SEC 13F Intelligence

GCCWISDOMTREE TR

CUSIP 97717Y683 · Yahoo Finance ↗ · Google Finance ↗

Wisdomtree Tr (GCC) has 70 institutional holders in Filings Flow’s 13F database, together reporting 5.10M shares worth $120M as of Q1 2026. The largest reported holders are Morgan Stanley, Wells Fargo & Company/Mn, and Royal Bank Of Canada.

Institutional Holders
70
Q1 2026
Reported Value
$120M
Ticker
GCC
Quarters Tracked
22

Ownership Trend

Institutional holders
Q4 ’20: 31Q4 ’20Q1 ’21: 43Q2 ’21: 48Q3 ’21: 50Q3 ’21Q4 ’21: 59Q1 ’22: 73Q2 ’22: 79Q2 ’22Q3 ’22: 74Q4 ’22: 60Q1 ’23: 54Q1 ’23Q2 ’23: 50Q3 ’23: 48Q4 ’23: 40Q4 ’23Q1 ’24: 41Q2 ’24: 48Q3 ’24: 44Q3 ’24Q4 ’24: 56Q1 ’25: 54Q2 ’25: 52Q2 ’25Q3 ’25: 52Q4 ’25: 59Q1 ’26: 70Q1 ’26filingsflow.com
Total reported value
Q4 ’20: $30MQ4 ’20Q1 ’21: $49MQ2 ’21: $64MQ3 ’21: $93MQ3 ’21Q4 ’21: $81MQ1 ’22: $153MQ2 ’22: $134MQ2 ’22Q3 ’22: $122MQ4 ’22: $72MQ1 ’23: $74MQ1 ’23Q2 ’23: $67MQ3 ’23: $65MQ4 ’23: $41MQ4 ’23Q1 ’24: $40MQ2 ’24: $50MQ3 ’24: $56MQ3 ’24Q4 ’24: $70MQ1 ’25: $83MQ2 ’25: $78MQ2 ’25Q3 ’25: $99MQ4 ’25: $103MQ1 ’26: $120MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Wright Wealth LLC$149M AUM4.84%$7M302.1KQ1 2026
Warren Street Wealth Advisors, LLC$393M AUM3.41%$13M560.5KQ1 2026
Team Financial Group, LLC$220M AUM1.36%$3M125.3KQ1 2026
Wayfinding Financial, LLC$230M AUM1.13%$3M108.6KQ1 2026
Leo Wealth, LLC$1.4B AUM0.76%$10M436.2KQ1 2026
NerdWallet Wealth Partners, LLC$290M AUM0.64%$1M67.9KQ4 2025OLDER
FUTURE YOU WEALTH LLC$184M AUM0.53%$983,28749.5KQ2 2025OLDER
FORTRESS FINANCIAL GROUP, LLC$135M AUM0.35%$418,19221.1KQ2 2025OLDER
von Borstel & Associates, Inc.$437M AUM0.35%$2M110.0KQ3 2025OLDER
ROMAN BUTLER FULLERTON & CO$364M AUM0.21%$765,48031.9KQ1 2026
Empirical Asset Management, LLC$379M AUM0.19%$726,16730.3KQ1 2026
Creekside Partners$243M AUM0.15%$374,27215.6KQ1 2026
Global Wealth Management Investment Advisory, Inc.$638M AUM0.15%$981,38841.0KQ1 2026
Caitlin John, LLC$167M AUM0.15%$254,26710.6KQ1 2026
Navis Wealth Advisors, LLC$196M AUM0.14%$282,30011.8KQ1 2026
REAP Financial Group, LLC$507M AUM0.07%$368,42315.4KQ1 2026
Fermata Advisors, LLC$495M AUM0.07%$296,99612.4KQ1 2026
XY Planning Network, Inc.$626M AUM0.07%$413,12617.3KQ1 2026
Covenant Asset Management, LLC$664M AUM0.06%$430,39418.0KQ1 2026
Brookwood Investment Group LLC$810M AUM0.05%$427,64017.9KQ1 2026
OneAscent Financial Services LLC$1.8B AUM0.05%$900,63237.6KQ1 2026
Frazier Financial Advisors, LLC$181M AUM0.05%$84,5093.5KQ1 2026
MISSION WEALTH MANAGEMENT, LP$4.9B AUM0.04%$2M90.0KQ1 2026
Gateway Wealth Partners, LLC$2.6B AUM0.04%$1M47.4KQ1 2026
Bison Wealth, LLC$1.1B AUM0.04%$435,25716.5KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.02%$6M256.0KQ1 2026
Sigma Planning Corp$3.6B AUM0.02%$721,55730.1KQ1 2026
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$1M42.5KQ1 2026
FLOW TRADERS U.S. LLC$3.2B AUM0.01%$350,00014.6KQ1 2026
GoalVest Advisory LLC$539M AUM0.01%$53,5782.2KQ1 2026
