WisdomTree, Inc. (WT) — Institutional Holders, Q2 2026 (page 11)
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 1,001 to 1,100. 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 1,001–1,100 of 2,408
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Harbour Capital Advisors#1001 · 41,122 sh | 41,122 | $3.0M | — | -3.1% |
| 1002 | Fidelis Capital Partners#1002 · 25,081 sh | 25,081 | $3.0M | 0.17% | +15.2% |
| 1003 | Parallel Advisors#1003 · 42,638 sh | 42,638 | $3.0M | 0.05% | -1.9% |
| 1004 | Nemes Rush Group#1004 · 56,991 sh | 56,991 | $3.0M | 0.25% | -0.1% |
| 1005 | Financial Insights#1005 · 51,868 sh | 51,868 | $3.0M | — | -2.3% |
| 1006 | Hoxton Planning & Management#1006 · 31,261 sh | 31,261 | $3.0M | — | -20.6% |
| 1007 | PERSPECTIVE WEALTH ADVISORS#1007 · 51,713 sh | 51,713 | $3.0M | 1.64% | +18.2% |
| 1008 | London & Capital Asset Management Ltd#1008 · 30,068 sh | 30,068 | $3.0M | 0.03% | -1.9% |
| 1009 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P#1009 · 38,903 sh | 38,903 | $3.0M | 0.35% | -16.2% |
| 1010 | LCNB#1010 · 31,727 sh | 31,727 | $3.0M | 0.91% | -5.0% |
| 1011 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#1011 · 174,026 sh | 174,026 | $2.9M | — | -2.0% |
| 1012 | Arete Wealth Advisors#1012 · 25,929 sh | 25,929 | $2.9M | 0.10% | New |
| 1013 | Midway Capital Research & Management#1013 · 45,318 sh | 45,318 | $2.9M | — | +1.9% |
| 1014 | ROBINSON SMITH WEALTH ADVISORS#1014 · 42,978 sh | 42,978 | $2.9M | — | -1.9% |
| 1015 | ShoreHaven Wealth Partners#1015 · 42,449 sh | 42,449 | $2.9M | — | -4.8% |
| 1016 | SummitTX Capital, L.P.#1016 · 172,948 sh | 172,948 | $2.9M | 0.08% | +80.8% |
| 1017 | Sovran Advisors#1017 · 41,947 sh | 41,947 | $2.9M | 0.22% | +15.0% |
| 1018 | Capital Group Private Client Services#1018 · 31,640 sh | 31,640 | $2.9M | 0.04% | +46.8% |
| 1019 | Neo Ivy Capital Management#1019 · 171,295 sh | 171,295 | $2.9M | 0.67% | New |
| 1020 | Alchemi Wealth#1020 · 38,970 sh | 38,970 | $2.9M | 1.36% | -2.9% |
| 1021 | Waterloo Capital, L.P.#1021 · 30,083 sh | 30,083 | $2.9M | 0.16% | New |
| 1022 | Fragasso Group#1022 · 32,579 sh | 32,579 | $2.9M | — | -0.3% |
| 1023 | Alta Wealth Advisors#1023 · 30,076 sh | 30,076 | $2.9M | 0.78% | -0.9% |
| 1024 | Sovereign Financial Group#1024 · 70,694 sh | 70,694 | $2.9M | 0.44% | +0.9% |
| 1025 | Ascent Group#1025 · 67,594 sh | 67,594 | $2.9M | 0.09% | -1.5% |
| 1026 | Legacy Wealth Managment#1026 · 29,924 sh | 29,924 | $2.9M | 1.18% | +1.8% |
| 1027 | REAP Financial Group#1027 · 54,566 sh | 54,566 | $2.8M | 0.48% | -28.1% |
| 1028 | HORIZON KINETICS ASSET MANAGEMENT#1028 · 166,115 sh | 166,115 | $2.8M | 0.03% | -1.2% |
| 1029 | Strategic Wealth Partners, Ltd.#1029 · 55,273 sh | 55,273 | $2.8M | 0.17% | +3.7% |
| 1030 | Provident of the Employees of the Hebrew University LTD#1030 · 65,613 sh | 65,613 | $2.8M | 2.15% | -57.8% |
| 1031 | Odyssean#1031 · 165,432 sh | 165,432 | $2.8M | 0.46% | +89.0% |
