WisdomTree, Inc. (WT) — Institutional Holders, Q2 2026 (page 15)
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 1,401 to 1,500. 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 1,401–1,500 of 2,408
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | National Philanthropic#1401 · 23,072 sh | 23,072 | $1.1M | 0.02% | +0.6% |
| 1402 | S.A. Mason#1402 · 15,529 sh | 15,529 | $1.1M | — | 0.0% |
| 1403 | FLC Capital Advisors#1403 · 10,817 sh | 10,817 | $1.1M | 0.18% | +4.5% |
| 1404 | Jacobi Capital Management#1404 · 20,933 sh | 20,933 | $1.1M | 0.05% | +1.3% |
| 1405 | Massar Capital Management#1405 · 6,299 sh | 6,299 | $1.1M | 0.11% | New |
| 1406 | Opus Financial Solutions#1406 · 21,273 sh | 21,273 | $1.1M | 0.88% | +6.2% |
| 1407 | ZEGA Investments#1407 · 16,589 sh | 16,589 | $1.1M | 0.11% | +5.4% |
| 1408 | WILLIAM BLAIR INVESTMENT MANAGEMENT#1408 · 25,450 sh | 25,450 | $1.1M | <0.01% | +21.2% |
| 1409 | ZEVIN ASSET MANAGEMENT#1409 · 11,300 sh | 11,300 | $1.1M | 0.15% | 0.0% |
| 1410 | NORTHSTAR ASSET MANAGEMENT#1410 · 20,855 sh | 20,855 | $1.1M | — | New |
| 1411 | RENAISSANCE TECHNOLOGIES#1411 · 6,256 sh | 6,256 | $1.1M | <0.01% | -76.1% |
| 1412 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#1412 · 63,973 sh | 63,973 | $1.1M | <0.01% | 0.0% |
| 1413 | Klingman & Associates#1413 · 13,878 sh | 13,878 | $1.1M | — | 0.0% |
| 1414 | Adalta Capital Management#1414 · 21,395 sh | 21,395 | $1.1M | 0.47% | +125.3% |
| 1415 | Ciovacco Capital Management#1415 · 6,203 sh | 6,203 | $1.1M | 0.48% | New |
| 1416 | Princeton Global Asset Management#1416 · 20,359 sh | 20,359 | $1.1M | — | -11.2% |
| 1417 | New Insight Wealth Advisors#1417 · 21,742 sh | 21,742 | $1.1M | 0.32% | +5.2% |
| 1418 | SILVERCREST ASSET MANAGEMENT GROUP#1418 · 18,817 sh | 18,817 | $1.1M | <0.01% | 0.0% |
| 1419 | PETRA FINANCIAL ADVISORS#1419 · 26,420 sh | 26,420 | $1.1M | 0.50% | +0.4% |
| 1420 | WILLNER & HELLER#1420 · 15,705 sh | 15,705 | $1.1M | — | +0.9% |
| 1421 | SWMG#1421 · 14,845 sh | 14,845 | $1.1M | — | -16.0% |
| 1422 | Avantra Family Wealth#1422 · 11,132 sh | 11,132 | $1.1M | — | +0.6% |
| 1423 | David Kennon#1423 · 24,427 sh | 24,427 | $1.1M | — | -4.6% |
| 1424 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#1424 · 62,620 sh | 62,620 | $1.1M | <0.01% | +14.2% |
| 1425 | MIRAE ASSET GLOBAL ETFS Ltd.#1425 · 62,526 sh | 62,526 | $1.1M | <0.01% | +7.8% |
| 1426 | Cassaday & Wealth Management#1426 · 15,135 sh | 15,135 | $1.1M | — | 0.0% |
| 1427 | CAMBIAR INVESTORS#1427 · 20,901 sh | 20,901 | $1.1M | 0.05% | +8.5% |
| 1428 | Bernardo Wealth Planning#1428 · 20,856 sh | 20,856 | $1.1M | — | -12.4% |
| 1429 | Bogart Wealth#1429 · 18,279 sh | 18,279 | $1.0M | 0.04% | +0.2% |
| 1430 | Sequent Planning#1430 · 20,840 sh | 20,840 | $1.0M | 0.22% | +6.9% |
| 1431 | NAPLES GLOBAL ADVISORS#1431 · 24,229 sh | 24,229 | $1.0M | 0.06% | 0.0% |
| 1432 | Financial Sense Advisors#1432 · 33,700 sh | 33,700 | $1.0M | 0.20% | -20.1% |
