DOSSIER · 13F Holders · Q1 2026
UNIY

WISDOMTREE TR

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

CUSIP 97717Y469·9 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$1.2B
visible holders
Holders
9
filers reporting
Concentration
99.73%
VOYA INVESTMENT MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q1 2026

9 institutions reported UNIY in Q1 2026. VOYA INVESTMENT MANAGEMENT LLC leads at 99.7% of the visible book.

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 2026
02
WEST MICHIGAN ADVISORS, LLC
CIK 0001909879
$860K18K0.19%Q2 2026
03
GOLDMAN SACHS GROUP INC
CIK 0000886982
$677K14K0.00%Q1 2026
04
CITADEL ADVISORS LLC
CIK 0001423053
$649K13K0.00%Q4 2025
05
LPL Financial LLC
CIK 0001403438
$483K10K0.00%Q1 2026
06
Stratos Investment Management, LLC
CIK 0001707206
$332K7K0.01%Q1 2026
07
JPMORGAN CHASE & CO
CIK 0000019617
$273K6K0.00%Q1 2026
08
UBS Group AG
CIK 0001610520
$68K1K0.00%Q1 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025