WisdomTree, Inc. (WT) — Institutional Holders, Q2 2026 (page 4)
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 301 to 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 301–400 of 2,408
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Broussard Financial Group#301 · 534,463 sh | 534,463 | $25.7M | — | -4.0% |
| 302 | Systelligence#302 · 478,561 sh | 478,561 | $25.5M | 4.26% | -33.5% |
| 303 | Fairway Wealth#303 · 265,772 sh | 265,772 | $25.5M | 5.82% | -0.2% |
| 304 | Boothe Investment Group#304 · 446,055 sh | 446,055 | $25.4M | — | -0.1% |
| 305 | NerdWallet Wealth Partners#305 · 263,948 sh | 263,948 | $25.4M | 8.76% | +12.3% |
| 306 | FIDELIS iM#306 · 262,348 sh | 262,348 | $25.3M | — | -1.3% |
| 307 | Three Bearings Fiduciary Advisors#307 · 465,287 sh | 465,287 | $25.3M | 22.64% | -1.3% |
| 308 | Clear Creek Financial Management#308 · 462,259 sh | 462,259 | $25.2M | — | -47.0% |
| 309 | Envision Financial#309 · 434,969 sh | 434,969 | $25.2M | — | +1.3% |
| 310 | Quantinno Capital Management#310 · 529,852 sh | 529,852 | $25.2M | 0.03% | +49.5% |
| 311 | CERTUITY#311 · 267,772 sh | 267,772 | $25.1M | 1.24% | +15.4% |
| 312 | Fermata Advisors#312 · 404,258 sh | 404,258 | $25.0M | — | +3.0% |
| 313 | Savvy Advisors#313 · 449,623 sh | 449,623 | $24.8M | 0.53% | +71.1% |
| 314 | Vontobel Holding Ltd.#314 · 576,984 sh | 576,984 | $24.8M | — | +0.9% |
| 315 | United Asset Strategies#315 · 491,959 sh | 491,959 | $24.8M | — | +1.9% |
| 316 | Nuveen#316 · 1,419,562 sh | 1,419,562 | $24.7M | <0.01% | -11.1% |
| 317 | Jupiter Topco#317 · 1,453,084 sh | 1,453,084 | $24.6M | 0.01% | — |
| 318 | New Vernon Capital II#318 · 392,583 sh | 392,583 | $24.3M | 13.41% | +75.4% |
| 319 | FFG RETIREMENT ADVISORS#319 · 306,188 sh | 306,188 | $24.2M | — | -33.1% |
| 320 | CRA Financial Services#320 · 252,414 sh | 252,414 | $24.2M | — | +1.7% |
| 321 | ACT Advisors#321 · 254,932 sh | 254,932 | $24.0M | — | +2.1% |
| 322 | Cresta Advisors, Ltd.#322 · 250,466 sh | 250,466 | $23.9M | — | +3.5% |
| 323 | Odyssey Group#323 · 247,638 sh | 247,638 | $23.9M | 6.46% | — |
| 324 | Dickmeyer Boyce Financial Management#324 · 354,663 sh | 354,663 | $23.8M | — | +3.6% |
| 325 | Pinnacle Financial Group, / IL#325 · 269,282 sh | 269,282 | $23.8M | 5.82% | -1.5% |
| 326 | Focus Financial Network#326 · 317,622 sh | 317,622 | $23.8M | — | -3.7% |
| 327 | WEBSTER BANK, N. A.#327 · 469,179 sh | 469,179 | $23.8M | 2.06% | +5.2% |
| 328 | New Perspectives#328 · 463,093 sh | 463,093 | $23.8M | — | +4.9% |
| 329 | RFG Advisory#329 · 430,895 sh | 430,895 | $23.7M | 0.37% | -1.2% |
| 330 | Financial Gravity Companies, (FGCO)#330 · 304,322 sh | 304,322 | $23.7M | 3.84% | — |
| 331 | CAPITAL WEALTH MANAGEMENT#331 · 451,633 sh | 451,633 | $23.7M | — | +2.1% |
| 332 | WCG Wealth Advisors#332 · 454,435 sh | 454,435 | $23.4M | 0.55% | -37.5% |
| 333 | Toroso Investments#333 · 1,488,856 sh | 1,488,856 | $23.2M | 0.04% | +1.6% |
