WisdomTree, Inc. (WT) — Institutional Holders, Q2 2026 (page 2)
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 101 to 200. 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 101–200 of 2,408
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | IHT Wealth Management#101 · 1,795,495 sh | 1,795,495 | $92.7M | 1.97% | -20.2% |
| 102 | Kestra Investment Management#102 · 1,682,210 sh | 1,682,210 | $90.5M | 1.75% | -12.2% |
| 103 | D.A. DAVIDSON#103 · 1,227,161 sh | 1,227,161 | $89.9M | — | +0.4% |
| 104 | Morton Capital Management#104 · 1,773,716 sh | 1,773,716 | $89.6M | — | +3.7% |
| 105 | INTEGRITY ALLIANCE#105 · 1,350,261 sh | 1,350,261 | $88.2M | 2.76% | +33.0% |
| 106 | RESOLUTE CAPITAL#106 · 986,161 sh | 986,161 | $86.1M | 29.72% | +3.3% |
| 107 | AXXCESS WEALTH MANAGEMENT#107 · 1,675,857 sh | 1,675,857 | $86.0M | — | +3590.7% |
| 108 | Bouchey Financial Group Ltd#108 · 895,952 sh | 895,952 | $85.6M | 5.53% | +1.2% |
| 109 | AlphaCore Capital#109 · 1,839,682 sh | 1,839,682 | $85.4M | 1.57% | -2.3% |
| 110 | Arkadios Wealth Advisors#110 · 1,427,255 sh | 1,427,255 | $84.7M | 1.28% | -1.2% |
| 111 | WILEY BROS.-AINTREE CAPITAL#111 · 1,615,236 sh | 1,615,236 | $81.8M | 0.34% | +6.7% |
| 112 | Global Retirement Partners#112 · 1,330,307 sh | 1,330,307 | $79.8M | 1.22% | — |
| 113 | IAG Wealth Partners#113 · 1,045,955 sh | 1,045,955 | $79.7M | 7.89% | -2.6% |
| 114 | DRIEHAUS CAPITAL MANAGEMENT#114 · 4,702,705 sh | 4,702,705 | $79.7M | 0.46% | +186.0% |
| 115 | Glassman Wealth Services#115 · 830,591 sh | 830,591 | $79.3M | 9.51% | +2.1% |
| 116 | LRI Investments#116 · 927,336 sh | 927,336 | $77.9M | 6.27% | -0.3% |
| 117 | Encompass More Asset Management#117 · 1,602,539 sh | 1,602,539 | $77.6M | — | +17.0% |
| 118 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#118 · 1,478,737 sh | 1,478,737 | $76.5M | <0.01% | -35.9% |
| 119 | HighPoint Advisor Group#119 · 923,833 sh | 923,833 | $75.8M | 2.67% | +6.5% |
| 120 | Concurrent Investment Advisors#120 · 1,121,910 sh | 1,121,910 | $75.7M | — | -1.0% |
| 121 | Stonebridge Wealth Management#121 · 1,298,796 sh | 1,298,796 | $74.8M | — | +1.9% |
| 122 | HOWARD FINANCIAL SERVICES, LTD.#122 · 781,141 sh | 781,141 | $74.7M | — | +108.1% |
| 123 | BEACON FINANCIAL GROUP#123 · 902,270 sh | 902,270 | $73.4M | — | -1.8% |
| 124 | CITADEL ADVISORS#124 · 1,595,111 sh | 1,595,111 | $73.1M | <0.01% | +66.0% |
| 125 | Cardinal Point Capital Management, ULC#125 · 1,442,577 sh | 1,442,577 | $72.6M | — | -2.6% |
| 126 | Stratos Wealth Partners, LTD.#126 · 929,379 sh | 929,379 | $72.3M | 0.73% | -10.3% |
| 127 | MAI Capital Management#127 · 1,038,285 sh | 1,038,285 | $71.8M | 0.27% | -5.9% |
| 128 | Mount Yale Investment Advisors#128 · 1,032,767 sh | 1,032,767 | $71.7M | 1.33% | +13.6% |
| 129 | COLUMBIA ADVISORY PARTNERS#129 · 1,048,997 sh | 1,048,997 | $71.2M | — | +2.9% |
| 130 | Capital Asset Advisory Services#130 · 1,372,236 sh | 1,372,236 | $69.9M | 2.53% | +5.1% |
| 131 | Ausdal Financial Partners#131 · 1,557,262 sh | 1,557,262 | $69.7M | 2.72% | +3.6% |
