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ELD — WISDOMTREE TR

Reported value held$19.78M
Funds holding (latest)13
Sector—
Funds holding (Q2 2026)8
Institutional value$18.81M · 655.50K sh
New / Add / Cut / Exit1 / 1 / 3 / 1
Top-5 / Top-10 concentration98.0% / 100.0%
Institutional holdings change Reducing -16.1% (-126.20K sh)
Institutional value change Down -13.5%

As of Q2 2026, 8 SEC-registered investment managers reported holding ELD (WISDOMTREE TR) in their latest 13F filings, with a combined reported value of $18.81M across 655.50K shares. That is -16.1% by share count (-126.20K shares) versus the previous quarter, while reported value moved -13.5%. Ownership is concentrated: the five largest holders account for 98.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 3 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Bank of America Corp history Q2 2026 297.77K $8.55M 0.00% Add
Wells Fargo & Co history Q2 2026 216.93K $6.23M 0.00% Reduce
Morgan Stanley history Q2 2026 84.54K $2.43M 0.00% Reduce
Citadel Advisors history Q3 2022 29.75K $722.00K 0.00% Add
Goldman Sachs Group history Q2 2026 23.10K $662.91K 0.00% Hold
UBS Group AG history Q2 2026 20.15K $578.25K 0.00% Hold
BNY Mellon history Q2 2026 9.84K $282.25K 0.00% Reduce
Invesco Ltd history Q4 2021 8.02K $240.00K 0.00% Reduce
JPMorgan Chase & Co history Q2 2026 2.95K $84.92K 0.00% New
PNC Financial Services history Q2 2026 234 $6.72K 0.00% Hold
Manulife Financial history Q4 2024 57 $1.45K 0.00% New
Citigroup Inc history Q3 2024 19 $531 0.00% New
Fidelity Management & Research (FMR) history Q1 2026 3 $83 0.00% Add

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 13 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Bank of America Corp 34.83K 39.57K 60.80K 115.15K 144.85K 166.78K 196.43K 234.58K 243.48K 251.60K 252.96K 244.68K 251.24K 245.99K 251.15K 241.21K 247.76K 283.11K 292.69K 297.77K
Wells Fargo & Co 59.91K 72.66K 79.00K 52.29K 81.22K 125.78K 106.00K 111.75K 118.37K 100.22K 119.93K 112.21K 121.73K 117.33K 102.88K 103.50K 121.22K 128.54K 218.83K 216.93K
Morgan Stanley 136.37K 101.81K 113.16K 129.75K 124.80K 67.74K 89.64K 84.17K 81.39K 76.34K 79.61K 82.88K 72.25K 66.80K 57.18K 108.77K 129.79K 125.15K 114.72K 84.54K
Goldman Sachs Group 9.11K 9.05K 23.10K 23.10K 23.10K 23.10K 23.10K 23.10K 23.10K 23.10K 23.10K 23.10K 23.10K 23.10K 23.10K 23.10K 23.10K 23.10K 23.10K 23.10K
UBS Group AG 510.80K 500.06K 461.43K 466.73K 23.24K 23.24K 23.73K 22.03K 24.12K 17.82K 16.66K 18.32K 19.05K 16.92K 17.43K 17.86K 18.90K 21.44K 20.06K 20.15K
BNY Mellon — — — — — — — — — — — — — — 206.44K 123.79K 131.49K — 112.06K 9.84K
JPMorgan Chase & Co 6.84K 3.34K — — — — — — 7.22K 9.58K 16.49K 5.89K 3.41K 6.35K 3.44K 3.71K 3.86K 3.02K — 2.95K
PNC Financial Services — — — — — — — — — — — — — — — — — 623 234 234
Fidelity Management & Research (FMR) 1 1 — 1 1 3 — — — 1 — 1 1 1 — 1 1 1 3 —
Citadel Advisors — — 44.93K 29.57K 29.75K — — — — — — — — — — — — — — —
Citigroup Inc — — 25 — — — — — — 1 31 — 19 — — — — — — —
Invesco Ltd 8.07K 8.02K — — — — — — — — — — — — — — — — — —
Manulife Financial — — — — — 55 55 55 55 55 60 69 — 57 — — — — — —

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