| 334 | Ritter Daniher Financial Advisory / DE#334 · 351,182 sh | 351,182 | $23.1M | 3.51% | +2.7% |
| 335 | Client First Capital#335 · 458,302 sh | 458,302 | $23.1M | — | -2.2% |
| 336 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#336 · 454,101 sh | 454,101 | $22.9M | 0.07% | +1.9% |
| 337 | PENSION & WEALTH MANAGEMENT ADVISORS#337 · 301,034 sh | 301,034 | $22.7M | — | -4.4% |
| 338 | CAHILL FINANCIAL ADVISORS#338 · 376,424 sh | 376,424 | $22.7M | 2.18% | +0.1% |
| 339 | CX Institutional#339 · 329,778 sh | 329,778 | $22.7M | — | +0.3% |
| 340 | Prospera Financial Services#340 · 403,309 sh | 403,309 | $22.7M | 0.33% | +12.1% |
| 341 | Avestar Capital#341 · 509,582 sh | 509,582 | $22.6M | 1.26% | +7.1% |
| 342 | Prism Advisors#342 · 257,443 sh | 257,443 | $22.6M | — | -0.2% |
| 343 | US BANCORP \DE\#343 · 381,907 sh | 381,907 | $22.4M | 0.02% | +3.7% |
| 344 | Occidental Asset Management#344 · 393,259 sh | 393,259 | $22.3M | 2.21% | +1.1% |
| 345 | Pinnacle Wealth Management Advisory Group#345 · 241,349 sh | 241,349 | $22.2M | — | +5.8% |
| 346 | Prosperity Consulting Group#346 · 357,890 sh | 357,890 | $22.1M | 0.84% | -8.6% |
| 347 | Evernest Financial Advisors#347 · 202,372 sh | 202,372 | $22.1M | 4.62% | -0.2% |
| 348 | Bonfire Financial#348 · 438,875 sh | 438,875 | $22.1M | 14.20% | +16.9% |
| 349 | Sequoia Financial Advisors#349 · 209,727 sh | 209,727 | $22.0M | 0.11% | -3.4% |
| 350 | STEPHENS#350 · 392,113 sh | 392,113 | $21.9M | 0.24% | -8.8% |
| 351 | Gateway Wealth Partners#351 · 345,038 sh | 345,038 | $21.8M | 1.31% | -47.3% |
| 352 | Permanens Capital L.P.#352 · 125,863 sh | 125,863 | $21.8M | 2.25% | +426.3% |
| 353 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT#353 · 414,813 sh | 414,813 | $21.7M | — | -2.0% |
| 354 | McAdam#354 · 804,195 sh | 804,195 | $21.7M | — | +123.6% |
| 355 | GenWealth Group#355 · 795,034 sh | 795,034 | $21.6M | — | +2.8% |
| 356 | Impact Capital Partners#356 · 417,847 sh | 417,847 | $21.6M | — | +15.7% |
| 357 | World Investment Advisors#357 · 331,763 sh | 331,763 | $21.5M | 0.36% | -0.5% |
| 358 | Consolidated Planning#358 · 282,643 sh | 282,643 | $21.1M | — | +1.5% |
| 359 | Eaton Financial Company#359 · 370,893 sh | 370,893 | $21.1M | 5.78% | -2.9% |
| 360 | OF TOLEDO NA#360 · 206,980 sh | 206,980 | $20.8M | — | +18.3% |
| 361 | Stratos Wealth Advisors#361 · 295,925 sh | 295,925 | $20.8M | 1.14% | +65.3% |
| 362 | FLYNN ZITO CAPITAL MANAGEMENT#362 · 309,275 sh | 309,275 | $20.7M | 5.64% | +7.7% |
| 363 | MOR Wealth Management#363 · 218,556 sh | 218,556 | $20.7M | 8.23% | -2.0% |
| 364 | J.W. COLE ADVISORS#364 · 273,129 sh | 273,129 | $20.6M | 0.35% | +2.7% |
| 365 | PARTNERS CAPITAL INVESTMENT GROUP, LLP#365 · 118,136 sh | 118,136 | $20.5M | 0.72% | -0.3% |
| 366 | EP Wealth Advisors#366 · 359,808 sh | 359,808 | $20.5M | 0.08% | +117.0% |
