WisdomTree, Inc. (WT) — Institutional Holders, Q2 2026 (page 10)
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 901 to 1,000. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WT 13F holders ranked 901–1,000 of 2,408
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | NBT BANK N A#901 · 80,893 sh | 80,893 | $4.1M | — | -31.6% |
| 902 | Beckerman Institutional#902 · 63,195 sh | 63,195 | $4.1M | 1.95% | -2.7% |
| 903 | Oxbow Advisors#903 · 42,752 sh | 42,752 | $4.1M | 0.33% | +14.8% |
| 904 | Meramec Financial Planners#904 · 76,149 sh | 76,149 | $4.1M | 1.49% | -28.4% |
| 905 | TAGStone Capital#905 · 70,411 sh | 70,411 | $4.1M | 1.29% | +1.1% |
| 906 | Brookstone Capital Management#906 · 61,017 sh | 61,017 | $4.0M | — | +18.8% |
| 907 | WESBANCO BANK#907 · 82,414 sh | 82,414 | $4.0M | 0.10% | +13.5% |
| 908 | Harvest Investment Services#908 · 41,896 sh | 41,896 | $4.0M | 0.62% | +10.8% |
| 909 | BENJAMIN EDWARDS#909 · 126,167 sh | 126,167 | $4.0M | 0.04% | +7.6% |
| 910 | Cullen Capital Management#910 · 93,411 sh | 93,411 | $4.0M | 0.04% | -18.2% |
| 911 | First Financial Group#911 · 79,056 sh | 79,056 | $4.0M | — | -3.1% |
| 912 | Lotus Asset Management#912 · 41,514 sh | 41,514 | $4.0M | — | — |
| 913 | HBW Advisory Services#913 · 41,030 sh | 41,030 | $3.9M | — | -41.9% |
| 914 | TRUSTMARK NATIONAL BANK DEPARTMENT#914 · 73,363 sh | 73,363 | $3.9M | 0.23% | -27.4% |
| 915 | OLD NATIONAL BANCORP#915 · 64,065 sh | 64,065 | $3.9M | — | -18.0% |
| 916 | Virtus Family Office#916 · 44,937 sh | 44,937 | $3.9M | 3.09% | +5.6% |
| 917 | D. E. Shaw#917 · 120,675 sh | 120,675 | $3.9M | <0.01% | -93.7% |
| 918 | 3EDGE Asset Management#918 · 70,516 sh | 70,516 | $3.9M | 0.17% | +84.0% |
| 919 | Comprehensive Financial Planning#919 · 53,165 sh | 53,165 | $3.9M | — | +65.2% |
| 920 | Bay Capital Advisors#920 · 37,941 sh | 37,941 | $3.9M | — | +9.9% |
| 921 | Leading Edge Financial Planning#921 · 70,949 sh | 70,949 | $3.9M | — | +10.6% |
| 922 | SigFig Wealth Management#922 · 84,224 sh | 84,224 | $3.8M | — | +1.5% |
| 923 | SFG Wealth Management#923 · 56,382 sh | 56,382 | $3.8M | — | +69.6% |
| 924 | ORBA Wealth Advisors, L.L.C.#924 · 44,653 sh | 44,653 | $3.8M | — | -11.5% |
| 925 | FIRST NATIONAL BANK OF OMAHA#925 · 45,440 sh | 45,440 | $3.7M | 0.11% | +4.3% |
| 926 | DAYMARK WEALTH PARTNERS#926 · 47,433 sh | 47,433 | $3.7M | 0.09% | +45.9% |
| 927 | Rehmann Capital Advisory Group#927 · 61,044 sh | 61,044 | $3.7M | 0.17% | +0.1% |
| 928 | Next Level Private#928 · 39,476 sh | 39,476 | $3.7M | — | +0.5% |
| 929 | CONTINUUM WEALTH ADVISORS#929 · 49,373 sh | 49,373 | $3.7M | — | -1.6% |
| 930 | Spire Wealth Management#930 · 48,533 sh | 48,533 | $3.7M | 0.11% | +21.9% |
| 931 | Hudock#931 · 53,588 sh | 53,588 | $3.7M | — | +0.1% |
| 932 | EVOLUTION WEALTH MANAGEMENT#932 · 61,889 sh | 61,889 | $3.7M | 2.15% | +0.9% |
