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

38 institutions reported holding $55.3M of WISDOMTREE (XC) in SEC 13F filings for 2026-06-30. Largest institutional holders: OARSMAN CAPITAL, INC. ($12.1M), Aprio Wealth Management, LLC ($9.4M), tru Independence LLC ($6.9M), LPL Financial LLC ($6.6M), Noble Wealth Management PBC ($4.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1OARSMAN CAPITAL, INC.$12.1M382,488Added
2Aprio Wealth Management, LLC$9.4M297,246Trimmed
3tru Independence LLC$6.9M218,648Added
4LPL Financial LLC$6.6M208,967Added
5Noble Wealth Management PBC$4.0M126,292Added
6CITADEL ADVISORS LLC$3.4M108,701Added
7Chicago Partners Investment Group LLC$3.1M100,147Added
8Viaable, LLC$2.4M76,150New
9OLD MISSION CAPITAL LLC$1.7M55,044Trimmed
10Cetera Investment Advisers$1.0M32,520Added
11Creative Planning$859,87027,125Added
12Kestra Advisory Services, LLC$709,30022,375Trimmed
13Legacy Financial Advisors, Inc.$701,96022,143Trimmed
14Goldenstone Wealth Management LLC$422,00713,300Trimmed
15Dynamic Advisor Solutions LLC$394,81312,454Trimmed
16Sanctuary Advisors, LLC$378,22111,931Trimmed
17Private Advisor Group, LLC$258,2988,148Trimmed
18SMI Advisory Services, LLC$241,4227,501New
19HRT FINANCIAL LP$205,0006,468Trimmed
20Farther Finance Advisors, LLC$108,2583,415Hold
21Royal Bank of Canada$36,0001,150New
22Cherry Tree Wealth Management, LLC$31,095981Hold
23CENTRAL TRUST Co$19,021600New
24JPMORGAN CHASE & CO$19,017600New
25ROTHSCHILD INVESTMENT LLC$15,090476Hold

Source: SEC Form 13F filings · as of 2026-06-30