WisdomTree, Inc. (WT) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 2,408
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | WealthPoint Financial#401 · 290,977 sh | 290,977 | $17.1M | 12.46% | +12.6% |
| 402 | Kingsview Wealth Management#402 · 294,095 sh | 294,095 | $17.1M | 0.21% | +8.6% |
| 403 | MOULTON WEALTH MANAGEMENT#403 · 318,928 sh | 318,928 | $17.0M | — | -34.4% |
| 404 | STATE OF WISCONSIN INVESTMENT BOARD#404 · 328,021 sh | 328,021 | $17.0M | 0.03% | -13.3% |
| 405 | Keebeck Wealth Management#405 · 318,812 sh | 318,812 | $17.0M | 1.66% | +40.7% |
| 406 | FOUNDERS FINANCIAL SECURITIES#406 · 261,029 sh | 261,029 | $16.9M | — | +12.7% |
| 407 | COMPASS FINANCIAL MANAGEMENT#407 · 259,039 sh | 259,039 | $16.9M | 2.04% | — |
| 408 | NFP Retirement#408 · 249,055 sh | 249,055 | $16.9M | 0.92% | -3.2% |
| 409 | GTS SECURITIES#409 · 347,349 sh | 347,349 | $16.8M | 0.35% | +246.3% |
| 410 | Orion Porfolio Solutions#410 · 250,240 sh | 250,240 | $16.7M | 0.13% | -3.5% |
| 411 | BARCLAYS PLC#411 · 644,097 sh | 644,097 | $16.7M | <0.01% | +0.6% |
| 412 | FIRST ADVISORS#412 · 690,296 sh | 690,296 | $16.7M | <0.01% | +42.2% |
| 413 | Parisi Gray Wealth Management#413 · 329,772 sh | 329,772 | $16.6M | — | +24.9% |
| 414 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#414 · 573,296 sh | 573,296 | $16.4M | 0.02% | +186.6% |
| 415 | Freedom Day Solutions#415 · 303,120 sh | 303,120 | $16.4M | — | +23.5% |
| 416 | Napier Financial#416 · 322,059 sh | 322,059 | $16.3M | 3.40% | +5.1% |
| 417 | SFM#417 · 320,992 sh | 320,992 | $16.2M | — | +73.5% |
| 418 | Perigon Wealth Management#418 · 237,010 sh | 237,010 | $16.1M | — | +1.0% |
| 419 | Cornerstone Planning Group#419 · 158,208 sh | 158,208 | $16.1M | — | +1.9% |
| 420 | CATHY PARETO & ASSOCIATES#420 · 272,785 sh | 272,785 | $16.0M | — | +3.8% |
| 421 | BESSEMER GROUP#421 · 908,564 sh | 908,564 | $16.0M | 0.02% | +5650.4% |
| 422 | TCG Advisory Services#422 · 285,250 sh | 285,250 | $15.8M | 0.28% | +42.7% |
| 423 | Viaable#423 · 328,943 sh | 328,943 | $15.7M | 13.05% | — |
| 424 | Sound Income Strategies#424 · 237,599 sh | 237,599 | $15.7M | — | +13.7% |
| 425 | Alpha Zero#425 · 188,241 sh | 188,241 | $15.7M | 5.94% | +13.1% |
| 426 | Avantax Planning Partners#426 · 255,883 sh | 255,883 | $15.6M | 0.39% | +0.8% |
| 427 | VANGUARD FIDUCIARY#427 · 921,040 sh | 921,040 | $15.6M | <0.01% | +12.7% |
| 428 | Focus Partners Advisor Solutions#428 · 237,883 sh | 237,883 | $15.5M | 0.13% | -17.1% |
| 429 | BNP PARIBAS FINANCIAL MARKETS#429 · 364,446 sh | 364,446 | $15.5M | <0.01% | -37.8% |
| 430 | Headland Capital#430 · 307,821 sh | 307,821 | $15.5M | 3.82% | +7.2% |
| 431 | Mueller Wealth#431 · 307,442 sh | 307,442 | $15.5M | 10.54% | +8.0% |
| 432 | Argo Wealth Advisory#432 · 299,984 sh | 299,984 | $15.5M | 8.54% | +3.6% |
| 433 | Apollon Wealth Management#433 · 207,531 sh | 207,531 | $15.4M | — | +9.2% |
