WisdomTree, Inc. (WT) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 2,408
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | CSM Advisors#601 · 551,313 sh | 551,313 | $9.3M | 0.20% | +5.6% |
| 602 | Hamilton Wealth#602 · 174,549 sh | 174,549 | $9.3M | 1.71% | -73.6% |
| 603 | CASTLE WEALTH MANAGEMENT#603 · 284,265 sh | 284,265 | $9.3M | 2.76% | +3.1% |
| 604 | PARSONS CAPITAL MANAGEMENT#604 · 87,719 sh | 87,719 | $9.3M | 0.42% | +2.4% |
| 605 | Private Capital Management#605 · 216,394 sh | 216,394 | $9.3M | 0.82% | +4.6% |
| 606 | Catalyst Investment Management#606 · 157,024 sh | 157,024 | $9.3M | — | +19.2% |
| 607 | ROTHSCHILD INVESTMENT#607 · 343,735 sh | 343,735 | $9.3M | 0.35% | +7.5% |
| 608 | Pallas Capital Advisors#608 · 168,030 sh | 168,030 | $9.3M | 0.29% | -43.0% |
| 609 | Barry Investment Advisors#609 · 89,317 sh | 89,317 | $9.2M | — | +3.2% |
| 610 | VOLORIDGE INVESTMENT MANAGEMENT#610 · 542,250 sh | 542,250 | $9.2M | 0.04% | -56.2% |
| 611 | Nan Shan Life Insurance , Ltd.#611 · 170,000 sh | 170,000 | $9.1M | 0.29% | New |
| 612 | Simplicity Wealth#612 · 207,910 sh | 207,910 | $9.1M | — | +89.4% |
| 613 | VIEWPOINT INVESTMENT PARTNERS#613 · 124,235 sh | 124,235 | $9.1M | — | +33.4% |
| 614 | KPP Advisory Services#614 · 129,189 sh | 129,189 | $9.1M | — | +96.3% |
| 615 | VISTA INVESTMENT MANAGEMENT#615 · 122,346 sh | 122,346 | $9.0M | 2.71% | +0.5% |
| 616 | VOYA INVESTMENT MANAGEMENT#616 · 2,342,935 sh | 2,342,935 | $8.8M | <0.01% | +18.6% |
| 617 | Riverbend Wealth Management#617 · 95,888 sh | 95,888 | $8.8M | — | +5.3% |
| 618 | SILVER OAK SECURITIES#618 · 209,974 sh | 209,974 | $8.8M | 0.53% | -1.5% |
| 619 | Guided Capital Wealth Management#619 · 173,942 sh | 173,942 | $8.8M | — | +67.9% |
| 620 | FOUNDERS GROVE WEALTH PARTNERS#620 · 140,731 sh | 140,731 | $8.7M | — | -0.4% |
| 621 | Breakwater Capital Group#621 · 135,717 sh | 135,717 | $8.7M | — | -0.3% |
| 622 | TOBIAS FINANCIAL ADVISORS#622 · 99,812 sh | 99,812 | $8.7M | 1.11% | -0.7% |
| 623 | Capital Investment Counsel#623 · 154,994 sh | 154,994 | $8.7M | — | -56.2% |
| 624 | StoneX Group#624 · 176,661 sh | 176,661 | $8.7M | 0.35% | +7.4% |
| 625 | GUARDIAN POINT CAPITAL#625 · 50,000 sh | 50,000 | $8.7M | 2.67% | New |
| 626 | Private Wealth Advisors#626 · 160,714 sh | 160,714 | $8.6M | 2.21% | -6.7% |
| 627 | INSPIRION WEALTH ADVISORS#627 · 146,216 sh | 146,216 | $8.6M | — | -2.6% |
| 628 | Signal Advisors Wealth#628 · 149,357 sh | 149,357 | $8.6M | — | +19.5% |
| 629 | Del-Sette Capital Management#629 · 210,229 sh | 210,229 | $8.6M | — | -0.9% |
| 630 | Guardian Partners#630 · 127,200 sh | 127,200 | $8.5M | — | New |
| 631 | Goldenstone Wealth Management#631 · 172,987 sh | 172,987 | $8.5M | 5.58% | -47.0% |
| 632 | Ancora Advisors#632 · 94,519 sh | 94,519 | $8.5M | 0.16% | +542.2% |
