WisdomTree, Inc. (WT) — Institutional Holders, Q2 2026 (page 14)
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 1,301 to 1,400. 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 1,301–1,400 of 2,408
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | CAPE ANN SAVINGS BANK#1301 · 24,598 sh | 24,598 | $1.4M | 0.66% | -0.9% |
| 1302 | Paragon Private Wealth Management#1302 · 34,306 sh | 34,306 | $1.4M | — | -1.5% |
| 1303 | Retireful#1303 · 25,876 sh | 25,876 | $1.4M | — | +26.2% |
| 1304 | Activest Wealth Management#1304 · 26,991 sh | 26,991 | $1.4M | — | -67.7% |
| 1305 | Biltmore Family Office#1305 · 18,133 sh | 18,133 | $1.4M | 0.18% | -9.9% |
| 1306 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#1306 · 17,347 sh | 17,347 | $1.4M | <0.01% | +21.4% |
| 1307 | Whitaker-Myers Wealth Managers, LTD.#1307 · 29,000 sh | 29,000 | $1.4M | — | -7.3% |
| 1308 | Arkos Global Advisors#1308 · 28,451 sh | 28,451 | $1.4M | 0.16% | -0.7% |
| 1309 | Dorsey & Whitney#1309 · 14,404 sh | 14,404 | $1.4M | 0.07% | 0.0% |
| 1310 | Asset Allocation Strategies#1310 · 33,725 sh | 33,725 | $1.4M | — | +7.1% |
| 1311 | SC&H Financial Advisors#1311 · 33,778 sh | 33,778 | $1.4M | — | -1.2% |
| 1312 | CENTRAL VALLEY ADVISORS#1312 · 14,360 sh | 14,360 | $1.4M | — | -1.3% |
| 1313 | NORTHBRIDGE FINANCIAL GROUP#1313 · 26,211 sh | 26,211 | $1.4M | 0.53% | -13.9% |
| 1314 | Cohen Klingenstein#1314 · 32,000 sh | 32,000 | $1.4M | — | -31.9% |
| 1315 | NOESIS CAPITAL MANGEMENT#1315 · 11,448 sh | 11,448 | $1.4M | — | 0.0% |
| 1316 | Innova Wealth Partners#1316 · 23,169 sh | 23,169 | $1.4M | — | +1.6% |
| 1317 | Interchange Capital Partners#1317 · 14,294 sh | 14,294 | $1.4M | — | -22.5% |
| 1318 | Eldridge Investment Advisors#1318 · 23,693 sh | 23,693 | $1.4M | 0.27% | -0.4% |
| 1319 | Astra Wealth Partners#1319 · 21,744 sh | 21,744 | $1.4M | 0.72% | +2.7% |
| 1320 | FIRST COMMONWEALTH FINANCIAL#1320 · 14,199 sh | 14,199 | $1.4M | 0.19% | 0.0% |
| 1321 | Colonial / SC#1321 · 17,173 sh | 17,173 | $1.4M | 0.17% | -0.1% |
| 1322 | Acorn Wealth Advisors#1322 · 25,825 sh | 25,825 | $1.4M | — | +299.2% |
| 1323 | MetLife Investment Management#1323 · 79,387 sh | 79,387 | $1.3M | <0.01% | +21.3% |
| 1324 | FINANCIAL MANAGEMENT NETWORK#1324 · 23,408 sh | 23,408 | $1.3M | — | -4.1% |
| 1325 | Revisor Wealth Management#1325 · 11,776 sh | 11,776 | $1.3M | — | +24.5% |
| 1326 | Navis Wealth Advisors#1326 · 26,378 sh | 26,378 | $1.3M | 0.50% | -35.2% |
| 1327 | SHRIER WEALTH MANAGEMENT#1327 · 20,538 sh | 20,538 | $1.3M | — | +0.1% |
| 1328 | RKL Wealth Management#1328 · 13,862 sh | 13,862 | $1.3M | — | 0.0% |
| 1329 | Quantbot Technologies#1329 · 77,903 sh | 77,903 | $1.3M | 0.05% | -33.8% |
| 1330 | FLAGSTAR ADVISORS#1330 · 25,328 sh | 25,328 | $1.3M | — | +8.6% |
| 1331 | MONETA GROUP INVESTMENT ADVISORS#1331 · 13,706 sh | 13,706 | $1.3M | <0.01% | -71.8% |
