WisdomTree, Inc. (WT) — Institutional Holders, Q2 2026 (page 23)
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 2,201 to 2,300. 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 2,201–2,300 of 2,408
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2201 | Private Wealth Asset Management#2201 · 2,334 sh | 2,334 | $160.3K | 0.02% | 0.0% |
| 2202 | Markowski Investments#2202 · 2,526 sh | 2,526 | $159.8K | 0.04% | — |
| 2203 | Purpose Unlimited#2203 · 2,875 sh | 2,875 | $157.2K | <0.01% | -2.9% |
| 2204 | Golden State Equity Partners#2204 · 2,231 sh | 2,231 | $155.9K | 0.42% | -99.5% |
| 2205 | Cranbrook Wealth Management#2205 · 3,230 sh | 3,230 | $153.3K | 0.03% | New |
| 2206 | HM PAYSON#2206 · 1,655 sh | 1,655 | $152.7K | <0.01% | 0.0% |
| 2207 | LSV ASSET MANAGEMENT#2207 · 8,900 sh | 8,900 | $151.0K | <0.01% | 0.0% |
| 2208 | CNB Bank#2208 · 1,563 sh | 1,563 | $149.5K | 0.06% | 0.0% |
| 2209 | RMG Wealth Management#2209 · 1,771 sh | 1,771 | $146.9K | — | +138.4% |
| 2210 | Frankly Finances#2210 · 1,652 sh | 1,652 | $144.7K | — | -37.2% |
| 2211 | Torren Management#2211 · 1,356 sh | 1,356 | $142.2K | 0.07% | +0.7% |
| 2212 | Main Management#2212 · 2,814 sh | 2,814 | $142.0K | <0.01% | +0.9% |
| 2213 | Kilter Group#2213 · 1,544 sh | 1,544 | $131.0K | 0.05% | 0.0% |
| 2214 | Signature Resources Capital Management#2214 · 1,500 sh | 1,500 | $130.6K | — | 0.0% |
| 2215 | Kemnay Advisory Services#2215 · 7,620 sh | 7,620 | $129.1K | 0.02% | -0.5% |
| 2216 | Kennebec Savings Bank#2216 · 2,448 sh | 2,448 | $122.0K | — | -17.8% |
| 2217 | Granite FO#2217 · 700 sh | 700 | $121.5K | — | 0.0% |
| 2218 | Centerpoint Advisors#2218 · 1,075 sh | 1,075 | $114.0K | 0.03% | 0.0% |
| 2219 | Navigoe#2219 · 1,194 sh | 1,194 | $114.0K | 0.06% | 0.0% |
| 2220 | City State Bank#2220 · 1,229 sh | 1,229 | $113.6K | — | +10.7% |
| 2221 | Western Pacific Wealth Management#2221 · 972 sh | 972 | $110.5K | — | 0.0% |
| 2222 | Hughes Financial Services#2222 · 1,995 sh | 1,995 | $110.1K | 0.01% | +59.7% |
| 2223 | Silver Grove Financial Group#2223 · 1,034 sh | 1,034 | $109.2K | 0.06% | +64.4% |
| 2224 | LOGAN CAPITAL MANAGEMENT#2224 · 2,000 sh | 2,000 | $107.5K | <0.01% | New |
| 2225 | Parvin Asset Management#2225 · 938 sh | 938 | $106.6K | 0.08% | 0.0% |
| 2226 | MCDONALD PARTNERS#2226 · 1,529 sh | 1,529 | $106.4K | 0.03% | New |
| 2227 | Kentucky#2227 · 914 sh | 914 | $103.9K | — | New |
| 2228 | Newton One Investments#2228 · 1,226 sh | 1,226 | $103.8K | — | 0.0% |
| 2229 | Morse Asset Management#2229 · 585 sh | 585 | $101.5K | 0.02% | +1.7% |
| 2230 | PETERSON WEALTH MANAGEMENT#2230 · 1,564 sh | 1,564 | $101.2K | 0.05% | +1.3% |
| 2231 | PITTENGER & ANDERSON#2231 · 1,070 sh | 1,070 | $99.8K | <0.01% | 0.0% |
