13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
WTPI

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 97717X560·96 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.7%
vs prior quarter
13F value held
$200M
50.0% inst. owned
of float
Holders
96
+110 QoQ
filers reporting
Activity
+28 / −80
+844 added · −720 reduced
this quarter
Concentration
26.63%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

96 institutions reported WTPI in Q1 2026. LPL Financial LLC leads at 26.6% of the visible book. +110 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$53M1.7M0.01%Q1 202602
Granite Bay Wealth Management, LLC
CIK 0001911472
$38M1.2M8.17%Q1 202603
MORGAN STANLEY
CIK 0000895421
$21M673K0.00%Q1 202604
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$10M328K0.26%Q1 202605
CASTLE WEALTH MANAGEMENT LLC
CIK 0001936420
$9M276K2.85%Q1 202606
WealthPlan Investment Management, LLC
CIK 0001929986
$8M245K0.44%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M243K0.00%Q1 202608
Solutions 4 Wealth, Ltd
CIK 0002006405
$6M197K9.45%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$6M188K0.01%Q1 202610
Alpine Bank Wealth Management
CIK 0001974910
$5M165K0.77%Q1 202611
Compass Financial Services Inc
CIK 0002039088
$5M159K2.20%Q1 202612
Kestra Advisory Services, LLC
CIK 0001830819
$4M140K0.02%Q1 202613
CENTRAL TRUST Co
CIK 0000044365
$4M125K0.08%Q1 202614
US BANCORP \DE\
CIK 0000036104
$4M116K0.00%Q1 202615
Opes Wealth Management LLC
CIK 0001766918
$4M116K0.61%Q1 202616
Private Capital Management, LLC
CIK 0001588456
$4M115K0.36%Q1 202617
Trust Point Inc.
CIK 0001635633
$4M112K0.31%Q1 202618
UBS Group AG
CIK 0001610520
$2M74K0.00%Q1 202619
Avestar Capital, LLC
CIK 0001704404
$2M59K0.12%Q1 202620
PFG Investments, LLC
CIK 0001973224
$2M56K0.08%Q1 2026
Page 1 of 5
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