13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
UNIY

WISDOMTREE TR

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

CUSIP 97717Y469·10 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.4%
vs prior quarter
13F value held
$1.2B
71.0% inst. owned
of float
Holders
10
-40 QoQ
filers reporting
Activity
+92 / −6
+784 added · −868 reduced
this quarter
Concentration
99.70%
VOYA INVESTMENT MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q1 2026

10 institutions reported UNIY in Q1 2026. VOYA INVESTMENT MANAGEMENT LLC leads at 99.7% of the visible book. -40 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
VOYA INVESTMENT MANAGEMENT LLC
CIK 0001068837
$1.2B25.2M1.27%Q1 202602
WEST MICHIGAN ADVISORS, LLC
CIK 0001909879
$859,87318K0.19%Q1 202603
GOLDMAN SACHS GROUP INC
CIK 0000886982
$677,45514K0.00%Q1 202604
CITADEL ADVISORS LLC
CIK 0001423053
$648,95513K0.00%Q4 202505
LPL Financial LLC
CIK 0001403438
$482,87910K0.00%Q1 202606
Stratos Investment Management, LLC
CIK 0001707206
$332,0087K0.01%Q1 202607
KMG FIDUCIARY PARTNERS, LLC
CIK 0001773205
$307,0966K0.02%Q1 202608
JPMORGAN CHASE & CO
CIK 0000019617
$273,1526K0.00%Q1 202609
UBS Group AG
CIK 0001610520
$67,9591K0.00%Q1 202610
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025