| 1032 | Symphony Financial Services#1032 · 29,209 sh | 29,209 | $2.8M | 1.25% | +1.7% |
| 1033 | Shakespeare Wealth Management#1033 · 36,607 sh | 36,607 | $2.8M | — | -4.1% |
| 1034 | Pekin Hardy Strauss#1034 · 96,092 sh | 96,092 | $2.8M | 0.24% | +12.6% |
| 1035 | FERGUSON WELLMAN CAPITAL MANAGEMENT#1035 · 39,457 sh | 39,457 | $2.8M | — | +12.4% |
| 1036 | Wayfinding Financial#1036 · 121,737 sh | 121,737 | $2.8M | 1.04% | +12.1% |
| 1037 | RMR Wealth Builders#1037 · 35,751 sh | 35,751 | $2.8M | — | +20.7% |
| 1038 | Pacific Capital Partners Ltd#1038 · 162,457 sh | 162,457 | $2.8M | 2.38% | New |
| 1039 | Rollins Financial Advisors#1039 · 28,492 sh | 28,492 | $2.7M | 0.36% | -0.2% |
| 1040 | VestGen Investment Management#1040 · 57,617 sh | 57,617 | $2.7M | 1.45% | +40.5% |
| 1041 | Wealth Architects#1041 · 32,033 sh | 32,033 | $2.7M | 0.21% | -0.8% |
| 1042 | SENTINEL PENSION ADVISORS#1042 · 27,922 sh | 27,922 | $2.7M | 0.35% | -0.9% |
| 1043 | Sierra Capital#1043 · 49,449 sh | 49,449 | $2.7M | 0.26% | 0.0% |
| 1044 | Financial Enhancement Group#1044 · 61,178 sh | 61,178 | $2.7M | — | +0.6% |
| 1045 | Smart Money Group#1045 · 52,340 sh | 52,340 | $2.6M | 0.68% | -7.7% |
| 1046 | 180 WEALTH ADVISORS#1046 · 64,635 sh | 64,635 | $2.6M | 0.26% | -7.5% |
| 1047 | Narus Financial Partners#1047 · 53,191 sh | 53,191 | $2.6M | — | +7.7% |
| 1048 | HAZLETT, BURT & WATSON#1048 · 29,212 sh | 29,212 | $2.6M | 0.70% | +4.2% |
| 1049 | MIDLAND WEALTH ADVISORS#1049 · 44,783 sh | 44,783 | $2.6M | — | -10.1% |
| 1050 | PLIMOTH#1050 · 41,204 sh | 41,204 | $2.6M | — | -1.1% |
| 1051 | NorthCrest Asset Manangement#1051 · 64,091 sh | 64,091 | $2.6M | — | -1.7% |
| 1052 | Elevation Capital Advisory#1052 · 70,819 sh | 70,819 | $2.6M | 1.00% | +14.9% |
| 1053 | Transamerica Financial Advisors#1053 · 52,590 sh | 52,590 | $2.6M | 0.22% | -2.7% |
| 1054 | Sumitomo Mitsui#1054 · 61,453 sh | 61,453 | $2.6M | <0.01% | +301.8% |
| 1055 | Sound Portfolio Advisors#1055 · 26,933 sh | 26,933 | $2.6M | 1.83% | -3.2% |
| 1056 | Capital Advisor Network#1056 · 95,732 sh | 95,732 | $2.6M | 3.21% | +9341.0% |
| 1057 | Beaumont Capital Management#1057 · 53,100 sh | 53,100 | $2.6M | 2.96% | -0.7% |
| 1058 | Sterling Financial Planning#1058 · 39,294 sh | 39,294 | $2.5M | — | -0.8% |
| 1059 | MALTESE CAPITAL MANAGEMENT#1059 · 150,000 sh | 150,000 | $2.5M | 0.46% | New |
| 1060 | POLEN CAPITAL MANAGEMENT#1060 · 149,051 sh | 149,051 | $2.5M | 0.02% | +36.7% |
| 1061 | MONEY CONCEPTS CAPITAL#1061 · 39,110 sh | 39,110 | $2.5M | 0.12% | -54.8% |
| 1062 | PURSUIT WEALTH STRATEGIES#1062 · 52,125 sh | 52,125 | $2.5M | 3.28% | +23.3% |
| 1063 | Insight Advisors, / PA#1063 · 53,824 sh | 53,824 | $2.5M | — | -36.3% |
| 1064 | TWO SIGMA SECURITIES#1064 · 45,735 sh | 45,735 | $2.5M | 0.22% | -13.2% |
| 1065 | GC Wealth Management RIA#1065 · 44,973 sh | 44,973 | $2.5M | 0.14% | -47.6% |