| 132 | BLAIR WILLIAM#132 · 1,135,257 sh | 1,135,257 | $69.1M | 0.18% | -1.4% |
| 133 | Western Wealth Management#133 · 983,378 sh | 983,378 | $68.7M | 2.25% | +19.9% |
| 134 | KEYBANK NATIONAL ASSOCIATION#134 · 1,374,053 sh | 1,374,053 | $68.5M | 0.23% | +6.3% |
| 135 | Cerity Partners#135 · 967,855 sh | 967,855 | $68.0M | 0.08% | -0.6% |
| 136 | Integrated Wealth Concepts#136 · 1,206,304 sh | 1,206,304 | $67.4M | 0.33% | +71.1% |
| 137 | Key FInancial#137 · 980,656 sh | 980,656 | $67.1M | 10.99% | -1.4% |
| 138 | FLAGSHIP HARBOR ADVISORS#138 · 1,032,795 sh | 1,032,795 | $67.0M | — | +87.9% |
| 139 | Modern Wealth Management#139 · 995,452 sh | 995,452 | $66.9M | 0.80% | +3.8% |
| 140 | M&T BANK#140 · 1,430,048 sh | 1,430,048 | $66.7M | 0.20% | +0.7% |
| 141 | Stonebridge Financial Group#141 · 1,185,454 sh | 1,185,454 | $66.6M | — | -4.4% |
| 142 | Spinnaker Investment Group#142 · 730,050 sh | 730,050 | $66.4M | — | +15.9% |
| 143 | Smartleaf Asset Management#143 · 1,068,427 sh | 1,068,427 | $66.4M | 2.16% | 0.0% |
| 144 | Hennion & Walsh Asset Management#144 · 1,433,747 sh | 1,433,747 | $66.2M | — | +7.7% |
| 145 | Intrua Financial#145 · 835,640 sh | 835,640 | $65.3M | 5.99% | -0.5% |
| 146 | IAM Advisory#146 · 669,827 sh | 669,827 | $64.1M | 12.50% | +0.7% |
| 147 | DIMENSIONAL FUND ADVISORS#147 · 3,754,933 sh | 3,754,933 | $63.6M | 0.01% | +3.6% |
| 148 | United Advisor Group#148 · 876,245 sh | 876,245 | $63.4M | 6.69% | +15.1% |
| 149 | Harel Insurance Investments & Financial Services Ltd.#149 · 569,475 sh | 569,475 | $63.2M | 0.31% | +109.5% |
| 150 | FIFTH THIRD BANCORP#150 · 945,585 sh | 945,585 | $62.9M | 0.10% | -44.2% |
| 151 | RMB Capital Management#151 · 981,878 sh | 981,878 | $62.6M | 0.97% | -17.1% |
| 152 | One Capital Management#152 · 970,807 sh | 970,807 | $61.8M | 1.72% | 0.0% |
| 153 | Merit Financial Group#153 · 1,069,070 sh | 1,069,070 | $60.7M | 0.37% | -18.4% |
| 154 | Waterway Wealth Management#154 · 693,643 sh | 693,643 | $60.4M | 12.33% | -3.4% |
| 155 | Fiduciary Planning#155 · 622,496 sh | 622,496 | $59.5M | — | +21.3% |
| 156 | TopTier Wealth Management#156 · 772,150 sh | 772,150 | $59.3M | — | -1.7% |
| 157 | Garrett Wealth Advisory Group#157 · 763,283 sh | 763,283 | $59.2M | — | +1.2% |
| 158 | Glen Eagle Advisors#158 · 706,835 sh | 706,835 | $59.2M | 7.47% | +4.4% |
| 159 | Melone Private Wealth#159 · 1,040,164 sh | 1,040,164 | $59.1M | — | -9.4% |
| 160 | OLD MISSION CAPITAL#160 · 1,210,239 sh | 1,210,239 | $58.5M | 0.93% | -24.0% |
| 161 | Alpine Bank Wealth Management#161 · 1,031,897 sh | 1,031,897 | $57.9M | — | -1.8% |
| 162 | IFP Advisors#162 · 755,486 sh | 755,486 | $57.4M | — | -4.1% |
| 163 | Mirae Asset Global Investments , Ltd.#163 · 346,400 sh | 346,400 | $57.2M | 0.08% | +1361.6% |
| 164 | REUTER JAMES WEALTH MANAGEMENT#164 · 1,133,549 sh | 1,133,549 | $57.1M | — | -2.7% |
| 165 | Foundations Investment Advisors#165 · 510,018 sh | 510,018 | $56.5M | 0.58% | +18.4% |
