WTV — WISDOMTREE TR
As of Q2 2026, 11 SEC-registered investment managers reported holding WTV (WISDOMTREE TR) in their latest 13F filings, with a combined reported value of $231.26M across 2.27M shares. That is +17.6% by share count (+340.09K shares) versus the previous quarter, while reported value moved +26.3%. Ownership is concentrated: the five largest holders account for 99.3% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 5 opened new positions, 5 added to existing stakes. 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.
Q2 2026 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.69M | $171.75M | 0.01% | Add |
| Bank of America Corp history | 398.17K | $40.50M | 0.00% | Add |
| JPMorgan Chase & Co history | 138.72K | $14.20M | 0.00% | New |
| UBS Group AG history | 16.15K | $1.64M | 0.00% | New |
| PNC Financial Services history | 14.17K | $1.44M | 0.00% | New |
| Goldman Sachs Group history | 9.02K | $917.82K | 0.00% | New |
| Citadel Advisors history | 3.67K | $373.82K | 0.00% | New |
| AQR Capital Management history | 2.98K | $302.92K | 0.00% | Add |
| Wells Fargo & Co history | 1.36K | $138.34K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 11 | $1.16K | 0.00% | Add |
| Citigroup Inc history | 1 | $102 | 0.00% | Hold |
Q1 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.61M | $152.93M | 0.01% | Add |
| Bank of America Corp history | 315.67K | $29.90M | 0.00% | Add |
| AQR Capital Management history | 2.24K | $211.82K | 0.00% | Add |
| Wells Fargo & Co history | 359 | $34.02K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 3 | $321 | 0.00% | New |
| Citigroup Inc history | 1 | $95 | 0.00% | Hold |
Q4 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.32M | $123.35M | 0.01% | Add |
| Bank of America Corp history | 241.48K | $22.53M | 0.00% | Add |
| JPMorgan Chase & Co history | 131.72K | $12.29M | 0.00% | Reduce |
| AQR Capital Management history | 2.18K | $203.58K | 0.00% | New |
| Wells Fargo & Co history | 1 | $138 | 0.00% | Reduce |
| Citigroup Inc history | 1 | $93 | 0.00% | New |
Q3 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 919.72K | $83.70M | 0.01% | Add |
| JPMorgan Chase & Co history | 132.71K | $12.08M | 0.00% | Add |
| Bank of America Corp history | 25.68K | $2.34M | 0.00% | New |
| UBS Group AG history | 127 | $11.56K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 3 | $273 | 0.00% | Add |
| Wells Fargo & Co history | 2 | $164 | 0.00% | Reduce |
Q2 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 876.85K | $75.76M | 0.01% | Add |
| Morgan Stanley history | 876.85K | $75.76M | 0.01% | Add |
| JPMorgan Chase & Co history | 129.66K | $11.20M | 0.00% | Add |
| JPMorgan Chase & Co history | 129.66K | $11.20M | 0.00% | Add |
| Goldman Sachs Group history | 19.87K | $1.72M | 0.00% | Add |
| Goldman Sachs Group history | 19.87K | $1.72M | 0.00% | Add |
| Citadel Advisors history | 5.80K | $500.77K | 0.00% | Reduce |
| Citadel Advisors history | 5.80K | $500.77K | 0.00% | Reduce |
| AQR Capital Management history | 5.42K | $468.55K | 0.00% | Add |
| Wells Fargo & Co history | 130 | $11.20K | 0.00% | Reduce |
| UBS Group AG history | 127 | $10.97K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2 | $173 | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2 | $173 | 0.00% | Reduce |
Q1 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 727.68K | $59.79M | 0.00% | Add |
| Morgan Stanley history | 727.68K | $59.79M | 0.00% | Add |
| JPMorgan Chase & Co history | 121.22K | $9.96M | 0.00% | Add |
| JPMorgan Chase & Co history | 121.22K | $9.96M | 0.00% | Add |
| Citadel Advisors history | 7.02K | $577.00K | 0.00% | New |
| Citadel Advisors history | 7.02K | $577.00K | 0.00% | New |
| Goldman Sachs Group history | 4.96K | $407.56K | 0.00% | New |
| Goldman Sachs Group history | 4.96K | $407.56K | 0.00% | New |
| AQR Capital Management history | 4.50K | $369.60K | 0.00% | Hold |
| UBS Group AG history | 3.21K | $263.68K | 0.00% | New |
| Wells Fargo & Co history | 131 | $10.73K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 6 | $493 | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 6 | $493 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 138.72K sh · $14.20M
- UBS Group AG 16.15K sh · $1.64M
- PNC Financial Services 14.17K sh · $1.44M
- Goldman Sachs Group 9.02K sh · $917.82K
- Citadel Advisors 3.67K sh · $373.82K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 12 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 1.69M | 1.61M | 1.32M | 919.72K | 876.85K | 727.68K | 182.75K | 127.17K | 126.45K | 114.56K | 98.07K | 48.08K | 47.94K | 47.97K | 137.22K | 131.44K | 154.84K | 124.14K | 22.83K | 11.14K |
| Bank of America Corp | 398.17K | 315.67K | 241.48K | 25.68K | — | — | — | — | — | — | — | — | — | — | — | — | 1 | — | — | — |
| JPMorgan Chase & Co | 138.72K | — | 131.72K | 132.71K | 129.66K | 121.22K | 110.77K | 90.62K | 86.97K | 36.54K | 5.64K | — | — | — | — | — | 574 | — | — | — |
| UBS Group AG | 16.15K | — | — | 127 | 127 | 3.21K | — | — | — | — | — | 188 | 694 | 2.19K | 3.07K | 1.06K | 517 | 1.92K | 1 | — |
| PNC Financial Services | 14.17K | — | — | — | — | — | 189 | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 9.02K | — | — | — | 19.87K | 4.96K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 3.67K | — | — | — | 5.80K | 7.02K | — | — | 5.78K | — | — | — | 61.74K | 4.35K | 4.13K | — | 5.46K | — | — | — |
| AQR Capital Management | 2.98K | 2.24K | 2.18K | — | 5.42K | 4.50K | 4.50K | 4.50K | — | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 1.36K | 359 | 1 | 2 | 130 | 131 | — | 1 | 1 | — | 606 | 1 | 6.90K | 6.90K | 1.51K | 1.51K | 1.51K | 1.51K | 1.51K | 1.51K |
| Fidelity Management & Research (FMR) | 11 | 3 | — | 3 | 2 | 6 | 1 | — | 3 | — | 1 | — | 5 | 1 | — | — | 1 | 1 | 6 | — |
| Citigroup Inc | 1 | 1 | 1 | — | — | — | — | — | — | — | — | — | — | — | 221 | 430 | 452 | 834 | 874 | — |
| Prudential Financial | — | — | — | — | — | — | — | 9.74K | 6.61K | 8.01K | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details