Catatan efek
WT
WisdomTree, Inc. · Financial Services · Asset Management
136Pemegang yang dilacak
+2Δ pemegang
511.63MSaham yang dipegang
$28.35BNilai yang dilaporkan
+5Posisi baru
−3Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +1.5% ·
aliran saham -1.8% ·
posisi baru bersih +1.5%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ ×99 |
| 2 | LPL Financial LLC | 57.41M | +3.8% | $3.93B | 0.9% | ▲ Add | 3 | SEC ↗ ×39 |
| 3 | Bank Of America Corp /De/ | 56.11M | -3.8% | $3.52B | 0.2% | ▼ Trim | 3 | SEC ↗ ×66 |
| 4 | Raymond James Financial Inc | 21.72M | +0.7% | $1.44B | 0.4% | ▲ Add | 3 | SEC ↗ ×71 |
| 5 | Ameriprise Financial Inc | 19.80M | +3.2% | $1.44B | 0.3% | ▲ Add | 3 | SEC ↗ ×39 |
| 6 | Pnc Financial Services Group, Inc. | 14.65M | -5.0% | $1.40B | 0.7% | ▼ Trim | 3 | SEC ↗ ×56 |
| 7 | UBS Group AG | 21.76M | +13.4% | $1.23B | 0.2% | ▲ Add | 3 | SEC ↗ ×72 |
| 8 | Wells Fargo & Company/Mn | 14.55M | +2.3% | $895.98M | 0.2% | ▲ Add | 3 | SEC ↗ ×66 |
| 9 | Cetera Investment Advisers | 12.31M | +3.4% | $881.04M | 0.8% | ▲ Add | 3 | SEC ↗ ×33 |
| 10 | Envestnet Asset Management Inc | 12.06M | -2.1% | $802.42M | 0.2% | ▼ Trim | 3 | SEC ↗ ×29 |
| 11 | Creative Planning | 12.04M | -1.7% | $744.46M | 0.4% | ▼ Trim | 3 | SEC ↗ ×32 |
| 12 | HighTower Advisors, LLC | 9.11M | -24.8% | $684.31M | 0.7% | ▼ Trim | 3 | SEC ↗ ×22 |
| 13 | Royal Bank Of Canada | 8.73M | +4.3% | $531.67M | 0.1% | ▲ Add | 3 | SEC ↗ ×95 |
| 14 | Osaic Holdings, Inc. | 7.28M | +7.4% | $518.40M | 0.6% | ▲ Add | 3 | SEC ↗ ×88 |
| 15 | Focus Partners Wealth | 5.14M | -5.7% | $457.44M | 0.5% | ▼ Trim | 3 | SEC ↗ ×14 |
| 16 | Captrust Financial Advisors | 6.24M | -10.9% | $365.22M | 0.6% | ▼ Trim | 3 | SEC ↗ ×15 |
| 17 | BlackRock ✦ (pasif) | 19.82M | +9.2% | $354.92M | 0.0% | ▲ Add | 5 | SEC ↗ ×40 |
| 18 | Commonwealth Equity Services, Llc | 4.72M | -6.2% | $323.60M | 0.4% | ▼ Trim | 3 | SEC ↗ ×27 |
| 19 | Fidelity (FMR) ✦ | 14.32M | +6.7% | $298.21M | 0.0% | ▲ Add | 5 | SEC ↗ ×61 |
| 20 | JPMorgan Chase ✦ | 4.85M | -13.3% | $290.59M | 0.0% | ▼ Trim | 4 | SEC ↗ ×93 |
| 21 | Rockefeller Capital Management L.P. | 4.39M | +1.2% | $284.26M | 0.4% | ▲ Add | 3 | SEC ↗ ×37 |
| 22 | Stifel Financial Corp | 4.26M | +7.7% | $258.32M | 0.2% | ▲ Add | 3 | SEC ↗ ×34 |
| 23 | Jones Financial Companies Lllp | 4.01M | +10.7% | $235.21M | 0.1% | ▲ Add | 3 | SEC ↗ ×24 |
| 24 | Northwestern Mutual Wealth… | 3.34M | +7.8% | $219.41M | 0.1% | ▲ Add | 3 | SEC ↗ ×25 |
| 25 | Wealth Enhancement Advisory… | 2.63M | +1.9% | $188.12M | 0.3% | ▲ Add | 3 | SEC ↗ ×19 |
| 26 | Invesco Ltd. | 9.99M | +71.4% | $170.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 27 | Mercer Global Advisors Inc /Adv | 3.25M | +11.7% | $167.21M | 0.2% | ▲ Add | 3 | SEC ↗ ×23 |
| 28 | Wellington Management ✦ | 8.41M | -20.6% | $142.42M | 0.0% | ▼ Trim | 9 | SEC ↗ ×5 |
| 29 | Mml Investors Services, Llc | 2.33M | +23.0% | $133.68M | 0.3% | ▲ Add | 3 | SEC ↗ ×16 |
| 30 | Capital World Investors ✦ | 7.55M | +10.8% | $127.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 3.12M | -47.0% | $123.59M | 0.0% | ▼ Trim | 4 | SEC ↗ ×21 |
| 32 | Baird Financial Group, Inc. | 2.02M | +0.9% | $119.93M | 0.2% | ▲ Add | 3 | SEC ↗ ×17 |
| 33 | Bank of New York Mellon Corp | 2.95M | +10.3% | $114.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×40 |
| 34 | Mariner, LLC | 1.61M | -45.8% | $107.38M | 0.1% | ▼ Trim | 3 | SEC ↗ ×32 |
| 35 | Vanguard Capital Management Llc | 6.07M | +9.2% | $102.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | State Street Global Advisors ✦ (pasif) | 5.61M | +11.1% | $95.03M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 37 | Assetmark, Inc | 1.55M | +19.8% | $83.17M | 0.1% | ▲ Add | 3 | SEC ↗ ×19 |
