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

97 institutions reported holding $270.4M of WISDOMTREE (WTPI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($61.8M), Granite Bay Wealth Management, LLC ($41.3M), MORGAN STANLEY ($28.0M), CARY STREET PARTNERS FINANCIAL LLC ($11.7M), RAYMOND JAMES FINANCIAL INC ($9.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$61.8M	1.9M	Added
2	Granite Bay Wealth Management, LLC	$41.3M	1.3M	Added
3	MORGAN STANLEY	$28.0M	853,355	Added
4	CARY STREET PARTNERS FINANCIAL LLC	$11.7M	356,743	Added
5	RAYMOND JAMES FINANCIAL INC	$9.8M	298,239	Added
6	CASTLE WEALTH MANAGEMENT LLC	$9.3M	284,265	Added
7	WealthPlan Investment Management, LLC	$7.9M	242,352	Trimmed
8	Solutions 4 Wealth, Ltd	$7.9M	240,518	Added
9	Cetera Investment Advisers	$7.3M	221,580	Added
10	Pinnacle Financial Partners, Inc.	$6.6M	202,105	New
11	Compass Financial Services Inc	$5.7M	175,132	Added
12	CENTRAL TRUST Co	$5.7M	174,550	Added
13	Kestra Advisory Services, LLC	$5.2M	157,334	Added
14	Private Capital Management, LLC	$4.1M	123,547	Added
15	EP Wealth Advisors, LLC	$4.0M	122,881	New
16	US BANCORP \DE\	$3.8M	116,111	Hold
17	JPMORGAN CHASE & CO	$3.2M	96,737	Added
18	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	$3.1M	95,620	Added
19	TRUST POINT INC.	$2.8M	85,822	Trimmed
20	UBS Group AG	$2.4M	74,645	Added
21	RESOLUTE CAPITAL, LLC	$2.1M	64,023	Added
22	Avestar Capital, LLC	$2.1M	63,764	Added
23	NBC SECURITIES, INC.	$2.1M	63,321	Added
24	OSAIC HOLDINGS, INC.	$1.9M	57,526	Added
25	PFG Investments, LLC	$1.8M	55,442	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30