WisdomTree, Inc. (WT) — Institutional Holders, Q2 2026 (page 3)
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 201 to 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 201–300 of 2,408
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Sharper & Granite#201 · 744,862 sh | 744,862 | $43.8M | 13.58% | +21.2% |
| 202 | Aprio Wealth Management#202 · 973,904 sh | 973,904 | $43.5M | 2.15% | +182.4% |
| 203 | RATIONAL ADVISORS#203 · 735,041 sh | 735,041 | $43.4M | 3.98% | -43.3% |
| 204 | Mraz, Amerine & Associates#204 · 859,642 sh | 859,642 | $43.3M | 6.21% | +4.5% |
| 205 | IEQ CAPITAL#205 · 585,243 sh | 585,243 | $43.0M | 0.20% | -8.9% |
| 206 | Inspire Advisors#206 · 836,155 sh | 836,155 | $43.0M | 2.99% | +7.8% |
| 207 | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD#207 · 987,040 sh | 987,040 | $42.2M | 1.73% | 0.0% |
| 208 | OPPENHEIMER#208 · 574,037 sh | 574,037 | $41.4M | — | +8.1% |
| 209 | Granite Bay Wealth Management#209 · 1,259,604 sh | 1,259,604 | $41.3M | 3.80% | +4.6% |
| 210 | Disciplina Capital Management#210 · 817,373 sh | 817,373 | $41.2M | 4.25% | +22.8% |
| 211 | CITIGROUP#211 · 1,057,387 sh | 1,057,387 | $41.1M | 0.01% | -74.4% |
| 212 | Oxinas Partners Wealth Management#212 · 624,327 sh | 624,327 | $41.0M | 16.15% | +2.2% |
| 213 | NOMURA ASSET MANAGEMENT INTERNATIONAL#213 · 5,338,798 sh | 5,338,798 | $40.6M | 0.06% | +138.0% |
| 214 | LVM CAPITAL MANAGEMENT LTD#214 · 475,776 sh | 475,776 | $40.5M | — | +1.8% |
| 215 | Lido Advisors#215 · 795,164 sh | 795,164 | $39.6M | 0.11% | -82.4% |
| 216 | PINNACLE ASSOCIATES LTD#216 · 474,020 sh | 474,020 | $39.5M | — | +1.4% |
| 217 | Wealthcare Capital Partners#217 · 778,239 sh | 778,239 | $39.4M | — | +0.4% |
| 218 | Aspire Capital Advisors#218 · 430,178 sh | 430,178 | $39.4M | 7.67% | +3.3% |
| 219 | Horizon Wealth Management#219 · 820,136 sh | 820,136 | $39.0M | 4.97% | -33.0% |
| 220 | Geneos Wealth Management#220 · 515,287 sh | 515,287 | $39.0M | 0.79% | +2.6% |
| 221 | Revolve Wealth Partners#221 · 657,486 sh | 657,486 | $38.9M | — | +4.3% |
| 222 | PARK AVENUE SECURITIES#222 · 634,599 sh | 634,599 | $38.8M | — | -2.1% |
| 223 | PRINCIPAL FINANCIAL GROUP#223 · 2,275,955 sh | 2,275,955 | $38.6M | 0.02% | +13.3% |
| 224 | HARBOUR INVESTMENTS#224 · 612,371 sh | 612,371 | $38.5M | 0.52% | +7.9% |
| 225 | Trajan Wealth#225 · 778,445 sh | 778,445 | $38.4M | 1.45% | +4.2% |
| 226 | Venture Visionary Partners#226 · 627,741 sh | 627,741 | $38.3M | — | +1.6% |
| 227 | WESCAP Management Group#227 · 627,287 sh | 627,287 | $38.0M | 7.10% | 0.0% |
| 228 | Amplius Wealth Advisors#228 · 423,067 sh | 423,067 | $38.0M | — | -5.8% |
| 229 | TAIYO LIFE INSURANCE#229 · 390,000 sh | 390,000 | $37.3M | — | 0.0% |
| 230 | LEVEL FOUR ADVISORY SERVICES#230 · 814,077 sh | 814,077 | $37.3M | 1.05% | -0.6% |
| 231 | LOOMIS SAYLES & L P#231 · 2,190,641 sh | 2,190,641 | $37.1M | 0.05% | +31.0% |
