WisdomTree Trust - WTPI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,027,662 | 33,933 | 0.01% | 0.0% | 1 | +748,491 | 268.11% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 656,531 | 21,678 | 0.0% | 0.0% | 2 | +162,789 | 32.97% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 302,958 | 10,003 | 0.25% | 0.87% | 3 | -706,955 | -70.0% | Q4 2025 | Feb 09, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 269,944 | 8,913 | 2.95% | 2.95% | 4 | +7,392 | 2.82% | Q4 2025 | Jan 22, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 265,494 | 8,766 | 2.11% | 2.03% | 5 | +31,244 | 13.34% | Q4 2025 | Feb 05, 2026 |
| Trust Point Inc. | History | Reduced | 228,617 | 7,548 | 0.6% | 0.62% | 6 | -1,136 | -0.49% | Q4 2025 | Jan 13, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 186,966 | 6,173 | 9.33% | 9.65% | 7 | +64 | 0.03% | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Reduced | 166,888 | 5,510 | 0.01% | 0.01% | 8 | -6,543 | -3.77% | Q4 2025 | Feb 17, 2026 |
| Compass Financial Services Inc | History | Added to | 147,838 | 4,881 | 2.1% | 2.0% | 9 | +12,034 | 8.86% | Q4 2025 | Feb 27, 2026 |
| CENTRAL TRUST Co | History | Added to | 125,285 | 4,136 | 0.08% | 0.08% | 10 | +9,301 | 8.02% | Q4 2025 | Feb 02, 2026 |
| Opes Wealth Management LLC | History | Added to | 112,780 | 3,723 | 0.61% | 0.63% | 11 | +2,849 | 2.59% | Q4 2025 | Feb 02, 2026 |
| Private Capital Management, LLC | History | Added to | 104,415 | 3,447 | 0.32% | 0.3% | 12 | +2,873 | 2.83% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 100,253 | 3,310 | 0.0% | 0.0% | 13 | +33,825 | 50.92% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 98,786 | 3,261 | 0.0% | 0.0% | 14 | -69,245 | -41.21% | Q4 2025 | Feb 18, 2026 |
| WealthPlan Investment Management, LLC | History | New | 88,324 | 2,916 | 0.19% | — | 15 | +88,324 | New | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Added to | 66,068 | 2,181 | 0.0% | 0.0% | 16 | +18,734 | 39.58% | Q4 2025 | Jan 29, 2026 |
| Avestar Capital, LLC | History | Reduced | 61,916 | 2,044 | 0.13% | 0.21% | 17 | -32,637 | -34.52% | Q4 2025 | Feb 10, 2026 |
| PFG Investments, LLC | History | New | 54,492 | 1,799 | 0.08% | — | 18 | +54,492 | New | Q4 2025 | Jan 26, 2026 |
| Tidemark, LLC | History | Added to | 52,362 | 1,729 | 0.49% | 0.45% | 19 | +5,541 | 11.83% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 46,608 | 1,539 | 0.0% | — | 20 | +46,608 | New | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 44,690 | 1,475 | 0.01% | 0.02% | 21 | -50,075 | -52.84% | Q4 2025 | Jan 29, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 42,873 | 1,415 | 0.59% | — | 22 | +42,873 | New | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 41,824 | 1,381 | 0.01% | 0.01% | 23 | -24,688 | -37.12% | Q4 2025 | Feb 18, 2026 |
| Arkadios Wealth Advisors | History | Added to | 38,604 | 1,274 | 0.02% | 0.02% | 24 | +11,577 | 42.83% | Q4 2025 | Feb 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 37,379 | 1,234 | 0.06% | 0.06% | 25 | +1,475 | 4.11% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 36,174 | 1,195 | 0.0% | 0.0% | 26 | -21,081 | -36.82% | Q4 2025 | Feb 17, 2026 |
| TrueMark Investments, LLC | History | New | 34,568 | 1,141 | 0.22% | — | 27 | +34,568 | New | Q4 2025 | Jan 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 31,494 | 1,039 | 0.0% | 0.01% | 28 | -3,893 | -11.0% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 29,279 | 966 | 0.26% | — | 29 | +29,279 | New | Q4 2025 | Feb 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 28,795 | 951 | 0.01% | — | 30 | +28,795 | New | Q4 2025 | Jan 05, 2026 |
| CWM, LLC | History | Added to | 28,240 | 932 | 0.0% | 0.0% | 31 | +11,657 | 70.29% | Q4 2025 | Jan 26, 2026 |
| CreativeOne Wealth, LLC | History | New | 26,328 | 869 | 0.02% | — | 32 | +26,328 | New | Q4 2025 | Feb 13, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 24,979 | 824 | 0.3% | 0.31% | 33 | -877 | -3.39% | Q4 2025 | Jan 26, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 24,234 | 816 | 0.03% | 0.02% | 34 | +4,214 | 21.05% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | New | 24,568 | 811 | 0.0% | — | 35 | +24,568 | New | Q4 2025 | Mar 16, 2026 |
| Creative Planning | History | Reduced | 24,145 | 797 | 0.0% | 0.0% | 36 | -2,953 | -10.9% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 23,508 | 776 | 0.0% | 0.0% | 37 | +22,847 | 3456.43% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,697 | 716 | 0.0% | 0.0% | 38 | +3,563 | 19.65% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 21,402 | 706 | 0.0% | 0.0% | 39 | +516 | 2.47% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 20,461 | 675 | 0.02% | 0.05% | 40 | -3,732 | -15.43% | Q4 2025 | Feb 10, 2026 |
