WisdomTree Trust - WCLD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Endurance Services Ltd | History | No change | 354,500 | 12,411 | 2.2% | 2.09% | 1 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 261,178 | 8,550 | 2.67% | 3.13% | 2 | -18,139 | -6.49% | Q4 2025 | Jan 16, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 218,956 | 7,665 | 0.64% | 0.63% | 3 | +9,005 | 4.29% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Reduced | 195,964 | 6,860 | 0.0% | 0.0% | 4 | -29,915 | -13.24% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 190,277 | 6,661 | 0.0% | 0.0% | 5 | -65,211 | -25.52% | Q4 2025 | Mar 25, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 171,386 | 6,000 | 0.01% | 0.01% | 6 | +28,300 | 19.78% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 132,016 | 4,621 | 0.01% | 0.02% | 7 | -66,587 | -33.53% | Q4 2025 | Feb 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 129,055 | 4,518 | 0.08% | 0.08% | 8 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 127,188 | 4,452 | 0.0% | 0.0% | 9 | -107,253 | -45.75% | Q4 2025 | Feb 11, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Added to | 118,958 | 4,164 | 1.91% | 1.94% | 10 | +8,075 | 7.28% | Q4 2025 | Feb 04, 2026 |
| UBS Group AG | History | Reduced | 106,337 | 3,722 | 0.0% | 0.0% | 11 | -39,514 | -27.09% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Reduced | 57,777 | 2,022 | 0.0% | 0.0% | 12 | -18,197 | -23.95% | Q4 2025 | Feb 11, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 54,169 | 1,896 | 0.0% | 0.0% | 13 | -6,052 | -10.05% | Q4 2025 | Jan 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 40,449 | 1,416 | 0.0% | 0.0% | 14 | -25,642 | -38.8% | Q4 2025 | Feb 17, 2026 |
| Yarbrough Capital, LLC | History | No change | 38,565 | 1,350 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Curi Capital, LLC | History | Added to | 36,133 | 1,265 | 0.02% | 0.01% | 16 | +25,819 | 250.33% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 30,937 | 1,083 | 0.0% | 0.0% | 17 | -123 | -0.4% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 30,875 | 1,081 | 0.0% | — | 18 | +30,875 | New | Q4 2025 | Feb 17, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 29,728 | 1,040 | 0.02% | 0.03% | 19 | -20,563 | -40.89% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 28,202 | 987 | 0.0% | 0.0% | 20 | -2,244 | -7.37% | Q4 2025 | Feb 13, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 26,819 | 938 | 0.34% | 0.45% | 21 | -7,384 | -21.59% | Q4 2025 | Jan 28, 2026 |
| Quadrature Capital Ltd | History | New | 26,143 | 915 | 0.01% | — | 22 | +26,143 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 23,227 | 813 | 0.0% | 0.0% | 23 | -2,446 | -9.53% | Q4 2025 | Feb 17, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 17,633 | 617 | 0.13% | 0.13% | 24 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | New | 17,532 | 613 | 0.02% | — | 25 | +17,532 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 16,555 | 579 | 0.0% | 0.0% | 26 | +1,490 | 9.89% | Q4 2025 | Feb 17, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 15,441 | 540 | 0.25% | 0.18% | 27 | +4,377 | 39.56% | Q4 2025 | Feb 09, 2026 |
| Cerity Partners LLC | History | Reduced | 15,303 | 535 | 0.0% | 0.0% | 28 | -375 | -2.39% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 14,005 | 490 | 0.0% | 0.0% | 29 | -1,327 | -8.66% | Q4 2025 | Feb 18, 2026 |
| Bison Wealth, LLC | History | New | 17,231 | 481 | 0.05% | — | 30 | +17,231 | New | Q4 2025 | Mar 24, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 13,410 | 469 | 0.35% | 0.36% | 31 | +100 | 0.75% | Q4 2025 | Jan 16, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 13,320 | 466 | 0.0% | — | 32 | +13,320 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 13,265 | 464 | 0.0% | 0.0% | 33 | +4,220 | 46.66% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 13,191 | 462 | 0.0% | 0.0% | 34 | -475 | -3.48% | Q4 2025 | Feb 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 12,882 | 450 | 0.03% | 0.03% | 35 | +737 | 6.07% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Reduced | 12,359 | 433 | 0.0% | 0.0% | 36 | -1,568 | -11.26% | Q4 2025 | Jan 26, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 11,600 | 406 | 0.01% | 0.01% | 37 | +132 | 1.15% | Q4 2025 | Jan 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,402 | 399 | 0.0% | 0.0% | 38 | -1,598 | -12.29% | Q4 2025 | Feb 17, 2026 |
| SFI Advisors, LLC | History | Reduced | 11,199 | 392 | 0.25% | 0.3% | 39 | -2,291 | -16.98% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 11,163 | 390 | 0.0% | 0.0% | 40 | -6,195 | -35.69% | Q4 2025 | Feb 06, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 10,865 | 380 | 0.07% | 0.06% | 41 | +2,230 | 25.83% | Q4 2025 | Jan 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 9,399 | 329 | 0.0% | 0.0% | 42 | +363 | 4.02% | Q4 2025 | Feb 17, 2026 |
| Oxler Private Wealth LLC | History | No change | 9,325 | 326 | 0.09% | 0.1% | 43 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 8,937 | 312 | 0.0% | — | 44 | +8,937 | New | Q4 2025 | Feb 12, 2026 |
| Osbon Capital Management LLC | History | New | 7,759 | 271 | 0.25% | — | 45 | +7,759 | New | Q4 2025 | Mar 16, 2026 |
