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

WISDOMTREE TR

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

CUSIP 97717Y691·99 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$131M
visible holders
Holders
99
filers reporting
Concentration
31.00%
GOLDMAN SACHS GROUP INC #1
top holder share
AI Holders Summary · Q2 2026

99 institutions reported WCLD in Q2 2026. GOLDMAN SACHS GROUP INC leads at 31.0% 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
$41M1.3M0.00%Q2 202602
BANK OF NOVA SCOTIA
CIK 0000009631
$23M713K0.03%Q2 202603
Endurance Services Ltd
CIK 0002011025
$11M355K1.74%Q2 202604
Clearwater Capital Advisors, LLC
CIK 0001690531
$9M294K0.69%Q2 202605
Selective Wealth Management, Inc.
CIK 0001755670
$7M207K1.89%Q2 202606
Concentric Capital Strategies, LP
CIK 0001851869
$7M260K0.60%Q1 202607
MORGAN STANLEY
CIK 0000895421
$5M158K0.00%Q2 202608
Bremer Bank National Association
CIK 0001775321
$4M129K0.75%Q1 202509
UBS Group AG
CIK 0001610520
$4M127K0.00%Q2 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M98K0.00%Q2 202611
JPMORGAN CHASE & CO
CIK 0000019617
$2M77K0.00%Q2 202612
CITADEL ADVISORS LLC
CIK 0001423053
$2M76K0.00%Q2 202613
IEQ CAPITAL, LLC
CIK 0001779789
$2M69K0.01%Q2 202614
Arax Advisory Partners
CIK 0001586767
$2M59K0.01%Q2 202615
Tower Research Capital LLC (TRC)
CIK 0001533421
$1M46K0.04%Q2 202616
GTS SECURITIES LLC
CIK 0001452765· Market maker
$1M42K0.03%Q2 202617
LPL Financial LLC
CIK 0001403438
$1M39K0.00%Q2 202618
Yarbrough Capital, LLC
CIK 0001767686
$1M39K0.04%Q2 202619
SUMITOMO MITSUI FINANCIAL GROUP, INC.
CIK 0001022837
$878K27K0.02%Q2 202620
IHT Wealth Management, LLC
CIK 0001697490
$805K25K0.02%Q2 2026
Page 1 of 5
79 more holders available. Log in →