WTAI institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding160
Shares held6,127,264
Reported value$290.2m
Quarter flows54 new, 44 added, 29 trimmed, 15 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC908,339$43.1m0.0%
Horizon Wealth Management, LLC358,681$17.0m2.2%
AMERIPRISE FINANCIAL INC328,108$15.6m0.0%
Kestra Advisory Services, LLC300,517$14.3m0.0%
Hancock Prospecting Pty Ltd274,505$13.0m0.2%
Advisory Services Network, LLC269,989$12.8m0.1%
Quattro Advisors LLC248,971$11.8m7.9%
ASSETMARK, INC240,093$11.4m0.0%
JPMORGAN CHASE & CO227,293$10.4m0.0%
JANE STREET GROUP, LLC204,190$9.7m0.0%
Advocacy Wealth Management, LLC198,529$9.4m0.3%
RAYMOND JAMES FINANCIAL INC181,413$8.6m0.0%
BANK OF AMERICA CORP /DE/141,218$6.7m0.0%
COMMONWEALTH EQUITY SERVICES, LLC120,269$5.7m0.0%
Prospera Financial Services Inc100,127$4.8m0.1%
OSAIC HOLDINGS, INC.99,557$4.7m0.0%
TRUIST FINANCIAL CORP95,226$4.5m0.0%
Perigon Wealth Management, LLC83,934$4.0m0.1%
Tradition Wealth Management, LLC78,525$3.7m0.2%
Berbice Capital Management LLC74,959$3.6m1.8%
Rockefeller Capital Management L.P.70,639$3.4m0.0%
AdvisorNet Financial, Inc70,345$3.3m0.2%
CLG LLC68,756$3.3m0.7%
STIFEL FINANCIAL CORP65,320$3.1m0.0%
Janney Montgomery Scott LLC63,663$3.0m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("WTAI"). WTAI price history · All 13F data

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