| Kovack Advisors, Inc. | History | Added to | 18,886 | 623 | 0.03% | 0.03% | 41 | +8,730 | 85.96% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 16,199 | 534 | 0.0% | — | 42 | +16,199 | New | Q4 2025 | Feb 06, 2026 |
| Avory & Company, LLC | History | Added to | 15,167 | 500 | 0.32% | 0.15% | 43 | +7,640 | 101.5% | Q4 2025 | Feb 24, 2026 |
| WealthPLAN Partners, LLC | History | New | 14,078 | 464 | 0.07% | — | 44 | +14,078 | New | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 13,866 | 457 | 0.0% | 0.0% | 45 | +1,423 | 11.44% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | New | 13,805 | 455 | 0.02% | — | 46 | +13,805 | New | Q4 2025 | Feb 04, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 11,822 | 390 | 0.01% | — | 47 | +11,822 | New | Q4 2025 | Jan 23, 2026 |
| Apollon Wealth Management, LLC | History | No change | 11,221 | 370 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| US BANCORP \DE\ | History | New | 10,667 | 352 | 0.0% | — | 49 | +10,667 | New | Q4 2025 | Jan 30, 2026 |
| Merit Financial Group, LLC | History | No change | 10,403 | 343 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 9,756 | 322 | 0.0% | 0.0% | 51 | +2,304 | 30.92% | Q4 2025 | Feb 12, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 9,610 | 317 | 0.11% | 0.12% | 52 | +410 | 4.46% | Q4 2025 | Feb 09, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 8,793 | 290 | 0.19% | 0.19% | 53 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,737 | 288 | 0.0% | 0.0% | 54 | -53,534 | -85.97% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 8,700 | 287 | 0.0% | 0.0% | 55 | +800 | 10.13% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Reduced | 8,194 | 270 | 0.0% | 0.0% | 56 | -2,955 | -26.5% | Q4 2025 | Jan 28, 2026 |
| Synergy Investment Management, LLC | History | Added to | 8,199 | 270 | 0.1% | 0.1% | 57 | +349 | 4.45% | Q4 2025 | Feb 06, 2026 |
| Tactive Advisors, LLC | History | Reduced | 7,857 | 259 | 0.08% | 0.1% | 58 | -3,003 | -27.65% | Q4 2025 | Jan 09, 2026 |
| White & Co Financial Planning Inc | History | Reduced | 6,690 | 220 | 0.16% | 0.17% | 59 | -29 | -0.43% | Q4 2025 | Jan 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 6,643 | 219 | 0.03% | — | 60 | +6,643 | New | Q4 2025 | Feb 09, 2026 |
| Cascades Capital Asset Management, LLC | History | New | 4,100 | 135 | 0.06% | — | 61 | +4,100 | New | Q4 2025 | Feb 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 3,305 | 109 | 0.0% | — | 62 | +3,305 | New | Q4 2025 | Feb 05, 2026 |
| REAP Financial Group, LLC | History | Reduced | 2,614 | 86 | 0.02% | 0.02% | 63 | -136 | -4.95% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Added to | 2,274 | 75 | 0.0% | 0.0% | 64 | +1,296 | 132.52% | Q4 2025 | Jan 29, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,433 | 47 | 0.01% | 0.0% | 65 | +839 | 141.25% | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | New | 1,400 | 46 | 0.01% | — | 66 | +1,400 | New | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,238 | 40 | 0.0% | — | 67 | +1,238 | New | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,198 | 39 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 900 | 29 | 0.0% | — | 69 | +900 | New | Q4 2025 | Feb 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 661 | 21 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 548 | 18 | 0.0% | 0.0% | 71 | +24 | 4.58% | Q4 2025 | Jan 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 500 | 16 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Wealth Strategies & Associates | History | No change | 499 | 16 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| AE Wealth Management LLC | History | No change | 325 | 10 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 214 | 7 | 0.0% | — | 75 | +214 | New | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 36 | 1 | 0.0% | — | 76 | +8 | 28.57% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 52 | 1 | 0.0% | 0.0% | 78 | +7 | 15.56% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | No change | 40 | 1 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95,509 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -33,318 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,248 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Klingman & Associates, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,935 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,650 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,178 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -773 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Mar 04, 2026 |
| Team Financial Group, LLC | History | Added to | 9 | 0 | — | — | — | +1 | 12.5% | Q4 2025 | Jan 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |