13F Insight
DOSSIER · 13F Holders · Q2 2026
HYIN

WISDOMTREE

16 institutions still hold WISDOMTREE as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717Y626·16 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$10M
visible holders
Holders
16
filers reporting
Concentration
56.90%
WealthPlan Investment Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

16 institutions reported HYIN in Q2 2026. WealthPlan Investment Management, LLC leads at 56.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WealthPlan Investment Management, LLC
CIK 0001929986
$6M412K0.29%Q2 202602
UHLMANN PRICE SECURITIES, LLC
CIK 0001035344
$3M204K0.11%Q2 202603
Prospera Financial Services Inc
CIK 0001541625
$348K24K0.01%Q2 202604
Delta Investment Management, LLC
CIK 0001757043
$333K23K0.05%Q2 202605
WealthPLAN Partners, LLC
CIK 0001639943
$279K19K0.05%Q1 202606
Haven Private, LLC
CIK 0002053665
$231K16K0.09%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$211K15K0.00%Q2 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$110K8K0.00%Q2 202609
Signature Equity Partners, LLC
CIK 0002109813
$14K1K0.01%Q2 202610
UBS Group AG
CIK 0001610520
$8K5850.00%Q2 202611
Farther Finance Advisors, LLC
CIK 0001992825
$6K4350.00%Q2 202612
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$6K3710.00%Q4 202513
AE Wealth Management LLC
CIK 0001697723
$3K2000.00%Q2 202614
MORGAN STANLEY
CIK 0000895421
$1K1040.00%Q2 202615
FMR LLC
CIK 0000315066
$8660.00%Q2 202616
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025