Who Owns WISDOMTREE TR (WTPI)? -- Institutional Holders (2026-03-31)
104 institutions reported holding $233.4M of WISDOMTREE TR (WTPI) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($53.1M), Granite Bay Wealth Management, LLC ($38.4M), MORGAN STANLEY ($21.5M), CARY STREET PARTNERS FINANCIAL LLC ($10.5M), CASTLE WEALTH MANAGEMENT LLC ($8.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $53.1M | 1.7M | Added |
| 2 | Granite Bay Wealth Management, LLC | $38.4M | 1.2M | Added |
| 3 | MORGAN STANLEY | $21.5M | 673,104 | Added |
| 4 | CARY STREET PARTNERS FINANCIAL LLC | $10.5M | 327,587 | Added |
| 5 | CASTLE WEALTH MANAGEMENT LLC | $8.8M | 275,608 | Added |
| 6 | WealthPlan Investment Management, LLC | $7.8M | 244,805 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $7.7M | 242,710 | Added |
| 8 | Solutions 4 Wealth, Ltd | $6.3M | 196,992 | Added |
| 9 | Cetera Investment Advisers | $6.0M | 187,979 | Added |
| 10 | Alpine Bank Wealth Management | $5.3M | 165,323 | New |
| 11 | Compass Financial Services Inc | $5.1M | 158,923 | Added |
| 12 | Kestra Advisory Services, LLC | $4.5M | 140,084 | Added |
| 13 | CENTRAL TRUST Co | $4.0M | 124,544 | Trimmed |
| 14 | US BANCORP \DE\ | $3.7M | 116,111 | Added |
| 15 | Opes Wealth Management LLC | $3.7M | 115,731 | Added |
| 16 | Private Capital Management, LLC | $3.7M | 114,716 | Added |
| 17 | TRUST POINT INC. | $3.6M | 111,816 | Trimmed |
| 18 | UBS Group AG | $2.4M | 74,301 | Added |
| 19 | Avestar Capital, LLC | $1.9M | 58,804 | Trimmed |
| 20 | PFG Investments, LLC | $1.8M | 55,592 | Added |
| 21 | Tidemark, LLC | $1.7M | 54,631 | Added |
| 22 | CWM, LLC | $1.7M | 52,391 | Added |
| 23 | OSAIC HOLDINGS, INC. | $1.6M | 51,408 | Added |
| 24 | NBC SECURITIES, INC. | $1.6M | 50,957 | New |
| 25 | JANE STREET GROUP, LLC | $1.6M | 50,086 | New |
Source: SEC Form 13F filings · as of 2026-03-31