DOSSIER · 13F Holders · Q1 2026
WTBN

WISDOMTREE TR

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

CUSIP 97717Y451·13 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$98M
visible holders
Holders
13
filers reporting
Concentration
54.82%
THRIVENT FINANCIAL FOR LUTHERANS #1
top holder share
AI Holders Summary · Q1 2026

13 institutions reported WTBN in Q1 2026. THRIVENT FINANCIAL FOR LUTHERANS leads at 54.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$54M2.1M0.10%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$11M426K0.00%Q2 2026
03
&PARTNERS
CIK 0000107136
$8M314K0.03%Q2 2026
04
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M309K0.00%Q2 2026
05
Willow Financial LLC
CIK 0002077046
$6M239K6.13%Q1 2026
06
Park Edge Advisors, LLC
CIK 0001965659
$6M234K1.24%Q2 2026
07
Lionsbridge Wealth Management LLC
CIK 0001800533
$2M82K2.01%Q2 2026
08
Steward Partners Investment Advisory, LLC
CIK 0001723397
$2M60K0.01%Q2 2026
09
ROYAL BANK OF CANADA
CIK 0001000275
$1M45K0.00%Q2 2026
10
Hilltop National Bank
CIK 0002021658
$581K23K0.12%Q2 2026
11
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$340K14K0.00%Q2 2026
12
ForthRight Wealth Management, LLC
CIK 0001841633
$331K13K0.08%Q2 2026
13
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025