WisdomTree, Inc. (WT) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 2,408
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Selective Wealth Management#701 · 206,798 sh | 206,798 | $7.2M | — | -1.6% |
| 702 | VICTORY CAPITAL MANAGEMENT#702 · 424,165 sh | 424,165 | $7.2M | <0.01% | +26.7% |
| 703 | Comprehensive Financial Consultants Institutional#703 · 108,540 sh | 108,540 | $7.2M | — | +13.8% |
| 704 | TOWLE#704 · 89,871 sh | 89,871 | $7.2M | 2.43% | +59.7% |
| 705 | Wedmont Private Capital#705 · 79,725 sh | 79,725 | $7.1M | — | -1.5% |
| 706 | AMERICAN CENTURY COMPANIES#706 · 420,354 sh | 420,354 | $7.1M | <0.01% | -61.4% |
| 707 | Leslie Global Wealth#707 · 39,649 sh | 39,649 | $7.1M | — | -42.2% |
| 708 | Americana Partners#708 · 120,900 sh | 120,900 | $7.1M | 0.16% | +12.4% |
| 709 | Sowell Financial Services#709 · 135,365 sh | 135,365 | $7.1M | — | -8.2% |
| 710 | GreatBanc#710 · 157,651 sh | 157,651 | $7.0M | 4.37% | +55.5% |
| 711 | G&S Capital#711 · 108,389 sh | 108,389 | $7.0M | — | +1245.6% |
| 712 | MJT & Associates Financial Advisory Group#712 · 122,710 sh | 122,710 | $6.9M | — | +4.6% |
| 713 | SEI INVESTMENTS#713 · 266,057 sh | 266,057 | $6.9M | <0.01% | +6.6% |
| 714 | Snowden Capital Advisors#714 · 124,873 sh | 124,873 | $6.9M | 0.16% | +1.9% |
| 715 | VICUS CAPITAL#715 · 225,184 sh | 225,184 | $6.9M | 0.44% | +22.0% |
| 716 | Formidable Asset Management#716 · 122,720 sh | 122,720 | $6.9M | 1.09% | +21.7% |
| 717 | Regal Investment Advisors#717 · 103,876 sh | 103,876 | $6.9M | 0.36% | -4.1% |
| 718 | Apella Capital#718 · 89,870 sh | 89,870 | $6.8M | — | -1.1% |
| 719 | Graves-Light Private Wealth Management#719 · 69,934 sh | 69,934 | $6.7M | — | +1.7% |
| 720 | FIRST AMERICAN , FSB#720 · 69,532 sh | 69,532 | $6.7M | 0.40% | -3.7% |
| 721 | Nikulski Financial#721 · 102,912 sh | 102,912 | $6.7M | 1.44% | -3.6% |
| 722 | Phillip James Consulting#722 · 89,570 sh | 89,570 | $6.7M | 4.46% | +1.8% |
| 723 | Yoder Wealth Management#723 · 132,652 sh | 132,652 | $6.7M | — | +38.3% |
| 724 | ARBOR WEALTH ADVISORS#724 · 123,876 sh | 123,876 | $6.7M | 2.69% | -3.7% |
| 725 | Sage Capital Management#725 · 116,810 sh | 116,810 | $6.6M | — | +2.4% |
| 726 | TSFG#726 · 149,847 sh | 149,847 | $6.6M | — | +826.7% |
| 727 | BROWN BROTHERS HARRIMAN#727 · 67,021 sh | 67,021 | $6.5M | 0.03% | 0.0% |
| 728 | PRIVATE NA#728 · 101,205 sh | 101,205 | $6.5M | — | -11.9% |
| 729 | WealthBridge Capital Management#729 · 78,086 sh | 78,086 | $6.5M | — | +39.7% |
| 730 | CABOT WEALTH MANAGEMENT#730 · 129,848 sh | 129,848 | $6.5M | 0.67% | -2.4% |
| 731 | CHOREO#731 · 81,092 sh | 81,092 | $6.5M | — | -2.0% |
| 732 | Platform Technology Partners#732 · 120,859 sh | 120,859 | $6.5M | 1.07% | +5.6% |
| 733 | PFG Investments#733 · 134,421 sh | 134,421 | $6.5M | 0.25% | -18.8% |