| 2232 | RAFFA WEALTH MANAGEMENT#2232 · 1,292 sh | 1,292 | $95.0K | 0.01% | 0.0% |
| 2233 | Tacita Capital#2233 · 1,105 sh | 1,105 | $92.6K | 0.05% | 0.0% |
| 2234 | Innovative Asset Advisors Group#2234 · 2,425 sh | 2,425 | $91.7K | 0.04% | New |
| 2235 | AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD#2235 · 55,500 sh | 55,500 | $90.6K | 0.49% | — |
| 2236 | Bank of New Hampshire#2236 · 1,100 sh | 1,100 | $89.8K | — | -38.9% |
| 2237 | Murphy & Mullick Capital Management#2237 · 2,502 sh | 2,502 | $88.2K | 0.05% | 0.0% |
| 2238 | KELLEHER FINANCIAL ADVISORS#2238 · 1,551 sh | 1,551 | $85.2K | 0.01% | -54.9% |
| 2239 | Kingdom Financial Group#2239 · 1,636 sh | 1,636 | $85.0K | 0.02% | -90.1% |
| 2240 | ARCADIA INVESTMENT ADVISORS#2240 · 643 sh | 643 | $84.3K | — | 0.0% |
| 2241 | Provenance Wealth Advisors#2241 · 1,579 sh | 1,579 | $82.4K | <0.01% | 0.0% |
| 2242 | WPG Advisers#2242 · 1,086 sh | 1,086 | $79.5K | — | 0.0% |
| 2243 | KBC Group NV#2243 · 4,511 sh | 4,511 | $76.0K | — | 0.0% |
| 2244 | AMERICAN NATIONAL BANK#2244 · 787 sh | 787 | $75.3K | — | 0.0% |
| 2245 | Persistent Asset Partners Ltd#2245 · 4,420 sh | 4,420 | $74.9K | 0.02% | New |
| 2246 | MeadowBrook Investment Advisors#2246 · 1,380 sh | 1,380 | $72.3K | 0.06% | 0.0% |
| 2247 | Bangor Savings Bank#2247 · 808 sh | 808 | $72.0K | — | -57.4% |
| 2248 | Keystone Financial Group#2248 · 747 sh | 747 | $71.4K | — | +0.3% |
| 2249 | 1620 INVESTMENT ADVISORS#2249 · 707 sh | 707 | $68.6K | 0.04% | 0.0% |
| 2250 | Brooklyn FI#2250 · 936 sh | 936 | $68.0K | 0.01% | New |
| 2251 | EVERMAY WEALTH MANAGEMENT#2251 · 1,597 sh | 1,597 | $65.0K | <0.01% | 0.0% |
| 2252 | Bravera Wealth#2252 · 488 sh | 488 | $64.0K | 0.02% | 0.0% |
| 2253 | Quent Capital#2253 · 3,462 sh | 3,462 | $63.7K | <0.01% | +1.3% |
| 2254 | Harborfront Financial Group#2254 · 670 sh | 670 | $63.2K | 0.24% | — |
| 2255 | Vision Retirement#2255 · 716 sh | 716 | $58.6K | 0.01% | +92.0% |
| 2256 | Millstone Evans Group#2256 · 1,205 sh | 1,205 | $58.3K | 0.03% | 0.0% |
| 2257 | Financial Network Wealth Advisors#2257 · 1,017 sh | 1,017 | $58.2K | — | +1220.8% |
| 2258 | SWAN Capital#2258 · 1,354 sh | 1,354 | $56.7K | 0.02% | +102.4% |
| 2259 | Migdal Insurance & Financial Ltd.#2259 · 650 sh | 650 | $56.4K | <0.01% | -98.2% |
| 2260 | Crews Bank#2260 · 469 sh | 469 | $53.3K | <0.01% | -72.2% |
| 2261 | Walleye Capital#2261 · 3,081 sh | 3,081 | $52.2K | <0.01% | -100.0% |
| 2262 | N.E.W. Advisory Services#2262 · 491 sh | 491 | $52.1K | <0.01% | +0.2% |
| 2263 | TIAA Wealth Investment Management#2263 · 579 sh | 579 | $52.0K | <0.01% | 0.0% |
| 2264 | C M BIDWELL & ASSOCIATES LTD#2264 · 1,278 sh | 1,278 | $52.0K | 0.02% | 0.0% |
| 2265 | McMillan Office#2265 · 900 sh | 900 | $50.9K | <0.01% | 0.0% |
| 2266 | GoalVest Advisory#2266 · 2,238 sh | 2,238 | $50.7K | — | 0.0% |
| 2267 | SFAM#2267 · 1,090 sh | 1,090 | $50.5K | 0.04% | -20.6% |
| 2268 | LifeSteps Financial#2268 · 612 sh | 612 | $49.8K | — | New |
| 2269 | DecisionPoint Financial#2269 · 596 sh | 596 | $45.5K | — | +341.5% |
| 2270 | Oakworth Capital#2270 · 623 sh | 623 | $45.5K | — | 0.0% |
| 2271 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#2271 · 825 sh | 825 | $45.2K | <0.01% | +169.6% |
| 2272 | Abound Wealth Management#2272 · 767 sh | 767 | $44.1K | — | -76.0% |
| 2273 | Buck Wealth Strategies#2273 · 664 sh | 664 | $43.9K | — | New |
| 2274 | Asset Planning#2274 · 1,050 sh | 1,050 | $42.7K | — | 0.0% |
| 2275 | Hilton Head Capital Partners#2275 · 449 sh | 449 | $42.0K | — | -55.6% |
| 2276 | Perkins Coie#2276 · 740 sh | 740 | $41.8K | — | 0.0% |
| 2277 | NISA INVESTMENT ADVISORS#2277 · 2,458 sh | 2,458 | $41.6K | — | +64.0% |
| 2278 | CBIZ Investment Advisory Services#2278 · 622 sh | 622 | $41.1K | <0.01% | 0.0% |
| 2279 | Hoese & LLP#2279 · 709 sh | 709 | $40.1K | — | 0.0% |
| 2280 | HIGHLINE WEALTH PARTNERS#2280 · 413 sh | 413 | $39.5K | — | 0.0% |
| 2281 | GILL CAPITAL PARTNERS#2281 · 588 sh | 588 | $38.2K | — | +100.0% |
| 2282 | Providence Capital Advisors#2282 · 390 sh | 390 | $38.2K | <0.01% | New |
| 2283 | Community Financial Services Group#2283 · 668 sh | 668 | $37.7K | — | 0.0% |
| 2284 | 3 FACTOR INDEXING#2284 · 448 sh | 448 | $37.5K | — | 0.0% |
| 2285 | Eurizon Capital SGR S.p.A.#2285 · 2,210 sh | 2,210 | $37.5K | <0.01% | New |
| 2286 | Fortitude Family Office#2286 · 479 sh | 479 | $36.9K | — | +323.9% |
| 2287 | Integrity Financial#2287 · 385 sh | 385 | $36.8K | 0.02% | 0.0% |
| 2288 | Bayforest Capital Ltd#2288 · 2,169 sh | 2,169 | $36.7K | 0.03% | New |
| 2289 | WealthCollab#2289 · 645 sh | 645 | $36.5K | 0.01% | New |
| 2290 | Basepoint Wealth#2290 · 645 sh | 645 | $36.0K | 0.02% | +5.0% |
| 2291 | Brown Shipley& Ltd#2291 · 205 sh | 205 | $35.6K | — | New |
| 2292 | Byrne Asset Management#2292 · 195 sh | 195 | $33.8K | — | 0.0% |
| 2293 | Hurley Capital#2293 · 610 sh | 610 | $33.5K | 0.02% | +1.3% |
| 2294 | Caitong International Asset Management , Ltd#2294 · 1,931 sh | 1,931 | $32.7K | <0.01% | -83.3% |
| 2295 | Point Nemo Capital#2295 · 439 sh | 439 | $32.6K | 0.02% | New |
| 2296 | GABLES CAPITAL MANAGEMENT#2296 · 401 sh | 401 | $32.6K | 0.01% | 0.0% |
| 2297 | Advantage#2297 · 600 sh | 600 | $32.3K | — | New |
| 2298 | Timbuktu Capital Management#2298 · 333 sh | 333 | $31.8K | 0.05% | — |
| 2299 | Decker Retirement Planning#2299 · 485 sh | 485 | $31.4K | — | New |
| 2300 | Planning Strategies#2300 · 547 sh | 547 | $30.2K | — | — |
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.