WisdomTree Trust - XC

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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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$81.65M
QoQ value delta ($000)
+$8.08M (+10.98%)
Implied price effect (QoQ)
-3.81%
Shares
Total shares
2,612,269
QoQ shares delta
+348,126 (+15.38%)
Total shares held by funds (by quarter)

Market chart (XC)

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Top holders (Q1 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
MORGAN STANLEY 13,146 421,348 0.0%
OARSMAN CAPITAL, INC. 11,069 354,790 1.37%
Aprio Wealth Management, LLC 10,036 321,683 0.55%
Clearwater Capital Advisors, LLC 7,004 224,509 0.57%
Sterling Manor Financial, LLC 6,548 209,878 4.1%
tru Independence LLC 6,405 205,292 3.17%
LPL Financial LLC 5,001 160,309 0.0%
Noble Wealth Management PBC 3,714 119,064 1.87%
CITADEL ADVISORS LLC 3,287 105,371 0.0%
Chicago Partners Investment Group LLC 3,243 98,763 0.07%
OLD MISSION CAPITAL LLC 3,058 98,024 0.05%
GOLDMAN SACHS GROUP INC 1,248 40,015 0.0%
Cambridge Investment Research Advisors, Inc. 1,072 34,365 0.0%
Legacy Financial Advisors, Inc. 1,027 32,942 0.14%
Dynamic Advisor Solutions LLC 907 29,071 0.03%
Creative Planning 842 26,998 0.0%
Kestra Advisory Services, LLC 737 23,638 0.0%
Cetera Investment Advisers 713 22,853 0.0%
HRT FINANCIAL LP 577 18,523 0.0%
JANE STREET GROUP, LLC 477 15,316 0.0%
Goldenstone Wealth Management LLC 415 13,301 0.3%
Sanctuary Advisors, LLC 405 13,007 0.0%
Private Advisor Group, LLC 303 9,737 0.0%
Balance Wealth, LLC 221 7,098 0.07%
Farther Finance Advisors, LLC 107 3,415 0.0%