DOSSIER · 13F Holders · Q1 2026
WCLD

WISDOMTREE TR

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

CUSIP 97717Y691·96 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$104M
visible holders
Holders
96
filers reporting
Concentration
34.00%
GOLDMAN SACHS GROUP INC #1
top holder share
AI Holders Summary · Q1 2026

96 institutions reported WCLD in Q1 2026. GOLDMAN SACHS GROUP INC leads at 34.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
GOLDMAN SACHS GROUP INC
CIK 0000886982
$35M1.3M0.00%Q1 2026
02
Endurance Services Ltd
CIK 0002011025
$10M355K1.63%Q1 2026
03
Selective Wealth Management, Inc.
CIK 0001755670
$7M207K1.89%Q2 2026
04
Clearwater Capital Advisors, LLC
CIK 0001690531
$7M261K0.58%Q1 2026
05
Concentric Capital Strategies, LP
CIK 0001851869
$7M260K0.60%Q1 2026
06
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$6M214K0.00%Q1 2026
07
Curi Capital, LLC
CIK 0001332905
$5M191K0.09%Q1 2026
08
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M175K0.00%Q1 2026
09
Bremer Bank National Association
CIK 0001775321
$4M129K0.75%Q1 2025
10
IEQ CAPITAL, LLC
CIK 0001779789
$4M132K0.02%Q1 2026
11
UBS Group AG
CIK 0001610520
$3M116K0.00%Q1 2026
12
MORGAN STANLEY
CIK 0000895421
$3M101K0.00%Q1 2026
13
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M56K0.00%Q1 2026
14
LPL Financial LLC
CIK 0001403438
$1M46K0.00%Q1 2026
15
Yarbrough Capital, LLC
CIK 0001767686
$1M39K0.04%Q1 2026
16
ROYAL BANK OF CANADA
CIK 0001000275
$946K35K0.00%Q1 2026
17
Quadrature Capital Ltd
CIK 0001651424
$915K26K0.01%Q4 2025
18
SUMITOMO MITSUI FINANCIAL GROUP, INC.
CIK 0001022837
$912K33K0.02%Q1 2026
19
Wealthfront Advisers LLC
CIK 0001763921
$820K30K0.00%Q1 2026
20
GTS SECURITIES LLC
CIK 0001452765· Market maker
$753K28K0.03%Q1 2026
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