WisdomTree, Inc. (WT) — Institutional Holders, Q2 2026 (page 20)
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 1,901 to 2,000. 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 1,901–2,000 of 2,408
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1901 | Summit Financial Wealth Advisors#1901 · 3,796 sh | 3,796 | $363.0K | — | 0.0% |
| 1902 | TritonPoint Partners#1902 · 3,789 sh | 3,789 | $362.3K | 0.03% | 0.0% |
| 1903 | BURNS J W#1903 · 3,750 sh | 3,750 | $361.2K | — | 0.0% |
| 1904 | FORONJY FINANCIAL#1904 · 6,893 sh | 6,893 | $361.1K | — | -1.3% |
| 1905 | STALEY CAPITAL ADVISERS#1905 · 3,744 sh | 3,744 | $360.6K | 0.01% | -32.4% |
| 1906 | Hedges Asset Management#1906 · 5,000 sh | 5,000 | $359.9K | 0.24% | — |
| 1907 | R Squared Ltd#1907 · 21,174 sh | 21,174 | $358.7K | 0.19% | -31.5% |
| 1908 | FWL INVESTMENT MANAGEMENT#1908 · 8,085 sh | 8,085 | $356.2K | 0.07% | +71.8% |
| 1909 | 5T Wealth#1909 · 7,768 sh | 7,768 | $355.9K | 0.13% | -1.7% |
| 1910 | Creekside Partners#1910 · 15,634 sh | 15,634 | $354.1K | 0.13% | 0.0% |
| 1911 | E-Wealth Partners#1911 · 5,152 sh | 5,152 | $353.9K | 0.26% | +1.3% |
| 1912 | ATLAS CAPITAL ADVISORS#1912 · 5,693 sh | 5,693 | $353.6K | 0.04% | +26.8% |
| 1913 | Regent Peak Wealth Advisors#1913 · 3,687 sh | 3,687 | $352.6K | — | 0.0% |
| 1914 | Vanguard Personalized Indexing Management#1914 · 20,796 sh | 20,796 | $352.3K | <0.01% | -13.0% |
| 1915 | Sun Group Wealth Partners#1915 · 3,676 sh | 3,676 | $351.5K | — | -8.8% |
| 1916 | Worth Financial Advisory Group#1916 · 6,201 sh | 6,201 | $350.5K | — | New |
| 1917 | Elgethun Capital Management#1917 · 6,495 sh | 6,495 | $349.4K | 0.05% | 0.0% |
| 1918 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#1918 · 20,529 sh | 20,529 | $348.0K | <0.01% | 0.0% |
| 1919 | PICTON MAHONEY ASSET MANAGEMENT#1919 · 20,510 sh | 20,510 | $347.4K | <0.01% | -88.4% |
| 1920 | WJ Financial Advisors#1920 · 1,999 sh | 1,999 | $346.9K | 0.25% | 0.0% |
| 1921 | Seven Springs Wealth Group#1921 · 3,600 sh | 3,600 | $346.8K | 0.08% | 0.0% |
| 1922 | ALTERNA WEALTH MANAGEMENT#1922 · 7,973 sh | 7,973 | $346.7K | — | 0.0% |
| 1923 | Pinnacle Bancorp#1923 · 7,007 sh | 7,007 | $346.0K | — | +7.7% |
| 1924 | Boyer Financial Services#1924 · 3,555 sh | 3,555 | $345.3K | — | New |
| 1925 | Rodgers & Associates, LTD#1925 · 3,585 sh | 3,585 | $345.3K | — | 0.0% |
| 1926 | VIRTUE ASSET MANAGEMENT#1926 · 1,984 sh | 1,984 | $344.3K | — | New |
| 1927 | CAPSTONE INVESTMENT ADVISORS#1927 · 1,983 sh | 1,983 | $344.1K | <0.01% | -94.0% |
| 1928 | Sterling Investment Counsel#1928 · 8,434 sh | 8,434 | $343.1K | — | 0.0% |
| 1929 | TFB Advisors#1929 · 3,370 sh | 3,370 | $342.8K | 0.15% | 0.0% |
| 1930 | Cosner Financial Group#1930 · 7,994 sh | 7,994 | $342.0K | 0.18% | -1.7% |
| 1931 | CHILTON INVESTMENT#1931 · 1,966 sh | 1,966 | $341.1K | <0.01% | 0.0% |
