WisdomTree, Inc. (WT) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 2,408
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Marshall & Sterling Wealth Advisors#501 · 133,671 sh | 133,671 | $12.6M | 7.45% | +4.5% |
| 502 | CREATIVE FINANCIAL DESIGNS#502 · 213,439 sh | 213,439 | $12.4M | 0.59% | +44.7% |
| 503 | Stonekeep Investments#503 · 244,549 sh | 244,549 | $12.3M | — | -26.5% |
| 504 | Premier Private Wealth Management#504 · 186,478 sh | 186,478 | $12.2M | 10.69% | +2.3% |
| 505 | CENTRAL#505 · 250,615 sh | 250,615 | $12.1M | 0.22% | +28.6% |
| 506 | Mason & Associates#506 · 238,592 sh | 238,592 | $12.0M | 1.94% | +50.3% |
| 507 | EARNED WEALTH ADVISORS#507 · 288,121 sh | 288,121 | $11.9M | 0.77% | -1.1% |
| 508 | Allen Investment Management#508 · 293,475 sh | 293,475 | $11.9M | 0.14% | 0.0% |
| 509 | GenTrust#509 · 267,026 sh | 267,026 | $11.9M | 0.46% | +1.8% |
| 510 | Shore Point Advisors#510 · 203,696 sh | 203,696 | $11.9M | — | +2.6% |
| 511 | Stewardship Advisors#511 · 291,438 sh | 291,438 | $11.9M | — | +3.3% |
| 512 | Bison Wealth#512 · 231,008 sh | 231,008 | $11.9M | — | -4.0% |
| 513 | Christian Investment Advisors#513 · 236,126 sh | 236,126 | $11.9M | 7.01% | +2.5% |
| 514 | Vise Technologies#514 · 150,354 sh | 150,354 | $11.9M | 0.13% | +113.2% |
| 515 | Great Point Wealth Advisors#515 · 155,410 sh | 155,410 | $11.9M | — | -5.0% |
| 516 | GLENMEDE NA#516 · 98,363 sh | 98,363 | $11.8M | 0.05% | -1.6% |
| 517 | Cornerstone Wealth Management#517 · 190,727 sh | 190,727 | $11.8M | 0.51% | -0.2% |
| 518 | Union Bankshares#518 · 206,784 sh | 206,784 | $11.7M | 0.19% | -18.5% |
| 519 | Venturi Wealth Management#519 · 257,253 sh | 257,253 | $11.6M | 0.45% | +47.5% |
| 520 | Herold Advisors#520 · 169,546 sh | 169,546 | $11.6M | — | -5.8% |
| 521 | BROWN ADVISORY#521 · 145,119 sh | 145,119 | $11.6M | 0.02% | +1.0% |
| 522 | CULBERTSON A N#522 · 160,327 sh | 160,327 | $11.6M | — | -0.3% |
| 523 | Darrow Company#523 · 120,844 sh | 120,844 | $11.6M | — | +0.3% |
| 524 | MOSAIC FAMILY WEALTH PARTNERS#524 · 121,579 sh | 121,579 | $11.5M | 0.77% | +72.9% |
| 525 | Wealthfront Advisers#525 · 240,355 sh | 240,355 | $11.5M | 0.02% | -9.3% |
| 526 | Noble Family Wealth#526 · 87,291 sh | 87,291 | $11.4M | — | -0.9% |
| 527 | Total Clarity Wealth Management#527 · 221,769 sh | 221,769 | $11.4M | — | -3.2% |
| 528 | Castle Rock Wealth Management#528 · 226,840 sh | 226,840 | $11.4M | — | -4.3% |
| 529 | MENORA MIVTACHIM LTD.#529 · 112,212 sh | 112,212 | $11.4M | 0.04% | 0.0% |
| 530 | Highland Investment Advisors#530 · 224,945 sh | 224,945 | $11.4M | 4.97% | — |
| 531 | Endurance Services Ltd#531 · 354,500 sh | 354,500 | $11.4M | 1.74% | 0.0% |
| 532 | Reyes Financial Architecture#532 · 231,414 sh | 231,414 | $11.3M | — | -62.3% |
| 533 | DANSKE BANK A/S#533 · 668,432 sh | 668,432 | $11.3M | 0.02% | -3.5% |
