Vault-13

WISDOMTREE TR WDEF

EUROPE DEFENSE F · ETP · CUSIP 97717Y337

32 institutional holders +15 vs Q4 2025
732,525732.5k shares reported held*
$22.8mreported value*
19 new 8 added 1 reduced 4 sold out net bought ≈ $13.0m (+418.5k 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 ≈ $31.10.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

02040Q3 25: 8Q4 25: 17Q1 26: 3232Q3 25Q4 25Q1 26
Numbers
QuarterHolders
Q3 20258
Q4 202517
Q1 202632

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 25: 16 bought or addedQ4 25: 3 cut or sold outQ4 25Q1 26: 27 bought or addedQ1 26: 5 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q4 2025163
Q1 2026275

Biggest buyers

Marks Group Wealth Management, Inc Added +149,683+149.7k
RAYMOND JAMES FINANCIAL INC New +85,336+85.3k
Security National Bank New +73,611+73.6k
OSAIC HOLDINGS, INC. New +36,003+36.0k
Castle Rock Wealth Management, LLC New +24,495+24.5k
JANE STREET GROUP, LLC Added +24,332+24.3k
LPL Financial LLC New +17,263+17.3k
INSIGNEO ADVISORY SERVICES, LLC New +12,024+12.0k
Capital Advisors, Ltd. LLC New +11,396+11.4k
CreativeOne Wealth, LLC New +10,900+10.9k

Biggest sellers

Corient Private Wealth LP Reduced -34,710-34.7k
Insight Advisors, LLC/ PA Sold out -14,537-14.5k
GTS SECURITIES LLC Sold out -10,485-10.5k
Quattro Advisors LLC Sold out -4,143-4.1k
Farther Finance Advisors, LLC Sold out -80-80

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Marks Group Wealth Management, Inc 0.78% of their portfolio MINNETONKA, MN 261,308261.3k $8.1m $8.1m 0.78% Added +149.7k +149,683
2 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 85,33685.3k $2.6m $2.6m 0.00% New
3 Security National Bank 0.33% of their portfolio OMAHA, NE 73,61173.6k $2.3m $2.3m 0.33% New
4 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 58,34358.3k $1.8m $1.8m 0.00% Added +4.1k +4,068
5 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 36,00336.0k $1.1m $1.1m 0.00% New
6 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 35,48735.5k $1.1m $1.1m 0.00% Added +24.3k +24,332
7 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 34,71034.7k $1.1m $1.1m 0.00% Reduced -34.7k -34,710
8 Castle Rock Wealth Management, LLC 0.17% of their portfolio WALNUT CREEK, CA 24,49524.5k $790.5k $790.5k 0.17% New
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 17,26317.3k $534.1k $534.1k 0.00% New
10 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 14,44314.4k $466.1k $466.1k 0.00% Added +3.0k +2,988
11 INSIGNEO ADVISORY SERVICES, LLC 0.03% of their portfolio MIAMI, FL 12,02412.0k $372.0k $372.0k 0.03% New
12 Capital Advisors, Ltd. LLC 0.04% of their portfolio SHAKER HEIGHTS, OH 11,39611.4k $353.0k $353.0k 0.04% New
13 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 10,90010.9k $337.2k $337.2k 0.01% New
14 SFMG, LLC 0.02% of their portfolio PLANO, TX 10,77910.8k $333.5k $333.5k 0.02% Unchanged
15 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 8,2508.2k $255.3k $255.3k 0.00% New
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,1428.1k $251.9k $251.9k 0.00% New
17 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 6,5126.5k $200.4k $200.4k 0.00% Added +3.5k +3,489
18 Smartleaf Asset Management LLC 0.01% of their portfolio BOSTON, MA 5,1085.1k $148.9k $148.9k 0.01% Added +48 +48
19 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 4,0034.0k $123.9k $123.9k 0.00% New
20 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.01% of their portfolio LONG BEACH, CA 3,5383.5k $109.5k $109.5k 0.01% Added +406 +406
21 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 2,9753.0k $92.0k $92.0k 0.00% Unchanged
22 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 2,2792.3k $70.5k $70.5k 0.00% New
23 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,8561.9k $57.4k $57.4k 0.00% Added +1.2k +1,250
24 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,5541.6k $48.1k $48.1k 0.00% New
25 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 1,0801.1k $34.9k $34.9k 0.00% New
26 COUNTRY TRUST BANK 0.00% of their portfolio Bloomington, IL 869869 $26.9k $26.9k 0.00% Unchanged
27 Ascentis Independent Advisors 0.00% of their portfolio DALLAS, TX 794794 $24.6k $24.6k 0.00% New
28 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 759759 $23.5k $23.5k 0.00% New
29 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 500500 $16.3k $16.3k 0.00% New
30 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 400400 $12.4k $12.4k 0.00% Unchanged
31 Hickory Point Bank & Trust 0.00% of their portfolio DECATUR, IL 5050 $1.5k $1.5k 0.00% New
32 UBS Group AG 0.00% of their portfolio ZURICH, V8 3737 $1.1k $1.1k 0.00% New