| 166 | Wealthspire Advisors#166 · 939,707 sh | 939,707 | $56.4M | 0.31% | -18.2% |
| 167 | Cascade Financial Partners#167 · 897,094 sh | 897,094 | $56.1M | 4.87% | +6.0% |
| 168 | Lee-Kelleher Wealth Management#168 · 766,400 sh | 766,400 | $55.9M | — | -0.2% |
| 169 | SK Wealth Management#169 · 926,016 sh | 926,016 | $55.9M | 12.59% | -22.6% |
| 170 | GEODE CAPITAL MANAGEMENT#170 · 3,290,623 sh | 3,290,623 | $55.8M | <0.01% | +15.5% |
| 171 | Falcon Wealth Planning#171 · 1,045,103 sh | 1,045,103 | $55.7M | 3.51% | +9.4% |
| 172 | POTOMAC FUND MANAGEMENT#172 · 450,600 sh | 450,600 | $55.5M | 1.40% | +183.5% |
| 173 | FIRST COMMUNITY NA#173 · 545,821 sh | 545,821 | $55.5M | — | +4000.8% |
| 174 | Robinhood Asset Management#174 · 317,194 sh | 317,194 | $55.0M | 2.94% | +18.1% |
| 175 | SKY-MOUNTAIN CAPITAL MANAGEMENT#175 · 1,090,104 sh | 1,090,104 | $54.9M | 39.32% | -14.3% |
| 176 | NATIONAL BANK OF CANADA#176 · 847,575 sh | 847,575 | $53.9M | 0.04% | +6.8% |
| 177 | BANK OF NOVA SCOTIA#177 · 1,198,400 sh | 1,198,400 | $52.7M | 0.08% | +597.3% |
| 178 | Vertex Planning Partners#178 · 917,440 sh | 917,440 | $51.5M | 7.65% | -10.1% |
| 179 | Duncan Williams Asset Management#179 · 548,808 sh | 548,808 | $51.4M | 11.58% | +4.8% |
| 180 | CONNABLE OFFICE#180 · 530,321 sh | 530,321 | $50.7M | 4.46% | +1.6% |
| 181 | Choice Wealth Advisors#181 · 730,058 sh | 730,058 | $50.3M | — | +2.1% |
| 182 | Grey Ledge Advisors#182 · 883,063 sh | 883,063 | $49.6M | 9.97% | +0.7% |
| 183 | IFG Advisory#183 · 694,572 sh | 694,572 | $48.5M | 1.70% | New |
| 184 | Sanchez Wealth Management Group#184 · 615,505 sh | 615,505 | $48.1M | 8.43% | -10.8% |
| 185 | Gladstone Institutional Advisory#185 · 739,364 sh | 739,364 | $47.9M | 1.51% | -4.6% |
| 186 | McGuire Investment Group#186 · 947,852 sh | 947,852 | $47.7M | — | +5.9% |
| 187 | CLG#187 · 529,430 sh | 529,430 | $47.6M | — | +22.8% |
| 188 | Lunt Capital Management#188 · 936,288 sh | 936,288 | $47.3M | 17.34% | +8.3% |
| 189 | Summit Financial#189 · 720,055 sh | 720,055 | $46.3M | 0.51% | +67.9% |
| 190 | Cresset Asset Management#190 · 837,554 sh | 837,554 | $46.0M | 0.17% | -5.4% |
| 191 | Professional Financial Advisors#191 · 840,257 sh | 840,257 | $45.8M | — | +3.9% |
| 192 | AQR CAPITAL MANAGEMENT#192 · 977,718 sh | 977,718 | $45.7M | 0.02% | -6.5% |
| 193 | Main Street Financial Solutions#193 · 554,873 sh | 554,873 | $45.4M | 2.91% | +0.1% |
| 194 | Etesian Wealth Advisors#194 · 716,408 sh | 716,408 | $45.4M | — | -5.3% |
| 195 | Simcoe Capital Management#195 · 2,674,045 sh | 2,674,045 | $45.3M | 8.25% | -42.7% |
| 196 | Belpointe Asset Management#196 · 585,152 sh | 585,152 | $45.2M | 1.48% | +5.1% |
| 197 | Avidian Wealth Solutions#197 · 631,023 sh | 631,023 | $44.8M | — | +0.1% |
| 198 | 626 Financial#198 · 462,822 sh | 462,822 | $44.4M | 17.31% | +4.3% |
| 199 | Carmel Capital Partners#199 · 874,714 sh | 874,714 | $44.0M | 14.52% | +51.6% |
| 200 | NBC SECURITIES#200 · 782,860 sh | 782,860 | $44.0M | — | +5.2% |
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.