WisdomTree, Inc. (WT) — Institutional Holders, Q2 2026 (page 12)
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 1,101 to 1,200. 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 1,101–1,200 of 2,408
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1101 | Aspetuck Financial Management#1101 · 45,255 sh | 45,255 | $2.3M | 1.34% | -2.8% |
| 1102 | JAMES INVESTMENT RESEARCH#1102 · 89,718 sh | 89,718 | $2.3M | — | -17.9% |
| 1103 | Kane Wealth Management#1103 · 44,972 sh | 44,972 | $2.3M | 1.72% | -39.3% |
| 1104 | Optivise Advisory Services#1104 · 43,685 sh | 43,685 | $2.3M | — | -61.3% |
| 1105 | Winter & Associates#1105 · 23,648 sh | 23,648 | $2.3M | — | -52.6% |
| 1106 | Millington Financial Advisors#1106 · 45,463 sh | 45,463 | $2.3M | 0.89% | +7.8% |
| 1107 | Seek First#1107 · 42,555 sh | 42,555 | $2.2M | — | +9.1% |
| 1108 | PRUDENTIAL FINANCIAL#1108 · 131,948 sh | 131,948 | $2.2M | <0.01% | +9.8% |
| 1109 | Edgemoor Investment Advisors#1109 · 13,855 sh | 13,855 | $2.2M | 0.15% | New |
| 1110 | Kaydan Wealth Management#1110 · 32,087 sh | 32,087 | $2.2M | — | +1.7% |
| 1111 | Centric Wealth Management#1111 · 36,698 sh | 36,698 | $2.2M | 0.34% | +99.9% |
| 1112 | Bryn Mawr Advisors#1112 · 29,493 sh | 29,493 | $2.2M | 0.10% | -3.0% |
| 1113 | LifeWealth Investments#1113 · 38,193 sh | 38,193 | $2.2M | — | +4.5% |
| 1114 | IFS Advisors#1114 · 41,174 sh | 41,174 | $2.2M | — | -5.1% |
| 1115 | RWA WEALTH PARTNERS#1115 · 27,588 sh | 27,588 | $2.2M | 0.02% | +43.5% |
| 1116 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#1116 · 23,598 sh | 23,598 | $2.2M | 0.24% | -3.5% |
| 1117 | Itau Unibanco Holding S.A.#1117 · 23,535 sh | 23,535 | $2.2M | 0.04% | -20.9% |
| 1118 | Colorado Capital Management#1118 · 31,209 sh | 31,209 | $2.2M | — | -16.8% |
| 1119 | ZACKS INVESTMENT MANAGEMENT#1119 · 50,543 sh | 50,543 | $2.2M | 0.02% | -3.1% |
| 1120 | Archer Investment Management#1120 · 33,131 sh | 33,131 | $2.2M | — | -6.9% |
| 1121 | Strait & Sound Wealth Management#1121 · 17,964 sh | 17,964 | $2.2M | 0.76% | +0.4% |
| 1122 | Great Diamond Partners#1122 · 39,979 sh | 39,979 | $2.2M | — | +0.3% |
| 1123 | Krilogy Financial#1123 · 36,234 sh | 36,234 | $2.1M | — | +34.9% |
| 1124 | VALLEY NATIONAL ADVISERS#1124 · 38,989 sh | 38,989 | $2.1M | — | +6.0% |
| 1125 | Manhattan West Asset Management#1125 · 42,513 sh | 42,513 | $2.1M | 0.36% | -4.5% |
| 1126 | INVESTED ADVISORS#1126 · 50,208 sh | 50,208 | $2.1M | — | -1.2% |
| 1127 | Security National Bank#1127 · 37,085 sh | 37,085 | $2.1M | — | +139.4% |
| 1128 | GTS FINANCIAL#1128 · 42,372 sh | 42,372 | $2.1M | 1.55% | 0.0% |
| 1129 | Summit Investment Advisory Services#1129 · 25,459 sh | 25,459 | $2.1M | 0.53% | +1.5% |
| 1130 | Gryphon Financial Partners#1130 · 29,645 sh | 29,645 | $2.1M | 0.19% | +0.8% |
| 1131 | Legacy Wealth Asset Management#1131 · 42,252 sh | 42,252 | $2.1M | — | 0.0% |