| 734 | Cornerstone Wealth Group#734 · 121,284 sh | 121,284 | $6.5M | 0.39% | -0.8% |
| 735 | Laurel Wealth Planning#735 · 152,372 sh | 152,372 | $6.5M | 2.88% | +0.1% |
| 736 | HOWARD BAILEY SECURITIES#736 · 113,302 sh | 113,302 | $6.5M | — | -16.2% |
| 737 | Karl Kapital#737 · 382,391 sh | 382,391 | $6.5M | 3.86% | New |
| 738 | EVOLVE PRIVATE WEALTH#738 · 119,723 sh | 119,723 | $6.5M | 0.40% | +1.3% |
| 739 | HBK Sorce Advisory#739 · 92,029 sh | 92,029 | $6.5M | 0.12% | +0.1% |
| 740 | Southland Equity Partners#740 · 100,814 sh | 100,814 | $6.5M | — | +1.2% |
| 741 | Members Advisory Group#741 · 170,507 sh | 170,507 | $6.4M | 1.80% | New |
| 742 | Universal- Beteiligungs- und Servicegesellschaft mbH#742 · 380,007 sh | 380,007 | $6.4M | <0.01% | +1268.5% |
| 743 | INSIGNEO ADVISORY SERVICES#743 · 105,926 sh | 105,926 | $6.4M | 0.24% | +20.4% |
| 744 | USAdvisors Wealth Management#744 · 63,065 sh | 63,065 | $6.4M | — | -16.0% |
| 745 | Magnolia Private Wealth#745 · 211,505 sh | 211,505 | $6.4M | 3.50% | -4.0% |
| 746 | Park Edge Advisors#746 · 243,488 sh | 243,488 | $6.4M | — | +7.0% |
| 747 | OneAscent Financial Services#747 · 121,949 sh | 121,949 | $6.4M | 0.30% | +50.4% |
| 748 | WEDBUSH SECURITIES#748 · 89,923 sh | 89,923 | $6.3M | — | +13.1% |
| 749 | Well Done#749 · 77,616 sh | 77,616 | $6.3M | — | -1.1% |
| 750 | XML Financial#750 · 106,066 sh | 106,066 | $6.3M | 0.46% | -5.5% |
| 751 | CPWA#751 · 65,443 sh | 65,443 | $6.3M | 7.27% | +0.8% |
| 752 | Collaborative Wealth Managment#752 · 115,782 sh | 115,782 | $6.3M | 2.62% | +7.4% |
| 753 | SHARPEPOINT#753 · 54,371 sh | 54,371 | $6.2M | 3.11% | +7.7% |
| 754 | MILLENNIUM MANAGEMENT#754 · 365,482 sh | 365,482 | $6.2M | <0.01% | -96.8% |
| 755 | Old Port Advisors#755 · 123,111 sh | 123,111 | $6.2M | — | +1.7% |
| 756 | Robertson Stephens Wealth Management#756 · 90,885 sh | 90,885 | $6.1M | — | -16.1% |
| 757 | Lansing Street Advisors#757 · 82,574 sh | 82,574 | $6.1M | 1.30% | -1.4% |
| 758 | WOODARD & ASSET MANAGEMENT GROUP#758 · 105,392 sh | 105,392 | $6.1M | 0.88% | +0.6% |
| 759 | Global Assets Advisory#759 · 120,604 sh | 120,604 | $6.1M | 1.33% | +66.8% |
| 760 | Seven Bridges Advisors#760 · 84,248 sh | 84,248 | $6.1M | — | — |
| 761 | 1900 WEALTH MANAGEMENT#761 · 62,541 sh | 62,541 | $6.0M | — | 0.0% |
| 762 | Davidson Kahn Capital Management#762 · 79,471 sh | 79,471 | $6.0M | — | -1.4% |
| 763 | JNBA Financial Advisors#763 · 118,984 sh | 118,984 | $6.0M | 0.45% | -2.3% |
| 764 | GREENLEAF#764 · 110,968 sh | 110,968 | $6.0M | 0.06% | +2.5% |
| 765 | Thomasville National Bank#765 · 62,587 sh | 62,587 | $6.0M | 0.33% | — |
| 766 | American Alpha Advisors#766 · 110,320 sh | 110,320 | $6.0M | 3.22% | +13.1% |
| 767 | St. Louis#767 · 2,360 sh | 2,360 | $6.0M | 0.68% | 0.0% |