| 933 | SILVERLAKE WEALTH MANAGEMENT#933 · 56,037 sh | 56,037 | $3.7M | — | +0.6% |
| 934 | Patten Group#934 · 67,285 sh | 67,285 | $3.7M | — | +0.5% |
| 935 | Pine Valley Investments Ltd Liability#935 · 49,622 sh | 49,622 | $3.6M | 0.14% | +19.5% |
| 936 | MATTERN CAPITAL MANAGEMENT#936 · 72,483 sh | 72,483 | $3.6M | 0.43% | +5.5% |
| 937 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#937 · 214,701 sh | 214,701 | $3.6M | 0.02% | -2.5% |
| 938 | GFS Advisors#938 · 36,322 sh | 36,322 | $3.6M | 0.21% | -91.7% |
| 939 | Good Harbor Advisors#939 · 67,232 sh | 67,232 | $3.6M | — | +10.6% |
| 940 | Aspen Investment Management#940 · 81,178 sh | 81,178 | $3.6M | 0.97% | +0.9% |
| 941 | Grove Street Fiduciary#941 · 43,141 sh | 43,141 | $3.6M | — | -0.3% |
| 942 | Biondo Investment Advisors#942 · 45,528 sh | 45,528 | $3.6M | 0.44% | +2.4% |
| 943 | Lionshead Wealth Management#943 · 52,154 sh | 52,154 | $3.6M | — | -2.2% |
| 944 | VisionPoint Advisory Group#944 · 77,245 sh | 77,245 | $3.6M | — | -3.4% |
| 945 | SeaCrest Wealth Management#945 · 32,911 sh | 32,911 | $3.6M | — | -49.5% |
| 946 | LongView Wealth Management#946 · 42,687 sh | 42,687 | $3.6M | — | -7.2% |
| 947 | Caprock Group#947 · 78,702 sh | 78,702 | $3.6M | 0.07% | +0.4% |
| 948 | K2 PRINCIPAL FUND, L.P.#948 · 2,973 sh | 2,973 | $3.6M | 0.26% | -57.5% |
| 949 | Berbice Capital Management#949 · 74,959 sh | 74,959 | $3.6M | — | +185.7% |
| 950 | Cherry Tree Wealth Management#950 · 46,218 sh | 46,218 | $3.6M | — | +0.4% |
| 951 | BROOKS, MOORE & ASSOCIATES#951 · 37,075 sh | 37,075 | $3.5M | 1.59% | +0.9% |
| 952 | Quadrature Capital Ltd#952 · 62,611 sh | 62,611 | $3.5M | 0.03% | -33.1% |
| 953 | GLOBALT Investments / GA#953 · 44,034 sh | 44,034 | $3.5M | — | -4.9% |
| 954 | Vantage Point Financial#954 · 67,180 sh | 67,180 | $3.5M | 1.07% | -75.1% |
| 955 | Charis Legacy Partners#955 · 69,740 sh | 69,740 | $3.5M | — | -19.3% |
| 956 | VAUGHAN & SECURITIES#956 · 81,124 sh | 81,124 | $3.5M | — | -0.7% |
| 957 | New England Private Wealth Advisors#957 · 42,541 sh | 42,541 | $3.5M | — | +10.8% |
| 958 | COMMERCE BANK#958 · 38,950 sh | 38,950 | $3.5M | 0.02% | +22.1% |
| 959 | MONECO Advisors#959 · 34,052 sh | 34,052 | $3.5M | 0.21% | +20.8% |
| 960 | Crestwood Advisors Group#960 · 66,353 sh | 66,353 | $3.5M | — | -0.3% |
| 961 | Engineers Gate Manager#961 · 203,153 sh | 203,153 | $3.4M | 0.04% | -2.2% |
| 962 | Alpha Omega Wealth Management#962 · 52,665 sh | 52,665 | $3.4M | — | +0.2% |
| 963 | Evelyn Partners Group Ltd#963 · 30,340 sh | 30,340 | $3.4M | <0.01% | — |
| 964 | Element Wealth#964 · 44,958 sh | 44,958 | $3.4M | 1.28% | +3.4% |
| 965 | GUIDANCE CAPITAL#965 · 50,389 sh | 50,389 | $3.4M | 0.73% | +1.2% |
| 966 | GARRISON BRADFORD & ASSOCIATES#966 · 67,425 sh | 67,425 | $3.4M | — | +87.3% |
