WTBNWISDOMTREE TR
CUSIP 97717Y451 · Yahoo Finance ↗ · Google Finance ↗
Wisdomtree Tr (WTBN) has 14 institutional holders in Filings Flow’s 13F database, together reporting 3.64M shares worth $38M as of Q1 2026. The largest reported holders are &Partners, Envestnet Asset Management Inc, and Willow Financial LLC.
Institutional Holders
14
Q1 2026
Reported Value
$38M
Ticker
WTBN
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Park Edge Advisors, LLC$434M AUM | 1.33% | $6M | 227.5K | Q1 2026OLDER |
| Sanchez Wealth Management Group$462M AUM | 0.95% | $4M | 173.7K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.12% | $581,013 | 23.1K | Q2 2026 |
| &PARTNERS$20.2B AUM | 0.04% | $8M | 297.5K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $259,696 | 10.3K | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 72.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 291.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $796,202 | 31.5K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 45.1K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $3,277 | 130 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $342,290 | 13.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $251,292 | 9.9K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $149,934 | 5.8K | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $26 | 1 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.