Vault-13

WISDOMTREE TR WTV

WISDOMTREE US VA · ETP · CUSIP 97717W547

234 institutional holders +17 vs Q1 2026
21,834,67621.8m shares reported held*
$2.2bnreported value*
29 new 116 added 60 reduced 11 sold out net bought ≈ $81.6m (+773.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $101.98.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 38Q4 22: 43Q1 23: 46Q2 23: 44Q3 23: 46Q4 23: 61Q1 24: 67Q2 24: 71Q3 24: 73Q4 24: 103Q1 25: 138Q2 25: 158Q3 25: 177Q4 25: 204Q1 26: 217Q2 26: 234234Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202238
Q4 202243
Q1 202346
Q2 202344
Q3 202346
Q4 202361
Q1 202467
Q2 202471
Q3 202473
Q4 2024103
Q1 2025138
Q2 2025158
Q3 2025177
Q4 2025204
Q1 2026217
Q2 2026234

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 35 bought or addedQ3 24: 24 cut or sold outQ4 24: 52 bought or addedQ4 24: 23 cut or sold outQ4 24Q1 25: 98 bought or addedQ1 25: 27 cut or sold outQ2 25: 99 bought or addedQ2 25: 50 cut or sold outQ2 25Q3 25: 118 bought or addedQ3 25: 42 cut or sold outQ4 25: 131 bought or addedQ4 25: 55 cut or sold outQ4 25Q1 26: 142 bought or addedQ1 26: 60 cut or sold outQ2 26: 145 bought or addedQ2 26: 71 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243524
Q4 20245223
Q1 20259827
Q2 20259950
Q3 202511842
Q4 202513155
Q1 202614260
Q2 202614571

Biggest buyers

FIRST COMMUNITY TRUST NA New +545,821+545.8k
Harel Insurance Investments & Financial Services Ltd. New +266,800+266.8k
Cambridge Investment Research Advisors, Inc. Added +223,505+223.5k
Private Advisor Group, LLC Added +207,631+207.6k
RAYMOND JAMES FINANCIAL INC Added +125,800+125.8k
AXXCESS WEALTH MANAGEMENT, LLC New +116,832+116.8k
Cetera Investment Advisers Added +111,595+111.6k
RESOLUTE CAPITAL, LLC Added +91,888+91.9k
Kestra Advisory Services, LLC Added +91,797+91.8k
BANK OF AMERICA CORP /DE/ Added +82,496+82.5k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -333,572-333.6k
LPL Financial LLC Reduced -301,932-301.9k
Lido Advisors, LLC Sold out -284,102-284.1k
Mariner, LLC Reduced -273,793-273.8k
Independent Advisor Alliance Sold out -260,832-260.8k
OSAIC HOLDINGS, INC. Reduced -121,940-121.9k
Retirement Management Systems Inc. Sold out -90,429-90.4k
Systelligence, LLC Reduced -61,154-61.2k
Onyx Bridge Wealth Group LLC Reduced -39,019-39.0k
Sanctuary Advisors, LLC Reduced -36,181-36.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.07% of their portfolio FORT MILL, SC 3,234,4033.2m $329.0m $329.0m 0.07% Reduced -301.9k -301,932
2 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 1,872,0801.9m $190.4m $190.4m 0.05% Added +125.8k +125,800
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,688,4361.7m $171.7m $171.7m 0.01% Added +74.1k +74,096
4 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 1,652,7091.7m $168.1m $168.1m 0.04% Reduced -333.6k -333,572
5 OSAIC HOLDINGS, INC. 0.16% of their portfolio SCOTTSDALE, AZ 1,302,1191.3m $132.5m $132.5m 0.16% Reduced -121.9k -121,940
6 HighTower Advisors, LLC 0.12% of their portfolio CHICAGO, IL 1,267,9081.3m $129.0m $129.0m 0.12% Added +25.1k +25,098
7 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 637,003637.0k $64.8m $64.8m 0.06% Added +111.6k +111,595
8 FIRST COMMUNITY TRUST NA 25.08% of their portfolio DUBUQUE, IA 545,821545.8k $55.5m $55.5m 25.08% New
9 Kestra Advisory Services, LLC 0.17% of their portfolio AUSTIN, TX 516,715516.7k $52.6m $52.6m 0.17% Added +91.8k +91,797
10 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 443,880443.9k $45.2m $45.2m 0.05% Added +223.5k +223,505
