Who Owns WISDOMTREE TR (WCLD)? -- Institutional Holders (2026-06-30)
104 institutions reported holding $133.7M of WISDOMTREE TR (WCLD) in SEC 13F filings for 2026-06-30. Largest institutional holders: GOLDMAN SACHS GROUP INC ($40.6M), BANK OF NOVA SCOTIA ($22.9M), Endurance Services Ltd ($11.4M), Clearwater Capital Advisors, LLC ($9.4M), Selective Wealth Management, Inc. ($7.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | GOLDMAN SACHS GROUP INC | $40.6M | 1.3M | Trimmed |
| 2 | BANK OF NOVA SCOTIA | $22.9M | 713,468 | New |
| 3 | Endurance Services Ltd | $11.4M | 354,500 | Hold |
| 4 | Clearwater Capital Advisors, LLC | $9.4M | 294,035 | Added |
| 5 | Selective Wealth Management, Inc. | $7.2M | 206,798 | Trimmed |
| 6 | MORGAN STANLEY | $5.0M | 157,535 | Added |
| 7 | UBS Group AG | $4.1M | 126,998 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $3.1M | 97,908 | Trimmed |
| 9 | JPMORGAN CHASE & CO | $2.4M | 77,421 | Added |
| 10 | CITADEL ADVISORS LLC | $2.4M | 75,507 | Added |
| 11 | IEQ CAPITAL, LLC | $2.2M | 68,605 | Trimmed |
| 12 | Arax Advisory Partners | $1.9M | 58,532 | Added |
| 13 | Tower Research Capital LLC (TRC) | $1.5M | 46,341 | Added |
| 14 | GTS SECURITIES LLC | $1.3M | 42,008 | Added |
| 15 | LPL Financial LLC | $1.3M | 39,063 | Trimmed |
| 16 | Yarbrough Capital, LLC | $1.2M | 38,565 | Hold |
| 17 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $877,626 | 27,378 | Trimmed |
| 18 | IHT Wealth Management, LLC | $805,406 | 25,125 | Trimmed |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $791,497 | 24,689 | Trimmed |
| 20 | Royal Bank of Canada | $733,000 | 22,866 | Trimmed |
| 21 | TWO SIGMA SECURITIES, LLC | $651,664 | 20,329 | Added |
| 22 | Bramshill Investments, LLC | $641,118 | 20,000 | New |
| 23 | Wealthfront Advisers LLC | $614,127 | 19,158 | Trimmed |
| 24 | Joseph P. Lucia & Associates, LLC | $603,549 | 18,828 | Trimmed |
| 25 | Cetera Investment Advisers | $602,811 | 18,805 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30