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.01%$14,053587Q1 2026
Farther Finance Advisors, LLC$10.6B AUM0.01%$711,69629.8KQ1 2026
Arkadios Wealth Advisors$6.1B AUM0.01%$409,30217.1KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.01%$2M87.8KQ1 2026
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$215,1979.0KQ1 2026
&PARTNERS$20.2B AUM0.00%$964,35139.6KQ1 2026
Smithfield Trust Co$2.3B AUM0.00%$86,0003.6KQ1 2026
Private Advisor Group, LLC$21.3B AUM0.00%$770,13732.2KQ1 2026
OPPENHEIMER & CO INC$8.2B AUM0.00%$254,45810.6KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$15M631.8KQ1 2026
Ashton Thomas Private Wealth, LLC$4.2B AUM0.00%$119,4855.0KQ1 2026
Covestor Ltd$144M AUM0.00%$4,000162Q1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$513,53721.5KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$14M605.5KQ1 2026
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$39,2331.9KQ4 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$230,7839.6KQ1 2026
PRIVATE TRUST CO NA$1.1B AUM0.00%$18,841787Q1 2026
REGIONS FINANCIAL CORP$15.4B AUM0.00%$257,69010.8KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$5M223.0KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$1M54.8KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$971,00048.8KQ2 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$806,62133.7KQ1 2026
Abound Wealth Management$504M AUM0.00%$5,028210Q1 2026
MORGAN STANLEY$1.67T AUM0.00%$15M728.2KQ1 2026
Cerity Partners LLC$70.8B AUM0.00%$503,09321.0KQ1 2026
Aventura Private Wealth, LLC$273M AUM0.00%$1,91580Q1 2026
Root Financial Partners, LLC$2.2B AUM0.00%$14,364600Q1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$238,89910.0KQ1 2026
Smartleaf Asset Management LLC$2.8B AUM0.00%$16,688700Q1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M71.3KQ1 2026
TD Waterhouse Canada Inc.$33.7B AUM0.00%$169,0767.1KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$504,36721.1KQ1 2026
Asset Dedication, LLC$1.4B AUM0.00%$4,836202Q1 2026
Aptus Capital Advisors, LLC$12.7B AUM0.00%$37,9931.6KQ1 2026
COMERICA BANK$25.1B AUM0.00%$66,9403.2KQ4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$250,62510.5KQ1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$134,1845.6KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$902,32337.7KQ1 2026
AlphaCore Capital LLC$4.2B AUM0.00%$9,576400Q1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$107,0844.5KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$7,182300Q1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$766,75032.0KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$565,08023.6KQ1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$6,105255Q1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$14,077588Q1 2026
AE Wealth Management LLC$18.5B AUM0.00%$1,05344Q1 2026
Blue Trust, Inc.$8.7B AUM0.00%$572Q1 2026
FMR LLC$1.90T AUM0.00%$633Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.