| 1332 | Mirador Capital Partners#1332 · 24,375 sh | 24,375 | $1.3M | — | -5.9% |
| 1333 | BALDWIN WEALTH PARTNERS#1333 · 20,960 sh | 20,960 | $1.3M | — | 0.0% |
| 1334 | Wick Capital Partners#1334 · 20,328 sh | 20,328 | $1.3M | 0.20% | 0.0% |
| 1335 | LaSalle St. Investment Advisors#1335 · 25,965 sh | 25,965 | $1.3M | 0.16% | +45.4% |
| 1336 | CALIBER WEALTH MANAGEMENT, / KS#1336 · 13,553 sh | 13,553 | $1.3M | 0.13% | -18.2% |
| 1337 | NATIXIS#1337 · 69,132 sh | 69,132 | $1.3M | <0.01% | -9.1% |
| 1338 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#1338 · 76,059 sh | 76,059 | $1.3M | <0.01% | -42.7% |
| 1339 | Operose Advisors#1339 · 13,481 sh | 13,481 | $1.3M | 0.25% | -2.4% |
| 1340 | KMG FIDUCIARY PARTNERS#1340 · 13,618 sh | 13,618 | $1.3M | — | -88.1% |
| 1341 | Beaird Harris Wealth Management#1341 · 15,894 sh | 15,894 | $1.3M | 0.08% | -2.9% |
| 1342 | Avion Wealth#1342 · 23,846 sh | 23,846 | $1.3M | 0.23% | +0.6% |
| 1343 | New Hampshire#1343 · 26,179 sh | 26,179 | $1.3M | — | +6.1% |
| 1344 | MUIRFIELD WEALTH ADVISORS#1344 · 13,046 sh | 13,046 | $1.2M | 0.81% | +0.3% |
| 1345 | Diametric Capital#1345 · 73,575 sh | 73,575 | $1.2M | 0.13% | New |
| 1346 | Nova Wealth Management#1346 · 17,232 sh | 17,232 | $1.2M | 0.69% | -1.3% |
| 1347 | WAYSTONE ADVISORS#1347 · 34,801 sh | 34,801 | $1.2M | — | +10.9% |
| 1348 | Imprint Wealth#1348 · 12,855 sh | 12,855 | $1.2M | 5.03% | +64.1% |
| 1349 | Ruggiero Investments#1349 · 24,583 sh | 24,583 | $1.2M | 1.04% | New |
| 1350 | Yarbrough Capital#1350 · 38,565 sh | 38,565 | $1.2M | — | 0.0% |
| 1351 | Clarity Asset Management#1351 · 24,175 sh | 24,175 | $1.2M | — | +78.5% |
| 1352 | Blackhawk Capital Partners#1352 · 12,883 sh | 12,883 | $1.2M | 0.40% | -24.5% |
| 1353 | CHAPMAN FINANCIAL GROUP#1353 · 27,973 sh | 27,973 | $1.2M | — | -1.1% |
| 1354 | Fiduciary Alliance#1354 · 21,749 sh | 21,749 | $1.2M | — | +0.4% |
| 1355 | MKT Advisors#1355 · 24,397 sh | 24,397 | $1.2M | — | -2.5% |
| 1356 | Warberg Asset Management#1356 · 829,000 sh | 829,000 | $1.2M | 0.22% | -91.9% |
| 1357 | Rodgers Brothers#1357 · 12,733 sh | 12,733 | $1.2M | 0.12% | 0.0% |
| 1358 | Numerai GP#1358 · 72,254 sh | 72,254 | $1.2M | 0.10% | -29.9% |
| 1359 | ISLAY CAPITAL MANAGEMENT#1359 · 23,343 sh | 23,343 | $1.2M | — | -16.2% |
| 1360 | MTM Investment Management#1360 · 20,735 sh | 20,735 | $1.2M | 0.35% | -4.9% |
| 1361 | Ted Buchan#1361 · 12,680 sh | 12,680 | $1.2M | — | +0.8% |
| 1362 | Squarepoint Ops#1362 · 70,082 sh | 70,082 | $1.2M | <0.01% | -91.0% |
| 1363 | Stonebridge Financial Planning Group#1363 · 6,841 sh | 6,841 | $1.2M | 0.38% | +2.3% |
| 1364 | North Star Investment Management#1364 · 63,637 sh | 63,637 | $1.2M | — | -0.9% |
| 1365 | FLORIDA FINANCIAL ADVISORS#1365 · 12,990 sh | 12,990 | $1.2M | 0.20% | -37.5% |
| 1366 | Elm3 Financial Group#1366 · 17,749 sh | 17,749 | $1.2M | — | -6.4% |
