Who Owns WISDOMTREE (EPS)? -- Institutional Holders (2026-06-30)

186 institutions reported holding $996.1M of WISDOMTREE (EPS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Fiduciary Trust Co ($138.4M), LPL Financial LLC ($127.5M), MORGAN STANLEY ($72.3M), Garrett Wealth Advisory Group, LLC ($58.6M), Cetera Investment Advisers ($53.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Fiduciary Trust Co$138.4M1.8MTrimmed
2LPL Financial LLC$127.5M1.6MAdded
3MORGAN STANLEY$72.3M928,869Added
4Garrett Wealth Advisory Group, LLC$58.6M752,712Added
5Cetera Investment Advisers$53.5M687,129Added
6Private Advisor Group, LLC$51.7M664,596Trimmed
7INTEGRITY ALLIANCE, LLC.$43.8M562,910Added
8WealthPlan Investment Management, LLC$40.2M516,386Added
9Team Financial Group, LLC$35.6M457,411Added
10Kestra Advisory Services, LLC$29.7M382,217Added
11Financial Gravity Companies, Inc.$23.7M304,306Added
12IEQ CAPITAL, LLC$20.6M265,154Hold
13FLAGSHIP WEALTH ADVISORS, LLC$18.2M233,980Added
14NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$15.5M198,886Added
15Stenger Family Office, LLC$14.3M184,220Trimmed
16BANK OF AMERICA CORP /DE/$13.6M175,418Trimmed
17JPMORGAN CHASE & CO$13.4M172,483Added
18Focus Partners Wealth$11.0M141,071Trimmed
19Maia Wealth LLC$9.3M119,691Added
20EASTERN BANK$9.1M117,104Added
21Ameritas Advisory Services, LLC$8.4M107,375Added
22Marietta Wealth Management, LLC$7.7M99,476Trimmed
23UBS Group AG$7.0M90,272Added
24Creative Planning$6.9M88,954Trimmed
25VISTA INVESTMENT MANAGEMENT$6.6M85,033Added

Source: SEC Form 13F filings · as of 2026-06-30