WisdomTree, Inc. (WT) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 2,408
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | Quartz Partners#801 · 75,016 sh | 75,016 | $5.4M | 1.76% | +6.7% |
| 802 | Avid Wealth Partners#802 · 30,939 sh | 30,939 | $5.4M | 2.60% | -78.1% |
| 803 | Kraft, Davis & Associates#803 · 55,819 sh | 55,819 | $5.4M | — | -7.1% |
| 804 | Asset One Wealth Management#804 · 67,896 sh | 67,896 | $5.3M | 0.56% | -4.6% |
| 805 | TITLEIST ASSET MANAGEMENT#805 · 71,893 sh | 71,893 | $5.3M | — | +0.9% |
| 806 | Russell Investments Group, Ltd.#806 · 290,199 sh | 290,199 | $5.3M | <0.01% | +94.8% |
| 807 | CROBAN#807 · 129,615 sh | 129,615 | $5.3M | 2.32% | +2.1% |
| 808 | Beacon Financial Advisory#808 · 85,572 sh | 85,572 | $5.3M | — | -7.7% |
| 809 | Parcion Private Wealth#809 · 128,500 sh | 128,500 | $5.2M | — | 0.0% |
| 810 | RHUMBLINE ADVISERS#810 · 308,105 sh | 308,105 | $5.2M | <0.01% | -33.8% |
| 811 | Roof Eidam Maycock Peralta#811 · 54,485 sh | 54,485 | $5.2M | — | -2.0% |
| 812 | Farmers & Merchants of Chambersburg PA#812 · 86,069 sh | 86,069 | $5.2M | — | +48.2% |
| 813 | Brevan Howard Capital Management#813 · 303,153 sh | 303,153 | $5.2M | 0.04% | +29.6% |
| 814 | Independent Wealth Advisors#814 · 102,783 sh | 102,783 | $5.2M | — | -7.8% |
| 815 | Investors Research#815 · 95,156 sh | 95,156 | $5.2M | — | +6.1% |
| 816 | SHEETS SMITH WEALTH MANAGEMENT#816 · 87,774 sh | 87,774 | $5.2M | — | +5.2% |
| 817 | HANCOCK WHITNEY#817 · 90,872 sh | 90,872 | $5.2M | 0.09% | -0.7% |
| 818 | FAMILY WEALTH PARTNERS#818 · 69,174 sh | 69,174 | $5.2M | — | -0.8% |
| 819 | FIRST NATIONAL#819 · 60,025 sh | 60,025 | $5.1M | — | -3.4% |
| 820 | Summit Place Financial Advisors#820 · 191,313 sh | 191,313 | $5.1M | — | +3.6% |
| 821 | SUMMIT WEALTH GROUP#821 · 85,044 sh | 85,044 | $5.1M | 0.42% | +12.1% |
| 822 | Legal & General Group Plc#822 · 298,070 sh | 298,070 | $5.0M | <0.01% | +10.3% |
| 823 | Peregrine Asset Advisers#823 · 86,425 sh | 86,425 | $5.0M | 1.09% | -6.1% |
| 824 | R2 Capital Strategies#824 · 97,379 sh | 97,379 | $5.0M | — | — |
| 825 | Advisor Resource Council#825 · 65,625 sh | 65,625 | $5.0M | 1.42% | +12.1% |
| 826 | JPL Wealth Management#826 · 89,163 sh | 89,163 | $5.0M | 1.00% | -2.1% |
| 827 | Elwood & Goetz Wealth Advisory Group#827 · 61,330 sh | 61,330 | $5.0M | — | +0.3% |
| 828 | Parkside Financial Bank#828 · 57,898 sh | 57,898 | $5.0M | — | +83.7% |
| 829 | CLIFTONLARSONALLEN WEALTH ADVISORS#829 · 100,406 sh | 100,406 | $5.0M | — | -1.0% |
| 830 | Addison Advisors#830 · 63,142 sh | 63,142 | $5.0M | 2.36% | -56.4% |
| 831 | Wealth High Governance Asset Management Ltda.#831 · 186,800 sh | 186,800 | $5.0M | 0.53% | New |
| 832 | Fourth Dimension Wealth#832 · 115,409 sh | 115,409 | $5.0M | 1.57% | -12.7% |
