WisdomTree, Inc. (WT) — Institutional Holders, Q2 2026 (page 19)
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 1,801 to 1,900. 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 1,801–1,900 of 2,408
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1801 | Willis Investment Counsel#1801 · 4,891 sh | 4,891 | $456.1K | — | 0.0% |
| 1802 | Collar Capital Management#1802 · 11,193 sh | 11,193 | $455.3K | — | 0.0% |
| 1803 | Maltin Wealth Management#1803 · 4,001 sh | 4,001 | $454.8K | — | +0.9% |
| 1804 | Choate Investment Advisors#1804 · 4,710 sh | 4,710 | $453.7K | <0.01% | 0.0% |
| 1805 | Alessandra Capital Management#1805 · 11,306 sh | 11,306 | $453.3K | 0.32% | -3.0% |
| 1806 | Financial Perspectives#1806 · 6,254 sh | 6,254 | $452.9K | 0.11% | +1.6% |
| 1807 | Chokshi & Queen Wealth Advisors#1807 · 4,723 sh | 4,723 | $451.6K | 0.21% | -60.6% |
| 1808 | CARDIFF PARK ADVISORS#1808 · 4,823 sh | 4,823 | $451.5K | 0.04% | -64.4% |
| 1809 | EPG Wealth Management#1809 · 9,591 sh | 9,591 | $451.2K | 0.11% | +59.3% |
| 1810 | Asset Advisory Group#1810 · 4,818 sh | 4,818 | $449.2K | — | 0.0% |
| 1811 | Williams & Novak#1811 · 5,353 sh | 5,353 | $448.5K | — | 0.0% |
| 1812 | RS CRUM#1812 · 3,415 sh | 3,415 | $447.8K | — | 0.0% |
| 1813 | BYRNE FINANCIAL FREEDOM#1813 · 2,574 sh | 2,574 | $446.7K | 0.17% | -7.8% |
| 1814 | Accredited Investors#1814 · 8,056 sh | 8,056 | $445.8K | 0.02% | +36.4% |
| 1815 | Gradient Capital Advisors#1815 · 4,774 sh | 4,774 | $445.2K | — | -0.9% |
| 1816 | Kovitz Investment Group Partners#1816 · 4,614 sh | 4,614 | $444.5K | <0.01% | +0.5% |
| 1817 | Acumen Wealth Advisors#1817 · 8,565 sh | 8,565 | $443.6K | 0.09% | -58.3% |
| 1818 | Triumph Capital Management#1818 · 8,062 sh | 8,062 | $443.5K | — | +1.8% |
| 1819 | YANKCOM Partnership#1819 · 8,400 sh | 8,400 | $440.0K | — | 0.0% |
| 1820 | PINEBRIDGE INVESTMENTS#1820 · 13,725 sh | 13,725 | $440.0K | <0.01% | New |
| 1821 | Gibbs Wealth Management#1821 · 8,128 sh | 8,128 | $439.8K | — | New |
| 1822 | O'Brien Greene#1822 · 4,322 sh | 4,322 | $439.6K | 0.12% | 0.0% |
| 1823 | Bragg Financial Advisors#1823 · 5,784 sh | 5,784 | $438.3K | 0.01% | 0.0% |
| 1824 | Cornerstone Capital#1824 · 4,162 sh | 4,162 | $438.3K | 0.04% | -4.6% |
| 1825 | First Nebraska#1825 · 4,665 sh | 4,665 | $435.0K | 0.04% | 0.0% |
| 1826 | HALL CAPITAL MANAGEMENT#1826 · 4,543 sh | 4,543 | $434.4K | 0.14% | 0.0% |
| 1827 | Penobscot Investment Management Company#1827 · 2,500 sh | 2,500 | $433.8K | — | 0.0% |
| 1828 | Hardin Capital Partners#1828 · 5,159 sh | 5,159 | $432.4K | — | +0.4% |
| 1829 | Purkiss Capital Advisors#1829 · 2,487 sh | 2,487 | $431.5K | 0.16% | -11.6% |
| 1830 | American Institute for Advanced Investment Management, LLP#1830 · 2,474 sh | 2,474 | $429.3K | 0.25% | -4.8% |
| 1831 | Bridgelight Financial Advisors#1831 · 5,659 sh | 5,659 | $428.8K | — | +0.3% |
