WisdomTree, Inc. (WT) — Institutional Holders, Q2 2026 (page 16)
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 1,501 to 1,600. 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 1,501–1,600 of 2,408
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1501 | Mayfair Advisory Group#1501 · 9,491 sh | 9,491 | $905.8K | — | -5.1% |
| 1502 | DARK FOREST CAPITAL MANAGEMENT#1502 · 53,431 sh | 53,431 | $905.1K | 0.06% | +16.9% |
| 1503 | Thrive Capital Management#1503 · 12,348 sh | 12,348 | $904.0K | — | +0.5% |
| 1504 | DV Trading#1504 · 5,200 sh | 5,200 | $902.3K | 0.03% | New |
| 1505 | Selby Wealth Management#1505 · 15,959 sh | 15,959 | $902.0K | — | -8.6% |
| 1506 | OxenFree Capital#1506 · 9,513 sh | 9,513 | $899.1K | — | -1.5% |
| 1507 | J.M. Arbour#1507 · 5,169 sh | 5,169 | $896.8K | 0.77% | -0.2% |
| 1508 | Solstein Capital#1508 · 18,846 sh | 18,846 | $894.7K | 0.31% | New |
| 1509 | High Net Worth Advisory Group#1509 · 9,240 sh | 9,240 | $890.0K | — | -14.8% |
| 1510 | Root Financial Partners#1510 · 14,939 sh | 14,939 | $889.4K | — | -35.2% |
| 1511 | Bruce G. Allen Investments#1511 · 10,580 sh | 10,580 | $886.5K | 0.56% | -17.0% |
| 1512 | NORTHCAPE WEALTH MANAGEMENT#1512 · 16,474 sh | 16,474 | $886.1K | 0.23% | -0.5% |
| 1513 | Milestone Asset Management Group#1513 · 15,662 sh | 15,662 | $885.2K | — | +4.3% |
| 1514 | Everest Management#1514 · 13,581 sh | 13,581 | $878.8K | 0.33% | +5.4% |
| 1515 | SUMITOMO MITSUI FINANCIAL GROUP#1515 · 27,378 sh | 27,378 | $877.6K | 0.02% | -18.0% |
| 1516 | Fearless Solutions, dba Best Invest#1516 · 16,251 sh | 16,251 | $874.1K | — | 0.0% |
| 1517 | JGP Wealth Management#1517 · 27,167 sh | 27,167 | $870.3K | — | +9.3% |
| 1518 | Paragon Capital Management Ltd#1518 · 13,457 sh | 13,457 | $870.2K | — | -46.8% |
| 1519 | Rockingstone Advisors#1519 · 17,765 sh | 17,765 | $869.5K | — | 0.0% |
| 1520 | Ally Invest Advisors#1520 · 18,749 sh | 18,749 | $866.8K | 0.05% | +10.5% |
| 1521 | Versant Capital Management#1521 · 18,761 sh | 18,761 | $859.8K | — | +58.0% |
| 1522 | Northern Financial Advisors#1522 · 16,555 sh | 16,555 | $859.0K | 0.57% | +302.0% |
| 1523 | Robinswood Financial#1523 · 10,232 sh | 10,232 | $857.4K | — | +0.2% |
| 1524 | KRAEMATON INVESTMENT ADVISORS#1524 · 15,913 sh | 15,913 | $856.0K | 0.64% | -2.9% |
| 1525 | BRANDYWINE OAK PRIVATE WEALTH#1525 · 15,883 sh | 15,883 | $854.3K | — | 0.0% |
| 1526 | Vanguard Global Advisers#1526 · 50,406 sh | 50,406 | $853.9K | <0.01% | +8.5% |
| 1527 | Henderson Brothers Financial Partners#1527 · 8,877 sh | 8,877 | $852.9K | 0.40% | -49.3% |
| 1528 | KAVAR CAPITAL PARTNERS GROUP#1528 · 17,557 sh | 17,557 | $849.0K | 0.10% | 0.0% |
| 1529 | EFG International AG#1529 · 8,254 sh | 8,254 | $846.2K | 0.02% | +7.2% |
| 1530 | STEEL GROVE CAPITAL ADVISORS#1530 · 15,665 sh | 15,665 | $842.6K | — | +1.1% |
| 1531 | Aurora Private Wealth#1531 · 11,080 sh | 11,080 | $840.0K | — | +0.6% |
