WisdomTree, Inc. (WT) — Institutional Holders, Q2 2026 (page 22)
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 2,101 to 2,200. 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 2,101–2,200 of 2,408
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2101 | RIVERCHASE WEALTH MANAGEMENT#2101 · 4,652 sh | 4,652 | $234.2K | 0.11% | -46.5% |
| 2102 | XPONANCE#2102 · 13,735 sh | 13,735 | $232.7K | <0.01% | +14.7% |
| 2103 | Midwest Capital Advisors#2103 · 4,110 sh | 4,110 | $232.3K | 0.09% | -0.1% |
| 2104 | Garden State Investment Advisory Services#2104 · 4,428 sh | 4,428 | $231.9K | 0.04% | 0.0% |
| 2105 | JMN Financial#2105 · 1,332 sh | 1,332 | $231.1K | 0.18% | 0.0% |
| 2106 | CONSULTIVA WEALTH MANAGEMENT#2106 · 1,691 sh | 1,691 | $231.0K | 0.52% | +35.9% |
| 2107 | TRU INDEPENDENCE ASSET MANAGEMENT 2#2107 · 3,566 sh | 3,566 | $230.8K | 0.13% | New |
| 2108 | Valtinson Bruner Financial Planning#2108 · 4,574 sh | 4,574 | $230.3K | 0.06% | 0.0% |
| 2109 | Saiph Capital#2109 · 5,342 sh | 5,342 | $230.1K | 0.07% | 0.0% |
| 2110 | Unified Investment Management#2110 · 5,953 sh | 5,953 | $230.0K | — | New |
| 2111 | Colter Lewis Investment Partners#2111 · 2,401 sh | 2,401 | $229.6K | 0.10% | 0.0% |
| 2112 | Traynor Capital Management#2112 · 3,887 sh | 3,887 | $229.5K | 0.01% | New |
| 2113 | Freestone Capital#2113 · 2,400 sh | 2,400 | $229.5K | <0.01% | 0.0% |
| 2114 | Envision Financial Transparency#2114 · 4,555 sh | 4,555 | $229.2K | 0.20% | +17.8% |
| 2115 | Sightline Wealth Advisors#2115 · 4,022 sh | 4,022 | $227.3K | — | +0.6% |
| 2116 | DELTA CAPITAL MANAGEMENT#2116 · 2,000 sh | 2,000 | $227.0K | — | 0.0% |
| 2117 | Darwin Wealth Management#2117 · 2,790 sh | 2,790 | $226.6K | 0.06% | +0.5% |
| 2118 | Triton Financial Group#2118 · 5,561 sh | 5,561 | $226.2K | 0.13% | -49.7% |
| 2119 | WESTCO ADVISORY SERVICES#2119 · 3,290 sh | 3,290 | $226.0K | — | 0.0% |
| 2120 | Peterson Wealth Advisors#2120 · 2,905 sh | 2,905 | $225.9K | — | New |
| 2121 | MARATHON CAPITAL MANAGEMENT#2121 · 5,848 sh | 5,848 | $225.9K | — | New |
| 2122 | Retirement Investment Advisors#2122 · 2,321 sh | 2,321 | $224.1K | — | 0.0% |
| 2123 | Umpqua Bank#2123 · 2,400 sh | 2,400 | $223.8K | 0.05% | 0.0% |
| 2124 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES#2124 · 2,338 sh | 2,338 | $223.5K | — | -3.1% |
| 2125 | 4WEALTH ADVISORS#2125 · 3,069 sh | 3,069 | $223.4K | — | -0.4% |
| 2126 | Bernard Wealth Management#2126 · 4,267 sh | 4,267 | $222.6K | 0.08% | -3.8% |
| 2127 | IPG Investment Advisors#2127 · 3,900 sh | 3,900 | $222.3K | 0.03% | 0.0% |
| 2128 | ANB BANK#2128 · 4,106 sh | 4,106 | $222.2K | — | 0.0% |
| 2129 | Atlas Wealth#2129 · 2,319 sh | 2,319 | $221.7K | 0.03% | New |
| 2130 | Mallini Complete Financial Planning#2130 · 3,915 sh | 3,915 | $221.3K | — | 0.0% |
| 2131 | DORVAL#2131 · 4,386 sh | 4,386 | $220.9K | 0.06% | +0.3% |
