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

WISDOMTREE TR

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

CUSIP 97717X560·92 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$230M
visible holders
Holders
92
filers reporting
Concentration
26.85%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

92 institutions reported WTPI in Q2 2026. LPL Financial LLC leads at 26.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$62M1.9M0.01%Q2 202602
Granite Bay Wealth Management, LLC
CIK 0001911472
$38M1.2M8.17%Q1 202603
MORGAN STANLEY
CIK 0000895421
$28M853K0.00%Q2 202604
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$12M357K0.26%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M298K0.00%Q2 202606
CASTLE WEALTH MANAGEMENT LLC
CIK 0001936420
$9M284K2.76%Q2 202607
WealthPlan Investment Management, LLC
CIK 0001929986
$8M242K0.39%Q2 202608
Solutions 4 Wealth, Ltd
CIK 0002006405
$8M241K10.18%Q2 202609
Cetera Investment Advisers
CIK 0001666741
$7M222K0.01%Q2 202610
Pinnacle Financial Partners, Inc.
CIK 0002082866
$7M202K0.05%Q2 202611
Compass Financial Services Inc
CIK 0002039088
$6M175K2.15%Q2 202612
CENTRAL TRUST Co
CIK 0000044365
$6M175K0.10%Q2 202613
Kestra Advisory Services, LLC
CIK 0001830819
$5M157K0.02%Q2 202614
Private Capital Management, LLC
CIK 0001588456
$4M124K0.36%Q2 202615
EP Wealth Advisors, LLC
CIK 0001540569
$4M123K0.02%Q2 202616
US BANCORP \DE\
CIK 0000036104
$4M116K0.00%Q2 202617
Opes Wealth Management LLC
CIK 0001766918
$4M116K0.61%Q1 202618
JPMORGAN CHASE & CO
CIK 0000019617
$3M97K0.00%Q2 202619
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
CIK 0001766904
$3M96K0.63%Q2 202620
Trust Point Inc.
CIK 0001635633
$3M86K0.24%Q2 2026
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