WisdomTree Trust - NTSI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 3,119,691 | 137,547 | 6.53% | 6.48% | 1 | -3,440 | -0.11% | Q4 2025 | Jan 23, 2026 |
| SYM FINANCIAL Corp | History | Added to | 2,436,094 | 107,407 | 11.03% | 11.12% | 2 | +5,640 | 0.23% | Q4 2025 | Feb 13, 2026 |
| Stenger Family Office, LLC | History | Added to | 950,297 | 47,818 | 9.87% | 8.89% | 3 | +89,854 | 10.44% | Q4 2025 | Mar 04, 2026 |
| CWM, LLC | History | Added to | 890,387 | 39,257 | 0.11% | 0.11% | 4 | +16,403 | 1.88% | Q4 2025 | Jan 26, 2026 |
| WJ Interests, LLC | History | Reduced | 662,297 | 29,200 | 12.56% | 12.12% | 5 | -39,795 | -5.67% | Q4 2025 | Jan 26, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 486,433 | 21,446 | 0.21% | 0.21% | 6 | +4,094 | 0.85% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 296,301 | 13,063 | 0.26% | 0.26% | 7 | +7,571 | 2.62% | Q4 2025 | Jan 14, 2026 |
| 46 Peaks LLC | History | New | 275,151 | 12,131 | 8.9% | — | 8 | +275,151 | New | Q4 2025 | Feb 26, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 271,558 | 11,973 | 2.45% | 2.39% | 9 | +6,398 | 2.41% | Q4 2025 | Jan 15, 2026 |
| LPL Financial LLC | History | Reduced | 121,055 | 5,337 | 0.0% | 0.0% | 10 | -78,715 | -39.4% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 103,317 | 4,555 | 0.0% | — | 11 | +103,317 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 64,529 | 2,845 | 0.0% | 0.0% | 12 | +8,668 | 15.52% | Q4 2025 | Feb 17, 2026 |
| Fermata Advisors, LLC | History | Added to | 55,063 | 2,427 | 0.58% | 0.54% | 13 | +5,352 | 10.77% | Q4 2025 | Jan 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 49,818 | 2,196 | 0.0% | 0.0% | 14 | +37,119 | 292.3% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 25,861 | 1,140 | 0.0% | 0.01% | 15 | +249 | 0.97% | Q4 2025 | Feb 13, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 23,251 | 1,025 | 0.23% | 0.24% | 16 | +455 | 2.0% | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 19,571 | 862 | 0.0% | 0.0% | 17 | +13,344 | 214.29% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 19,309 | 851 | 0.0% | 0.0% | 18 | -792 | -3.94% | Q4 2025 | Feb 12, 2026 |
| WealthPlan Investment Management, LLC | History | New | 19,019 | 838 | 0.05% | — | 19 | +19,019 | New | Q4 2025 | Feb 05, 2026 |
| IHT Wealth Management, LLC | History | New | 14,259 | 674 | 0.02% | — | 20 | +14,259 | New | Q4 2025 | Feb 17, 2026 |
| Avion Wealth | History | No change | 8,437 | 371 | 0.08% | 0.08% | 21 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Mariner, LLC | History | New | 7,907 | 348 | 0.0% | — | 22 | +7,907 | New | Q4 2025 | Feb 13, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 5,523 | 249 | 0.03% | 0.03% | 23 | -478 | -7.97% | Q4 2025 | Jan 14, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 5,160 | 227 | 0.12% | 0.12% | 24 | +11 | 0.21% | Q4 2025 | Feb 24, 2026 |
| NewEdge Advisors, LLC | History | Added to | 4,984 | 219 | 0.0% | 0.0% | 25 | +244 | 5.15% | Q4 2025 | Feb 18, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 2,860 | 126 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,509 | 66 | 0.0% | 0.0% | 27 | +881 | 140.29% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 1,145 | 50 | 0.0% | 0.0% | 28 | -2,141 | -65.16% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,037 | 46 | 0.0% | — | 29 | +1,037 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 495 | 21 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 316 | 13 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 210 | 9 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 160 | 7 | 0.0% | — | 33 | +160 | New | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -89,357 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,410 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -737 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |