WisdomTree Trust - WTPI

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

Quarter snapshot

Latest / Compare

Q3 2026 · Q2 2026

Value (USD)

Total reported value ($000)

$272.8M

QoQ value delta ($000)

+$2.418M (+0.89%)

Implied price effect (QoQ)

+0.01%

Total shares

8,320,913

QoQ shares delta

+73,149 (+0.89%)

Total shares held by funds (by quarter)

Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (WTPI)

Interactive chart by TradingView.

Top holders (Q3 2026)

Top 25 only Full list

Partial Q3 2026 data: 15 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
LPL Financial LLC	61,752	1,883,263	0.01%
Granite Bay Wealth Management, LLC	41,302	1,259,604	3.8%
MORGAN STANLEY	27,981	853,355	0.0%
CARY STREET PARTNERS FINANCIAL LLC	11,697	356,743	0.26%
RAYMOND JAMES FINANCIAL INC	9,779	298,239	0.0%
CASTLE WEALTH MANAGEMENT LLC	9,321	284,265	2.76%
WealthPlan Investment Management, LLC	9,158	279,136	0.44%
Solutions 4 Wealth, Ltd	7,886	240,518	10.18%
Cetera Investment Advisers	7,265	221,580	0.01%
Pinnacle Financial Partners, Inc.	6,627	202,105	0.05%
Compass Financial Services Inc	5,742	175,132	2.15%
CENTRAL TRUST Co	5,723	174,550	0.1%
Kestra Advisory Services, LLC	5,158	157,334	0.02%
Private Capital Management, LLC	4,051	123,547	0.36%
EP Wealth Advisors, LLC	4,029	122,881	0.02%
US BANCORP \DE\	3,807	116,111	0.0%
JPMORGAN CHASE & CO	3,153	96,737	0.0%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	3,135	95,620	0.63%
Trust Point Inc.	2,814	85,822	0.24%
UBS Group AG	2,447	74,645	0.0%
RESOLUTE CAPITAL, LLC	2,099	64,023	0.72%
Avestar Capital, LLC	2,090	63,764	0.12%
LANARK FINANCIAL, INC.	2,076	63,321	0.14%
OSAIC HOLDINGS, INC.	1,886	57,526	0.0%
PFG Investments, LLC	1,817	55,442	0.07%