| 633 | Gray Private Wealth#633 · 88,769 sh | 88,769 | $8.5M | 3.67% | +2.5% |
| 634 | HC Advisors#634 · 206,337 sh | 206,337 | $8.4M | 5.10% | -0.1% |
| 635 | Astoria Portfolio Advisors#635 · 133,135 sh | 133,135 | $8.4M | 1.41% | +65.4% |
| 636 | Calamos Advisors#636 · 4,719,415 sh | 4,719,415 | $8.4M | 0.03% | -8.4% |
| 637 | CREDIT AGRICOLE S A#637 · 490,723 sh | 490,723 | $8.3M | 0.02% | 0.0% |
| 638 | Fortune Financial Group#638 · 153,682 sh | 153,682 | $8.3M | — | -50.1% |
| 639 | ASHTON THOMAS SECURITIES#639 · 136,041 sh | 136,041 | $8.3M | — | +37.2% |
| 640 | THEORY FINANCIAL#640 · 109,393 sh | 109,393 | $8.3M | 2.61% | -5.8% |
| 641 | Midwest#641 · 148,741 sh | 148,741 | $8.3M | — | -1.5% |
| 642 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#642 · 487,892 sh | 487,892 | $8.3M | <0.01% | -88.2% |
| 643 | Connor, Clark & Lunn Investment Management Ltd.#643 · 487,766 sh | 487,766 | $8.3M | 0.02% | +123.5% |
| 644 | ANDERSON HOAGLAND#644 · 163,902 sh | 163,902 | $8.3M | — | -11.2% |
| 645 | COURIER CAPITAL#645 · 113,449 sh | 113,449 | $8.2M | — | +1.3% |
| 646 | Cooper Financial Group#646 · 135,924 sh | 135,924 | $8.2M | — | -1.2% |
| 647 | CONNING#647 · 144,030 sh | 144,030 | $8.2M | — | 0.0% |
| 648 | ALBION FINANCIAL GROUP#648 · 85,579 sh | 85,579 | $8.2M | — | 0.0% |
| 649 | Wright Wealth#649 · 333,091 sh | 333,091 | $8.2M | 4.92% | +4.1% |
| 650 | GHP Investment Advisors#650 · 105,408 sh | 105,408 | $8.2M | — | -1.7% |
| 651 | Reality Financial Planning Services#651 · 161,387 sh | 161,387 | $8.1M | 7.84% | +13.3% |
| 652 | Latko Wealth Management, Ltd.#652 · 84,959 sh | 84,959 | $8.1M | 3.45% | -3.6% |
| 653 | Bristlecone Value Partners#653 · 127,412 sh | 127,412 | $8.1M | 6.53% | +0.5% |
| 654 | BLUELINE ADVISORS#654 · 125,342 sh | 125,342 | $8.1M | — | +6.3% |
| 655 | Beacon Capital Management#655 · 302,785 sh | 302,785 | $8.1M | — | New |
| 656 | Institute for Wealth Management#656 · 94,094 sh | 94,094 | $8.1M | 0.71% | +17.0% |
| 657 | AdvisorNet Financial#657 · 179,946 sh | 179,946 | $8.1M | — | +4.6% |
| 658 | McGrath & Associates#658 · 132,140 sh | 132,140 | $8.1M | — | +8.6% |
| 659 | Salomon & Ludwin#659 · 120,951 sh | 120,951 | $8.0M | 0.66% | -1.9% |
| 660 | THOROUGHBRED FINANCIAL SERVICES#660 · 100,183 sh | 100,183 | $8.0M | 0.38% | -6.5% |
| 661 | Laurel Wealth Advisors#661 · 156,696 sh | 156,696 | $8.0M | — | 0.0% |
| 662 | Marathon Strategic Advisors#662 · 142,503 sh | 142,503 | $8.0M | — | -0.8% |
| 663 | CreativeOne Wealth#663 · 138,794 sh | 138,794 | $8.0M | 0.17% | +6.1% |
| 664 | Apeiron RIA#664 · 143,348 sh | 143,348 | $8.0M | — | -0.5% |
| 665 | LODESTAR PRIVATE ASSET MANAGEMENT#665 · 91,850 sh | 91,850 | $7.9M | — | -3.0% |
| 666 | Farmers National Bank#666 · 163,787 sh | 163,787 | $7.9M | 1.66% | -2.4% |
| 667 | Empirical Asset Management#667 · 195,927 sh | 195,927 | $7.9M | 1.78% | +5.3% |