| 232 | Waverly Advisors#232 · 589,245 sh | 589,245 | $37.1M | 0.22% | +4.8% |
| 233 | Dynamic Advisor Solutions#233 · 602,075 sh | 602,075 | $36.5M | — | -11.0% |
| 234 | Miracle Mile Advisors#234 · 816,169 sh | 816,169 | $36.5M | 0.43% | +11.7% |
| 235 | BCM ADVISORS#235 · 378,553 sh | 378,553 | $36.1M | 7.03% | -3.0% |
| 236 | Quattro Advisors#236 · 614,333 sh | 614,333 | $36.0M | 23.96% | +18.8% |
| 237 | 46 Peaks#237 · 661,797 sh | 661,797 | $35.7M | 22.42% | -8.6% |
| 238 | NORTHERN#238 · 1,564,074 sh | 1,564,074 | $35.3M | <0.01% | +12.2% |
| 239 | Advisory Services Network#239 · 628,100 sh | 628,100 | $34.8M | 0.39% | +2.8% |
| 240 | MB, LEVIS & ASSOCIATES#240 · 333,107 sh | 333,107 | $34.7M | — | +0.2% |
| 241 | Tidemark#241 · 837,731 sh | 837,731 | $34.6M | 7.78% | -20.5% |
| 242 | Berkeley#242 · 509,547 sh | 509,547 | $34.3M | — | -0.6% |
| 243 | VestGen Advisors#243 · 593,742 sh | 593,742 | $34.2M | — | +1.0% |
| 244 | Rice Partnership#244 · 196,780 sh | 196,780 | $34.1M | 4.14% | +2.1% |
| 245 | Winthrop Advisory Group#245 · 356,925 sh | 356,925 | $34.1M | — | +21.2% |
| 246 | Ayalon Insurance Comp Ltd.#246 · 195,785 sh | 195,785 | $34.0M | — | +58.1% |
| 247 | FLAGSHIP WEALTH ADVISORS#247 · 406,294 sh | 406,294 | $33.7M | 7.55% | +160.9% |
| 248 | PRECEDENT WEALTH PARTNERS#248 · 379,111 sh | 379,111 | $33.7M | — | 0.0% |
| 249 | UNITED CAPITAL FINANCIAL ADVISORS#249 · 525,373 sh | 525,373 | $33.6M | 0.18% | -5.1% |
| 250 | MASSACHUSETTS FINANCIAL SERVICES#250 · 1,540,458 sh | 1,540,458 | $33.4M | 0.01% | -6.2% |
| 251 | Per Stirling Capital Management#251 · 360,326 sh | 360,326 | $33.1M | 3.14% | -0.2% |
| 252 | HB Wealth Management#252 · 344,972 sh | 344,972 | $32.7M | — | +0.9% |
| 253 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#253 · 790,708 sh | 790,708 | $32.2M | <0.01% | -5.8% |
| 254 | AssuredPartners Investment Advisors#254 · 543,196 sh | 543,196 | $31.8M | 3.08% | -0.9% |
| 255 | ASPIRIANT#255 · 487,007 sh | 487,007 | $31.6M | — | +1.7% |
| 256 | UHLMANN PRICE SECURITIES#256 · 718,358 sh | 718,358 | $31.2M | 1.16% | +14.5% |
| 257 | Leibman Financial Services#257 · 618,818 sh | 618,818 | $31.2M | — | +37.5% |
| 258 | CITIZENS FINANCIAL GROUP#258 · 636,147 sh | 636,147 | $31.1M | — | +93.1% |
| 259 | UPTICK PARTNERS#259 · 568,551 sh | 568,551 | $30.9M | 4.81% | +8.7% |
| 260 | Gaddis Premier Wealth Advisors#260 · 470,361 sh | 470,361 | $30.7M | 18.64% | +5.4% |
| 261 | TigerOak Management, L.L.C.#261 · 337,460 sh | 337,460 | $30.6M | — | +0.6% |
| 262 | Allianz Asset Management GmbH#262 · 229,180 sh | 229,180 | $30.6M | 0.03% | 0.0% |
| 263 | Fox Financial#263 · 317,246 sh | 317,246 | $30.6M | 21.28% | -0.5% |
| 264 | Compass Financial Services#264 · 457,829 sh | 457,829 | $30.5M | 11.38% | +7.6% |
| 265 | Lauer Wealth#265 · 448,312 sh | 448,312 | $30.4M | — | +2.2% |
| 266 | LORD, ABBETT#266 · 1,792,735 sh | 1,792,735 | $30.4M | 0.09% | New |