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 398,169398.2k $40.5m $40.5m 0.00% Added +82.5k +82,496
12 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 385,150385.1k $39.2m $39.2m 0.02% Added +76.3k +76,303
13 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 355,650355.6k $36.2m $36.2m 0.03% Added +2.8k +2,811
14 Private Advisor Group, LLC 0.17% of their portfolio MORRISTOWN, NJ 355,607355.6k $36.2m $36.2m 0.17% Added +207.6k +207,631
15 RESOLUTE CAPITAL, LLC 12.15% of their portfolio GREENVILLE, SC 346,145346.1k $35.2m $35.2m 12.15% Added +91.9k +91,888
16 Harel Insurance Investments & Financial Services Ltd. 0.13% of their portfolio Ramat Gan, L3 266,800266.8k $27.1m $27.1m 0.13% New
17 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 248,743248.7k $26.0m $26.0m 0.04% Added +10.8k +10,785
18 Legacy Financial Advisors, Inc. 2.81% of their portfolio COVINGTON, KY 226,780226.8k $23.1m $23.1m 2.81% Added +1.2k +1,153
19 Anderson Financial Strategies, LLC 12.57% of their portfolio DAYTON, OH 223,678223.7k $24.2m $24.2m 12.57% Added +2.3k +2,270
20 OPPENHEIMER & CO INC 0.23% of their portfolio NEW YORK, NY 211,755211.8k $21.5m $21.5m 0.23% Added +14.0k +13,985
21 TRUST CO OF TOLEDO NA /OH/ 1.69% of their portfolio HOLLAND, OH 200,115200.1k $20.4m $20.4m 1.69% Added +32.1k +32,064
22 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 188,315188.3k $19.2m $19.2m 0.02% Reduced -8.3k -8,252
23 Prism Advisors, Inc. 4.57% of their portfolio STUDIO CITY, CA 184,919184.9k $18.8m $18.8m 4.57% Added +312 +312
24 Ameritas Investment Partners, Inc. 0.47% of their portfolio LINCOLN, NE 173,587173.6k $17.7m $17.7m 0.47% Added +8.7k +8,727
25 Venture Visionary Partners LLC 0.49% of their portfolio Sylvania, OH 173,085173.1k $17.6m $17.6m 0.49% Added +8.9k +8,856
26 Onyx Bridge Wealth Group LLC 1.51% of their portfolio TARRYTOWN, NY 165,274165.3k $16.8m $16.8m 1.51% Reduced -39.0k -39,019
27 Systelligence, LLC 2.73% of their portfolio BLOOMINGTON, MN 160,487160.5k $16.3m $16.3m 2.73% Reduced -61.2k -61,154
28 FLAGSHIP HARBOR ADVISORS, LLC 0.62% of their portfolio BOSTON, MA 160,028160.0k $16.3m $16.3m 0.62% Added +8.4k +8,401
29 626 Financial, LLC 5.89% of their portfolio PORTAGE, MI 148,026148.0k $15.1m $15.1m 5.89% Added +8.1k +8,055
30 Cornerstone Planning Group LLC 1.94% of their portfolio FAIRFIELD, NJ 146,722146.7k $15.4m $15.4m 1.94% Added +4.7k +4,690
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 138,725138.7k $14.2m $14.2m 0.00% Reduced -5.4k -5,359
32 CERTUITY, LLC 0.62% of their portfolio NORTH PALM BEACH, FL 123,471123.5k $12.6m $12.6m 0.62% Added +31.2k +31,181
33 Capital Asset Advisory Services LLC 0.43% of their portfolio Williamston, MI 116,832116.8k $11.9m $11.9m 0.43% Reduced -2.3k -2,345
34 AXXCESS WEALTH MANAGEMENT, LLC 0.19% of their portfolio CARLSBAD, CA 116,832116.8k $11.9m $11.9m 0.19% New
35 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 115,504115.5k $11.7m $11.7m 0.02% Added +26.6k +26,624
36 MENORA MIVTACHIM HOLDINGS LTD. 0.04% of their portfolio Ramat Gan, L3 112,212112.2k $11.4m $11.4m 0.04% Unchanged
37 Envestnet Portfolio Solutions, Inc. 0.05% of their portfolio BERWYN, PA 107,161107.2k $10.9m $10.9m 0.05% Reduced -32.3k -32,325
38 Team Financial Group, LLC 4.59% of their portfolio TEMECULA, CA 106,286106.3k $10.8m $10.8m 4.59% Added +3.1k +3,073
39 Global Retirement Partners, LLC 0.15% of their portfolio San Rafael, CA 96,03996.0k $9.8m $9.8m 0.15% First filing
