WisdomTree Trust - WTPI

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$165.4M
QoQ value delta ($000)
+$12.91M (+8.46%)
Implied price effect (QoQ)
-0.63%
Shares
Total shares
5,010,135
QoQ shares delta
+419,842 (+9.15%)
Total shares held by funds (by quarter)

Market chart (WTPI)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
LPL Financial LLC 33,933 1,027,662 0.01%
MORGAN STANLEY 21,678 656,531 0.0%
CARY STREET PARTNERS FINANCIAL LLC 10,003 302,958 0.25%
CASTLE WEALTH MANAGEMENT LLC 8,913 269,944 2.95%
Granite Bay Wealth Management, LLC 8,766 265,494 2.11%
Trust Point Inc. 7,548 228,617 0.6%
Solutions 4 Wealth, Ltd 6,173 186,966 9.33%
Cetera Investment Advisers 5,510 166,888 0.01%
Compass Financial Services Inc 4,881 147,838 2.1%
CENTRAL TRUST Co 4,136 125,285 0.08%
Opes Wealth Management LLC 3,723 112,780 0.61%
Private Capital Management, LLC 3,447 104,415 0.32%
ENVESTNET ASSET MANAGEMENT INC 3,310 100,253 0.0%
RAYMOND JAMES FINANCIAL INC 3,261 98,786 0.0%
WealthPlan Investment Management, LLC 2,916 88,324 0.19%
UBS Group AG 2,181 66,068 0.0%
Avestar Capital, LLC 2,044 61,916 0.13%
PFG Investments, LLC 1,799 54,492 0.08%
Tidemark, LLC 1,729 52,362 0.49%
ROYAL BANK OF CANADA 1,539 46,608 0.0%
Sanctuary Advisors, LLC 1,475 44,690 0.01%
RESOLUTE CAPITAL, LLC 1,415 42,873 0.59%
NewEdge Advisors, LLC 1,381 41,824 0.01%
Arkadios Wealth Advisors 1,274 38,604 0.02%
Visionary Wealth Advisors 1,234 37,379 0.06%