WisdomTree, Inc. (WT) — Institutional Holders, Q2 2026 (page 13)
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 1,201 to 1,300. 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 1,201–1,300 of 2,408
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | Farrell Financial#1201 · 22,676 sh | 22,676 | $1.8M | — | +0.2% |
| 1202 | UMB Bank, n.a.#1202 · 30,431 sh | 30,431 | $1.7M | 0.02% | -7.2% |
| 1203 | Core Wealth Advisors#1203 · 33,232 sh | 33,232 | $1.7M | 0.35% | 0.0% |
| 1204 | Global Endowment Management#1204 · 10,000 sh | 10,000 | $1.7M | 0.18% | 0.0% |
| 1205 | Strategic Blueprint#1205 · 34,881 sh | 34,881 | $1.7M | — | +54.9% |
| 1206 | Investment Partners Asset Management#1206 · 33,465 sh | 33,465 | $1.7M | — | +0.6% |
| 1207 | Community Bank, N.A.#1207 · 15,210 sh | 15,210 | $1.7M | 0.19% | +5.1% |
| 1208 | Capstone Wealth Management Group#1208 · 15,311 sh | 15,311 | $1.7M | — | — |
| 1209 | LexAurum Advisors#1209 · 18,011 sh | 18,011 | $1.7M | — | +1.7% |
| 1210 | Montecito Bank#1210 · 30,335 sh | 30,335 | $1.7M | — | -2.1% |
| 1211 | AXS Investments#1211 · 76,066 sh | 76,066 | $1.7M | 0.49% | -29.1% |
| 1212 | Rubicon Advisors, GP#1212 · 17,958 sh | 17,958 | $1.7M | — | +11.0% |
| 1213 | Newbridge Financial Services Group#1213 · 24,703 sh | 24,703 | $1.7M | — | -3.8% |
| 1214 | GREENWOOD CAPITAL ASSOCIATES#1214 · 44,361 sh | 44,361 | $1.7M | — | +1.9% |
| 1215 | Pinnacle Wealth Planning Services#1215 · 42,181 sh | 42,181 | $1.7M | — | -3.3% |
| 1216 | Mendel Money Management#1216 · 39,756 sh | 39,756 | $1.7M | 0.63% | +31.9% |
| 1217 | INTEGRATED CAPITAL MANAGEMENT#1217 · 34,001 sh | 34,001 | $1.7M | — | +9.0% |
| 1218 | ProVise Management Group#1218 · 24,456 sh | 24,456 | $1.7M | 0.11% | 0.0% |
| 1219 | SHP Wealth Management#1219 · 26,065 sh | 26,065 | $1.7M | 0.12% | -7.9% |
| 1220 | ALGERT GLOBAL#1220 · 100,590 sh | 100,590 | $1.7M | 0.02% | +13.3% |
| 1221 | PSI Advisors#1221 · 30,336 sh | 30,336 | $1.7M | 0.40% | -13.6% |
| 1222 | Allie Family Office#1222 · 14,690 sh | 14,690 | $1.7M | 0.63% | +11.5% |
| 1223 | GREAT WEST LIFE ASSURANCE#1223 · 100,019 sh | 100,019 | $1.7M | <0.01% | +3.6% |
| 1224 | Clear Point Advisors#1224 · 33,597 sh | 33,597 | $1.7M | 1.50% | -36.4% |
| 1225 | Amundi#1225 · 99,579 sh | 99,579 | $1.7M | <0.01% | +390.5% |
| 1226 | Turtle Creek Wealth Advisors#1226 · 26,145 sh | 26,145 | $1.7M | — | 0.0% |
| 1227 | WealthCare Investment Partners#1227 · 17,457 sh | 17,457 | $1.7M | 0.41% | +3.6% |
| 1228 | McNamara Financial Services#1228 · 35,158 sh | 35,158 | $1.7M | 0.29% | -1.7% |
| 1229 | KCM INVESTMENT ADVISORS#1229 · 17,356 sh | 17,356 | $1.7M | — | -29.9% |
| 1230 | Vermillion & White Wealth Management Group#1230 · 17,429 sh | 17,429 | $1.7M | 0.84% | +8.0% |
| 1231 | Fisher Asset Management#1231 · 63,848 sh | 63,848 | $1.7M | <0.01% | -47.8% |