| 367 | HENGEHOLD CAPITAL MANAGEMENT#367 · 229,123 sh | 229,123 | $20.3M | — | +0.9% |
| 368 | Frazier Financial Advisors#368 · 408,423 sh | 408,423 | $20.1M | 10.17% | +1.3% |
| 369 | Summit Asset Management#369 · 384,135 sh | 384,135 | $20.1M | 2.58% | -0.2% |
| 370 | Golden State Wealth Management#370 · 307,233 sh | 307,233 | $20.0M | 1.82% | +2.8% |
| 371 | KINGSWOOD WEALTH ADVISORS#371 · 277,942 sh | 277,942 | $19.9M | — | -6.1% |
| 372 | tru Independence#372 · 414,663 sh | 414,663 | $19.9M | — | +2.6% |
| 373 | Junto Capital Management#373 · 1,171,066 sh | 1,171,066 | $19.8M | 0.35% | New |
| 374 | Boyce & Associates Wealth Consulting#374 · 206,369 sh | 206,369 | $19.7M | — | +1.7% |
| 375 | Powers Advisory Group#375 · 267,376 sh | 267,376 | $19.6M | — | +3.6% |
| 376 | Warren Street Wealth Advisors#376 · 707,016 sh | 707,016 | $19.6M | 4.36% | +4.4% |
| 377 | Nvest Wealth Strategies#377 · 210,278 sh | 210,278 | $19.5M | — | +0.8% |
| 378 | TD Capital Management#378 · 246,298 sh | 246,298 | $19.4M | 1.58% | -17.3% |
| 379 | Howard Capital Management#379 · 2,196,149 sh | 2,196,149 | $19.4M | — | +1.6% |
| 380 | Eagle Strategies#380 · 346,808 sh | 346,808 | $19.2M | — | -49.2% |
| 381 | TOWNSEND ASSET MANAGEMENT /NC#381 · 201,742 sh | 201,742 | $19.1M | 6.13% | -0.1% |
| 382 | Marion Wealth Management#382 · 332,888 sh | 332,888 | $19.0M | — | +5.6% |
| 383 | EAGLE WEALTH STRATEGIES#383 · 198,832 sh | 198,832 | $19.0M | — | -0.7% |
| 384 | Avant Capital#384 · 198,625 sh | 198,625 | $18.9M | 11.87% | +1.2% |
| 385 | Exit Wealth Advisors#385 · 376,007 sh | 376,007 | $18.9M | 8.62% | -55.2% |
| 386 | Wealth Enhancement Services#386 · 132,530 sh | 132,530 | $18.8M | — | -4.1% |
| 387 | WEALTH MANAGEMENT RESOURCES#387 · 344,978 sh | 344,978 | $18.8M | — | +2.7% |
| 388 | PATTEN & PATTEN#388 · 284,257 sh | 284,257 | $18.7M | — | +4.3% |
| 389 | Madrid Financial Services#389 · 208,063 sh | 208,063 | $18.6M | 9.82% | +15.4% |
| 390 | Onyx Bridge Wealth Group#390 · 196,877 sh | 196,877 | $18.4M | — | -20.9% |
| 391 | SBI Securities , Ltd.#391 · 365,099 sh | 365,099 | $18.4M | — | -5.2% |
| 392 | Procyon Advisors#392 · 387,579 sh | 387,579 | $18.3M | — | +6.2% |
| 393 | MOLLER WEALTH PARTNERS#393 · 225,489 sh | 225,489 | $18.2M | — | -0.5% |
| 394 | Ameritas Investment Partners#394 · 188,532 sh | 188,532 | $18.1M | 0.48% | +6.2% |
| 395 | OPTIMA CAPITAL#395 · 314,609 sh | 314,609 | $17.8M | 7.01% | +2.2% |
| 396 | Pinnacle Financial Partners#396 · 336,261 sh | 336,261 | $17.7M | 0.12% | +146.2% |
| 397 | Advyzon Investment Management#397 · 593,008 sh | 593,008 | $17.5M | 1.27% | +144.9% |
| 398 | Ankerstar Wealth#398 · 349,237 sh | 349,237 | $17.4M | 14.58% | +97.3% |
| 399 | JT Stratford#399 · 263,313 sh | 263,313 | $17.3M | 1.90% | +5.1% |
| 400 | White Pine Investment#400 · 253,237 sh | 253,237 | $17.3M | — | +1.5% |
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.