| 2132 | Vigil Wealth Management#2132 · 2,307 sh | 2,307 | $220.6K | 0.16% | 0.0% |
| 2133 | BAYBAN#2133 · 3,941 sh | 3,941 | $220.6K | 0.17% | -2.6% |
| 2134 | Vilga Financial Planning#2134 · 4,376 sh | 4,376 | $220.3K | — | 0.0% |
| 2135 | GEM Asset Management#2135 · 2,285 sh | 2,285 | $220.1K | — | 0.0% |
| 2136 | January Capital Advisors#2136 · 4,350 sh | 4,350 | $219.0K | 0.18% | 0.0% |
| 2137 | Center for Financial Planning#2137 · 3,538 sh | 3,538 | $217.9K | — | 0.0% |
| 2138 | Financial Advisors Network#2138 · 2,278 sh | 2,278 | $217.8K | 0.03% | 0.0% |
| 2139 | White & Financial Planning#2139 · 6,638 sh | 6,638 | $217.7K | — | +5.5% |
| 2140 | RAM Investment Partners#2140 · 3,851 sh | 3,851 | $217.7K | — | 0.0% |
| 2141 | Ipswich Investment Management#2141 · 2,270 sh | 2,270 | $217.1K | — | New |
| 2142 | PGIM Custom Harvest#2142 · 2,324 sh | 2,324 | $216.7K | <0.01% | 0.0% |
| 2143 | CULLEN/FROST BANKERS#2143 · 3,328 sh | 3,328 | $216.7K | — | +49.0% |
| 2144 | Trace Wealth Advisors#2144 · 4,000 sh | 4,000 | $216.4K | 0.14% | 0.0% |
| 2145 | CV Advisors#2145 · 1,900 sh | 1,900 | $216.0K | — | 0.0% |
| 2146 | Badgley Phelps Wealth Managers#2146 · 3,816 sh | 3,816 | $215.7K | — | 0.0% |
| 2147 | TRUE Private Wealth Advisors#2147 · 2,312 sh | 2,312 | $215.6K | — | New |
| 2148 | HFG Advisors#2148 · 4,262 sh | 4,262 | $214.6K | 0.13% | +0.5% |
| 2149 | Krane Financial Solutions#2149 · 2,227 sh | 2,227 | $214.6K | 0.13% | New |
| 2150 | Piscataqua Savings Bank#2150 · 2,220 sh | 2,220 | $214.0K | — | -10.6% |
| 2151 | Sava Infond d.o.o.#2151 · 5,000 sh | 5,000 | $213.9K | — | 0.0% |
| 2152 | Gemmer Asset Management#2152 · 1,875 sh | 1,875 | $213.2K | — | 0.0% |
| 2153 | TOMPKINS FINANCIAL#2153 · 3,569 sh | 3,569 | $212.7K | — | -10.0% |
| 2154 | SwitchPoint Financial Planning#2154 · 3,758 sh | 3,758 | $212.4K | 0.12% | New |
| 2155 | Impact Partnership Wealth#2155 · 12,501 sh | 12,501 | $211.8K | 0.02% | +5.0% |
| 2156 | ARMSTRONG ADVISORY GROUP#2156 · 2,206 sh | 2,206 | $211.4K | — | 0.0% |
| 2157 | Bill Few Associates#2157 · 2,190 sh | 2,190 | $210.9K | — | New |
| 2158 | BELLEVUE ASSET MANAGEMENT#2158 · 2,193 sh | 2,193 | $209.5K | 0.10% | +0.3% |
| 2159 | Enclave Advisors#2159 · 3,164 sh | 3,164 | $208.9K | — | -20.8% |
| 2160 | Armbruster Capital Management#2160 · 2,177 sh | 2,177 | $208.2K | — | New |
| 2161 | Callan Family Office#2161 · 3,650 sh | 3,650 | $208.1K | <0.01% | New |
| 2162 | TCI Wealth Advisors#2162 · 5,110 sh | 5,110 | $207.9K | <0.01% | New |
| 2163 | Washington Advisors#2163 · 2,424 sh | 2,424 | $207.6K | — | 0.0% |
| 2164 | Roble, Belko & Company#2164 · 2,327 sh | 2,327 | $207.0K | 0.02% | -0.9% |
| 2165 | Marex Group plc#2165 · 4,800 sh | 4,800 | $205.3K | <0.01% | New |
| 2166 | GRANDFIELD & DODD#2166 · 2,200 sh | 2,200 | $205.1K | 0.01% | New |
| 2167 | SEB Asset Management AB#2167 · 12,080 sh | 12,080 | $204.6K | <0.01% | +0.8% |