| 434 | REGIMEN WEALTH#434 · 304,143 sh | 304,143 | $15.4M | 4.15% | +2.1% |
| 435 | BFI Wealth Solutions#435 · 282,340 sh | 282,340 | $15.3M | — | +90.8% |
| 436 | Almanack Investment Partners#436 · 111,687 sh | 111,687 | $15.3M | 1.94% | -6.6% |
| 437 | One Wealth Map#437 · 266,234 sh | 266,234 | $15.2M | 6.92% | +3.4% |
| 438 | T. Rowe Price Investment Management#438 · 897,561 sh | 897,561 | $15.2M | 0.01% | +12.0% |
| 439 | ALLIANCEBERNSTEIN L.P.#439 · 407,622 sh | 407,622 | $15.2M | <0.01% | +4.0% |
| 440 | ACTION POINT FINANCIAL PLANNING#440 · 325,761 sh | 325,761 | $15.2M | 1.54% | New |
| 441 | Capital Investment Advisory Services#441 · 231,385 sh | 231,385 | $15.2M | 0.94% | +4.5% |
| 442 | truNorth Financial Services#442 · 157,336 sh | 157,336 | $15.1M | 13.56% | +3.9% |
| 443 | Envestnet Portfolio Solutions#443 · 163,426 sh | 163,426 | $15.1M | 0.07% | -15.7% |
| 444 | Sonoma Allocations#444 · 258,854 sh | 258,854 | $15.1M | 4.69% | +19.7% |
| 445 | Checchi Capital Advisers#445 · 213,857 sh | 213,857 | $15.1M | 0.68% | -3.4% |
| 446 | Arta Finance Wealth Management#446 · 298,155 sh | 298,155 | $15.0M | 6.41% | -6.5% |
| 447 | TCP Asset Management#447 · 275,800 sh | 275,800 | $14.9M | — | +2.9% |
| 448 | OSBORNE PARTNERS CAPITAL MANAGEMENT#448 · 556,910 sh | 556,910 | $14.9M | 0.83% | +4.9% |
| 449 | Financial Security Advisor#449 · 295,633 sh | 295,633 | $14.9M | 2.42% | -2.9% |
| 450 | Capital Analysts#450 · 293,133 sh | 293,133 | $14.8M | 0.34% | +5.1% |
| 451 | INVENIO WEALTH PARTNERS#451 · 266,950 sh | 266,950 | $14.8M | — | -11.1% |
| 452 | Modera Wealth Management#452 · 244,527 sh | 244,527 | $14.7M | 0.16% | -5.3% |
| 453 | KORNITZER CAPITAL MANAGEMENT#453 · 865,117 sh | 865,117 | $14.7M | 0.31% | -9.0% |
| 454 | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD#454 · 342,373 sh | 342,373 | $14.6M | 1.81% | 0.0% |
| 455 | Joseph Group Capital Management#455 · 213,523 sh | 213,523 | $14.6M | 3.07% | -0.8% |
| 456 | Permanent Capital Management#456 · 284,526 sh | 284,526 | $14.6M | 1.95% | +3.5% |
| 457 | Hobbs Group Advisors#457 · 290,649 sh | 290,649 | $14.6M | 3.84% | -0.5% |
| 458 | CANANDAIGUA NATIONAL BANK#458 · 270,844 sh | 270,844 | $14.6M | — | — |
| 459 | Sigma Planning#459 · 243,642 sh | 243,642 | $14.5M | — | +10.5% |
| 460 | Prepared Retirement Institute#460 · 276,410 sh | 276,410 | $14.5M | 6.17% | -2.1% |
| 461 | Ethos Financial Group#461 · 192,099 sh | 192,099 | $14.4M | 0.97% | +0.4% |
| 462 | JFS WEALTH ADVISORS#462 · 215,413 sh | 215,413 | $14.4M | 0.72% | -0.2% |
| 463 | FIRST FOUNDATION ADVISORS#463 · 329,835 sh | 329,835 | $14.3M | 0.52% | +2.9% |
| 464 | Strategic Family Wealth Counselors, L.L.C.#464 · 162,552 sh | 162,552 | $14.2M | 3.30% | +3.5% |
| 465 | GUARDIAN WEALTH ADVISORS, / NC#465 · 280,466 sh | 280,466 | $14.1M | 0.79% | +0.6% |
| 466 | Williams Financial#466 · 147,038 sh | 147,038 | $14.1M | — | +5.5% |
