Who Owns WISDOMTREE TR (WTPI)? -- Institutional Holders (2026-06-30)
96 institutions reported holding $270.4M of WISDOMTREE TR (WTPI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($61.8M), Granite Bay Wealth Management, LLC ($41.3M), MORGAN STANLEY ($28.0M), CARY STREET PARTNERS FINANCIAL LLC ($11.7M), RAYMOND JAMES FINANCIAL INC ($9.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $61.8M | 1.9M | Added |
| 2 | Granite Bay Wealth Management, LLC | $41.3M | 1.3M | Added |
| 3 | MORGAN STANLEY | $28.0M | 853,355 | Added |
| 4 | CARY STREET PARTNERS FINANCIAL LLC | $11.7M | 356,743 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $9.8M | 298,239 | Added |
| 6 | CASTLE WEALTH MANAGEMENT LLC | $9.3M | 284,265 | Added |
| 7 | WealthPlan Investment Management, LLC | $7.9M | 242,352 | Trimmed |
| 8 | Solutions 4 Wealth, Ltd | $7.9M | 240,518 | Added |
| 9 | Cetera Investment Advisers | $7.3M | 221,580 | Added |
| 10 | Pinnacle Financial Partners, Inc. | $6.6M | 202,105 | New |
| 11 | Compass Financial Services Inc | $5.7M | 175,132 | Added |
| 12 | CENTRAL TRUST Co | $5.7M | 174,550 | Added |
| 13 | Kestra Advisory Services, LLC | $5.2M | 157,334 | Added |
| 14 | Private Capital Management, LLC | $4.1M | 123,547 | Added |
| 15 | EP Wealth Advisors, LLC | $4.0M | 122,881 | New |
| 16 | US BANCORP \DE\ | $3.8M | 116,111 | Hold |
| 17 | JPMORGAN CHASE & CO | $3.2M | 96,737 | Added |
| 18 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $3.1M | 95,620 | Added |
| 19 | TRUST POINT INC. | $2.8M | 85,822 | Trimmed |
| 20 | UBS Group AG | $2.4M | 74,645 | Added |
| 21 | RESOLUTE CAPITAL, LLC | $2.1M | 64,023 | Added |
| 22 | Avestar Capital, LLC | $2.1M | 63,764 | Added |
| 23 | NBC SECURITIES, INC. | $2.1M | 63,321 | Added |
| 24 | OSAIC HOLDINGS, INC. | $1.9M | 57,526 | Added |
| 25 | PFG Investments, LLC | $1.8M | 55,442 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30