| Merit Financial Group, LLC | History | New | 7,328 | 256 | 0.0% | — | 46 | +7,328 | New | Q4 2025 | Jan 26, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 7,195 | 251 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 7,104 | 249 | 0.01% | — | 48 | +7,104 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 7,081 | 247 | 0.01% | 0.02% | 49 | -14,926 | -67.82% | Q4 2025 | Feb 17, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 6,993 | 244 | 0.07% | 0.06% | 50 | +1,101 | 18.69% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,888 | 241 | 0.0% | 0.0% | 51 | -2,061 | -23.03% | Q4 2025 | Feb 12, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 6,824 | 238 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 6,318 | 221 | 0.0% | — | 53 | +6,318 | New | Q4 2025 | Jan 08, 2026 |
| Atria Investments, Inc | History | Added to | 6,277 | 219 | 0.0% | 0.0% | 54 | +221 | 3.65% | Q4 2025 | Feb 05, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 5,974 | 209 | 0.08% | 0.1% | 55 | -770 | -11.42% | Q4 2025 | Jan 28, 2026 |
| Trexquant Investment LP | History | New | 5,967 | 208 | 0.0% | — | 56 | +5,967 | New | Q4 2025 | Feb 17, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 5,818 | 203 | 0.02% | 0.02% | 57 | -278 | -4.56% | Q4 2025 | Jan 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 5,407 | 189 | 0.03% | — | 58 | +5,407 | New | Q4 2025 | Feb 09, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 5,372 | 188 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Larson Financial Group LLC | History | Added to | 5,250 | 183 | 0.01% | 0.01% | 60 | +25 | 0.48% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 5,222 | 182 | 0.0% | 0.0% | 61 | -9,031 | -63.36% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 4,750 | 168 | 0.01% | 0.01% | 62 | +221 | 4.88% | Q4 2025 | Feb 13, 2026 |
| Banque Cantonale Vaudoise | History | No change | 3,354 | 117 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 3,201 | 112 | 0.01% | 0.01% | 64 | -2,500 | -43.85% | Q4 2025 | Jan 21, 2026 |
| FMR LLC | History | Reduced | 3,083 | 107 | 0.0% | 0.0% | 65 | -111 | -3.48% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,709 | 94 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,871 | 65 | 0.0% | — | 67 | +1,871 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,800 | 63 | 0.0% | — | 68 | +1,800 | New | Q4 2025 | Jan 21, 2026 |
| North Star Investment Management Corp. | History | No change | 1,725 | 60 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,406 | 49 | 0.0% | 0.0% | 70 | +1,065 | 312.32% | Q4 2025 | Mar 16, 2026 |
| AlphaCore Capital LLC | History | New | 892 | 31 | 0.0% | — | 71 | +892 | New | Q4 2025 | Feb 05, 2026 |
| First PREMIER Bank | History | No change | 607 | 21 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 556 | 19 | 0.0% | — | 73 | +556 | New | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 507 | 17 | 0.0% | 0.0% | 75 | +377 | 290.0% | Q4 2025 | Jan 23, 2026 |
| Carolina Wealth Advisors, LLC | History | Added to | 506 | 17 | 0.01% | 0.01% | 74 | +19 | 3.9% | Q4 2025 | Jan 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 475 | 16 | 0.0% | 0.0% | 76 | -158 | -24.96% | Q4 2025 | Feb 11, 2026 |
| Strategic Advocates LLC | History | No change | 450 | 15 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | No change | 400 | 14 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Asset Dedication, LLC | History | No change | 399 | 13 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 350 | 12 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Lavaca Capital LLC | History | New | 339 | 11 | 0.0% | — | 81 | +339 | New | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 299 | 10 | 0.0% | 0.0% | 82 | -117 | -28.13% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | New | 284 | 9 | 0.0% | — | 83 | +284 | New | Q4 2025 | Jan 29, 2026 |
| Costello Asset Management, INC | History | No change | 213 | 7 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 168 | 5 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 162 | 5 | 0.0% | 0.01% | 86 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | No change | 125 | 4 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 86 | 3 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Team Financial Group, LLC | History | No change | 93 | 3 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 64 | 2 | 0.0% | — | 92 | +64 | New | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 58 | 2 | 0.0% | 0.0% | 91 | -1 | -1.69% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | No change | 30 | 1 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 44 | 1 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,830 | -100.0% | Q3 2025 | Oct 30, 2025 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,942 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,640 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -387 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SHP Wealth Management | History | New | 27 | 0 | — | — | — | +27 | New | Q4 2025 | Mar 04, 2026 |
| SageView Advisory Group, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Clearstead Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |