WisdomTree, Inc. (WT) — Institutional Holders, Q2 2026 (page 21)
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 2,001 to 2,100. 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 2,001–2,100 of 2,408
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2001 | Norris Financial Group#2001 · 5,379 sh | 5,379 | $289.3K | 0.12% | -5.7% |
| 2002 | Richardson Capital Management#2002 · 2,543 sh | 2,543 | $289.1K | — | 0.0% |
| 2003 | Cypress Wealth Services#2003 · 5,724 sh | 5,724 | $288.2K | — | -49.3% |
| 2004 | MAINSAIL ASSET MANAGEMENT#2004 · 5,697 sh | 5,697 | $287.5K | — | +39.4% |
| 2005 | Pictet North America Advisors SA#2005 · 3,000 sh | 3,000 | $286.9K | — | -17.7% |
| 2006 | BCGM Wealth Management#2006 · 5,068 sh | 5,068 | $286.5K | 0.06% | -30.9% |
| 2007 | AGF MANAGEMENT LTD#2007 · 2,180 sh | 2,180 | $285.9K | <0.01% | -1.6% |
| 2008 | Jacobs Equity#2008 · 4,417 sh | 4,417 | $285.8K | 0.20% | +3.6% |
| 2009 | IF Advisors#2009 · 3,765 sh | 3,765 | $285.3K | 0.19% | 0.0% |
| 2010 | MERIDIAN INVESTMENT COUNSEL#2010 · 7,000 sh | 7,000 | $284.8K | — | 0.0% |
| 2011 | Strategic Investment Solutions#2011 · 4,321 sh | 4,321 | $284.1K | 0.07% | 0.0% |
| 2012 | VESTIA PERSONAL WEALTH ADVISORS#2012 · 3,374 sh | 3,374 | $282.7K | — | +1.2% |
| 2013 | PATTON ALBERTSON MILLER GROUP#2013 · 5,600 sh | 5,600 | $282.0K | — | -6.7% |
| 2014 | Arrowroot Family Office#2014 · 2,924 sh | 2,924 | $281.7K | 0.08% | -3.1% |
| 2015 | Register Financial Advisors#2015 · 2,900 sh | 2,900 | $281.7K | — | +5.7% |
| 2016 | BANNERMAN WEALTH MANAGEMENT GROUP#2016 · 3,359 sh | 3,359 | $281.5K | — | 0.0% |
| 2017 | Kensington Investment Counsel#2017 · 4,766 sh | 4,766 | $281.4K | 0.12% | New |
| 2018 | DIXON FNANCIAL SERVICES#2018 · 2,917 sh | 2,917 | $281.0K | — | +0.5% |
| 2019 | Schwallier Wealth Management#2019 · 4,243 sh | 4,243 | $280.8K | 0.18% | -82.6% |
| 2020 | Marble Wealth#2020 · 4,961 sh | 4,961 | $280.4K | 0.04% | 0.0% |
| 2021 | GREATMARK INVESTMENT PARTNERS#2021 · 3,000 sh | 3,000 | $279.7K | 0.03% | 0.0% |
| 2022 | Wilkins Miller Wealth Management#2022 · 2,999 sh | 2,999 | $279.6K | — | 0.0% |
| 2023 | WealthTrust Axiom#2023 · 4,900 sh | 4,900 | $279.3K | 0.06% | 0.0% |
| 2024 | Chancellor Financial Group WB#2024 · 4,879 sh | 4,879 | $278.1K | 0.17% | -14.3% |
| 2025 | BLB&B Advisors#2025 · 4,866 sh | 4,866 | $277.4K | — | 0.0% |
| 2026 | McCartney Wealth Management#2026 · 4,691 sh | 4,691 | $277.0K | 0.21% | +2.2% |
| 2027 | CHILTON CAPITAL MANAGEMENT#2027 · 5,768 sh | 5,768 | $276.8K | <0.01% | New |
| 2028 | Harbor Asset Planning#2028 · 3,196 sh | 3,196 | $275.7K | — | +0.4% |
| 2029 | PREVAIL INNOVATIVE WEALTH ADVISORS#2029 · 5,444 sh | 5,444 | $274.1K | — | -11.9% |
| 2030 | apricus wealth#2030 · 2,850 sh | 2,850 | $272.5K | — | 0.0% |
| 2031 | Emprise Bank#2031 · 6,325 sh | 6,325 | $272.5K | — | 0.0% |