40 Equitable Holdings, Inc. 0.05% of their portfolio NEW YORK, NY 90,25090.2k $9.2m $9.2m 0.05% Added +2.3k +2,333
41 AE Wealth Management LLC 0.04% of their portfolio TOPEKA, KS 84,70084.7k $8.6m $8.6m 0.04% Added +4.3k +4,310
42 Ruggaard & Associates LLC 3.02% of their portfolio HUDSON, OH 82,87882.9k $8.4m $8.4m 3.02% Added +2.8k +2,807
43 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 80,81280.8k $8.3m $8.3m 0.00% Added +21.3k +21,311
44 Western Wealth Management, LLC 0.26% of their portfolio GOLDEN, CO 76,94276.9k $7.8m $7.8m 0.26% Added +28.2k +28,153
45 D.A. DAVIDSON & CO. 0.04% of their portfolio GREAT FALLS, MT 73,92673.9k $7.5m $7.5m 0.04% Added +70.7k +70,737
46 CEERA INVESTMENTS, LLC 3.08% of their portfolio BELLAIRE, TX 71,37871.4k $7.3m $7.3m 3.08% Added +19.7k +19,680
47 COLUMBIA ADVISORY PARTNERS LLC 3.74% of their portfolio SPOKANE, WA 66,58266.6k $6.8m $6.8m 3.74% Added +1.8k +1,791
48 Ameritas Advisory Services, LLC 0.14% of their portfolio Lincoln, NE 66,39366.4k $6.8m $6.8m 0.14% Added +48.6k +48,573
49 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 65,75465.8k $6.7m $6.7m 0.02% Added +18.1k +18,138
50 Geneos Wealth Management Inc. 0.13% of their portfolio ENGLEWOOD, CO 64,25464.3k $6.5m $6.5m 0.13% Reduced -869 -869
51 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 64,19464.2k $6.5m $6.5m 0.01% Added +10.7k +10,688
52 IFG Advisory, LLC 0.23% of their portfolio ATLANTA, GA 63,73363.7k $6.5m $6.5m 0.23% New
53 USAdvisors Wealth Management, LLC 1.76% of their portfolio EDEN PRAIRIE, MN 60,50460.5k $6.2m $6.2m 1.76% Reduced -12.0k -11,962
54 United Advisor Group, LLC 0.59% of their portfolio CINCINNATI, OH 54,20054.2k $5.5m $5.5m 0.59% Added +25.9k +25,934
55 Modern Wealth Management, LLC 0.07% of their portfolio KANSAS CITY, MO 54,19254.2k $5.5m $5.5m 0.07% Reduced -3.0k -3,028
56 Smartleaf Asset Management LLC 0.17% of their portfolio BOSTON, MA 51,77851.8k $5.3m $5.3m 0.17% Unchanged
57 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 48,47848.5k $4.9m $4.9m 0.00% Reduced -14.0k -14,041
58 CREATIVE FINANCIAL DESIGNS INC /ADV 0.23% of their portfolio KOKOMO, IN 47,98948.0k $4.9m $4.9m 0.23% Added +47.6k +47,642
59 LANARK FINANCIAL, INC. 0.31% of their portfolio BIRMINGHAM, AL 45,34545.3k $4.6m $4.6m 0.31% Added +4.4k +4,367
60 PMG Wealth Management, Inc. 2.76% of their portfolio Hawthorn Woods, IL 43,83243.8k $4.5m $4.5m 2.76% Added +3.7k +3,670
61 Nilsine Partners, LLC 0.31% of their portfolio GREENWOOD VILLAGE, CO 43,81743.8k $4.5m $4.5m 0.31% Reduced -130 -130
62 Vericrest Private Wealth 3.92% of their portfolio NEWTOWN, PA 43,35043.4k $4.4m $4.4m 3.92% Added +8.1k +8,067
63 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 40,70940.7k $4.1m $4.1m 0.02% Added +15.4k +15,436
64 Leslie Global Wealth, LLC 2.76% of their portfolio Itasca, IL 39,64939.6k $7.1m $7.1m 2.76% Reduced -28.9k -28,928
65 OPTIMA CAPITAL LLC 1.52% of their portfolio PORTLAND, OR 37,96638.0k $3.9m $3.9m 1.52% Reduced -228 -228
66 Bay Capital Advisors, LLC 2.07% of their portfolio VIRGINIA BEACH, VA 37,94137.9k $3.9m $3.9m 2.07% Added +3.4k +3,405
67 Sequoia Financial Advisors, LLC 0.02% of their portfolio Akron, OH 36,93736.9k $3.8m $3.8m 0.02% Reduced -16 -16
68 J.W. COLE ADVISORS, INC. 0.06% of their portfolio TAMPA, FL 36,43536.4k $3.7m $3.7m 0.06% Added +6.6k +6,555
69 Orion Porfolio Solutions, LLC 0.03% of their portfolio OMAHA, NE 35,27835.3k $3.6m $3.6m 0.03% Reduced -19.4k -19,446