| 1832 | Crewe Advisors#1832 · 9,658 sh | 9,658 | $428.8K | 0.03% | 0.0% |
| 1833 | Willow Creek Wealth Management#1833 · 4,386 sh | 4,386 | $422.5K | — | — |
| 1834 | Triangle Securities Wealth Management#1834 · 4,405 sh | 4,405 | $421.2K | — | 0.0% |
| 1835 | Gallacher Capital Management#1835 · 4,387 sh | 4,387 | $419.5K | 0.24% | 0.0% |
| 1836 | PKS Advisory Services#1836 · 9,790 sh | 9,790 | $418.7K | — | -61.2% |
| 1837 | Wood Tarver Financial Group#1837 · 4,488 sh | 4,488 | $418.0K | 0.10% | 0.0% |
| 1838 | FINANCIAL CONSULATE#1838 · 7,540 sh | 7,540 | $412.4K | — | +75.1% |
| 1839 | SAPIENT CAPITAL#1839 · 2,375 sh | 2,375 | $412.1K | — | 0.0% |
| 1840 | VISIONARY HORIZONS#1840 · 7,645 sh | 7,645 | $411.2K | — | -2.5% |
| 1841 | HOLDERNESS INVESTMENTS#1841 · 7,214 sh | 7,214 | $411.2K | 0.07% | +1.3% |
| 1842 | Legacy Advisors#1842 · 6,225 sh | 6,225 | $411.0K | — | 0.0% |
| 1843 | Elo Mutual Pension Insurance#1843 · 24,238 sh | 24,238 | $410.6K | <0.01% | New |
| 1844 | RMR Capital Management#1844 · 4,400 sh | 4,400 | $410.3K | — | 0.0% |
| 1845 | TOBAM#1845 · 24,192 sh | 24,192 | $410.0K | 0.10% | -1.9% |
| 1846 | Tilson Financial Group#1846 · 3,602 sh | 3,602 | $409.4K | 0.11% | +0.8% |
| 1847 | ALETHEA CAPITAL MANAGEMENT#1847 · 7,165 sh | 7,165 | $408.4K | 0.17% | -3.6% |
| 1848 | ARVEST INVESTMENTS#1848 · 4,377 sh | 4,377 | $408.2K | — | -2.1% |
| 1849 | Next Capital Management#1849 · 2,350 sh | 2,350 | $407.8K | 0.11% | 0.0% |
| 1850 | Tactive Advisors#1850 · 12,432 sh | 12,432 | $407.7K | — | +30.8% |
| 1851 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#1851 · 10,000 sh | 10,000 | $406.8K | — | New |
| 1852 | SOMERVILLE KURT F#1852 · 4,250 sh | 4,250 | $406.4K | 0.10% | 0.0% |
| 1853 | Heritage Wealth Advisors#1853 · 4,235 sh | 4,235 | $404.9K | 0.01% | +0.1% |
| 1854 | International Private Wealth Advisors#1854 · 4,333 sh | 4,333 | $404.0K | 0.21% | -3.9% |
| 1855 | Reliant Investment Partners#1855 · 7,137 sh | 7,137 | $403.4K | 0.27% | -0.4% |
| 1856 | MRWM Advisors#1856 · 8,005 sh | 8,005 | $403.1K | 0.17% | -4.7% |
| 1857 | Elevate Capital Advisors#1857 · 11,055 sh | 11,055 | $400.4K | 0.22% | New |
| 1858 | Coastwise Capital Group#1858 · 7,441 sh | 7,441 | $400.2K | 0.23% | +0.8% |
| 1859 | Verus Financial Partners#1859 · 3,918 sh | 3,918 | $398.5K | 0.03% | 0.0% |
| 1860 | SpringVest Wealth Management#1860 · 4,125 sh | 4,125 | $397.3K | — | 0.0% |
| 1861 | Syntegra Private Wealth Group#1861 · 17,462 sh | 17,462 | $394.8K | — | 0.0% |
| 1862 | Aspen Grove Capital#1862 · 3,000 sh | 3,000 | $393.4K | 0.06% | 0.0% |
| 1863 | Altrius Capital Management#1863 · 5,289 sh | 5,289 | $393.3K | 0.07% | -1.6% |
| 1864 | Stone House Investment Management#1864 · 5,387 sh | 5,387 | $392.0K | — | 0.0% |
| 1865 | Whalen Wealth Management#1865 · 7,779 sh | 7,779 | $391.7K | — | -85.4% |