| 1132 | Westmount Partners#1132 · 42,208 sh | 42,208 | $2.1M | 0.46% | +0.2% |
| 1133 | Coppell Advisory Solutions#1133 · 10,843 sh | 10,843 | $2.1M | 0.17% | New |
| 1134 | Talisman Wealth Advisors#1134 · 22,173 sh | 22,173 | $2.1M | 1.58% | +0.1% |
| 1135 | Cypress Capital Group#1135 · 39,870 sh | 39,870 | $2.1M | 0.20% | +20.5% |
| 1136 | Soltis Investment Advisors#1136 · 34,324 sh | 34,324 | $2.1M | — | -22.4% |
| 1137 | THOR TRADING ADVISORS#1137 · 54,369 sh | 54,369 | $2.1M | 0.66% | New |
| 1138 | Narwhal Capital Management#1138 · 21,779 sh | 21,779 | $2.1M | 0.14% | 0.0% |
| 1139 | Pilgrim Partners Asia Pte Ltd#1139 · 12,000 sh | 12,000 | $2.1M | 0.89% | +200.0% |
| 1140 | Kelman-Lazarov#1140 · 22,748 sh | 22,748 | $2.1M | 0.27% | 0.0% |
| 1141 | Advisory Alpha#1141 · 37,185 sh | 37,185 | $2.1M | 0.05% | -58.8% |
| 1142 | CSS#1142 · 28,986 sh | 28,986 | $2.1M | 0.08% | 0.0% |
| 1143 | LANDAAS & /WI#1143 · 41,175 sh | 41,175 | $2.1M | 0.38% | +5.1% |
| 1144 | Inspire Investing#1144 · 121,824 sh | 121,824 | $2.1M | — | New |
| 1145 | Camarda Financial Advisors#1145 · 76,782 sh | 76,782 | $2.1M | 0.62% | New |
| 1146 | Lionsbridge Wealth Management#1146 · 81,542 sh | 81,542 | $2.1M | — | -4.5% |
| 1147 | Vivid Wealth Management#1147 · 21,415 sh | 21,415 | $2.0M | — | +1.3% |
| 1148 | Crescent Grove Advisors#1148 · 37,800 sh | 37,800 | $2.0M | — | 0.0% |
| 1149 | SPINNAKER#1149 · 36,371 sh | 36,371 | $2.0M | 0.10% | 0.0% |
| 1150 | Mason Investment Advisory Services#1150 · 28,920 sh | 28,920 | $2.0M | 0.08% | 0.0% |
| 1151 | CVA Family Office#1151 · 26,847 sh | 26,847 | $2.0M | 0.18% | -2.5% |
| 1152 | Worth Asset Management#1152 · 41,513 sh | 41,513 | $2.0M | — | +36.1% |
| 1153 | WHITTIER#1153 · 31,722 sh | 31,722 | $2.0M | 0.02% | -11.1% |
| 1154 | FSA Investment Group#1154 · 64,521 sh | 64,521 | $2.0M | — | New |
| 1155 | EverSource Wealth Advisors#1155 · 35,395 sh | 35,395 | $2.0M | 0.07% | +61.5% |
| 1156 | Transcendent Capital Group#1156 · 39,800 sh | 39,800 | $2.0M | 0.78% | -75.2% |
| 1157 | FIFTH THIRD SECURITIES#1157 · 20,952 sh | 20,952 | $2.0M | — | -26.3% |
| 1158 | GRANITE ISLANDS PRIVATE WEALTH#1158 · 39,523 sh | 39,523 | $2.0M | — | -2.1% |
| 1159 | GROUP ONE TRADING, L.P.#1159 · 117,353 sh | 117,353 | $2.0M | <0.01% | New |
| 1160 | MIDDLETON#1160 · 39,333 sh | 39,333 | $2.0M | — | -23.9% |
| 1161 | Sloy Dahl & Holst#1161 · 36,447 sh | 36,447 | $2.0M | — | +0.3% |
| 1162 | OF VIRGINIA#1162 · 21,942 sh | 21,942 | $2.0M | — | 0.0% |
| 1163 | Visionary Wealth Advisors#1163 · 51,571 sh | 51,571 | $2.0M | 0.08% | +4.2% |
| 1164 | Investment Research Partners#1164 · 47,948 sh | 47,948 | $2.0M | — | -5.8% |
| 1165 | Verum Partners#1165 · 20,266 sh | 20,266 | $1.9M | — | -9.2% |
| 1166 | Valeo Financial Advisors#1166 · 24,473 sh | 24,473 | $1.9M | — | +47.2% |
