Institutional Ownership
Wisdomtree Tr
CUSIP 97717X578EM EX ST-OWNEDXSOEQ1 2026
Institutional Holders
234
13F filers
Shares Held
28.00M
Aggregate institutional
Institutional Value
$1.11B
Q1 2026
Net New Holders
+3
20 new · 17 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions20
Increased79
Decreased93
Sold out17
Institutional Holders
234 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 2.99M | $119.73M | +115.0K | Added |
| 2 | Bank Of America Corp /De/ | 1.85M | $74.27M | −151.5K | Reduced |
| 3 | Valmark Advisers, Inc. | 1.64M | $65.80M | −64.4K | Reduced |
| 4 | Ubs Group AG | 1.43M | $57.46M | +64.4K | Added |
| 5 | State Of Wisconsin Investment Board | 1.41M | $56.50M | 0 | Held |
| 6 | Wells Fargo & Company/Mn | 1.26M | $50.46M | +19.9K | Added |
| 7 | Lpl Financial LLC | 1.21M | $48.53M | −151.4K | Reduced |
| 8 | Esl Trust Services, LLC | 958.8K | $38.45M | +1.3K | Added |
| 9 | Charles Schwab Investment Management Inc | 676.4K | $27.13M | −21.2K | Reduced |
| 10 | Elwood & Goetz Wealth Advisory Group, LLC | 619.1K | $24.82M | +10.9K | Added |
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