| 38 | Corient Private Wealth LP | 1.03M | +20.2% | $66.11M | 0.1% | ▲ Add | 3 | SEC ↗ ×19 |
| 39 | Dimensional Fund Advisors Lp | 3.75M | +3.6% | $63.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 40 | Blair William & Co/Il | 1.09M | -0.7% | $63.32M | 0.2% | ▼ Trim | 3 | SEC ↗ ×16 |
| 41 | Cerity Partners LLC | 870.32K | -0.2% | $62.07M | 0.1% | ▼ Trim | 3 | SEC ↗ ×27 |
| 42 | Geode Capital Management ✦ (pasif) | 3.29M | +15.5% | $55.75M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 43 | Fifth Third Bancorp | 805.03K | -48.1% | $53.54M | 0.1% | ▼ Trim | 3 | SEC ↗ ×23 |
| 44 | Susquehanna International Group, Llp | 1.02M | -25.6% | $51.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×35 |
| 45 | Truist Financial Corp | 702.47K | -1.6% | $50.13M | 0.1% | ▼ Trim | 3 | SEC ↗ ×24 |
| 46 | Citadel Advisors ✦ | 1.15M | +152.9% | $49.44M | 0.0% | ▲ Add | 9 | SEC ↗ ×29 |
| 47 | AQR Capital Management ✦ | 991.90K | -6.1% | $46.35M | 0.0% | ▼ Trim | 9 | SEC ↗ ×32 |
| 48 | National Bank Of Canada /Fi/ | 678.32K | +0.9% | $44.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×16 |
| 49 | Jane Street Group, Llc | 971.66K | -65.4% | $41.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×31 |
| 50 | Lido Advisors, LLC | 814.16K | -79.0% | $40.29M | 0.1% | ▼ Trim | 3 | SEC ↗ ×14 |
| 51 | Principal Financial Group Inc | 2.28M | +13.3% | $38.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 52 | Loomis Sayles & Co L P | 2.19M | +31.0% | $37.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 53 | Nomura Asset Management… | 2.11M | -6.0% | $35.71M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 54 | Northern Trust Corp | 1.56M | +12.3% | $35.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×18 |
| 55 | Citigroup Inc | 1.01M | -25.4% | $34.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×15 |
| 56 | Massachusetts Financial Services Co… | 1.54M | -6.2% | $33.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 57 | Charles Schwab Investment… | 1.69M | +16.9% | $28.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | CIBC Bancorp USA Inc. | 596.62K | +1.4% | $28.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×13 |
| 59 | Qube Research & Technologies Ltd | 907.99K | +27.1% | $25.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×14 |
| 60 | Nuveen, LLC | 1.42M | -11.1% | $24.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 61 | Bank Of Nova Scotia | 447.21K | +320.8% | $23.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 62 | Tidal Investments LLC | 1.49M | +1.6% | $23.25M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 63 | Kayne Anderson Rudnick Investment… | 454.10K | +1.9% | $22.88M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 64 | UBS AM, a distinct business unit of… | 628.29K | -3.4% | $22.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×27 |
| 65 | Quantinno Capital Management LP | 486.54K | +54.5% | $21.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 66 | Two Sigma Investments ✦ | 852.71K | -55.3% | $20.78M | 0.0% | ▼ Trim | 9 | SEC ↗ ×5 |
| 67 | Us Bancorp \De\ | 272.30K | +4.1% | $18.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×24 |
| 68 | State Of Wisconsin Investment Board | 328.02K | -13.3% | $17.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 69 | First Trust Advisors Lp | 697.90K | +43.8% | $17.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 70 | Barclays Plc | 644.02K | +0.6% | $16.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 71 | Healthcare Of Ontario Pension Plan… | 573.30K | +186.7% | $16.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 72 | Alliancebernstein L.P. | 407.62K | +4.0% | $15.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 73 | Bnp Paribas Financial Markets | 353.35K | -38.6% | $13.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 74 | Danske Bank A/S | 668.43K | -3.5% | $11.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 75 | Brown Advisory Inc | 140.56K | +1.0% | $11.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 76 | Bank Of Montreal /Can/ | 178.50K | -0.6% | $10.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×44 |