| 1367 | Thrive Wealth Management#1367 · 15,381 sh | 15,381 | $1.2M | — | +4.2% |
| 1368 | Friedenthal Financial#1368 · 23,482 sh | 23,482 | $1.2M | — | -78.3% |
| 1369 | Hyposwiss Advisors SA#1369 · 20,715 sh | 20,715 | $1.2M | — | 0.0% |
| 1370 | Holos Integrated Wealth#1370 · 20,400 sh | 20,400 | $1.2M | — | +0.1% |
| 1371 | Watchman Group#1371 · 23,339 sh | 23,339 | $1.2M | — | -16.1% |
| 1372 | Cravens & Advisors#1372 · 23,278 sh | 23,278 | $1.2M | — | -0.6% |
| 1373 | Phoenix Financial Ltd.#1373 · 6,746 sh | 6,746 | $1.2M | <0.01% | 0.0% |
| 1374 | Illinois Municipal Retirement Fund#1374 · 69,003 sh | 69,003 | $1.2M | 0.01% | +7.6% |
| 1375 | VIRGINIA RETIREMENT SYSTEMS ET Al#1375 · 68,950 sh | 68,950 | $1.2M | — | -45.4% |
| 1376 | Apollon Financial#1376 · 14,449 sh | 14,449 | $1.2M | — | +166.9% |
| 1377 | MATAURO#1377 · 11,470 sh | 11,470 | $1.2M | 0.15% | -0.4% |
| 1378 | FIRST HORIZON NATIONAL#1378 · 15,702 sh | 15,702 | $1.2M | — | +0.2% |
| 1379 | Redmond Asset Management#1379 · 20,173 sh | 20,173 | $1.2M | — | +6.5% |
| 1380 | North Forty Two#1380 · 23,040 sh | 23,040 | $1.2M | — | 0.0% |
| 1381 | C2P Capital Advisory Group, d.b.a. Prosperity Capital Ad#1381 · 24,289 sh | 24,289 | $1.2M | — | -69.7% |
| 1382 | CIDEL ASSET MANAGEMENT#1382 · 17,710 sh | 17,710 | $1.2M | 0.06% | +50.4% |
| 1383 | PCA Investment Advisory Services#1383 · 12,375 sh | 12,375 | $1.2M | — | +0.5% |
| 1384 | Interactive Financial Advisors#1384 · 22,195 sh | 22,195 | $1.2M | 0.70% | +4.7% |
| 1385 | COMPASS CAPITAL MANAGEMENT#1385 · 11,360 sh | 11,360 | $1.1M | 0.07% | -26.0% |
| 1386 | Guilbault Capital#1386 · 11,263 sh | 11,263 | $1.1M | — | New |
| 1387 | SWEENEY & MICHEL#1387 · 27,150 sh | 27,150 | $1.1M | — | -0.4% |
| 1388 | Segment Wealth Management#1388 · 22,695 sh | 22,695 | $1.1M | — | +9.8% |
| 1389 | Rossby Financial, LCC#1389 · 22,493 sh | 22,493 | $1.1M | 0.21% | -43.7% |
| 1390 | Medallion Wealth Advisors#1390 · 19,067 sh | 19,067 | $1.1M | 0.36% | -2.9% |
| 1391 | Lodestone Wealth Management#1391 · 17,105 sh | 17,105 | $1.1M | — | +1.6% |
| 1392 | BROWN, LISLE/CUMMINGS#1392 · 12,710 sh | 12,710 | $1.1M | — | 0.0% |
| 1393 | Strategic Wealth Investment Group#1393 · 26,351 sh | 26,351 | $1.1M | 0.14% | +4.0% |
| 1394 | Meeder Advisory Services#1394 · 17,151 sh | 17,151 | $1.1M | 0.04% | -0.6% |
| 1395 | Gambit Capital Management#1395 · 15,173 sh | 15,173 | $1.1M | 0.65% | +74.9% |
| 1396 | SMH CAPITAL ADVISORS#1396 · 517,888 sh | 517,888 | $1.1M | 4.38% | New |
| 1397 | Camelot Portfolios#1397 · 18,134 sh | 18,134 | $1.1M | 0.78% | -2.6% |
| 1398 | Sensible Money#1398 · 15,028 sh | 15,028 | $1.1M | — | +26.6% |
| 1399 | GeoWealth Management#1399 · 7,908 sh | 7,908 | $1.1M | 0.03% | -80.6% |
| 1400 | Texas Capital Bank Wealth Management Services#1400 · 22,005 sh | 22,005 | $1.1M | 0.06% | +0.9% |
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.