13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
EPS

WISDOMTREE TR EARNINGS 500 FD

180 institutions still hold WISDOMTREE TR EARNINGS 500 FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717w588·180 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.6%
vs prior quarter
13F value held
$735M
51.0% inst. owned
of float
Holders
180
-35 QoQ
filers reporting
Activity
+60 / −96
+842 added · −663 reduced
this quarter
Concentration
17.24%
FIDUCIARY TRUST CO #1
top holder share
AI Holders Summary · Q1 2026

180 institutions reported EPS in Q1 2026. FIDUCIARY TRUST CO leads at 17.2% of the visible book. -35 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FIDUCIARY TRUST CO
CIK 0000035442
$127M1.9M1.50%Q1 202602
LPL Financial LLC
CIK 0001403438
$103M1.5M0.03%Q1 202603
MORGAN STANLEY
CIK 0000895421
$61M890K0.00%Q1 202604
Lido Advisors, LLC
CIK 0001650150
$54M799K0.17%Q1 202605
Garrett Wealth Advisory Group, LLC
CIK 0001729443
$51M750K9.08%Q1 202606
Private Advisor Group, LLC
CIK 0001567755
$47M694K0.22%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$45M660K0.05%Q1 202608
CWM, LLC
CIK 0001535847
$32M466K0.08%Q1 202609
WealthPlan Investment Management, LLC
CIK 0001929986
$31M459K1.74%Q1 202610
Team Financial Group, LLC
CIK 0001845163
$31M451K13.94%Q1 202611
Financial Gravity Asset Management, Inc.
CIK 0001741736
$20M287K3.47%Q1 202612
Kestra Advisory Services, LLC
CIK 0001830819
$19M281K0.07%Q1 202613
IEQ CAPITAL, LLC
CIK 0001779789
$18M265K0.08%Q1 202614
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$18M262K0.68%Q1 202615
Financial Gravity Companies, Inc.
CIK 0001377167
$18M277K3.49%Q2 202516
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$13M197K0.01%Q1 202617
Stenger Family Office, LLC
CIK 0002056106
$13M192K2.31%Q1 202618
BANK OF AMERICA CORP /DE/
CIK 0000070858
$13M191K0.00%Q1 202619
JPMORGAN CHASE & CO
CIK 0000019617
$11M168K0.00%Q1 202620
Focus Partners Wealth
CIK 0001542153
$10M141K0.01%Q4 2025
Page 1 of 9
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