| 1232 | Old North State Wealth Management#1232 · 40,663 sh | 40,663 | $1.7M | — | -1.6% |
| 1233 | Embree Financial Group#1233 · 19,449 sh | 19,449 | $1.6M | — | +54.2% |
| 1234 | Anson Capital#1234 · 32,599 sh | 32,599 | $1.6M | — | +11.6% |
| 1235 | Chemistry Wealth Management#1235 · 9,477 sh | 9,477 | $1.6M | — | 0.0% |
| 1236 | MOSAIC FINANCIAL GROUP#1236 · 17,183 sh | 17,183 | $1.6M | 1.05% | +2.1% |
| 1237 | Oxler Private Wealth#1237 · 27,651 sh | 27,651 | $1.6M | — | -4.5% |
| 1238 | Wealth Management Associates#1238 · 24,484 sh | 24,484 | $1.6M | 0.45% | +0.5% |
| 1239 | Essential Planning#1239 · 21,208 sh | 21,208 | $1.6M | — | -2.3% |
| 1240 | BDFS Capital#1240 · 32,327 sh | 32,327 | $1.6M | — | +1.4% |
| 1241 | WASHINGTON GROWTH STRATEGIES#1241 · 20,581 sh | 20,581 | $1.6M | — | +0.1% |
| 1242 | 17 CAPITAL PARTNERS#1242 · 41,019 sh | 41,019 | $1.6M | 0.72% | +9.2% |
| 1243 | Ronald Blue#1243 · 21,744 sh | 21,744 | $1.6M | — | +14.4% |
| 1244 | Friday Financial#1244 · 22,004 sh | 22,004 | $1.6M | — | 0.0% |
| 1245 | McLean Asset Management#1245 · 18,554 sh | 18,554 | $1.6M | 0.21% | -3.3% |
| 1246 | Van Hulzen Asset Management#1246 · 16,671 sh | 16,671 | $1.6M | 0.11% | New |
| 1247 | Capital Investment Advisors#1247 · 14,668 sh | 14,668 | $1.6M | — | +23.5% |
| 1248 | Capital Advisors Wealth Management#1248 · 17,946 sh | 17,946 | $1.6M | — | +0.6% |
| 1249 | Financial Harvest#1249 · 23,530 sh | 23,530 | $1.6M | — | +2.8% |
| 1250 | Advisory Solutions Group#1250 · 32,324 sh | 32,324 | $1.6M | — | — |
| 1251 | BRADY FAMILY WEALTH#1251 · 28,825 sh | 28,825 | $1.6M | 0.45% | 0.0% |
| 1252 | Clark Asset Management#1252 · 27,027 sh | 27,027 | $1.6M | — | 0.0% |
| 1253 | BRIGHTON JONES#1253 · 23,458 sh | 23,458 | $1.6M | 0.03% | -1.7% |
| 1254 | NWF Advisory Services#1254 · 18,573 sh | 18,573 | $1.6M | — | +1.2% |
| 1255 | SMI Advisory Services#1255 · 21,072 sh | 21,072 | $1.6M | — | +533.0% |
| 1256 | Integrated Quantitative Investments#1256 · 92,150 sh | 92,150 | $1.6M | 0.26% | -5.5% |
| 1257 | New World Advisors#1257 · 17,755 sh | 17,755 | $1.6M | 0.26% | +20.0% |
| 1258 | State of Alaska, Department of Revenue#1258 · 91,829 sh | 91,829 | $1.6M | — | -14.6% |
| 1259 | ARK & TLK INVESTMENTS#1259 · 26,401 sh | 26,401 | $1.6M | — | +23.4% |
| 1260 | Essex Financial Services#1260 · 25,194 sh | 25,194 | $1.5M | 0.08% | -0.3% |
| 1261 | TCFG Investment Advisors#1261 · 32,870 sh | 32,870 | $1.5M | — | -1.3% |
| 1262 | SteelPeak Wealth#1262 · 26,734 sh | 26,734 | $1.5M | — | +8.7% |
| 1263 | Smithfield#1263 · 18,726 sh | 18,726 | $1.5M | 0.06% | -4.5% |
| 1264 | LEAVELL INVESTMENT MANAGEMENT#1264 · 21,192 sh | 21,192 | $1.5M | 0.06% | +40.5% |
| 1265 | Moran Wealth Management#1265 · 89,668 sh | 89,668 | $1.5M | — | -35.5% |
| 1266 | Lynx Investment Advisory#1266 · 31,600 sh | 31,600 | $1.5M | — | +253.3% |
| 1267 | Prairie Wealth Advisors#1267 · 0 sh | 0 | $1.5M | 0.36% | New |
