADVISORS3,781 sh	3,781	$202.0K
Prota Financial3,987 sh	3,987	$200.7K
Gilbert Capital Group2,284 sh	2,284	$200.6K
LFG Wealth Partners3,984 sh	3,984	$200.5K
WINTON GROUP Ltd13,600 sh	13,600	$198.0K
Verition Fund Management13,136 sh	13,136	$191.3K
Bridgefront Capital12,478 sh	12,478	$181.7K
9823 Capital, L.P.12,475 sh	12,475	$181.6K
Dynamic Technology Lab Private Ltd11,434 sh	11,434	$166.5K
SEIZERT CAPITAL PARTNERS11,211 sh	11,211	$163.2K
Scarborough Advisors1,857 sh	1,857	$163.1K
TWIN PEAKS WEALTH ADVISORS4,134 sh	4,134	$138.1K
Missouri & Investment2,000 sh	2,000	$88.9K
Financial Freedom1,304 sh	1,304	$84.2K
Merkkuri Wealth Advisors1,396 sh	1,396	$70.3K
Whipplewood Advisors1,396 sh	1,396	$69.4K

And 15 smaller positions.

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.