| 833 | Paul Damon & Associates#833 · 53,563 sh | 53,563 | $4.9M | 1.92% | -1.1% |
| 834 | Centerpoint Advisory Group#834 · 54,931 sh | 54,931 | $4.9M | — | +5.5% |
| 835 | Sachetta#835 · 93,792 sh | 93,792 | $4.9M | 2.39% | +8.4% |
| 836 | Andina Capital Management#836 · 96,975 sh | 96,975 | $4.9M | — | +21.1% |
| 837 | BKM Wealth Management#837 · 74,376 sh | 74,376 | $4.9M | — | -6.1% |
| 838 | Harbour Wealth Management Group#838 · 86,114 sh | 86,114 | $4.9M | 3.29% | +3.9% |
| 839 | Vident Advisory#839 · 124,676 sh | 124,676 | $4.9M | 0.04% | +142.4% |
| 840 | STOCK YARDS BANK#840 · 104,932 sh | 104,932 | $4.8M | 0.14% | -3.7% |
| 841 | First Heartland Consultants#841 · 81,075 sh | 81,075 | $4.8M | — | -14.3% |
| 842 | Aries Wealth Management#842 · 52,523 sh | 52,523 | $4.8M | — | +8.0% |
| 843 | Sankala Group#843 · 74,371 sh | 74,371 | $4.8M | 3.21% | +31.6% |
| 844 | Moors & Cabot#844 · 85,574 sh | 85,574 | $4.8M | 0.19% | -16.2% |
| 845 | Rathbones Group PLC#845 · 52,620 sh | 52,620 | $4.8M | 0.02% | -1.7% |
| 846 | Resurgent Financial Advisors#846 · 73,695 sh | 73,695 | $4.8M | 1.33% | -11.7% |
| 847 | Asset Dedication#847 · 70,563 sh | 70,563 | $4.8M | 0.30% | -0.9% |
| 848 | Banco de Sabadell, S.A#848 · 49,805 sh | 49,805 | $4.8M | 2.79% | +32.9% |
| 849 | Endowment Wealth Management#849 · 92,405 sh | 92,405 | $4.7M | 1.83% | -13.1% |
| 850 | RITHOLTZ WEALTH MANAGEMENT#850 · 44,113 sh | 44,113 | $4.7M | 0.07% | -15.9% |
| 851 | SouthState Bank#851 · 80,415 sh | 80,415 | $4.7M | 0.20% | -10.5% |
| 852 | Tradition Wealth Management#852 · 88,344 sh | 88,344 | $4.7M | 0.29% | +8.0% |
| 853 | Sylvest Advisors#853 · 62,150 sh | 62,150 | $4.7M | — | +9.2% |
| 854 | Horizon Investments#854 · 49,282 sh | 49,282 | $4.7M | 0.05% | -47.7% |
| 855 | Welch Financial Planning#855 · 120,873 sh | 120,873 | $4.7M | 2.72% | -1.8% |
| 856 | Nadler Financial Group#856 · 47,011 sh | 47,011 | $4.7M | — | -0.3% |
| 857 | CIM#857 · 92,422 sh | 92,422 | $4.7M | 0.60% | +0.3% |
| 858 | Sarver Vrooman Wealth Advisors#858 · 47,915 sh | 47,915 | $4.6M | — | +2.1% |
| 859 | Citizens National Bank Department#859 · 47,637 sh | 47,637 | $4.6M | 0.67% | -1.2% |
| 860 | M Wealth Management#860 · 88,214 sh | 88,214 | $4.6M | — | -4.3% |
| 861 | Legacy Wealth Partners#861 · 98,742 sh | 98,742 | $4.6M | — | +19.1% |
| 862 | Diversify Advisory Services#862 · 89,310 sh | 89,310 | $4.6M | — | New |
| 863 | DIVERSIFY WEALTH MANAGEMENT#863 · 89,310 sh | 89,310 | $4.6M | — | +5.7% |
| 864 | Kathmere Capital Management#864 · 104,833 sh | 104,833 | $4.5M | — | -2.2% |
| 865 | HARBOR INVESTMENT ADVISORY#865 · 84,158 sh | 84,158 | $4.5M | — | -1.7% |
| 866 | Vigilare Wealth Management#866 · 89,201 sh | 89,201 | $4.5M | 1.38% | -62.0% |
| 867 | Integrity Advisory Solutions#867 · 61,867 sh | 61,867 | $4.5M | 0.46% | +131.1% |