| 2168 | Owl Creek Wealth Partners#2168 · 1,958 sh | 1,958 | $204.5K | — | +11.3% |
| 2169 | Clayton Financial Group#2169 · 3,793 sh | 3,793 | $204.0K | — | -4.5% |
| 2170 | Farmers & Merchants of Long Beach#2170 · 3,606 sh | 3,606 | $203.8K | — | New |
| 2171 | Foster Group#2171 · 4,706 sh | 4,706 | $202.7K | — | New |
| 2172 | Glass Jacobson Investment Advisors#2172 · 4,212 sh | 4,212 | $202.3K | — | -16.4% |
| 2173 | B&D White Capital Company#2173 · 3,760 sh | 3,760 | $202.3K | 0.02% | New |
| 2174 | ACORN FINANCIAL ADVISORY SERVICES#2174 · 4,634 sh | 4,634 | $201.5K | 0.03% | 0.0% |
| 2175 | OFC FINANCIAL PLANNING#2175 · 1,160 sh | 1,160 | $201.3K | 0.18% | New |
| 2176 | San Luis Wealth Advisors#2176 · 4,936 sh | 4,936 | $200.8K | — | New |
| 2177 | GUERRA PAN ADVISORS#2177 · 2,097 sh | 2,097 | $200.5K | — | New |
| 2178 | WELLINGTON-ALTUS USA#2178 · 3,505 sh | 3,505 | $199.3K | 0.14% | -64.6% |
| 2179 | LFA - Lugano Financial Advisors SA#2179 · 1,827 sh | 1,827 | $197.9K | 0.12% | +36.1% |
| 2180 | Global Asset Management#2180 · 4,580 sh | 4,580 | $195.9K | — | -6.1% |
| 2181 | OCCUDO QUANTITATIVE STRATEGIES#2181 · 11,415 sh | 11,415 | $193.4K | 0.01% | New |
| 2182 | Main Street Group, LTD#2182 · 4,329 sh | 4,329 | $192.7K | 0.04% | +25.7% |
| 2183 | BankPlus Department#2183 · 3,348 sh | 3,348 | $189.2K | 0.04% | 0.0% |
| 2184 | West Financial Advisors#2184 · 3,305 sh | 3,305 | $188.4K | — | -7.1% |
| 2185 | Rosenberg Matthew Hamilton#2185 · 4,199 sh | 4,199 | $186.7K | — | 0.0% |
| 2186 | Indiana & Investment Management#2186 · 2,690 sh | 2,690 | $183.7K | — | -9.7% |
| 2187 | Legacy Bridge#2187 · 3,100 sh | 3,100 | $183.1K | — | 0.0% |
| 2188 | Creative Capital Management Investments#2188 · 1,364 sh | 1,364 | $182.6K | — | 0.0% |
| 2189 | Quaker Wealth Management#2189 · 1,513 sh | 1,513 | $182.2K | — | -0.7% |
| 2190 | Atlantic Edge Private Wealth Management#2190 · 3,126 sh | 3,126 | $182.2K | — | 0.0% |
| 2191 | SJS Investment Consulting#2191 · 2,636 sh | 2,636 | $175.8K | — | -0.9% |
| 2192 | NBH Bank#2192 · 2,378 sh | 2,378 | $175.6K | 0.07% | — |
| 2193 | Mitsubishi UFJ Asset Management , Ltd.#2193 · 10,112 sh | 10,112 | $171.3K | <0.01% | New |
| 2194 | FIRST FINANCIAL#2194 · 3,250 sh | 3,250 | $170.2K | — | 0.0% |
| 2195 | Gunpowder Capital Management, dba Oliver Wealth Management#2195 · 1,351 sh | 1,351 | $169.8K | 0.12% | +0.4% |
| 2196 | Pioneer Family Office#2196 · 1,580 sh | 1,580 | $169.8K | 0.09% | 0.0% |
| 2197 | Morton Brown Family Wealth#2197 · 1,984 sh | 1,984 | $169.2K | — | 0.0% |
| 2198 | Key Capital Management#2198 · 3,164 sh | 3,164 | $165.9K | 0.09% | New |
| 2199 | Costello Asset Management#2199 · 2,269 sh | 2,269 | $164.8K | 0.05% | -43.1% |
| 2200 | DiNuzzo Private Wealth#2200 · 3,090 sh | 3,090 | $161.9K | — | 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.