| 1066 | PANORAMIC INVESTMENT ADVISORS#1066 · 26,542 sh | 26,542 | $2.5M | 1.20% | New |
| 1067 | Militia Capital Management#1067 · 147,632 sh | 147,632 | $2.5M | 0.07% | New |
| 1068 | TriCert Investment Counsel#1068 · 58,075 sh | 58,075 | $2.5M | 0.23% | — |
| 1069 | SFMG#1069 · 49,340 sh | 49,340 | $2.5M | 0.15% | 0.0% |
| 1070 | Tranquility Partners#1070 · 25,257 sh | 25,257 | $2.5M | — | -0.5% |
| 1071 | MARSHALL WACE, LLP#1071 · 66,896 sh | 66,896 | $2.5M | <0.01% | -57.1% |
| 1072 | FIRST HAWAIIAN BANK#1072 · 43,846 sh | 43,846 | $2.5M | — | -21.5% |
| 1073 | Texas Yale Capital#1073 · 38,284 sh | 38,284 | $2.5M | 0.05% | 0.0% |
| 1074 | FLPUTNAM INVESTMENT MANAGEMENT#1074 · 39,792 sh | 39,792 | $2.5M | 0.03% | +3.3% |
| 1075 | WHITTIER OF NEVADA#1075 · 31,344 sh | 31,344 | $2.5M | 0.05% | +1.4% |
| 1076 | MENLO ADVISORS#1076 · 25,755 sh | 25,755 | $2.5M | 1.08% | -5.9% |
| 1077 | NATIONS FINANCIAL GROUP , /IA#1077 · 32,428 sh | 32,428 | $2.4M | 0.12% | -57.8% |
| 1078 | CALDWELL SUTTER CAPITAL#1078 · 41,368 sh | 41,368 | $2.4M | 0.92% | +12.4% |
| 1079 | Ballentine Partners#1079 · 24,792 sh | 24,792 | $2.4M | 0.03% | +20.4% |
| 1080 | LWM Advisory Services#1080 · 44,153 sh | 44,153 | $2.4M | 4.35% | -65.4% |
| 1081 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#1081 · 38,279 sh | 38,279 | $2.4M | 0.14% | +16.7% |
| 1082 | Hilltop#1082 · 24,962 sh | 24,962 | $2.4M | 0.19% | -38.7% |
| 1083 | National Wealth Management Group#1083 · 47,288 sh | 47,288 | $2.4M | — | -10.9% |
| 1084 | CHATHAM CAPITAL GROUP#1084 · 27,567 sh | 27,567 | $2.4M | — | +0.3% |
| 1085 | Dala Group#1085 · 17,399 sh | 17,399 | $2.4M | 1.94% | -43.1% |
| 1086 | McKinley Carter Wealth Services#1086 · 38,355 sh | 38,355 | $2.3M | — | +4.1% |
| 1087 | Mach-1 Financial Group#1087 · 45,359 sh | 45,359 | $2.3M | 0.91% | +8.0% |
| 1088 | Kiker Wealth Management#1088 · 138,005 sh | 138,005 | $2.3M | 0.91% | -5.5% |
| 1089 | TUCKER ASSET MANAGEMENT#1089 · 46,650 sh | 46,650 | $2.3M | 0.58% | +36.8% |
| 1090 | Greykasell Wealth Strategies#1090 · 44,995 sh | 44,995 | $2.3M | 0.85% | -5.7% |
| 1091 | COZAD ASSET MANAGEMENT#1091 · 34,659 sh | 34,659 | $2.3M | 0.15% | New |
| 1092 | GLOBEFLEX CAPITAL L P#1092 · 136,640 sh | 136,640 | $2.3M | 0.30% | +0.1% |
| 1093 | PACIFIC SUN FINANCIAL#1093 · 39,665 sh | 39,665 | $2.3M | 0.95% | -4.8% |
| 1094 | Y-Intercept (Hong Kong) Ltd#1094 · 104,789 sh | 104,789 | $2.3M | — | -47.2% |
| 1095 | DRIVE WEALTH MANAGEMENT#1095 · 45,629 sh | 45,629 | $2.3M | 0.41% | -8.5% |
| 1096 | GGM Financials#1096 · 26,472 sh | 26,472 | $2.3M | 0.87% | +36.7% |
| 1097 | GSG Advisors#1097 · 23,180 sh | 23,180 | $2.3M | 0.51% | -2.4% |
| 1098 | Columbus Macro#1098 · 50,887 sh | 50,887 | $2.3M | — | +10.1% |
| 1099 | Argent#1099 · 42,058 sh | 42,058 | $2.3M | 0.07% | +33.1% |
| 1100 | HOWARD WEALTH MANAGEMENT#1100 · 33,505 sh | 33,505 | $2.3M | — | -0.4% |
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.