WisdomTree Trust - WTV

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$2.01B
QoQ value delta ($000)
+$258.9M (+14.79%)
Implied price effect (QoQ)
+1.55%
Shares
Total shares
21,208,541
QoQ shares delta
+2,444,684 (+13.03%)
Total shares held by funds (by quarter)

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Top holders (Q1 2026)

Top 25 only Full list
Partial Q1 2026 data: 217 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 334,997 3,536,335 0.09%
ENVESTNET ASSET MANAGEMENT INC 188,160 1,986,281 0.05%
RAYMOND JAMES FINANCIAL INC 165,425 1,746,280 0.05%
MORGAN STANLEY 152,926 1,614,340 0.01%
OSAIC HOLDINGS, INC. 134,739 1,424,059 0.2%
HighTower Advisors, LLC 117,731 1,242,810 0.12%
Cetera Investment Advisers 49,771 525,408 0.05%
Kestra Advisory Services, LLC 40,252 424,918 0.15%
STIFEL FINANCIAL CORP 33,424 352,839 0.03%
BANK OF AMERICA CORP /DE/ 29,903 315,673 0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 29,257 308,847 0.02%
Lido Advisors, LLC 26,913 284,102 0.08%
Mariner, LLC 26,771 282,605 0.03%
Independent Advisor Alliance 24,708 260,832 0.27%
RESOLUTE CAPITAL, LLC 24,085 254,257 9.76%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22,515 237,958 0.05%
Anderson Financial Strategies, LLC 21,914 221,408 12.05%
Legacy Financial Advisors, Inc. 21,373 225,627 2.99%
Systelligence, LLC 20,996 221,641 4.08%
Cambridge Investment Research Advisors, Inc. 20,876 220,375 0.05%
Onyx Bridge Wealth Group LLC 19,352 204,293 2.08%
OPPENHEIMER & CO INC 18,734 197,770 0.23%
COMMONWEALTH EQUITY SERVICES, LLC 18,620 196,567 0.03%
Prism Advisors, Inc. 17,487 184,607 4.67%
TRUST CO OF TOLEDO NA /OH/ 15,919 168,051 1.51%