WisdomTree Trust - XSOE

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$1.326B

QoQ value delta ($000)

+$202.9M (+18.08%)

Implied price effect (QoQ)

+22.25%

Total shares

27,043,846

QoQ shares delta

-956,222 (-3.42%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q2 2026 data: 236 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
MORGAN STANLEY	145,247	2,953,394	0.01%
BANK OF AMERICA CORP /DE/	87,435	1,777,872	0.01%
LPL Financial LLC	79,389	1,614,270	0.02%
Valmark Advisers, Inc.	74,342	1,511,642	0.79%
STATE OF WISCONSIN INVESTMENT BOARD	69,289	1,408,892	0.14%
UBS Group AG	68,548	1,393,826	0.01%
WELLS FARGO & COMPANY/MN	51,550	1,048,200	0.01%
ESL Trust Services, LLC	47,156	958,864	8.04%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	32,075	652,209	0.0%
HighPoint Advisor Group LLC	29,144	592,603	1.03%
OneDigital Investment Advisors LLC	28,864	586,910	0.24%
Warren Street Wealth Advisors, LLC	26,430	537,433	5.9%
Pallas Capital Advisors LLC	25,838	525,395	0.8%
Marathon Mission, Inc.	25,140	511,198	12.55%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	23,617	480,219	0.0%
MEITAV INVESTMENT HOUSE LTD	20,590	418,672	0.14%
HOWARD FINANCIAL SERVICES, LTD.	18,330	372,715	1.83%
OSAIC HOLDINGS, INC.	15,444	313,863	0.02%
Cetera Investment Advisers	14,501	294,864	0.01%
STIFEL FINANCIAL CORP	13,959	283,853	0.01%
Transamerica Financial Advisors, LLC	13,033	265,023	1.1%
WEALTH MANAGEMENT RESOURCES, INC.	12,661	257,460	3.91%
INVENIO WEALTH PARTNERS LLC	12,269	249,481	4.39%
AMERICAN FINANCIAL & TAX STRATEGIES INC	11,985	243,709	5.41%
MGO ONE SEVEN LLC	11,877	241,520	0.2%