| 1167 | WBI INVESTMENTS#1167 · 69,442 sh | 69,442 | $1.9M | 0.48% | -12.0% |
| 1168 | SAX WEALTH ADVISORS#1168 · 32,505 sh | 32,505 | $1.9M | — | +4.1% |
| 1169 | YARGER WEALTH STRATEGIES#1169 · 33,986 sh | 33,986 | $1.9M | 0.69% | -8.7% |
| 1170 | Essential Partners#1170 · 17,852 sh | 17,852 | $1.9M | — | +14.8% |
| 1171 | Comprehensive Money Management Services#1171 · 38,987 sh | 38,987 | $1.9M | 1.20% | -40.3% |
| 1172 | Avos Capital Management#1172 · 32,605 sh | 32,605 | $1.9M | 0.79% | -14.9% |
| 1173 | Lifetime Wealth Management P.C.#1173 · 29,315 sh | 29,315 | $1.9M | 1.11% | +29.5% |
| 1174 | BigSur Wealth Management#1174 · 35,930 sh | 35,930 | $1.9M | — | +83.8% |
| 1175 | WJ Wealth Management#1175 · 32,745 sh | 32,745 | $1.9M | 0.75% | +0.1% |
| 1176 | Greenwich Wealth Management#1176 · 16,989 sh | 16,989 | $1.9M | 0.07% | -87.0% |
| 1177 | First City Capital Management#1177 · 35,039 sh | 35,039 | $1.9M | — | +3.9% |
| 1178 | VANGUARD ASSET MANAGEMENT, Ltd#1178 · 110,788 sh | 110,788 | $1.9M | <0.01% | 0.0% |
| 1179 | Sherman Wealth Management#1179 · 19,605 sh | 19,605 | $1.9M | — | -8.7% |
| 1180 | Global Wealth Management Investment Advisory#1180 · 63,748 sh | 63,748 | $1.9M | 0.27% | -0.6% |
| 1181 | Ballast Rock Private Wealth#1181 · 16,481 sh | 16,481 | $1.9M | — | 0.0% |
| 1182 | Hilltop Partners#1182 · 27,396 sh | 27,396 | $1.9M | 0.45% | 0.0% |
| 1183 | Viewpoint Capital Management#1183 · 36,399 sh | 36,399 | $1.9M | — | -9.6% |
| 1184 | Independent Wealth Network#1184 · 19,055 sh | 19,055 | $1.8M | — | -27.4% |
| 1185 | BOKF, NA#1185 · 35,130 sh | 35,130 | $1.8M | — | +24.1% |
| 1186 | SageView Advisory Group#1186 · 33,502 sh | 33,502 | $1.8M | 0.06% | +154.8% |
| 1187 | Valued Retirements#1187 · 17,908 sh | 17,908 | $1.8M | 1.64% | -18.6% |
| 1188 | MARINO, STRAM & ASSOCIATES#1188 · 34,216 sh | 34,216 | $1.8M | — | +0.5% |
| 1189 | Covenant Asset Management#1189 · 36,773 sh | 36,773 | $1.8M | — | +1.9% |
| 1190 | OMNI 360 Wealth#1190 · 31,205 sh | 31,205 | $1.8M | — | -7.0% |
| 1191 | Octavia Wealth Advisors#1191 · 27,714 sh | 27,714 | $1.8M | 0.15% | -1.1% |
| 1192 | Redhawk Wealth Advisors#1192 · 30,087 sh | 30,087 | $1.8M | — | -60.4% |
| 1193 | FULTON BANK, N.A.#1193 · 19,680 sh | 19,680 | $1.8M | — | +22.2% |
| 1194 | Everstar Asset Management#1194 · 30,019 sh | 30,019 | $1.8M | 0.86% | +16.3% |
| 1195 | Fiera Capital#1195 · 33,018 sh | 33,018 | $1.8M | <0.01% | +1224.4% |
| 1196 | SONATA CAPITAL GROUP#1196 · 19,049 sh | 19,049 | $1.8M | — | 0.0% |
| 1197 | David R. Rahn & Associates#1197 · 18,514 sh | 18,514 | $1.8M | 0.42% | -0.8% |
| 1198 | Ascent Advisors#1198 · 29,647 sh | 29,647 | $1.8M | 2.04% | New |
| 1199 | SIMON QUICK ADVISORS#1199 · 24,668 sh | 24,668 | $1.8M | — | +25.6% |
| 1200 | CHERRYDALE WEALTH MANAGEMENT#1200 · 18,789 sh | 18,789 | $1.8M | — | +0.5% |
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.