| 1932 | Clear Trail Advisors#1932 · 3,000 sh | 3,000 | $341.1K | — | 0.0% |
| 1933 | CURA WEALTH ADVISORS#1933 · 5,982 sh | 5,982 | $341.0K | 0.15% | 0.0% |
| 1934 | KFA Private Wealth Group#1934 · 6,300 sh | 6,300 | $340.9K | — | 0.0% |
| 1935 | SCS Capital Management#1935 · 1,964 sh | 1,964 | $340.8K | <0.01% | -46.9% |
| 1936 | CAPE COD FIVE CENTS SAVINGS BANK#1936 · 6,332 sh | 6,332 | $340.6K | 0.03% | — |
| 1937 | Sherman Asset Management#1937 · 7,166 sh | 7,166 | $340.2K | 0.26% | +327.8% |
| 1938 | Wolfstich Capital#1938 · 3,501 sh | 3,501 | $340.1K | — | -6.5% |
| 1939 | Veracity Capital#1939 · 3,526 sh | 3,526 | $337.1K | — | New |
| 1940 | Commonwealth Retirement Investments#1940 · 3,523 sh | 3,523 | $336.9K | — | -5.5% |
| 1941 | TWIN FOCUS CAPITAL PARTNERS#1941 · 3,518 sh | 3,518 | $336.4K | 0.03% | 0.0% |
| 1942 | VANGUARD ADVISERS#1942 · 4,805 sh | 4,805 | $336.1K | <0.01% | +0.6% |
| 1943 | Arlington Financial Advisors#1943 · 4,587 sh | 4,587 | $335.8K | — | -6.1% |
| 1944 | CogentBlue Wealth Advisors#1944 · 6,664 sh | 6,664 | $335.5K | — | New |
| 1945 | HHM Wealth Advisors#1945 · 4,757 sh | 4,757 | $333.8K | 0.03% | -2.8% |
| 1946 | Delta Investment Management#1946 · 23,287 sh | 23,287 | $333.0K | 0.05% | 0.0% |
| 1947 | ForthRight Wealth Management#1947 · 13,142 sh | 13,142 | $330.5K | 0.08% | New |
| 1948 | Guardian Asset Advisors#1948 · 6,561 sh | 6,561 | $330.4K | — | New |
| 1949 | Clarity Wealth Advisors#1949 · 3,429 sh | 3,429 | $330.3K | — | -2.7% |
| 1950 | NewCorp Financial Services#1950 · 5,808 sh | 5,808 | $328.3K | — | +0.2% |
| 1951 | Fox Hill Wealth Management#1951 · 6,899 sh | 6,899 | $327.5K | 0.13% | New |
| 1952 | ProShare Advisors#1952 · 19,327 sh | 19,327 | $327.4K | <0.01% | +0.8% |
| 1953 | Schrum Private Wealth Management#1953 · 2,900 sh | 2,900 | $327.2K | 0.34% | 0.0% |
| 1954 | Ranch Capital Advisors#1954 · 2,875 sh | 2,875 | $326.8K | 0.10% | +0.6% |
| 1955 | Capital Square#1955 · 9,586 sh | 9,586 | $324.6K | — | New |
| 1956 | Signature Equity Partners#1956 · 6,049 sh | 6,049 | $323.9K | 0.15% | +3.4% |
| 1957 | Allegheny Financial Group LTD#1957 · 3,468 sh | 3,468 | $323.4K | 0.03% | +0.5% |
| 1958 | Covestor Ltd#1958 · 6,347 sh | 6,347 | $323.0K | 0.19% | +1.0% |
| 1959 | ARKANSAS FINANCIAL GROUP#1959 · 11,231 sh | 11,231 | $322.3K | — | -5.8% |
| 1960 | FF Advisors#1960 · 4,980 sh | 4,980 | $322.3K | — | 0.0% |
| 1961 | Everhart Financial Group#1961 · 3,364 sh | 3,364 | $321.7K | — | +20.0% |
| 1962 | Trexquant Investment#1962 · 9,998 sh | 9,998 | $320.5K | <0.01% | -15.0% |
| 1963 | MRA Advisory Group#1963 · 6,709 sh | 6,709 | $318.5K | — | +40.2% |
| 1964 | Kapstone Financial Advisors#1964 · 3,412 sh | 3,412 | $318.2K | 0.13% | -2.5% |
| 1965 | Obermeyer Wealth Partners#1965 · 3,286 sh | 3,286 | $316.5K | — | 0.0% |
| 1966 | LightSquare Wealth Management#1966 · 3,296 sh | 3,296 | $315.1K | 0.22% | +0.2% |
