WisdomTree Trust - WTBN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,937,278 | 49,372 | 0.09% | 0.09% | 1 | +134,660 | 7.47% | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | Added to | 256,319 | 6,524 | 0.03% | 0.04% | 2 | +7,621 | 3.06% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 249,402 | 6,348 | 0.0% | 0.0% | 3 | +6,744 | 2.78% | Q4 2025 | Feb 10, 2026 |
| Park Edge Advisors, LLC | History | Added to | 172,885 | 4,400 | 1.0% | 1.01% | 4 | +3,301 | 1.95% | Q4 2025 | Jan 16, 2026 |
| Sanchez Wealth Management Group | History | New | 169,019 | 4,302 | 0.92% | — | 5 | +169,019 | New | Q4 2025 | Feb 04, 2026 |
| Lionsbridge Wealth Management LLC | History | Added to | 90,699 | 2,308 | 2.33% | 2.19% | 6 | +3,860 | 4.45% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 45,072 | 1,147 | 0.0% | — | 7 | +45,072 | New | Q4 2025 | Feb 17, 2026 |
| Hilltop National Bank | History | New | 23,103 | 588 | 0.14% | — | 8 | +23,103 | New | Q4 2025 | Jan 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 20,561 | 523 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 9,872 | 251 | 0.0% | — | 10 | +9,872 | New | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 8,000 | 203 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Sound Income Strategies, LLC | History | Added to | 129 | 3 | 0.0% | — | 12 | +128 | 12800.0% | Q4 2025 | Jan 21, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,921 | -100.0% | Q3 2025 | Nov 26, 2025 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |