WisdomTree, Inc. (WT) — Institutional Holders, Q2 2026 (page 24)
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 2,301 to 2,400. 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 2,301–2,400 of 2,408
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2301 | S&T BANK#2301 · 316 sh | 316 | $30.2K | <0.01% | 0.0% |
| 2302 | Luminist Capital#2302 · 585 sh | 585 | $29.9K | 0.03% | New |
| 2303 | INVESTMENT COUNSEL OF NEVADA#2303 · 579 sh | 579 | $29.2K | 0.05% | New |
| 2304 | PROTECTIVE LIFE#2304 · 674 sh | 674 | $28.8K | 0.21% | -46.0% |
| 2305 | Elevated Capital Advisors#2305 · 503 sh | 503 | $28.2K | <0.01% | -26.7% |
| 2306 | Orion Capital Management#2306 · 244 sh | 244 | $27.7K | <0.01% | 0.0% |
| 2307 | Vermillion Wealth Management#2307 · 442 sh | 442 | $26.9K | — | -7.3% |
| 2308 | Nykredit A/S#2308 · 1,572 sh | 1,572 | $26.6K | <0.01% | — |
| 2309 | Wellington Grp#2309 · 596 sh | 596 | $26.3K | <0.01% | 0.0% |
| 2310 | TOP Private Wealth#2310 · 562 sh | 562 | $25.9K | 0.02% | — |
| 2311 | TOTH FINANCIAL ADVISORY#2311 · 268 sh | 268 | $25.8K | — | 0.0% |
| 2312 | Walsh & Associates#2312 · 430 sh | 430 | $25.6K | 0.02% | -28.9% |
| 2313 | Chung Wu Investment Group#2313 · 500 sh | 500 | $25.2K | 0.02% | 0.0% |
| 2314 | MassMutual Private Wealth & , FSB#2314 · 556 sh | 556 | $24.5K | — | -79.1% |
| 2315 | Cape Investment Advisory#2315 · 795 sh | 795 | $24.4K | — | New |
| 2316 | SRH ADVISORS#2316 · 565 sh | 565 | $24.2K | — | 0.0% |
| 2317 | Strive Financial Group#2317 · 502 sh | 502 | $24.0K | 0.01% | +4.4% |
| 2318 | CoreFirst Bank#2318 · 430 sh | 430 | $23.1K | 0.01% | 0.0% |
| 2319 | Accordant Advisory Group#2319 · 439 sh | 439 | $23.0K | 0.02% | -61.8% |
| 2320 | Physician Wealth Advisors#2320 · 412 sh | 412 | $22.9K | — | -60.0% |
| 2321 | Cedar Mountain Advisors#2321 · 608 sh | 608 | $22.9K | — | 0.0% |
| 2322 | Godfrey Financial Associates#2322 · 309 sh | 309 | $21.1K | 0.02% | +0.7% |
| 2323 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#2323 · 1,231 sh | 1,231 | $20.9K | <0.01% | -1.4% |
| 2324 | Aventura Private Wealth#2324 · 486 sh | 486 | $20.8K | <0.01% | 0.0% |
| 2325 | Optiver Holding B.V.#2325 · 1,198 sh | 1,198 | $20.3K | 0.00% | +565.6% |
| 2326 | Gen-Wealth Partners#2326 · 417 sh | 417 | $19.8K | <0.01% | 0.0% |
| 2327 | StrongBox Wealth#2327 · 340 sh | 340 | $19.4K | <0.01% | New |
| 2328 | Cetera Company, N.A#2328 · 200 sh | 200 | $19.1K | <0.01% | 0.0% |
| 2329 | Dogwood Wealth Management#2329 · 826 sh | 826 | $18.7K | <0.01% | 0.0% |
| 2330 | Roxbury Financial#2330 · 319 sh | 319 | $18.0K | — | +0.3% |
| 2331 | Davis Capital Management#2331 · 321 sh | 321 | $18.0K | — | +167.5% |
| 2332 | BARRETT & COMPANY#2332 · 342 sh | 342 | $17.9K | — | -75.5% |
| 2333 | VIMA#2333 · 314 sh | 314 | $17.9K | — | — |
| 2334 | Rialto Wealth Management#2334 · 179 sh | 179 | $17.1K | <0.01% | +43.2% |
| 2335 | DUNCKER STREETT#2335 · 235 sh | 235 | $16.8K | — | +0.9% |
| 2336 | MPWM ADVISORY SOLUTIONS#2336 · 170 sh | 170 | $16.3K | <0.01% | 0.0% |
| 2337 | Wiser Advisor Group#2337 · 332 sh | 332 | $16.0K | 0.02% | +0.3% |
| 2338 | Investment Research & Advisory Group#2338 · 326 sh | 326 | $15.8K | — | +63.0% |
| 2339 | Dynamic Wealth Strategies#2339 · 117 sh | 117 | $15.3K | — | 0.0% |
| 2340 | Cornerstone Financial Management#2340 · 268 sh | 268 | $15.3K | 0.01% | 0.0% |
| 2341 | Bare Financial Services#2341 · 155 sh | 155 | $14.8K | <0.01% | 0.0% |
| 2342 | BLUE BELL PRIVATE WEALTH MANAGEMENT#2342 · 400 sh | 400 | $14.5K | <0.01% | 0.0% |
| 2343 | CHESAPEAKE ASSET MANAGEMENT#2343 · 175 sh | 175 | $13.3K | 0.01% | New |
| 2344 | First Bancorp#2344 · 200 sh | 200 | $12.9K | — | New |
| 2345 | Bank#2345 · 232 sh | 232 | $12.5K | — | 0.0% |
| 2346 | General Partner#2346 · 225 sh | 225 | $11.8K | — | 0.0% |
| 2347 | Grove Bank#2347 · 200 sh | 200 | $11.5K | — | 0.0% |
| 2348 | Carolina Wealth Advisors#2348 · 354 sh | 354 | $11.3K | — | -42.7% |
| 2349 | Founders Capital Management#2349 · 159 sh | 159 | $11.3K | — | New |
| 2350 | Accent Capital Management#2350 · 657 sh | 657 | $11.1K | <0.01% | New |
| 2351 | Lavaca Capital#2351 · 339 sh | 339 | $10.9K | <0.01% | 0.0% |
| 2352 | SALEM INVESTMENT COUNSELORS#2352 · 110 sh | 110 | $10.5K | — | -12.0% |
| 2353 | ADIRONDACK#2353 · 600 sh | 600 | $10.2K | — | 0.0% |
| 2354 | BIRCHBROOK#2354 · 58 sh | 58 | $10.0K | — | +52.6% |
| 2355 | Eukles Asset Management#2355 · 234 sh | 234 | $9.5K | <0.01% | 0.0% |
| 2356 | BROADWATER CAPITAL MANAGEMENT#2356 · 141 sh | 141 | $9.1K | <0.01% | 0.0% |
| 2357 | Catherine Avery Investment Management#2357 · 87 sh | 87 | $8.9K | — | New |
| 2358 | Sterling Capital Management#2358 · 479 sh | 479 | $8.1K | — | -40.4% |
| 2359 | PMV Capital Advisers#2359 · 287 sh | 287 | $7.7K | 0.01% | New |
| 2360 | MANNING & NAPIER ADVISORS#2360 · 135 sh | 135 | $7.6K | <0.01% | 0.0% |
| 2361 | MARK SHEPTOFF FINANCIAL PLANNING#2361 · 200 sh | 200 | $7.2K | <0.01% | 0.0% |
| 2362 | PINNEY & SCOFIELD#2362 · 86 sh | 86 | $7.2K | <0.01% | 0.0% |
| 2363 | Hartford Financial Management#2363 · 54 sh | 54 | $7.1K | — | New |
| 2364 | Coston, McIsaac & Partners#2364 · 117 sh | 117 | $7.0K | <0.01% | 0.0% |
| 2365 | Virginia Estate & Retirement Planning Advisors#2365 · 162 sh | 162 | $6.6K | — | 0.0% |
| 2366 | Sunrise Financial Services#2366 · 149 sh | 149 | $6.4K | — | 0.0% |
