WTBN — Wisdomtree Tr Institutional Holders · Q2 2026
Who owns Wisdomtree Tr (WTBN)? 14 institutions reported holding $94.98M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Thrivent Financial for Lutherans ($56.8M), LPL Financial LLC ($10.7M), &Partners ($7.9M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Thrivent Financial for Lutherans | $56.8M | 2.3M | Added |
| 2 | LPL Financial LLC | $10.7M | 425,551 | Added |
| 3 | &PARTNERS | $7.9M | 314,141 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $7.8M | 308,952 | Added |
| 5 | Park Edge Advisors, LLC | $5.9M | 233,609 | Added |
| 6 | Lionsbridge Wealth Management LLC | $2.1M | 81,542 | Trimmed |
| 7 | Steward Partners Investment Advisory, LLC | $1.5M | 60,488 | Trimmed |
| 8 | Royal Bank of Canada | $1.1M | 45,228 | Added |
| 9 | Hilltop National Bank | $581,013 | 23,103 | Hold |
| 10 | RAYMOND JAMES FINANCIAL INC | $340,288 | 13,531 | Hold |
| 11 | ForthRight Wealth Management, LLC | $330,506 | 13,142 | New |
| 12 | Sanchez Wealth Management Group | $0 | 0 | Exited |
| 13 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 14 | Western Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30