| 534 | ACORN CREEK CAPITAL#534 · 224,588 sh | 224,588 | $11.3M | 3.78% | -6.2% |
| 535 | WALLED LAKE PLANNING & WEALTH MANAGEMENT#535 · 200,393 sh | 200,393 | $11.2M | 2.84% | -45.2% |
| 536 | Circle Wealth Management#536 · 200,975 sh | 200,975 | $11.2M | 0.14% | -1.9% |
| 537 | Value Investment Professionals#537 · 222,193 sh | 222,193 | $11.2M | — | -16.7% |
| 538 | REGIONS FINANCIAL#538 · 190,670 sh | 190,670 | $11.1M | 0.07% | +350.5% |
| 539 | LAUREL OAK WEALTH MANAGEMENT#539 · 181,004 sh | 181,004 | $11.1M | — | -6.7% |
| 540 | MLG Wealth Management DBA Pine Grove Financial Group#540 · 108,467 sh | 108,467 | $11.1M | — | +2.0% |
| 541 | WIN ADVISORS#541 · 465,004 sh | 465,004 | $11.0M | 3.93% | +104.1% |
| 542 | Sentinus#542 · 114,859 sh | 114,859 | $11.0M | 0.88% | -7.8% |
| 543 | TD PRIVATE CLIENT WEALTH#543 · 186,863 sh | 186,863 | $11.0M | 0.20% | +1.6% |
| 544 | Federation des caisses Desjardins du Quebec#544 · 142,249 sh | 142,249 | $10.9M | 0.03% | -1.8% |
| 545 | TECTONIC ADVISORS#545 · 216,472 sh | 216,472 | $10.9M | — | -12.3% |
| 546 | PRINCIPAL SECURITIES#546 · 209,203 sh | 209,203 | $10.9M | 0.13% | +2.4% |
| 547 | VALLEY WEALTH MANAGERS#547 · 189,717 sh | 189,717 | $10.8M | — | -3.0% |
| 548 | EASTERN BANK#548 · 146,056 sh | 146,056 | $10.8M | — | -62.8% |
| 549 | Baker Ellis Asset Management#549 · 171,684 sh | 171,684 | $10.8M | — | -0.5% |
| 550 | Founders Financial Alliance#550 · 121,651 sh | 121,651 | $10.8M | 1.43% | -62.5% |
| 551 | Centurion Wealth Management#551 · 161,509 sh | 161,509 | $10.7M | — | +43.9% |
| 552 | MGO ONE SEVEN#552 · 174,654 sh | 174,654 | $10.7M | 0.18% | +6.7% |
| 553 | Fiduciary Group#553 · 114,333 sh | 114,333 | $10.6M | 0.83% | +0.5% |
| 554 | NVWM#554 · 191,462 sh | 191,462 | $10.6M | — | -8.8% |
| 555 | OPPENHEIMER ASSET MANAGEMENT#555 · 60,935 sh | 60,935 | $10.6M | — | +1.6% |
| 556 | Milestone Investment Advisors#556 · 208,799 sh | 208,799 | $10.5M | 2.27% | +0.5% |
| 557 | Intrinsic Edge Capital Management#557 · 620,000 sh | 620,000 | $10.5M | 1.09% | -11.4% |
| 558 | Rare Wolf Capital#558 · 208,200 sh | 208,200 | $10.5M | — | -34.9% |
| 559 | NATIXIS ADVISORS#559 · 178,883 sh | 178,883 | $10.4M | 0.01% | +25.7% |
| 560 | Fortis Group Advisors#560 · 346,247 sh | 346,247 | $10.4M | 1.67% | +416.9% |
| 561 | SRS Capital Advisors#561 · 191,722 sh | 191,722 | $10.4M | 0.07% | +150.6% |
| 562 | PFG Advisors#562 · 161,036 sh | 161,036 | $10.4M | — | -13.0% |
| 563 | EXCHANGE TRADED CONCEPTS#563 · 162,900 sh | 162,900 | $10.3M | — | -3.1% |
| 564 | Provident Wealth Management#564 · 149,520 sh | 149,520 | $10.2M | — | +4.0% |
| 565 | Mutual Advisors#565 · 143,260 sh | 143,260 | $10.2M | 0.19% | +2.1% |
| 566 | BlackDiamond Wealth Management#566 · 201,126 sh | 201,126 | $10.1M | 4.08% | -32.5% |