| 2367 | LOS ANGELES CAPITAL MANAGEMENT#2367 · 353 sh | 353 | $6.0K | 0.00% | -97.2% |
| 2368 | Minot DeBlois Advisors#2368 · 150 sh | 150 | $5.7K | <0.01% | 0.0% |
| 2369 | Nalls Sherbakoff Group#2369 · 134 sh | 134 | $5.5K | <0.01% | 0.0% |
| 2370 | J.Safra Asset Management#2370 · 320 sh | 320 | $5.4K | <0.01% | 0.0% |
| 2371 | United Financial Planning Group#2371 · 314 sh | 314 | $5.3K | <0.01% | 0.0% |
| 2372 | Kozak & Associates#2372 · 105 sh | 105 | $5.2K | <0.01% | 0.0% |
| 2373 | RHL GROUP#2373 · 90 sh | 90 | $5.1K | <0.01% | +1.1% |
| 2374 | BNP PARIBAS#2374 · 73 sh | 73 | $3.9K | <0.01% | -67.3% |
| 2375 | Pflug Koory#2375 · 69 sh | 69 | $3.6K | — | +1.5% |
| 2376 | IMG Wealth Management#2376 · 71 sh | 71 | $3.5K | — | 0.0% |
| 2377 | COUNTRY BANK#2377 · 19 sh | 19 | $3.3K | <0.01% | 0.0% |
| 2378 | Barnes Dennig Private Wealth Management#2378 · 60 sh | 60 | $3.2K | <0.01% | 0.0% |
| 2379 | SIMS INVESTMENT MANAGEMENT#2379 · 35 sh | 35 | $2.9K | — | New |
| 2380 | MOTCO#2380 · 16 sh | 16 | $2.8K | <0.01% | New |
| 2381 | Mondrian Investment Partners LTD#2381 · 50 sh | 50 | $2.7K | — | +108.3% |
| 2382 | MCGUIRE CAPITAL ADVISORS#2382 · 38 sh | 38 | $2.6K | <0.01% | 0.0% |
| 2383 | Spurstone Advisory Services#2383 · 47 sh | 47 | $2.5K | 0.03% | 0.0% |
| 2384 | HORIZON FINANCIAL SERVICES#2384 · 133 sh | 133 | $2.3K | <0.01% | New |
| 2385 | POM Investment Strategies#2385 · 48 sh | 48 | $2.1K | — | -94.4% |
| 2386 | WEST PACES ADVISORS#2386 · 120 sh | 120 | $2.0K | — | New |
| 2387 | Lloyd Advisory Services#2387 · 46 sh | 46 | $2.0K | <0.01% | -99.7% |
| 2388 | Bell Investment Advisors#2388 · 35 sh | 35 | $1.7K | <0.01% | +2.9% |
| 2389 | FARMERS & MERCHANTS INVESTMENTS#2389 · 75 sh | 75 | $1.7K | — | 0.0% |
| 2390 | Quest 10 Wealth Builders#2390 · 29 sh | 29 | $1.7K | <0.01% | -83.4% |
| 2391 | Rakuten Securities#2391 · 9 sh | 9 | $1.6K | <0.01% | New |
| 2392 | ABOUND FINANCIAL#2392 · 15 sh | 15 | $1.4K | <0.01% | 0.0% |
| 2393 | Financial Life Planners#2393 · 21 sh | 21 | $1.4K | <0.01% | 0.0% |
| 2394 | True Wealth Design#2394 · 54 sh | 54 | $915.00 | — | 0.0% |
| 2395 | Strategic Advocates#2395 · 8 sh | 8 | $606.00 | <0.01% | 0.0% |
| 2396 | Investors Portfolio Services#2396 · 28 sh | 28 | $474.00 | <0.01% | 0.0% |
| 2397 | Central Pacific Bank - Division#2397 · 2 sh | 2 | $129.00 | — | 0.0% |
| 2398 | Raleigh Capital Management#2398 · 1 sh | 1 | $44.00 | 0.00% | 0.0% |
| 2399 | Mascoma Wealth Management#2399 · 2 sh | 2 | $34.00 | — | New |
| 2400 | Financial Management Professionals#2400 · 1 sh | 1 | $32.00 | — | -100.0% |
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.