EMCBWISDOMTREE TR
CUSIP 97717X784 · Yahoo Finance ↗ · Google Finance ↗
Wisdomtree Tr (EMCB) has 35 institutional holders in Filings Flow’s 13F database, together reporting 1.07M shares worth $70M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Integrated Wealth Concepts LLC, and Occidental Asset Management, LLC.
Institutional Holders
35
Q1 2026
Reported Value
$70M
Ticker
EMCB
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| LPL Financial LLC$376.6B AUM | 0.00% | $17M | 255.6K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.11% | $14M | 217.0K | Q1 2026 |
| Occidental Asset Management, LLC$844M AUM | 1.32% | $11M | 170.7K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $11M | 162.7K | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 0.42% | $7M | 101.5K | Q2 2025OLDER |
| Anderson Financial Strategies, LLC$182M AUM | 2.22% | $4M | 60.7K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 31.6K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 25.3K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $2M | 24.5K | Q1 2026 |
| Schwallier Wealth Management LLC$137M AUM | 1.17% | $2M | 24.5K | Q1 2026 |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.14% | $2M | 23.2K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $709,313 | 10.7K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $690,202 | 10.5K | Q1 2026 |
| NewSquare Capital LLC$1.2B AUM | 0.05% | $543,054 | 8.3K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $511,934 | 7.8K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $506,109 | 7.7K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $486,988 | 7.4K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $436,016 | 6.5K | Q3 2025OLDER |
| ATX Financial Planning, LLC$132M AUM | 0.26% | $339,063 | 5.1K | Q4 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $273,612 | 4.1K | Q2 2025OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.11% | $247,668 | 3.8K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.01% | $221,244 | 3.4K | Q1 2026 |
| Fermata Advisors, LLC$495M AUM | 0.05% | $219,844 | 3.4K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $216,396 | 3.3K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.01% | $206,000 | 3.1K | Q1 2026 |
| Forum Finance Group S.A.$184M AUM | 0.11% | $196,000 | 3.7K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $108,000 | 1.7K | Q1 2026 |
| Frazier Financial Advisors, LLC$181M AUM | 0.04% | $71,019 | 1.1K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $50,717 | 763 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $49,988 | 763 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $49,136 | 750 | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $42,863 | 650 | Q2 2025OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.01% | $37,821 | 569 | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $31,120 | 475 | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $31,120 | 475 | Q1 2026 |
| Capital A Wealth Management, LLC$9M AUM | 0.17% | $15,272 | 239 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $4,586 | 70 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $3,965 | 61 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $2,817 | 43 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1,859 | 28 | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $1,396 | 21 | Q4 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $1,053 | 16 | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $1,000 | 14 | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $328 | 5 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $67 | 1 | Q3 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.