| 868 | Conservest Capital Advisors#868 · 88,897 sh | 88,897 | $4.5M | 0.36% | +41.0% |
| 869 | Point72 Asset Management, L.P.#869 · 264,070 sh | 264,070 | $4.5M | <0.01% | -87.5% |
| 870 | Centennial Bank#870 · 88,816 sh | 88,816 | $4.5M | 1.44% | +4.6% |
| 871 | Nilsine Partners#871 · 43,817 sh | 43,817 | $4.5M | 0.31% | -0.3% |
| 872 | Comprehensive Wealth Management#872 · 97,500 sh | 97,500 | $4.4M | 2.02% | +189.7% |
| 873 | Ignite Planners#873 · 125,360 sh | 125,360 | $4.4M | — | +1.0% |
| 874 | Curran Financial Partners#874 · 83,662 sh | 83,662 | $4.4M | 0.65% | -7.4% |
| 875 | Trivium Point Advisory#875 · 97,431 sh | 97,431 | $4.4M | 0.40% | +536.0% |
| 876 | CHANNEL WEALTH#876 · 75,888 sh | 75,888 | $4.4M | 0.98% | -25.9% |
| 877 | Inlight Wealth Management#877 · 67,498 sh | 67,498 | $4.4M | — | -4.6% |
| 878 | Econ Financial Services#878 · 67,391 sh | 67,391 | $4.4M | — | +0.6% |
| 879 | NWAM#879 · 83,967 sh | 83,967 | $4.4M | 0.22% | -26.0% |
| 880 | Lantz Financial#880 · 46,123 sh | 46,123 | $4.4M | — | +6.0% |
| 881 | NOVEM GROUP#881 · 82,580 sh | 82,580 | $4.3M | — | +19.7% |
| 882 | Portland Financial Advisors#882 · 83,720 sh | 83,720 | $4.3M | — | +3.2% |
| 883 | Karnit Road Accident Victims Compensation Fund#883 · 36,766 sh | 36,766 | $4.3M | 2.46% | 0.0% |
| 884 | Smallwood Wealth Investment Management#884 · 59,019 sh | 59,019 | $4.3M | 1.89% | +2.4% |
| 885 | FIG FINANCIAL ADVISORY SERVICES#885 · 160,806 sh | 160,806 | $4.3M | — | New |
| 886 | OakTrust Wealth Advisors#886 · 74,009 sh | 74,009 | $4.3M | 3.71% | -11.9% |
| 887 | Triad Wealth Partners#887 · 52,660 sh | 52,660 | $4.3M | — | -28.2% |
| 888 | PRICE T ROWE ASSOCIATES#888 · 201,615 sh | 201,615 | $4.3M | <0.01% | -51.6% |
| 889 | WORLD EQUITY GROUP#889 · 80,634 sh | 80,634 | $4.3M | — | +11.8% |
| 890 | FINANCIAL ADVISORY PARTNERS#890 · 90,958 sh | 90,958 | $4.3M | — | +3.0% |
| 891 | AVAII WEALTH MANAGEMENT#891 · 58,931 sh | 58,931 | $4.2M | — | -17.5% |
| 892 | Evergreen Wealth Solutions#892 · 72,628 sh | 72,628 | $4.2M | 0.22% | +406.4% |
| 893 | Ellevest#893 · 82,041 sh | 82,041 | $4.2M | 0.50% | -9.1% |
| 894 | Swiss National Bank#894 · 249,100 sh | 249,100 | $4.2M | <0.01% | -0.6% |
| 895 | Osbon Capital Management#895 · 50,482 sh | 50,482 | $4.2M | 3.30% | -6.8% |
| 896 | LOWE BROCKENBROUGH#896 · 54,613 sh | 54,613 | $4.2M | 0.19% | -1.3% |
| 897 | Banco Santander, S.A.#897 · 82,830 sh | 82,830 | $4.2M | 0.03% | +226.6% |
| 898 | TrustWell Financial Advisors#898 · 82,364 sh | 82,364 | $4.1M | — | New |
| 899 | W.H. Cornerstone Investments#899 · 94,075 sh | 94,075 | $4.1M | 2.34% | +1022.5% |
| 900 | True Link Financial Advisors#900 · 46,319 sh | 46,319 | $4.1M | — | -21.9% |
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.