WT
WisdomTree, Inc. · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +1.5% ·
share flow -1.8% ·
net new positions +1.5%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 136 | +2 | 511.63M | $28.35B | +5 | −3 |
| Q1 2026 | 137 | +6 | 530.47M | $27.24B | +6 | −1 |
| Q4 2025 | 130 | +1 | 528.99M | $26.61B | +2 | — |
| Q3 2025 | 21 | +1 | 193.63M | $7.31B | +1 | −1 |
| Q2 2025 | 18 | -1 | 58.42M | $812.06M | — | −1 |
| Q1 2025 | 16 | 0 | 27.43M | $463.89M | — | — |
| Q4 2024 | 16 | 0 | 26.16M | $459.58M | — | — |
| Q3 2024 | 15 | +1 | 19.08M | $410.88M | +1 | — |
| Q2 2024 | 14 | — | 19.48M | $380.46M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 61 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 62 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 67 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 69 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 70 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 71 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 72 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 73 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 74 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 75 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 76 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 77 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 78 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 79 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 80 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 81 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 82 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 83 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 84 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 85 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 86 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 87 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 88 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 89 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 90 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 91 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 92 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 93 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 94 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 95 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 96 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 97 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 98 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 99 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 100 | LPL Financial LLC | 57.41M | +3.8% | $3.93B | 0.9% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Balyasny Asset Management L.P. | $6.04M | was 0.0% |
| Renaissance Technologies | $643,176 | was 0.0% |
| Capstone Investment Advisors… | $478,558 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 221 shares, $7,432 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.