| 77 | Wealthfront Advisers LLC | 221.20K | -5.8% | $10.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 78 | Tudor Investment Corp Et Al | 105.65K | -71.4% | $10.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | TD Waterhouse Canada Inc. | 156.99K | +7.9% | $8.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 80 | Credit Agricole S A | 490.72K | 0.0% | $8.31M | 0.0% | Held | 3 | SEC ↗ |
| 81 | Arrowstreet Capital ✦ | 487.89K | -88.2% | $8.26M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 82 | Connor, Clark & Lunn Investment… | 487.77K | +123.5% | $8.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Nordea Investment Management Ab | 437.94K | -0.7% | $7.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 84 | Victory Capital Management Inc | 424.17K | +26.7% | $7.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | American Century Companies Inc | 420.35K | -61.4% | $7.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Universal- Beteiligungs- und… | 380.01K | +1268.5% | $6.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Millennium Management ✦ | 365.48K | -73.4% | $6.19M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 88 | Hsbc Holdings Plc | 362.70K | +576.4% | $6.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 89 | Voya Investment Management Llc | 342.94K | -28.0% | $5.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 90 | Russell Investments Group, Ltd. | 289.30K | +94.5% | $5.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×19 |
| 91 | Rhumbline Advisers | 308.11K | -33.8% | $5.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Franklin Resources Inc | 68.32K | 0.0% | $5.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 93 | Legal & General Group Plc | 298.07K | +10.3% | $5.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 94 | Point72 Asset Management ✦ | 264.07K | +39.4% | $4.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 95 | Gotham Asset Management ✦ | 76.09K | +21.9% | $4.37M | 0.0% | ▲ Add | 9 | SEC ↗ ×3 |
| 96 | Swiss National Bank | 249.10K | -0.6% | $4.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Sei Investments Co | 225.96K | +8.5% | $4.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 98 | Hrt Financial Lp | 73.28K | -94.0% | $3.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 99 | D. E. Shaw & Co. ✦ | 116.48K | -72.1% | $3.56M | 0.0% | ▼ Trim | 9 | SEC ↗ ×6 |
| 100 | T. Rowe Price ✦ | 186.96K | -53.4% | $3.17M | 0.0% | ▼ Trim | 9 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Balyasny Asset Management L.P. | $6.04M | adalah 0.0% |
| Renaissance Technologies | $643,176 | adalah 0.0% |
| Capstone Investment Advisors… | $478,558 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 9 pemegang, 349.41K saham, $6.72M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Pembelian di pasar terbuka (P)
Tidak ada pembelian insider di pasar terbuka dalam jendela cakupan kami.
Penjualan di pasar terbuka (S)
Sep 09
Lilien R Jarrett
Officer · 30.00K lbr · $736,800
Penghargaan, eksekusi, dan pemotongan pajak tidak pernah dihitung sebagai pembelian atau penjualan di sini. Metodologi
Oct 07
SC 13G/A — FMR LLC
Aug 13
SC 13G — Invesco Ltd.
Aug 13
SC 13G/A — WELLINGTON MANAGEMENT GROUP LLP
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API