| 1967 | Coquina Private Wealth#1967 · 5,564 sh | 5,564 | $314.5K | — | +0.1% |
| 1968 | J HAGAN CAPITAL#1968 · 5,137 sh | 5,137 | $313.8K | 0.15% | +23.6% |
| 1969 | Heartwood Wealth Advisors#1969 · 3,277 sh | 3,277 | $313.3K | — | 0.0% |
| 1970 | Quadrant Private Wealth Management#1970 · 3,727 sh | 3,727 | $312.3K | 0.07% | -12.3% |
| 1971 | Seed Wealth Management#1971 · 4,800 sh | 4,800 | $310.6K | — | 0.0% |
| 1972 | Boreal Capital Management#1972 · 0 sh | 0 | $310.1K | 0.23% | -100.0% |
| 1973 | Maryland State Retirement & Pension System#1973 · 18,264 sh | 18,264 | $309.4K | <0.01% | +10.1% |
| 1974 | Third View Private Wealth#1974 · 3,234 sh | 3,234 | $309.2K | 0.04% | -2.6% |
| 1975 | PRAXIS INVESTMENT MANAGEMENT#1975 · 18,255 sh | 18,255 | $309.0K | 0.02% | 0.0% |
| 1976 | Birch Hill Investment Advisors#1976 · 3,200 sh | 3,200 | $308.2K | — | 0.0% |
| 1977 | James T. Borello RIA#1977 · 5,039 sh | 5,039 | $307.8K | — | 0.0% |
| 1978 | Coastline#1978 · 3,438 sh | 3,438 | $307.2K | — | -3.3% |
| 1979 | Stonebrook Private#1979 · 3,186 sh | 3,186 | $306.9K | 0.06% | +0.1% |
| 1980 | Caitlin John#1980 · 11,711 sh | 11,711 | $305.8K | 0.17% | -0.3% |
| 1981 | Hubbell Strickland Wealth Management#1981 · 4,108 sh | 4,108 | $305.5K | 0.11% | +1.4% |
| 1982 | IMC-Chicago#1982 · 5,146 sh | 5,146 | $305.4K | <0.01% | +12.4% |
| 1983 | Weinberger Asset Management#1983 · 5,260 sh | 5,260 | $302.6K | — | -2.8% |
| 1984 | WOLFF WIESE MAGANA#1984 · 4,728 sh | 4,728 | $301.5K | — | +2.2% |
| 1985 | Stanich Group#1985 · 3,973 sh | 3,973 | $301.1K | — | -1.7% |
| 1986 | Cottage Street Advisors#1986 · 5,326 sh | 5,326 | $301.0K | — | 0.0% |
| 1987 | BARTLETT & WEALTH MANAGEMENT#1987 · 5,943 sh | 5,943 | $300.8K | <0.01% | +4.9% |
| 1988 | LAKE STREET PRIVATE WEALTH#1988 · 3,122 sh | 3,122 | $300.8K | — | -4.1% |
| 1989 | Dakota Wealth Management#1989 · 7,393 sh | 7,393 | $300.7K | <0.01% | -14.6% |
| 1990 | FORM Wealth Advisors#1990 · 6,890 sh | 6,890 | $299.6K | — | +1.1% |
| 1991 | KANAWHA CAPITAL MANAGEMENT#1991 · 1,725 sh | 1,725 | $299.3K | — | 0.0% |
| 1992 | Bath Savings#1992 · 3,121 sh | 3,121 | $298.4K | — | New |
| 1993 | BFSG#1993 · 5,681 sh | 5,681 | $298.3K | 0.03% | -5.0% |
| 1994 | Fingerlakes Wealth Management#1994 · 2,268 sh | 2,268 | $297.4K | 0.16% | +0.4% |
| 1995 | PEDDOCK CAPITAL ADVISORS#1995 · 6,255 sh | 6,255 | $296.9K | — | New |
| 1996 | Gerber Kawasaki Wealth & Investment Management#1996 · 3,078 sh | 3,078 | $296.5K | <0.01% | +0.5% |
| 1997 | Beaumont Asset Management, L.L.C.#1997 · 7,806 sh | 7,806 | $295.1K | — | New |
| 1998 | Fort Sheridan Advisors#1998 · 1,700 sh | 1,700 | $295.0K | 0.03% | 0.0% |
| 1999 | Fusion Capital#1999 · 3,062 sh | 3,062 | $294.9K | 0.07% | 0.0% |
| 2000 | Drucker Wealth 3.0#2000 · 3,064 sh | 3,064 | $293.0K | 0.05% | -8.2% |
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.