13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
GDE

WISDOMTREE TR

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

CUSIP 97717Y568·73 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.8%
vs prior quarter
13F value held
$272M
74.0% inst. owned
of float
Holders
73
-53 QoQ
filers reporting
Activity
+31 / −66
+806 added · −866 reduced
this quarter
Concentration
45.94%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV #1
top holder share
AI Holders Summary · Q1 2026

73 institutions reported GDE in Q1 2026. MAINSTAY CAPITAL MANAGEMENT LLC /ADV leads at 45.9% of the visible book. -53 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MAINSTAY CAPITAL MANAGEMENT LLC /ADV
CIK 0001127612
$125M2.0M9.65%Q1 202602
Alpine Bank Wealth Management
CIK 0001974910
$39M621K5.68%Q1 202603
Focus Partners Wealth
CIK 0001542153
$13M218K0.02%Q4 202504
CWM, LLC
CIK 0001535847
$13M213K0.04%Q1 202605
CHURCHILL MANAGEMENT Corp
CIK 0001094749
$10M218K0.11%Q2 202506
Wealthcare Advisory Partners LLC
CIK 0001683059
$8M129K0.16%Q1 202607
McGrath & Associates, Inc.
CIK 0002054701
$8M122K11.26%Q1 202608
STAPP WEALTH MANAGEMENT, PLLC
CIK 0001954085
$8M121K9.71%Q1 202609
OneDigital Investment Advisors LLC
CIK 0001690370
$7M112K0.07%Q1 202610
Magnolia Private Wealth, LLC
CIK 0002055130
$7M213K4.40%Q1 202611
Triton Wealth Management, PLLC
CIK 0001791126
$6M97K2.31%Q1 202612
Kestra Advisory Services, LLC
CIK 0001830819
$5M82K0.02%Q1 202613
Fermata Advisors, LLC
CIK 0001859259
$5M77K1.10%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M53K0.00%Q1 202615
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$3M52K0.06%Q1 202616
AMERIPRISE FINANCIAL INC
CIK 0000820027
$3M43K0.00%Q1 202617
MORGAN STANLEY
CIK 0000895421
$2M36K0.00%Q1 202618
OPTIMA CAPITAL LLC
CIK 0002070972
$2M34K0.99%Q1 202619
SFG Wealth Management, LLC.
CIK 0001908914
$2M33K0.86%Q1 202620
Sanctuary Advisors, LLC
CIK 0001777271
$2M30K0.01%Q1 2026
Page 1 of 4
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