| 668 | O'Connor Financial Group#668 · 122,017 sh | 122,017 | $7.9M | — | +0.6% |
| 669 | Solutions 4 Wealth, Ltd#669 · 240,518 sh | 240,518 | $7.9M | 10.18% | +22.1% |
| 670 | Meridian Financial Partners#670 · 83,619 sh | 83,619 | $7.8M | — | -4.1% |
| 671 | CRUX WEALTH ADVISORS#671 · 97,092 sh | 97,092 | $7.8M | 2.70% | +3.1% |
| 672 | SEGALL BRYANT & HAMILL#672 · 143,971 sh | 143,971 | $7.8M | 0.09% | -0.5% |
| 673 | DHJJ Financial Advisors, Ltd.#673 · 129,293 sh | 129,293 | $7.8M | — | +36.3% |
| 674 | Waterfront Wealth#674 · 115,227 sh | 115,227 | $7.7M | 1.20% | +1.4% |
| 675 | WEALTHCARE CAPITAL MANAGEMENT#675 · 153,027 sh | 153,027 | $7.7M | — | -17.2% |
| 676 | Family Legacy Financial Solutions#676 · 151,682 sh | 151,682 | $7.6M | — | -28.0% |
| 677 | Copper Harbor Investment Advisors#677 · 144,113 sh | 144,113 | $7.6M | — | — |
| 678 | XTX Topco Ltd#678 · 309,083 sh | 309,083 | $7.6M | 0.10% | +365.8% |
| 679 | STAPP WEALTH MANAGEMENT, PLLC#679 · 123,616 sh | 123,616 | $7.6M | — | +2.2% |
| 680 | PERRYMAN FINANCIAL ADVISORY#680 · 78,312 sh | 78,312 | $7.5M | — | -2.9% |
| 681 | Ares Financial Consulting#681 · 148,878 sh | 148,878 | $7.5M | — | -5.4% |
| 682 | Pasadena Private Wealth#682 · 150,806 sh | 150,806 | $7.5M | 0.95% | +25.2% |
| 683 | NORDEA INVESTMENT MANAGEMENT AB#683 · 437,938 sh | 437,938 | $7.5M | <0.01% | -0.7% |
| 684 | Integrated Advisors Network#684 · 126,905 sh | 126,905 | $7.4M | — | +52.6% |
| 685 | NorthRock Partners#685 · 93,709 sh | 93,709 | $7.4M | 0.11% | -12.0% |
| 686 | 1 NORTH WEALTH SERVICES#686 · 65,441 sh | 65,441 | $7.4M | 2.43% | +4.2% |
| 687 | Capital Advisors, Ltd.#687 · 117,294 sh | 117,294 | $7.4M | — | +2.3% |
| 688 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#688 · 437,122 sh | 437,122 | $7.4M | — | -5.0% |
| 689 | E&G Advisors#689 · 82,730 sh | 82,730 | $7.4M | — | +10.4% |
| 690 | Stillwater Private Wealth#690 · 170,443 sh | 170,443 | $7.3M | 4.78% | +7577.6% |
| 691 | Premier Path Wealth Partners#691 · 170,171 sh | 170,171 | $7.3M | — | +33.1% |
| 692 | PUBLIC SECTOR PENSION INVESTMENT BOARD#692 · 432,286 sh | 432,286 | $7.3M | 0.02% | +5.2% |
| 693 | Interval Partners#693 · 431,922 sh | 431,922 | $7.3M | 0.19% | +40.3% |
| 694 | Meridian Financial Advisors#694 · 90,954 sh | 90,954 | $7.3M | — | +12.8% |
| 695 | Town Capital#695 · 145,830 sh | 145,830 | $7.3M | 4.61% | +13.4% |
| 696 | CEERA INVESTMENTS#696 · 71,378 sh | 71,378 | $7.3M | 3.08% | +38.1% |
| 697 | Centennial Wealth Advisory#697 · 80,103 sh | 80,103 | $7.3M | — | +8.2% |
| 698 | LM Advisors#698 · 78,871 sh | 78,871 | $7.2M | 0.84% | +1135.3% |
| 699 | Noble Wealth Management PBC#699 · 187,851 sh | 187,851 | $7.2M | — | +4.7% |
| 700 | Cheviot Value Management#700 · 133,989 sh | 133,989 | $7.2M | 0.73% | +0.1% |
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.