Funds holding WisdomTree Trust WisdomTree In
ISIN US97717W3806 · United States · LEI 5493006OMUEEHEDQ6617
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 722.5K $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| WBI BullBear Yield 3000 ETF Absolute Shares Trust | 31,953 | 722.5K $ | 2.63 % | 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 | |
|---|---|---|
| WBI BullBear Yield 3000 ETF Absolute Shares Trust | 2.63 % | 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 | 1 | 0 | 31,953 | -8.6 % |
| 2026Q2 | 1 | 0 | 34,963 | -7.2 % |
| 2026Q1 | 1 | 0 | 37,672 | -12.6 % |
| 2025Q4 | 1 | 0 | 43,090 | -24.1 % |
| 2025Q3 | 1 | 0 | 56,762 | +415.4 % |
| 2025Q2 | 1 | -3 | 11,013 | -84.5 % |
| 2025Q1 | 4 | 0 | 70,998 | -30.7 % |
| 2024Q4 | 4 | +3 | 102,431 | +1,244.2 % |
| 2024Q3 | 1 | 7,620 |
Institutional managers
47 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 406,059 | 9.2M $ | as of Mar 31, 2026 |
| McAdam, LLC | 300,604 | 6.8M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 248,479 | 5.6M $ | as of Mar 31, 2026 |
| Trilogy Capital Inc. | 234,103 | 5.3M $ | as of Mar 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | 205,477 | 4.6M $ | as of Mar 31, 2026 |
| Modern Wealth Management, LLC | 126,933 | 2.9M $ | as of Mar 31, 2026 |
| AXS Investments LLC | 107,225 | 2.4M $ | as of Mar 31, 2026 |
| SYKON CAPITAL LLC | 102,080 | 2.3M $ | as of Mar 31, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | 85,158 | 1.9M $ | as of Mar 31, 2026 |
| UBS Group AG | 72,499 | 1.6M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 67,443 | 1.5M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 57,207 | 1.3M $ | as of Mar 31, 2026 |
| WBI INVESTMENTS, LLC | 55,815 | 1.3M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 51,619 | 1.2M $ | as of Mar 31, 2026 |
| Sigma Planning Corp | 47,730 | 1.1M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 39,640 | 893.8K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 35,297 | 797K $ | as of Mar 31, 2026 |
| Ameritas Advisory Services, LLC | 29,506 | 665.3K $ | as of Mar 31, 2026 |
| GreatBanc Trust CO | 28,300 | 638.1K $ | as of Mar 31, 2026 |
| Equitable Holdings, Inc. | 27,186 | 611.3K $ | as of Mar 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 25,024 | 564.2K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 22,332 | 503.5K $ | as of Mar 31, 2026 |
| PFG Investments, LLC | 19,815 | 446.8K $ | as of Mar 31, 2026 |
| Syntegra Private Wealth Group, LLC | 17,462 | 393.7K $ | as of Mar 31, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | 16,460 | 371.1K $ | as of Mar 31, 2026 |
Declared shareholders of WisdomTree Trust WisdomTree In
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 | |
|---|---|---|---|
| WIN ADVISORS, INC | 7.88 % | 405,116 | as of Jun 9, 2026 · SCHEDULE 13G |
Cite this page
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