| 1866 | Allied Private Wealth#1866 · 5,287 sh | 5,287 | $389.6K | 0.25% | — |
| 1867 | Iron Financial#1867 · 4,071 sh | 4,071 | $389.3K | — | -13.9% |
| 1868 | VeraBank, N.A.#1868 · 4,056 sh | 4,056 | $387.8K | 0.06% | -26.1% |
| 1869 | MOODY LYNN & LIEBERSON#1869 · 9,052 sh | 9,052 | $387.2K | — | 0.0% |
| 1870 | Annex Advisory Services#1870 · 7,685 sh | 7,685 | $387.0K | — | -41.5% |
| 1871 | Treasure Coast Financial Planning#1871 · 13,473 sh | 13,473 | $386.7K | 0.19% | 0.0% |
| 1872 | WESTWOOD GROUP#1872 · 4,968 sh | 4,968 | $386.5K | <0.01% | 0.0% |
| 1873 | Triasima Portfolio Management#1873 · 5,970 sh | 5,970 | $386.3K | — | 0.0% |
| 1874 | Code Waechter#1874 · 4,000 sh | 4,000 | $385.3K | — | 0.0% |
| 1875 | River Street Advisors#1875 · 8,142 sh | 8,142 | $385.2K | — | New |
| 1876 | DF DENT#1876 · 9,000 sh | 9,000 | $385.0K | <0.01% | New |
| 1877 | HARBOUR INVESTMENT MANAGEMENT#1877 · 8,950 sh | 8,950 | $382.9K | 0.20% | -2.6% |
| 1878 | Magnetar Financial#1878 · 22,584 sh | 22,584 | $382.6K | <0.01% | +66.8% |
| 1879 | Parker Investment Management#1879 · 2,200 sh | 2,200 | $381.7K | 0.03% | 0.0% |
| 1880 | LGL PARTNERS#1880 · 2,909 sh | 2,909 | $381.4K | 0.14% | -1.0% |
| 1881 | Kendall Capital Management#1881 · 4,080 sh | 4,080 | $380.4K | — | 0.0% |
| 1882 | Blue Zone Wealth Advisors#1882 · 8,882 sh | 8,882 | $380.0K | — | 0.0% |
| 1883 | Mullooly Asset Management#1883 · 3,341 sh | 3,341 | $379.8K | 0.12% | +0.9% |
| 1884 | SCHNIEDERS CAPITAL MANAGEMENT#1884 · 3,340 sh | 3,340 | $379.7K | 0.05% | 0.0% |
| 1885 | Continuum Advisory#1885 · 7,818 sh | 7,818 | $379.4K | 0.03% | New |
| 1886 | QTR Family Wealth#1886 · 7,238 sh | 7,238 | $379.1K | 0.13% | +0.4% |
| 1887 | American Money Management#1887 · 8,199 sh | 8,199 | $378.6K | 0.05% | -5.2% |
| 1888 | STUDIO INVESTMENT MANAGEMENT#1888 · 3,907 sh | 3,907 | $376.3K | — | +19.3% |
| 1889 | JMG Financial Group, Ltd.#1889 · 3,902 sh | 3,902 | $375.9K | <0.01% | New |
| 1890 | Finley Financial#1890 · 6,580 sh | 6,580 | $375.1K | 0.15% | 0.0% |
| 1891 | Pictet Asset Management Holding SA#1891 · 21,947 sh | 21,947 | $371.8K | <0.01% | 0.0% |
| 1892 | Clearstead#1892 · 4,106 sh | 4,106 | $369.6K | 0.05% | -3.5% |
| 1893 | Front Row Advisors#1893 · 5,856 sh | 5,856 | $368.6K | 0.11% | +6.8% |
| 1894 | BAR HARBOR WEALTH MANAGEMENT#1894 · 4,723 sh | 4,723 | $367.4K | — | 0.0% |
| 1895 | RDA Financial Network#1895 · 6,440 sh | 6,440 | $367.1K | — | 0.0% |
| 1896 | Diversified#1896 · 8,560 sh | 8,560 | $366.2K | <0.01% | 0.0% |
| 1897 | THURSTON, SPRINGER, MILLER, HERD & TITAK#1897 · 4,420 sh | 4,420 | $365.3K | — | 0.0% |
| 1898 | Prasad Wealth Partners#1898 · 3,807 sh | 3,807 | $364.0K | 0.09% | +0.2% |
| 1899 | Net Worth Advisory Group#1899 · 12,675 sh | 12,675 | $363.8K | — | -1.1% |
| 1900 | Caldwell#1900 · 8,064 sh | 8,064 | $363.7K | 0.03% | -2.5% |
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.