| 567 | Ruggaard & Associates#567 · 100,596 sh | 100,596 | $10.1M | 3.63% | +3.6% |
| 568 | Wilmington Savings Fund Society, FSB#568 · 105,831 sh | 105,831 | $10.1M | — | +0.4% |
| 569 | TUDOR INVESTMENT ET AL#569 · 105,650 sh | 105,650 | $10.1M | 0.01% | -71.4% |
| 570 | Roan Capital Partners#570 · 164,873 sh | 164,873 | $10.1M | — | +10.2% |
| 571 | Journey Advisory Group#571 · 105,286 sh | 105,286 | $10.1M | 0.77% | -0.3% |
| 572 | CENTAURUS FINANCIAL#572 · 177,077 sh | 177,077 | $10.1M | 0.43% | +76.7% |
| 573 | FOSTER & MOTLEY#573 · 340,982 sh | 340,982 | $10.0M | 0.46% | New |
| 574 | DEUTSCHE BANK AG\#574 · 195,082 sh | 195,082 | $10.0M | <0.01% | +12.9% |
| 575 | Elmwood Wealth Management#575 · 261,005 sh | 261,005 | $10.0M | — | -12.2% |
| 576 | HRT FINANCIAL#576 · 212,259 sh | 212,259 | $9.9M | 0.02% | -82.7% |
| 577 | CIBC WORLD MARKET#577 · 136,958 sh | 136,958 | $9.9M | 0.02% | +36.6% |
| 578 | INDEPENDENT FINANCIAL GROUP#578 · 182,466 sh | 182,466 | $9.9M | — | +17.1% |
| 579 | CoreCap Advisors#579 · 130,115 sh | 130,115 | $9.9M | — | -1.5% |
| 580 | XY Planning Network#580 · 138,203 sh | 138,203 | $9.9M | — | +2.2% |
| 581 | Perennial Investment Advisors#581 · 164,133 sh | 164,133 | $9.8M | 0.65% | -0.4% |
| 582 | Compound Planning#582 · 132,803 sh | 132,803 | $9.8M | 0.25% | -38.9% |
| 583 | Crawford Fund Management#583 · 575,654 sh | 575,654 | $9.8M | 1.49% | -43.9% |
| 584 | Ashton Thomas Private Wealth#584 · 139,453 sh | 139,453 | $9.7M | 0.20% | -0.2% |
| 585 | Portland Global Advisors#585 · 152,264 sh | 152,264 | $9.7M | 0.92% | +0.4% |
| 586 | Tortoise Investment Management#586 · 145,441 sh | 145,441 | $9.7M | 0.72% | -2.8% |
| 587 | Maridea Wealth Management#587 · 234,511 sh | 234,511 | $9.7M | 1.05% | +43.1% |
| 588 | B. Riley Wealth Advisors#588 · 349,928 sh | 349,928 | $9.7M | — | +3.2% |
| 589 | AMERICAN FINANCIAL & TAX STRATEGIES#589 · 213,080 sh | 213,080 | $9.6M | — | -0.2% |
| 590 | TD Waterhouse Canada#590 · 174,099 sh | 174,099 | $9.6M | — | +3.2% |
| 591 | HSBC PLC#591 · 404,497 sh | 404,497 | $9.6M | <0.01% | +323.9% |
| 592 | Maia Wealth#592 · 122,867 sh | 122,867 | $9.5M | — | +27.6% |
| 593 | Discipline Wealth Solutions#593 · 146,900 sh | 146,900 | $9.5M | — | -4.6% |
| 594 | Betterment#594 · 154,542 sh | 154,542 | $9.5M | 0.02% | +1.3% |
| 595 | WealthPLAN Partners#595 · 183,936 sh | 183,936 | $9.5M | — | +65.6% |
| 596 | Concord Asset Management#596 · 167,105 sh | 167,105 | $9.4M | 1.46% | -3.4% |
| 597 | Advocacy Wealth Management#597 · 198,529 sh | 198,529 | $9.4M | 0.34% | -12.6% |
| 598 | FAS Wealth Partners#598 · 166,625 sh | 166,625 | $9.4M | 0.49% | +12.7% |
| 599 | Randolph#599 · 219,252 sh | 219,252 | $9.4M | — | 0.0% |
| 600 | Stonebridge Financial Group#600 · 78,785 sh | 78,785 | $9.4M | 1.30% | — |
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.