| 267 | Pathstone#267 · 519,677 sh | 519,677 | $30.3M | 0.09% | -1.3% |
| 268 | NewSquare Capital#268 · 450,428 sh | 450,428 | $29.8M | 2.20% | +2.8% |
| 269 | COLDSTREAM CAPITAL MANAGEMENT#269 · 497,630 sh | 497,630 | $29.8M | 0.37% | -1.5% |
| 270 | Aptus Capital Advisors#270 · 537,575 sh | 537,575 | $29.8M | 0.20% | +0.9% |
| 271 | AlTi Global#271 · 307,810 sh | 307,810 | $29.4M | 0.61% | +10.6% |
| 272 | MATHER GROUP#272 · 563,415 sh | 563,415 | $29.4M | — | +22.4% |
| 273 | Haven Private#273 · 575,603 sh | 575,603 | $29.1M | — | +126.8% |
| 274 | Unison Advisors#274 · 448,588 sh | 448,588 | $29.0M | 2.02% | +0.8% |
| 275 | FLOW TRADERS U.S.#275 · 416,058 sh | 416,058 | $28.8M | 1.18% | -65.3% |
| 276 | Anderson Financial Strategies#276 · 289,295 sh | 289,295 | $28.5M | 14.83% | +2.6% |
| 277 | Beacon Pointe Advisors#277 · 495,446 sh | 495,446 | $28.4M | 0.13% | +17.6% |
| 278 | Solano Wealth Investment Advisors#278 · 398,540 sh | 398,540 | $28.4M | 12.91% | -1.6% |
| 279 | Marietta Wealth Management#279 · 488,901 sh | 488,901 | $28.1M | — | +2.9% |
| 280 | SIGNATURE ESTATE & INVESTMENT ADVISORS#280 · 528,178 sh | 528,178 | $28.1M | — | -6.0% |
| 281 | CIBC Bancorp USA#281 · 596,615 sh | 596,615 | $28.1M | 0.03% | +1.4% |
| 282 | Matrix#282 · 556,808 sh | 556,808 | $28.0M | — | +4919.5% |
| 283 | HOLLENCREST SECURITIES#283 · 537,353 sh | 537,353 | $28.0M | 1.83% | -5.7% |
| 284 | Destination Wealth Management#284 · 573,231 sh | 573,231 | $27.7M | 0.65% | +0.8% |
| 285 | Evanson Financial#285 · 391,213 sh | 391,213 | $27.4M | — | — |
| 286 | Qube Research & Technologies Ltd#286 · 925,469 sh | 925,469 | $27.2M | 0.03% | +28.9% |
| 287 | SYKON CAPITAL#287 · 707,922 sh | 707,922 | $27.0M | 8.31% | +6.6% |
| 288 | Warner Group#288 · 446,703 sh | 446,703 | $26.7M | 6.58% | +130.0% |
| 289 | TWO SIGMA INVESTMENTS#289 · 904,414 sh | 904,414 | $26.7M | 0.02% | -81.4% |
| 290 | CVFG#290 · 278,284 sh | 278,284 | $26.6M | 2.79% | +4.5% |
| 291 | Millburn Ridgefield#291 · 617,149 sh | 617,149 | $26.4M | 0.50% | +5.0% |
| 292 | Catalyst Capital Advisors#292 · 617,149 sh | 617,149 | $26.4M | 0.44% | +5.0% |
| 293 | Connecticut Wealth Management#293 · 301,300 sh | 301,300 | $26.4M | — | -4.4% |
| 294 | Uniplan Investment Counsel#294 · 842,327 sh | 842,327 | $26.4M | 2.47% | +29.6% |
| 295 | Heck Capital Advisors#295 · 393,650 sh | 393,650 | $26.3M | — | +102.9% |
| 296 | CARY STREET PARTNERS FINANCIAL#296 · 623,063 sh | 623,063 | $26.2M | 0.57% | -0.6% |
| 297 | Vericrest Private Wealth#297 · 458,769 sh | 458,769 | $25.9M | — | +12.2% |
| 298 | Global View Capital Management#298 · 471,180 sh | 471,180 | $25.9M | 5.35% | -66.2% |
| 299 | WJ Interests#299 · 500,100 sh | 500,100 | $25.7M | — | -57.6% |
| 300 | Freedom Investment Management#300 · 371,087 sh | 371,087 | $25.7M | 7.16% | -2.3% |
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.