| 967 | Cascades Capital Asset Management#967 · 67,224 sh | 67,224 | $3.4M | 1.25% | -8.3% |
| 968 | SCOTIA CAPITAL#968 · 32,391 sh | 32,391 | $3.4M | 0.01% | -5.3% |
| 969 | ROCKLAND#969 · 44,561 sh | 44,561 | $3.4M | — | -0.4% |
| 970 | Ridge Creek Global#970 · 39,636 sh | 39,636 | $3.3M | 2.60% | -0.4% |
| 971 | VERUS CAPITAL PARTNERS#971 · 44,072 sh | 44,072 | $3.3M | 0.18% | -14.9% |
| 972 | Dorsey Wright & Associates#972 · 61,232 sh | 61,232 | $3.3M | 0.56% | New |
| 973 | MCF Advisors#973 · 47,416 sh | 47,416 | $3.3M | 0.12% | +39.5% |
| 974 | COWA#974 · 107,112 sh | 107,112 | $3.3M | 0.82% | +30.9% |
| 975 | Westside Investment Management#975 · 30,429 sh | 30,429 | $3.3M | 0.43% | -1.2% |
| 976 | CHASE INVESTMENT COUNSEL#976 · 192,923 sh | 192,923 | $3.3M | 0.69% | New |
| 977 | Fortis Capital Management#977 · 62,160 sh | 62,160 | $3.3M | 0.36% | -13.3% |
| 978 | INTECH INVESTMENT MANAGEMENT#978 · 191,514 sh | 191,514 | $3.2M | 0.03% | +6.3% |
| 979 | Sound Stewardship#979 · 47,226 sh | 47,226 | $3.2M | — | +12.3% |
| 980 | Certified Advisory#980 · 36,817 sh | 36,817 | $3.2M | 0.26% | +14.8% |
| 981 | Resonant Capital Advisors#981 · 63,452 sh | 63,452 | $3.2M | — | +18.6% |
| 982 | GatePass Capital#982 · 63,200 sh | 63,200 | $3.2M | 1.21% | -13.4% |
| 983 | Financial Engines Advisors L.L.C.#983 · 59,742 sh | 59,742 | $3.2M | <0.01% | +4.8% |
| 984 | Summit Global Investments#984 · 58,580 sh | 58,580 | $3.2M | 0.17% | +0.7% |
| 985 | Brady Martz Wealth Solutions#985 · 55,699 sh | 55,699 | $3.1M | 0.48% | +0.5% |
| 986 | FIRST NATIONAL BANK SIOUX FALLS#986 · 36,415 sh | 36,415 | $3.1M | — | 0.0% |
| 987 | J. Safra Sarasin Holding AG#987 · 119,357 sh | 119,357 | $3.1M | — | 0.0% |
| 988 | Insight Wealth Strategies#988 · 58,871 sh | 58,871 | $3.1M | — | +25.8% |
| 989 | CARY STREET PARTNERS INVESTMENT ADVISORY#989 · 95,620 sh | 95,620 | $3.1M | 0.63% | +181.4% |
| 990 | Philip James Wealth Mangement#990 · 52,788 sh | 52,788 | $3.1M | — | -4.4% |
| 991 | Hopwood Nicholas Hunter#991 · 51,237 sh | 51,237 | $3.1M | 0.86% | +1.1% |
| 992 | Forefront Wealth Partners#992 · 62,051 sh | 62,051 | $3.1M | 0.97% | +44.6% |
| 993 | RHS Financial#993 · 52,514 sh | 52,514 | $3.1M | — | +4.3% |
| 994 | Santori & Peters#994 · 30,321 sh | 30,321 | $3.1M | — | +1.4% |
| 995 | Nicholas Hoffman & Company#995 · 47,511 sh | 47,511 | $3.1M | 0.06% | -0.2% |
| 996 | Mint Tower Capital Management B.V.#996 · 2,014,000 sh | 2,014,000 | $3.1M | 0.35% | -8.5% |
| 997 | Tempus Wealth Planning#997 · 32,723 sh | 32,723 | $3.1M | — | +2.3% |
| 998 | Innovative Advisory Group#998 · 17,642 sh | 17,642 | $3.1M | — | New |
| 999 | Sculati Wealth Management#999 · 58,802 sh | 58,802 | $3.1M | — | -3.1% |
| 1000 | Copia Wealth Management#1000 · 17,623 sh | 17,623 | $3.1M | 1.84% | +8.2% |
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.