| 1532 | FOCUSED ALPHA#1532 · 8,761 sh | 8,761 | $837.7K | — | +0.3% |
| 1533 | Sunbeam Capital Management#1533 · 15,502 sh | 15,502 | $833.8K | 0.38% | New |
| 1534 | Diversified Enterprises#1534 · 18,127 sh | 18,127 | $833.6K | — | 0.0% |
| 1535 | WEALTH ALLIANCE#1535 · 15,495 sh | 15,495 | $833.5K | 0.07% | +48.1% |
| 1536 | Truvestments Capital#1536 · 14,766 sh | 14,766 | $833.3K | 0.12% | -1.8% |
| 1537 | Weaver Consulting Group#1537 · 11,232 sh | 11,232 | $830.1K | — | -33.6% |
| 1538 | United Community Bank#1538 · 9,652 sh | 9,652 | $828.8K | — | -3.5% |
| 1539 | Accurate Wealth Management#1539 · 13,950 sh | 13,950 | $826.7K | — | -43.3% |
| 1540 | AMERIFLEX GROUP#1540 · 14,190 sh | 14,190 | $826.0K | 0.34% | -19.5% |
| 1541 | Laird Norton Wetherby Company#1541 · 8,558 sh | 8,558 | $824.3K | 0.02% | 0.0% |
| 1542 | Joseph P. Lucia & Associates#1542 · 22,699 sh | 22,699 | $822.3K | 0.25% | -6.2% |
| 1543 | Round Rock Advisors#1543 · 28,786 sh | 28,786 | $813.4K | 0.10% | +19.8% |
| 1544 | Valor Advisors#1544 · 4,673 sh | 4,673 | $810.9K | 0.60% | -12.2% |
| 1545 | NEW YORK STATE COMMON RETIREMENT FUND#1545 · 47,864 sh | 47,864 | $810.8K | <0.01% | +25.1% |
| 1546 | MONTAG A & ASSOCIATES#1546 · 8,654 sh | 8,654 | $806.9K | 0.03% | 0.0% |
| 1547 | KANE INVESTMENT MANAGEMENT#1547 · 5,655 sh | 5,655 | $806.6K | 0.34% | +76.7% |
| 1548 | Alteri Wealth#1548 · 16,994 sh | 16,994 | $804.7K | 0.22% | +79.2% |
| 1549 | Orgel Wealth Management#1549 · 17,726 sh | 17,726 | $803.6K | — | +76.7% |
| 1550 | Virtu Financial#1550 · 22,372 sh | 22,372 | $797.0K | 0.03% | +157.6% |
| 1551 | Brightwater Advisory#1551 · 10,814 sh | 10,814 | $791.7K | 0.50% | -4.2% |
| 1552 | LBJ Family Wealth Advisors, Ltd.#1552 · 10,471 sh | 10,471 | $790.0K | — | +0.2% |
| 1553 | Relyea Zuckerberg Hanson#1553 · 7,996 sh | 7,996 | $787.0K | — | 0.0% |
| 1554 | Plante Moran Financial Advisors#1554 · 12,053 sh | 12,053 | $784.0K | 0.04% | +86.2% |
| 1555 | ROBERTS GLORE#1555 · 9,358 sh | 9,358 | $783.6K | 0.19% | -1.0% |
| 1556 | Ifrah Financial Services#1556 · 8,936 sh | 8,936 | $782.2K | — | +40.4% |
| 1557 | Ballew Advisors#1557 · 7,547 sh | 7,547 | $778.4K | — | New |
| 1558 | Redwood Financial Network#1558 · 9,384 sh | 9,384 | $778.0K | 0.43% | -9.8% |
| 1559 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP#1559 · 18,106 sh | 18,106 | $777.1K | — | -9.8% |
| 1560 | Quotient Wealth Partners#1560 · 13,119 sh | 13,119 | $774.7K | 0.02% | -0.8% |
| 1561 | ROMAN BUTLER FULLERTON#1561 · 32,463 sh | 32,463 | $771.3K | — | +1.8% |
| 1562 | PlanVest Financial#1562 · 14,012 sh | 14,012 | $770.4K | 0.51% | -7.2% |
| 1563 | Longview Financial Advisors#1563 · 9,320 sh | 9,320 | $768.6K | 0.38% | -3.7% |
| 1564 | Archer Investment#1564 · 14,781 sh | 14,781 | $765.7K | 0.15% | +3.8% |
| 1565 | Sandy Cove Advisors#1565 · 6,697 sh | 6,697 | $760.9K | 0.19% | +34.7% |
| 1566 | Hilltop National Bank#1566 · 24,556 sh | 24,556 | $751.5K | — | 0.0% |