| 2032 | TIEMANN INVESTMENT ADVISORS#2032 · 2,824 sh | 2,824 | $272.0K | 0.10% | 0.0% |
| 2033 | WPWealth LLP#2033 · 2,839 sh | 2,839 | $271.5K | 0.04% | -6.5% |
| 2034 | Trust Co#2034 · 5,817 sh | 5,817 | $270.2K | — | +11.2% |
| 2035 | EAGLE HARBOR ASSET MANAGEMENT#2035 · 6,313 sh | 6,313 | $270.1K | — | 0.0% |
| 2036 | THRYVE WEALTH MANAGEMENT#2036 · 2,824 sh | 2,824 | $270.0K | — | -87.6% |
| 2037 | Aspect Partners#2037 · 4,626 sh | 4,626 | $269.0K | — | +0.2% |
| 2038 | PCM Encore#2038 · 4,976 sh | 4,976 | $267.7K | 0.05% | -45.8% |
| 2039 | Milestones Private Investment Advisors#2039 · 2,790 sh | 2,790 | $266.8K | — | 0.0% |
| 2040 | Wealth Preservation Advisors#2040 · 1,533 sh | 1,533 | $266.0K | 0.15% | +1890.9% |
| 2041 | VERITY Wealth Advisors#2041 · 5,267 sh | 5,267 | $265.2K | 0.16% | 0.0% |
| 2042 | APPLETON PARTNERS#2042 · 4,689 sh | 4,689 | $265.0K | 0.02% | 0.0% |
| 2043 | Your Advocates Ltd., LLP#2043 · 4,845 sh | 4,845 | $264.9K | 0.08% | -13.3% |
| 2044 | Balentine#2044 · 4,465 sh | 4,465 | $263.6K | <0.01% | New |
| 2045 | Cladis Investment Advisory#2045 · 2,000 sh | 2,000 | $262.3K | 0.12% | 0.0% |
| 2046 | Pullen Investment Management#2046 · 2,722 sh | 2,722 | $262.2K | — | 0.0% |
| 2047 | J. L. Bainbridge#2047 · 2,306 sh | 2,306 | $262.2K | — | 0.0% |
| 2048 | Bucket List Wealth Management#2048 · 11,582 sh | 11,582 | $261.9K | — | -13.6% |
| 2049 | Northern Capital Management#2049 · 2,714 sh | 2,714 | $261.4K | 0.11% | 0.0% |
| 2050 | AUGUSTINE ASSET MANAGEMENT#2050 · 1,987 sh | 1,987 | $260.6K | — | 0.0% |
| 2051 | TRANSCEND WEALTH COLLECTIVE#2051 · 5,479 sh | 5,479 | $260.1K | 0.02% | New |
| 2052 | Garde Capital#2052 · 2,700 sh | 2,700 | $260.1K | 0.01% | 0.0% |
| 2053 | GRIMES & WEALTH MANAGEMENT#2053 · 2,708 sh | 2,708 | $259.0K | <0.01% | +0.3% |
| 2054 | NAVELLIER & ASSOCIATES#2054 · 15,252 sh | 15,252 | $258.4K | 0.02% | -71.8% |
| 2055 | AMG National Bank#2055 · 4,530 sh | 4,530 | $258.2K | <0.01% | New |
| 2056 | Wrenne Financial Planning#2056 · 6,347 sh | 6,347 | $258.2K | 0.09% | 0.0% |
| 2057 | McAlister, Sweet & Associates#2057 · 2,700 sh | 2,700 | $258.2K | — | 0.0% |
| 2058 | Nautilus Advisors#2058 · 2,658 sh | 2,658 | $258.0K | — | -4.8% |
| 2059 | Bridgewater Advisors#2059 · 1,506 sh | 1,506 | $257.0K | 0.01% | -58.3% |
| 2060 | Indivisible Partners#2060 · 1,480 sh | 1,480 | $256.8K | — | New |
| 2061 | OpenArc Corporate Advisory#2061 · 1,477 sh | 1,477 | $256.3K | — | +0.5% |
| 2062 | Truepoint#2062 · 2,667 sh | 2,667 | $255.0K | <0.01% | New |
| 2063 | BOURGEON CAPITAL MANAGEMENT#2063 · 1,467 sh | 1,467 | $254.6K | — | 0.0% |
| 2064 | Altus Wealth Group#2064 · 5,047 sh | 5,047 | $254.1K | — | -11.6% |
| 2065 | SOA Wealth Advisors#2065 · 3,146 sh | 3,146 | $254.1K | 0.04% | +4.6% |
| 2066 | SMITHBRIDGE ASSET MANAGEMENT#2066 · 3,738 sh | 3,738 | $253.4K | — | -3.9% |