| 768 | MOODY NATIONAL BANK DIVISION#768 · 111,548 sh | 111,548 | $6.0M | — | +2.2% |
| 769 | HF Advisory Group#769 · 115,650 sh | 115,650 | $5.9M | — | +3.0% |
| 770 | Gotham Asset Management#770 · 93,934 sh | 93,934 | $5.9M | 0.01% | +17.0% |
| 771 | MidAtlantic Capital Management#771 · 60,642 sh | 60,642 | $5.9M | 3.67% | +2.5% |
| 772 | Spectrum Wealth Advisory Group#772 · 89,447 sh | 89,447 | $5.9M | 1.68% | -3.2% |
| 773 | Weiss Asset Management#773 · 347,921 sh | 347,921 | $5.9M | 0.06% | New |
| 774 | Wingate Wealth Advisors#774 · 61,319 sh | 61,319 | $5.9M | — | +37.6% |
| 775 | Berger Financial Group#775 · 89,589 sh | 89,589 | $5.9M | 0.30% | -1.2% |
| 776 | Schoolcraft Capital#776 · 54,939 sh | 54,939 | $5.8M | — | -3.5% |
| 777 | F&V Capital Management#777 · 122,466 sh | 122,466 | $5.8M | — | -21.4% |
| 778 | Peck Wealth Management#778 · 103,186 sh | 103,186 | $5.8M | 4.86% | +150.3% |
| 779 | Keating Financial Advisory Services#779 · 78,302 sh | 78,302 | $5.7M | 0.76% | -32.8% |
| 780 | DENVER WEALTH MANAGEMENT#780 · 94,233 sh | 94,233 | $5.7M | 1.64% | -2.3% |
| 781 | Hobart Private Capital#781 · 113,483 sh | 113,483 | $5.7M | — | +3.0% |
| 782 | FRANKLIN RESOURCES#782 · 78,285 sh | 78,285 | $5.7M | <0.01% | 0.0% |
| 783 | Advisors Preferred#783 · 58,381 sh | 58,381 | $5.7M | 0.88% | -52.5% |
| 784 | Strategic Financial Concepts#784 · 78,095 sh | 78,095 | $5.7M | 1.69% | -48.7% |
| 785 | Causey Wealth#785 · 91,705 sh | 91,705 | $5.6M | 2.20% | -0.8% |
| 786 | Second Line Capital#786 · 111,437 sh | 111,437 | $5.6M | 1.04% | +2.1% |
| 787 | TRB Wealth Management#787 · 86,696 sh | 86,696 | $5.6M | 0.75% | +2.7% |
| 788 | Independent Advisor Alliance#788 · 85,682 sh | 85,682 | $5.6M | 0.13% | -96.1% |
| 789 | Cypress Capital#789 · 110,661 sh | 110,661 | $5.6M | — | -2.7% |
| 790 | Vines Capital Management#790 · 68,874 sh | 68,874 | $5.6M | 4.57% | +1.5% |
| 791 | Haverford#791 · 58,129 sh | 58,129 | $5.6M | 0.05% | +2.1% |
| 792 | Tower Research Capital (TRC)#792 · 94,824 sh | 94,824 | $5.6M | 0.14% | -67.7% |
| 793 | Independence Bank of Kentucky#793 · 103,676 sh | 103,676 | $5.5M | — | -2.3% |
| 794 | SCHWERIN BOYLE CAPITAL MANAGEMENT#794 · 52,336 sh | 52,336 | $5.5M | 0.68% | 0.0% |
| 795 | Barnes Wealth Management Group#795 · 97,298 sh | 97,298 | $5.5M | 2.54% | +4.7% |
| 796 | Meridian Wealth Management#796 · 92,624 sh | 92,624 | $5.5M | 0.17% | -42.8% |
| 797 | Kondo Wealth Advisors#797 · 81,539 sh | 81,539 | $5.5M | — | -0.9% |
| 798 | Kovack Advisors#798 · 102,296 sh | 102,296 | $5.4M | 0.26% | +19.8% |
| 799 | JOHNSON INVESTMENT COUNSEL#799 · 84,801 sh | 84,801 | $5.4M | 0.04% | -1.3% |
| 800 | ADAMSBROWN WEALTH CONSULTANTS#800 · 96,319 sh | 96,319 | $5.4M | — | -1.2% |
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.