Who Owns WISDOMTREE (WTMF)? -- Institutional Holders (2026-06-30)

91 institutions reported holding $189.8M of WISDOMTREE (WTMF) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($46.9M), LPL Financial LLC ($20.5M), Tidemark, LLC ($17.7M), OneDigital Investment Advisors LLC ($12.9M), Stewardship Advisors, LLC ($11.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$46.9M1.1MAdded
2LPL Financial LLC$20.5M502,047Added
3Tidemark, LLC$17.7M432,433Added
4OneDigital Investment Advisors LLC$12.9M315,199Trimmed
5Stewardship Advisors, LLC$11.9M291,438Added
6Cetera Investment Advisers$11.3M276,616Added
7EARNED WEALTH ADVISORS, LLC$11.2M273,756Added
8Stillwater Private Wealth, LLC$7.0M168,608New
9Avestar Capital, LLC$5.4M131,519Added
10ENVESTNET ASSET MANAGEMENT INC$3.1M76,053Added
11WELLS FARGO & COMPANY/MN$2.9M71,809Added
12KINGSWOOD WEALTH ADVISORS, LLC$2.1M51,188Added
13Vestmark Advisory Solutions, Inc.$2.1M50,399Hold
14SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.9M45,561Added
15Columbus Macro, LLC$1.7M41,669Added
16RAYMOND JAMES FINANCIAL INC$1.5M37,268Trimmed
17Ethos Financial Group, LLC$1.5M35,749Trimmed
18Asset Allocation Strategies LLC$1.4M33,725Added
19Cambridge Investment Research Advisors, Inc.$1.3M32,524Added
20Comprehensive Wealth Management, LLC$1.3M31,506Added
21ASSETMARK, INC$1.3M30,913Added
22OSAIC HOLDINGS, INC.$1.1M26,963Trimmed
23Kestra Advisory Services, LLC$1.1M26,477New
24STIFEL FINANCIAL CORP$1.0M25,539Added
25Private Advisor Group, LLC$1.0M25,508Added

Source: SEC Form 13F filings · as of 2026-06-30