| 2067 | RETIREMENT FINANCIAL SOLUTIONS#2067 · 4,437 sh | 4,437 | $252.9K | — | +1.7% |
| 2068 | Plancorp#2068 · 4,495 sh | 4,495 | $252.8K | <0.01% | New |
| 2069 | Sunesis Advisors#2069 · 4,400 sh | 4,400 | $250.8K | — | 0.0% |
| 2070 | Daybright Advisory Services#2070 · 4,661 sh | 4,661 | $250.3K | 0.06% | -1.0% |
| 2071 | FSA Advisors#2071 · 2,617 sh | 2,617 | $250.3K | 0.11% | -18.2% |
| 2072 | Pettinga Financial Advisors#2072 · 5,850 sh | 5,850 | $250.3K | — | -5.6% |
| 2073 | Ascension Capital Advisors#2073 · 3,300 sh | 3,300 | $250.1K | 0.07% | 0.0% |
| 2074 | Portside Wealth Group#2074 · 4,958 sh | 4,958 | $249.6K | — | New |
| 2075 | Alhambra Investment Partners#2075 · 4,409 sh | 4,409 | $249.2K | — | -0.2% |
| 2076 | WIREGRASS INVESTMENT MANAGEMENT#2076 · 5,770 sh | 5,770 | $248.6K | 0.17% | New |
| 2077 | Smith Partners Wealth Management#2077 · 4,393 sh | 4,393 | $248.3K | 0.20% | -1.8% |
| 2078 | Fountainhead AM#2078 · 1,425 sh | 1,425 | $247.2K | 0.18% | -12.3% |
| 2079 | QUANTIFY CHAOS ADVISORS#2079 · 4,895 sh | 4,895 | $246.5K | 0.69% | -6.8% |
| 2080 | Mission Creek Capital Partners#2080 · 1,420 sh | 1,420 | $246.4K | 0.04% | 0.0% |
| 2081 | Alexander Randolph Advisory#2081 · 8,575 sh | 8,575 | $246.1K | 0.20% | 0.0% |
| 2082 | GRANVILLE CAPITAL#2082 · 6,313 sh | 6,313 | $245.5K | 0.11% | +0.2% |
| 2083 | Hanson & Doremus Investment Management#2083 · 4,016 sh | 4,016 | $245.0K | — | +0.1% |
| 2084 | Abel Hall#2084 · 14,420 sh | 14,420 | $244.3K | — | +0.7% |
| 2085 | Telos Capital Management#2085 · 2,915 sh | 2,915 | $244.2K | 0.02% | 0.0% |
| 2086 | Fund Advisors of America#2086 · 4,529 sh | 4,529 | $243.6K | 0.22% | +2.4% |
| 2087 | FIRST BUSINESS FINANCIAL SERVICES#2087 · 2,543 sh | 2,543 | $243.2K | 0.02% | 0.0% |
| 2088 | Family Investment Center#2088 · 4,604 sh | 4,604 | $241.1K | — | -9.4% |
| 2089 | SAGE PRIVATE WEALTH GROUP#2089 · 4,783 sh | 4,783 | $240.8K | — | +0.5% |
| 2090 | BERKSHIRE ASSET MANAGEMENT#2090 · 4,257 sh | 4,257 | $240.6K | <0.01% | 0.0% |
| 2091 | Alvarez & Marsal Private Wealth Partners#2091 · 5,163 sh | 5,163 | $240.6K | 0.03% | New |
| 2092 | SECURED RETIREMENT ADVISORS#2092 · 3,084 sh | 3,084 | $239.9K | 0.12% | 0.0% |
| 2093 | MFA WEALTH ADVISORS#2093 · 3,703 sh | 3,703 | $239.6K | — | -42.0% |
| 2094 | Livet Wealth#2094 · 2,563 sh | 2,563 | $239.0K | — | +0.5% |
| 2095 | True North Advisors#2095 · 1,368 sh | 1,368 | $237.4K | — | 0.0% |
| 2096 | PACIFIC FINANCIAL GROUP#2096 · 2,482 sh | 2,482 | $237.3K | 0.11% | -14.6% |
| 2097 | DeLarme Wealth Management#2097 · 4,701 sh | 4,701 | $236.7K | 0.14% | 0.0% |
| 2098 | FEDERATED HERMES#2098 · 13,246 sh | 13,246 | $235.7K | <0.01% | +5.6% |
| 2099 | BridgePort Financial Solutions#2099 · 4,221 sh | 4,221 | $235.6K | 0.06% | +0.2% |
| 2100 | Clay Northam Wealth Management#2100 · 1,350 sh | 1,350 | $234.3K | — | 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.