| 1433 | TORONTO DOMINION BANK#1433 · 60,840 sh | 60,840 | $1.0M | <0.01% | New |
| 1434 | BOK Financial Private Wealth#1434 · 23,845 sh | 23,845 | $1.0M | 0.05% | -2.6% |
| 1435 | Hickory Point Bank#1435 · 17,348 sh | 17,348 | $1.0M | — | 0.0% |
| 1436 | Anchor Investment Management#1436 · 10,622 sh | 10,622 | $1.0M | 0.08% | 0.0% |
| 1437 | JTC Employer Solutions Trusteee Ltd#1437 · 15,142 sh | 15,142 | $1.0M | 0.08% | 0.0% |
| 1438 | Raub Brock Capital Management#1438 · 10,726 sh | 10,726 | $1.0M | — | +0.1% |
| 1439 | Index Technologies Group#1439 · 19,020 sh | 19,020 | $1.0M | 0.82% | +4.8% |
| 1440 | Claro Advisors#1440 · 12,725 sh | 12,725 | $1.0M | 0.11% | 0.0% |
| 1441 | TOUNJIAN ADVISORY PARTNERS#1441 · 18,062 sh | 18,062 | $1.0M | 0.44% | -59.5% |
| 1442 | Glenview#1442 · 11,557 sh | 11,557 | $1.0M | 0.02% | 0.0% |
| 1443 | State of New Jersey Common Pension Fund D#1443 · 59,819 sh | 59,819 | $1.0M | <0.01% | New |
| 1444 | BOSTON FAMILY OFFICE#1444 · 15,488 sh | 15,488 | $1.0M | 0.06% | -4.6% |
| 1445 | Frontier Asset Management#1445 · 17,754 sh | 17,754 | $1.0M | 0.18% | -4.5% |
| 1446 | Oregon Pacific Wealth Management#1446 · 22,019 sh | 22,019 | $999.6K | — | -3.1% |
| 1447 | Prosperity Financial Group#1447 · 30,472 sh | 30,472 | $999.2K | 0.31% | +1.4% |
| 1448 | TFC Financial Management#1448 · 9,664 sh | 9,664 | $998.1K | — | +0.5% |
| 1449 | City Center Advisors#1449 · 18,285 sh | 18,285 | $995.9K | — | +6.4% |
| 1450 | GILPIN WEALTH MANAGEMENT#1450 · 44,147 sh | 44,147 | $995.2K | — | -1.8% |
| 1451 | American Capital Advisory#1451 · 15,295 sh | 15,295 | $992.5K | — | -0.9% |
| 1452 | Zurcher Kantonalbank (Zurich Cantonalbank)#1452 · 58,065 sh | 58,065 | $985.0K | <0.01% | -0.1% |
| 1453 | Atlas Brown#1453 · 9,665 sh | 9,665 | $983.2K | — | +0.7% |
| 1454 | Winch Advisory Services#1454 · 22,542 sh | 22,542 | $980.1K | 0.20% | +11.8% |
| 1455 | Brookwood Investment Group#1455 · 31,427 sh | 31,427 | $971.5K | 0.11% | -15.8% |
| 1456 | ASL Financial#1456 · 19,285 sh | 19,285 | $971.0K | — | -0.5% |
| 1457 | Safeguard Investment Advisory Group#1457 · 10,144 sh | 10,144 | $970.0K | 0.22% | -35.8% |
| 1458 | Investor's Fiduciary Advisor Network#1458 · 16,495 sh | 16,495 | $968.0K | 0.33% | -1.6% |
| 1459 | WMG Financial Advisors#1459 · 20,335 sh | 20,335 | $965.3K | — | +26.0% |
| 1460 | GWN SECURITIES#1460 · 13,191 sh | 13,191 | $964.0K | 0.16% | +114.7% |
| 1461 | Harpswell Capital Advisors#1461 · 10,000 sh | 10,000 | $963.2K | — | 0.0% |
| 1462 | Atom Investors#1462 · 56,857 sh | 56,857 | $963.2K | 0.09% | New |
| 1463 | Passive Capital Management#1463 · 13,032 sh | 13,032 | $961.9K | 0.30% | -20.5% |
| 1464 | FULCRUM WEALTH ADVISORS#1464 · 13,369 sh | 13,369 | $960.1K | — | -1.5% |
| 1465 | LUTS & GREENLEIGH GROUP#1465 · 13,233 sh | 13,233 | $959.3K | 0.73% | 0.0% |
| 1466 | GREENWOOD GEARHART#1466 · 10,010 sh | 10,010 | $957.2K | 0.04% | 0.0% |