| 467 | Burns Matteson Capital Management#467 · 243,112 sh | 243,112 | $13.8M | — | +9.4% |
| 468 | Mosley Wealth Management#468 · 270,278 sh | 270,278 | $13.8M | — | +1747.4% |
| 469 | Csenge Advisory Group#469 · 196,872 sh | 196,872 | $13.7M | 0.56% | -5.3% |
| 470 | GLR Partners#470 · 205,596 sh | 205,596 | $13.6M | 6.32% | +4.3% |
| 471 | Cassia Capital Partners#471 · 269,160 sh | 269,160 | $13.6M | 6.57% | +1.7% |
| 472 | Chicago Partners Investment Group#472 · 239,909 sh | 239,909 | $13.5M | — | +4.5% |
| 473 | SimpliFi#473 · 329,152 sh | 329,152 | $13.4M | — | -2.9% |
| 474 | O'SHAUGHNESSY ASSET MANAGEMENT#474 · 225,434 sh | 225,434 | $13.3M | 0.06% | +22.0% |
| 475 | Axis Wealth Partners#475 · 180,734 sh | 180,734 | $13.3M | 6.39% | -0.2% |
| 476 | Concord Wealth Partners#476 · 234,917 sh | 234,917 | $13.3M | 1.52% | -0.9% |
| 477 | SMITH, MOORE#477 · 180,892 sh | 180,892 | $13.3M | 0.86% | -5.5% |
| 478 | Trinity Wealth Management#478 · 255,834 sh | 255,834 | $13.3M | — | -0.6% |
| 479 | Allen Capital Group#479 · 226,104 sh | 226,104 | $13.1M | — | -19.9% |
| 480 | CGN Advisors#480 · 221,433 sh | 221,433 | $13.1M | — | -62.6% |
| 481 | BEARING POINT CAPITAL#481 · 93,186 sh | 93,186 | $13.1M | 1.77% | +2.6% |
| 482 | PMG Wealth Management#482 · 134,051 sh | 134,051 | $13.1M | 8.12% | +3.4% |
| 483 | Allworth Financial#483 · 233,546 sh | 233,546 | $13.1M | 0.06% | -0.1% |
| 484 | CAPITAL MANAGEMENT#484 · 249,727 sh | 249,727 | $13.1M | 1.96% | -29.8% |
| 485 | Goldstone Financial Group#485 · 247,983 sh | 247,983 | $13.1M | 1.19% | -10.2% |
| 486 | Hancock Prospecting Pty Ltd#486 · 274,505 sh | 274,505 | $13.0M | 0.23% | 0.0% |
| 487 | Bravias Capital Group#487 · 211,956 sh | 211,956 | $13.0M | 7.73% | +1.2% |
| 488 | OARSMAN CAPITAL#488 · 392,825 sh | 392,825 | $13.0M | 1.38% | +7.4% |
| 489 | MBA Advisors#489 · 148,379 sh | 148,379 | $13.0M | 4.37% | +1.6% |
| 490 | Koshinski Asset Management#490 · 174,636 sh | 174,636 | $13.0M | 0.69% | +5.3% |
| 491 | Ocean Park Asset Management#491 · 74,703 sh | 74,703 | $13.0M | — | -44.0% |
| 492 | ArrowMark Colorado#492 · 764,927 sh | 764,927 | $13.0M | 0.54% | -62.6% |
| 493 | JBGlobal.com#493 · 74,610 sh | 74,610 | $12.9M | — | -3.3% |
| 494 | Jaffetilchin Investment Partners#494 · 108,278 sh | 108,278 | $12.8M | 0.68% | -0.2% |
| 495 | Three Magnolias Financial Advisors#495 · 144,184 sh | 144,184 | $12.7M | — | -3.6% |
| 496 | CALTON & ASSOCIATES#496 · 244,557 sh | 244,557 | $12.7M | 1.86% | -15.0% |
| 497 | Mesirow Financial Investment Management#497 · 147,309 sh | 147,309 | $12.6M | 0.20% | +4.0% |
| 498 | Baker Avenue Asset Management#498 · 232,424 sh | 232,424 | $12.6M | 0.24% | -3.0% |
| 499 | WT Wealth Management#499 · 252,375 sh | 252,375 | $12.6M | — | -3.1% |
| 500 | Columbia River Financial Group#500 · 250,710 sh | 250,710 | $12.6M | 6.78% | +240.8% |
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.