Funds holding WISDOMTREE TRUST
ISIN US97717W3079 · United States · LEI 549300SEVJBU47TE8855
- Fund holders
- 2
- Of which ETFs
- 0 2 other funds
- Value held
- 9.5M $
2 tracked funds declare this security. So these figures do not say who holds it.
This issuer has other securities: WisdomTree Trust (US97717Y4695), WISDOMTREE TRUST (US97717X5784), WISDOMTREE TRUST (US97717W4226), WISDOMTREE TRUST (US97717W5470), WisdomTree Trust (US97717W1099), WisdomTree Trust (US97717X8671), WisdomTree Trust (US97717W4309), WisdomTree Trust (US97717W8771), WisdomTree Trust (US97717X1312), WisdomTree Trust (US97717Y8084)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Quantified Managed Income Fund Advisors Preferred Trust | 58,381 | 5.6M $ | 5.11 % | as of Jun 30, 2026 ↗ |
| GuidePath Multi-Asset Income Allocation Fund GPS Funds II | 40,348 | 3.9M $ | 3.50 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Quantified Managed Income Fund Advisors Preferred Trust | 5.11 % | as of Jun 30, 2026 ↗ |
| GuidePath Multi-Asset Income Allocation Fund GPS Funds II | 3.50 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 2 | -1 | 98,729 | -39.9 % |
| 2026Q2 | 3 | -1 | 164,270 | -1.0 % |
| 2026Q1 | 4 | +1 | 165,899 | +132.8 % |
| 2025Q4 | 3 | +2 | 71,260 | +61.5 % |
| 2025Q3 | 1 | -2 | 44,122 | -56.5 % |
| 2025Q2 | 3 | +1 | 101,509 | -36.0 % |
| 2025Q1 | 2 | -1 | 158,716 | -24.5 % |
| 2024Q4 | 3 | 0 | 210,163 | -27.2 % |
| 2024Q3 | 3 | +1 | 288,725 | +5.8 % |
| 2024Q2 | 2 | -1 | 272,888 | -5.0 % |
| 2024Q1 | 3 | +1 | 287,280 | +10.7 % |
| 2023Q4 | 2 | 259,581 |
Institutional managers
465 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 3,886,664 | 347.2M $ | as of Mar 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | 3,668,298 | 327.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,870,177 | 256.4M $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 2,588,235 | 231.2M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 1,919,734 | 171.5M $ | as of Mar 31, 2026 |
| Creative Planning | 1,367,740 | 122.2M $ | as of Mar 31, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | 1,346,277 | 120.3M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,315,889 | 117.5M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,211,307 | 108.2M $ | as of Mar 31, 2026 |
| Trilogy Capital Inc. | 1,165,060 | 104.1M $ | as of Mar 31, 2026 |
| Evercore Wealth Management, LLC | 1,046,430 | 93.5M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 1,006,997 | 90M $ | as of Mar 31, 2026 |
| Clearstead Advisors, LLC | 976,282 | 87.2M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 804,461 | 71.9M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 753,581 | 67.3K $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 734,768 | 65.6M $ | as of Mar 31, 2026 |
| Waterway Wealth Management, LLC | 675,342 | 52.9M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 595,329 | 53.2M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 595,138 | 53.2M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 511,879 | 45.7M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 466,523 | 41.7M $ | as of Mar 31, 2026 |
| CLG LLC | 430,968 | 38.5M $ | as of Mar 31, 2026 |
| IAG Wealth Partners, LLC | 399,184 | 35.7M $ | as of Mar 31, 2026 |
| Lee-Kelleher Wealth Management | 384,193 | 34.3M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 360,723 | 32.2M $ | as of Mar 31, 2026 |
Declared shareholders of WISDOMTREE TRUST
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| The PNC Financial Services Group, Inc. | 4.87 % | 3,103,240 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding WISDOMTREE TRUST". https://titelia.com/en/stocks/wisdomtree-trust-US97717W3079