| 1467 | RiverFront Investment Group#1467 · 15,469 sh | 15,469 | $956.2K | 0.01% | +32.9% |
| 1468 | SkyView Investment Advisors#1468 · 10,000 sh | 10,000 | $956.0K | 0.75% | -98.1% |
| 1469 | Sun Financial#1469 · 20,536 sh | 20,536 | $952.8K | 0.45% | -10.3% |
| 1470 | Walkner Condon Financial Advisors#1470 · 12,581 sh | 12,581 | $952.4K | 0.11% | +20.4% |
| 1471 | J2 Capital Management#1471 · 17,688 sh | 17,688 | $951.4K | — | New |
| 1472 | DSG Capital Advisors#1472 · 10,076 sh | 10,076 | $951.4K | 0.14% | 0.0% |
| 1473 | Bluesphere Advisors#1473 · 11,603 sh | 11,603 | $946.8K | — | -12.2% |
| 1474 | EJMK Ventures#1474 · 21,619 sh | 21,619 | $946.2K | — | -27.7% |
| 1475 | LOM Asset Management Ltd#1475 · 18,925 sh | 18,925 | $942.1K | 0.24% | +37.9% |
| 1476 | Symphony Financial, Ltd.#1476 · 21,555 sh | 21,555 | $941.7K | — | -17.7% |
| 1477 | MANGROVE PARTNERS IM#1477 · 55,585 sh | 55,585 | $941.6K | 0.06% | New |
| 1478 | Bulwark Capital#1478 · 9,846 sh | 9,846 | $941.5K | — | -4.6% |
| 1479 | CASTLEKEEP INVESTMENT ADVISORS#1479 · 24,155 sh | 24,155 | $939.2K | 0.47% | 0.0% |
| 1480 | LAZARD ASSET MANAGEMENT#1480 · 15,698 sh | 15,698 | $939.2K | <0.01% | -99.3% |
| 1481 | Core Wealth Partners#1481 · 14,730 sh | 14,730 | $934.0K | 0.40% | -10.1% |
| 1482 | Louisiana State Employees Retirement System#1482 · 55,100 sh | 55,100 | $933.4K | — | +8.0% |
| 1483 | Galvin, Gaustad & Stein#1483 · 13,921 sh | 13,921 | $932.8K | — | +3.1% |
| 1484 | DONALDSON CAPITAL MANAGEMENT#1484 · 9,677 sh | 9,677 | $930.0K | 0.03% | New |
| 1485 | Post Resch Tallon Group#1485 · 10,325 sh | 10,325 | $928.0K | — | -2.6% |
| 1486 | Argyle Capital Partners#1486 · 15,988 sh | 15,988 | $927.9K | — | +108.3% |
| 1487 | Gallagher Fiduciary Advisors#1487 · 21,963 sh | 21,963 | $926.8K | 0.03% | +8.5% |
| 1488 | Key Client Fiduciary Advisors#1488 · 8,671 sh | 8,671 | $924.9K | — | -3.4% |
| 1489 | AMARILLO NATIONAL BANK#1489 · 7,031 sh | 7,031 | $922.0K | — | -2.4% |
| 1490 | Atlas Private Wealth Advisors#1490 · 9,639 sh | 9,639 | $921.6K | — | -3.5% |
| 1491 | ATLas Financial Planning#1491 · 9,700 sh | 9,700 | $915.9K | 0.74% | 0.0% |
| 1492 | Forum Finance Group S.A.#1492 · 20,509 sh | 20,509 | $915.0K | 0.33% | +45.6% |
| 1493 | BENEDICT FINANCIAL ADVISORS#1493 · 9,515 sh | 9,515 | $914.8K | — | +0.3% |
| 1494 | Redwood Family Wealth#1494 · 10,990 sh | 10,990 | $914.4K | — | -0.8% |
| 1495 | HOURGLASS CAPITAL#1495 · 16,010 sh | 16,010 | $912.6K | — | 0.0% |
| 1496 | Perfromance Wealth Partners#1496 · 8,127 sh | 8,127 | $912.5K | 0.02% | 0.0% |
| 1497 | Prospect Financial Services#1497 · 5,235 sh | 5,235 | $908.4K | 0.46% | -61.1% |
| 1498 | Verity Asset Management#1498 · 21,204 sh | 21,204 | $907.1K | 0.34% | +1.3% |
| 1499 | PRELUDE CAPITAL MANAGEMENT#1499 · 18,000 sh | 18,000 | $906.3K | 0.07% | 0.0% |
| 1500 | POWER WEALTH MANAGEMENT#1500 · 16,749 sh | 16,749 | $906.3K | — | New |
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.