70 Ashton Thomas Private Wealth, LLC 0.07% of their portfolio SCOTTSDALE, AZ 35,10935.1k $3.6m $3.6m 0.07% Added +2.5k +2,513
71 Powers Advisory Group, LLC 1.08% of their portfolio Highland, IL 33,84333.8k $3.4m $3.4m 1.08% Added +8.1k +8,099
72 Santori & Peters, Inc. 0.87% of their portfolio CANONSBURG, PA 30,32130.3k $3.1m $3.1m 0.87% Added +420 +420
73 FOUNDERS FINANCIAL SECURITIES LLC 0.14% of their portfolio TOWSON, MD 26,95827.0k $2.7m $2.7m 0.14% Added +6.9k +6,863
74 Advisor Resource Council 0.92% of their portfolio DALLAS, TX 26,80126.8k $2.8m $2.8m 0.92% Added +4.7k +4,693
75 UPTICK PARTNERS, LLC 0.41% of their portfolio NACOGDOCHES, TX 25,79125.8k $2.6m $2.6m 0.41% Added +3.7k +3,694
76 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 23,37723.4k $2.4m $2.4m 0.04% Added +2.9k +2,897
77 Cooper Financial Group 0.19% of their portfolio IRVINE, CA 22,70522.7k $2.3m $2.3m 0.19% Reduced -5.4k -5,446
78 FIRST NATIONAL BANK SIOUX FALLS 0.59% of their portfolio SIOUX FALLS, SD 22,22622.2k $2.2m $2.2m 0.59% Unchanged
79 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 22,18722.2k $2.3m $2.3m 0.03% Added +315 +315
80 Strategic Financial Concepts, LLC 0.66% of their portfolio SAN ANTONIO, TX 21,90121.9k $2.2m $2.2m 0.66% Added +1.2k +1,193
81 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 20,58720.6k $2.1m $2.1m 0.00% Added +7.3k +7,305
82 BFI Wealth Solutions, LLC 1.54% of their portfolio DALLAS, TX 20,42620.4k $2.1m $2.1m 1.54% Added +253 +253
83 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 20,39120.4k $2.1m $2.1m 0.02% Added +1.6k +1,585
84 Alchemi Wealth, LLC 0.94% of their portfolio ESSEX, CT 19,78119.8k $2.0m $2.0m 0.94% Added +1.7k +1,658
85 Keating Financial Advisory Services, Inc. 0.26% of their portfolio MANHATTAN, KS 19,57919.6k $2.0m $2.0m 0.26% Reduced -6.8k -6,836
86 THOROUGHBRED FINANCIAL SERVICES, LLC 0.09% of their portfolio BRENTWOOD, TN 19,38819.4k $2.0m $2.0m 0.09% Added +520 +520
87 INTEGRITY ALLIANCE, LLC. 0.06% of their portfolio Urbandale, IA 19,11219.1k $1.9m $1.9m 0.06% Added +1.1k +1,106
88 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 18,63618.6k $1.9m $1.9m 0.02% Reduced -10.1k -10,131
89 Valued Retirements, Inc. 1.64% of their portfolio HOUSTON, TX 17,90817.9k $1.8m $1.8m 1.64% Added +259 +259
90 Tower Research Capital LLC (TRC) 0.04% of their portfolio NEW YORK, NY 17,35717.4k $1.8m $1.8m 0.04% New
91 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 16,69216.7k $1.7m $1.7m 0.01% Added +66 +66
92 UBS Group AG 0.00% of their portfolio ZURICH, V8 16,15016.1k $1.6m $1.6m 0.00% New
93 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 16,04716.0k $1.6m $1.6m 0.03% Added +933 +933
94 Sigma Planning Corp 0.04% of their portfolio ANN ARBOR, MI 15,98116.0k $1.6m $1.6m 0.04% Reduced -422 -422
95 Centerpoint Advisory Group 0.99% of their portfolio Overland Park, KS 15,31615.3k $1.6m $1.6m 0.99% Added +3.6k +3,608
96 WealthPoint Financial, LLC 1.13% of their portfolio CRAMERTON, NC 15,27015.3k $1.6m $1.6m 1.13% Added +400 +400
97 Etesian Wealth Advisors, Inc. 0.46% of their portfolio West Linn, OR 15,18815.2k $1.5m $1.5m 0.46% Added +1.7k +1,665
98 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 14,94114.9k $1.5m $1.5m 0.01% Added +2.8k +2,796
99 Sonoma Allocations LLC 0.48% of their portfolio SANTA ROSA, CA 14,93014.9k $1.5m $1.5m 0.48% Added +7.4k +7,433
100 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 14,17014.2k $1.4m $1.4m 0.00% New