| 1567 | D'Orazio & Associates#1567 · 15,380 sh | 15,380 | $751.2K | 0.09% | 0.0% |
| 1568 | Matisse Capital#1568 · 11,518 sh | 11,518 | $745.3K | 0.30% | 0.0% |
| 1569 | Advance Capital Management#1569 · 7,791 sh | 7,791 | $745.0K | 0.02% | -28.0% |
| 1570 | Blake Schutter Theil Wealth Advisors#1570 · 7,790 sh | 7,790 | $744.9K | 0.50% | 0.0% |
| 1571 | SIGNATUREFD#1571 · 12,167 sh | 12,167 | $743.9K | — | -3.0% |
| 1572 | Waldron Private Wealth#1572 · 15,621 sh | 15,621 | $741.5K | 0.03% | 0.0% |
| 1573 | First PREMIER Bank#1573 · 14,942 sh | 14,942 | $741.0K | — | -12.3% |
| 1574 | Live Oak Investment Partners#1574 · 7,685 sh | 7,685 | $740.2K | — | +4.4% |
| 1575 | CARLSON FINANCIAL#1575 · 18,564 sh | 18,564 | $738.6K | 0.38% | +125.9% |
| 1576 | Clear Harbor Asset Management#1576 · 7,469 sh | 7,469 | $737.8K | 0.05% | -1.7% |
| 1577 | Regatta Research & Money Management#1577 · 9,395 sh | 9,395 | $733.7K | 0.69% | — |
| 1578 | ERn Financial#1578 · 13,595 sh | 13,595 | $731.3K | — | -2.2% |
| 1579 | JENNISON ASSOCIATES#1579 · 43,143 sh | 43,143 | $730.8K | <0.01% | +286.9% |
| 1580 | Headlands Technologies#1580 · 7,622 sh | 7,622 | $728.8K | 0.08% | New |
| 1581 | Unison Asset Management#1581 · 4,200 sh | 4,200 | $728.8K | 0.30% | 0.0% |
| 1582 | Cornerstone Financial Group#1582 · 7,800 sh | 7,800 | $727.3K | 0.45% | 0.0% |
| 1583 | ATX Financial Planning#1583 · 7,513 sh | 7,513 | $718.4K | — | -12.3% |
| 1584 | Lutz Financial Services#1584 · 7,456 sh | 7,456 | $718.2K | 0.04% | 0.0% |
| 1585 | MWA Asset Management#1585 · 8,980 sh | 8,980 | $717.9K | 0.32% | -29.4% |
| 1586 | MEANS INVESTMENT#1586 · 10,572 sh | 10,572 | $716.7K | 0.05% | -3.1% |
| 1587 | GUGGENHEIM CAPITAL#1587 · 30,914 sh | 30,914 | $716.4K | <0.01% | +223.3% |
| 1588 | Maxele Advisors#1588 · 4,125 sh | 4,125 | $715.8K | 0.50% | — |
| 1589 | Calamos Wealth Management#1589 · 469,000 sh | 469,000 | $714.4K | 0.02% | +4.2% |
| 1590 | Fortis Capital Advisors#1590 · 14,168 sh | 14,168 | $713.4K | 0.08% | -5.7% |
| 1591 | Magnus Financial Group#1591 · 14,166 sh | 14,166 | $713.3K | — | -27.4% |
| 1592 | LEUCADIA NATIONAL#1592 · 29,126 sh | 29,126 | $711.1K | <0.01% | +436.0% |
| 1593 | Windward Private Wealth Management#1593 · 8,478 sh | 8,478 | $710.4K | 0.23% | -11.5% |
| 1594 | D.B. Root & Company#1594 · 13,120 sh | 13,120 | $709.9K | 0.15% | 0.0% |
| 1595 | MLP3#1595 · 5,997 sh | 5,997 | $708.6K | — | -11.6% |
| 1596 | FIDELITY D & D BANCORP#1596 · 7,362 sh | 7,362 | $704.0K | 0.24% | 0.0% |
| 1597 | Collaborative Fund Advisors#1597 · 10,862 sh | 10,862 | $702.9K | 0.41% | New |
| 1598 | NDWM#1598 · 11,849 sh | 11,849 | $699.7K | 0.41% | -0.8% |
| 1599 | WINEBRENNER CAPITAL MANAGEMENT#1599 · 13,858 sh | 13,858 | $697.8K | — | -2.3% |
| 1600 | Ironwood Investment Counsel#1600 · 12,338 sh | 12,338 | $697.4K | 0.09% | 0.0% |
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.