| 1268 | Nelson, Van Denburg & Campbell Wealth Management Group#1268 · 21,934 sh | 21,934 | $1.5M | — | -16.0% |
| 1269 | INGALLS & SNYDER#1269 · 14,302 sh | 14,302 | $1.5M | 0.04% | +423.5% |
| 1270 | RETIREMENT GUYS FORMULA#1270 · 15,738 sh | 15,738 | $1.5M | — | -2.6% |
| 1271 | Payne Capital#1271 · 8,667 sh | 8,667 | $1.5M | 1.25% | +0.8% |
| 1272 | OneAscent Wealth Management#1272 · 29,197 sh | 29,197 | $1.5M | 0.45% | +26.1% |
| 1273 | KIRTLAND HILLS CAPITAL MANAGEMENT#1273 · 15,692 sh | 15,692 | $1.5M | 0.43% | +37.1% |
| 1274 | HOWE & RUSLING#1274 · 19,643 sh | 19,643 | $1.5M | 0.09% | +5.4% |
| 1275 | Osprey Private Wealth#1275 · 22,235 sh | 22,235 | $1.5M | 0.39% | -0.3% |
| 1276 | Wharton Business Group#1276 · 15,230 sh | 15,230 | $1.5M | 0.05% | 0.0% |
| 1277 | OPTIONS SOLUTIONS#1277 · 17,588 sh | 17,588 | $1.5M | 0.76% | +1.1% |
| 1278 | PCG Wealth Advisors#1278 · 14,631 sh | 14,631 | $1.5M | 0.33% | +5.5% |
| 1279 | DEFINED WEALTH MANAGEMENT#1279 · 29,185 sh | 29,185 | $1.5M | — | +184.7% |
| 1280 | Cyndeo Wealth Partners#1280 · 14,574 sh | 14,574 | $1.5M | — | New |
| 1281 | Financial Partners Group#1281 · 27,224 sh | 27,224 | $1.5M | — | +4.2% |
| 1282 | GK Wealth Management#1282 · 19,015 sh | 19,015 | $1.5M | — | New |
| 1283 | Financial Services Advisory#1283 · 28,869 sh | 28,869 | $1.5M | — | +265.7% |
| 1284 | Principle Wealth Partners#1284 · 24,517 sh | 24,517 | $1.5M | 0.07% | -0.3% |
| 1285 | KICKSTAND VENTURES#1285 · 30,495 sh | 30,495 | $1.5M | 0.26% | -28.1% |
| 1286 | Redwood Investment Management#1286 · 17,705 sh | 17,705 | $1.4M | 0.14% | +90.5% |
| 1287 | Wealth Care#1287 · 17,263 sh | 17,263 | $1.4M | 1.17% | +0.7% |
| 1288 | Raab & Moskowitz Asset Management#1288 · 15,107 sh | 15,107 | $1.4M | 0.29% | -4.0% |
| 1289 | Cordatus Wealth Management#1289 · 22,644 sh | 22,644 | $1.4M | — | -0.4% |
| 1290 | COOKSON PEIRCE#1290 · 84,818 sh | 84,818 | $1.4M | 0.05% | New |
| 1291 | BlueStem Wealth Partners#1291 · 29,677 sh | 29,677 | $1.4M | 0.14% | +4.3% |
| 1292 | GARRISON POINT ADVISORS#1292 · 14,700 sh | 14,700 | $1.4M | 0.57% | 0.0% |
| 1293 | Yahav Achim Ve Achayot - Provident Funds Management Ltd.#1293 · 33,076 sh | 33,076 | $1.4M | 0.98% | 0.0% |
| 1294 | Trademark Financial Management#1294 · 23,598 sh | 23,598 | $1.4M | — | -5.5% |
| 1295 | Neuberger Berman Group#1295 · 40,601 sh | 40,601 | $1.4M | <0.01% | +3.2% |
| 1296 | Sanibel Captiva Company#1296 · 14,887 sh | 14,887 | $1.4M | 0.04% | -2.8% |
| 1297 | St. Clair Advisors#1297 · 14,602 sh | 14,602 | $1.4M | — | -6.8% |
| 1298 | Wakefield Asset Management LLLP#1298 · 82,900 sh | 82,900 | $1.4M | 0.32% | +1.9% |
| 1299 | Sincerus Advisory#1299 · 26,081 sh | 26,081 | $1.4M | — | -1.1% |
| 1300 | Authentikos Wealth Advisory#1300 · 27,831 sh | 27,831 | $1.4M | 0.89% | -9.0% |
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.