Latest Period
Q2 2026
CUSIP: 97717X867
Latest Period
Q2 2026
Institutions Reporting
64
Shares (Excl. Options)
2,848,450
Price
$28.70
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Latest holder context comes from 64 institutions filings for Q2 2026.
Security key
97717X867
Latest holder period
Q2 2026
13F holders
64
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 97717X867:
13D/G owners
Large-stake holder rows connected to Schedule 13D/G evidence.
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 4.8% | -42% | $3,459,578 | -$2,309,981 | 123,788 | -40% | Bank of New York Mellon Corp | 30 Jun 2025 |
As of 30 Jun 2026, 64 institutional investors reported holding 2,848,450 shares of WisdomTree Trust - WisdomTree Emerging Markets Local Debt Fund (ELD). This represents 110% of the company’s total 2,578,917 outstanding shares.
13F concentration
Largest 13F positions for this security by reported shares and value.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 17% | 446,191 | -0.29% | 0.04% | $12,805,682 |
| FOSTER & MOTLEY INC | 13% | 337,708 | 0.45% | $9,692,000 | |
| BANK OF AMERICA CORP /DE/ | 12% | 297,769 | +1.7% | 0% | $8,545,984 |
| JANE STREET GROUP, LLC | 8.7% | 223,465 | +79% | 0% | $6,413,446 |
| WELLS FARGO & COMPANY/MN | 8.4% | 216,928 | -0.87% | 0% | $6,225,842 |
| Elmwood Wealth Management, Inc. | 5.7% | 146,261 | +3% | 1% | $4,197,698 |
| LPL Financial LLC | 5.3% | 137,029 | +185% | 0% | $3,932,719 |
| Ignite Planners, LLC | 4.2% | 108,360 | +0.96% | 0.43% | $3,117,938 |
| Kestra Advisory Services, LLC | 3.8% | 97,843 | +3.5% | 0.01% | $2,808,087 |
| ROYAL BANK OF CANADA | 3.7% | 95,944 | +4.8% | 0% | $2,754,000 |
| Pekin Hardy Strauss, Inc. | 3.3% | 84,557 | +11% | 0.21% | $2,426,786 |
| MORGAN STANLEY | 3.3% | 84,539 | -26% | 0% | $2,426,289 |
| OSAIC HOLDINGS, INC. | 3.1% | 79,796 | -9.2% | 0% | $2,290,080 |
| Clear Creek Financial Management, LLC | 2.1% | 55,326 | +87% | 0.1% | $1,587,856 |
| OLD MISSION CAPITAL LLC | 1.7% | 45,052 | +81% | 0.03% | $1,292,992 |
| RAYMOND JAMES FINANCIAL INC | 1.2% | 31,832 | +4.4% | 0% | $913,575 |
| Sanctuary Advisors, LLC | 1.1% | 27,600 | +0.97% | 0% | $792,120 |
| Trilogy Capital Inc. | 0.93% | 24,105 | +1.5% | 0.03% | $691,826 |
| GOLDMAN SACHS GROUP INC | 0.9% | 23,098 | 0% | 0% | $662,913 |
| Janney Montgomery Scott LLC | 0.83% | 21,291 | -50% | 0% | $611,000 |
| UBS Group AG | 0.78% | 20,148 | +0.44% | 0% | $578,248 |
| ASSETMARK, INC | 0.74% | 19,129 | +3.8% | 0% | $549,002 |
| LANARK FINANCIAL, INC. | 0.69% | 17,873 | -7.9% | 0.03% | $512,978 |
| Capital Analysts, LLC | 0.58% | 15,025 | +5% | 0.01% | $431,000 |
| Treasure Coast Financial Planning | 0.52% | 13,473 | 0% | 0.19% | $386,675 |
Quarter history
Holder count, reported shares/value, and median price by quarter.
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 2,848,450 | $81,758,398 | +$8,906,868 | $28.70 | 64 |
| 2026 Q1 | 2,542,004 | $70,786,289 | +$21,936,497 | $27.82 | 62 |
| 2025 Q4 | 1,745,163 | $51,006,085 | +$2,509,045 | $29.20 | 53 |
| 2025 Q3 | 1,650,434 | $47,394,093 | +$1,543,979 | $28.74 | 47 |
| 2025 Q2 | 1,599,865 | $44,736,396 | +$3,232,294 | $27.96 | 50 |
| 2025 Q1 | 1,482,704 | $39,688,985 | +$3,857,163 | $26.76 | 44 |
| 2024 Q4 | 1,342,392 | $34,072,390 | -$836,188 | $25.38 | 48 |
| 2024 Q3 | 1,436,811 | $40,148,568 | -$1,749,789 | $27.94 | 50 |
| 2024 Q2 | 1,487,988 | $39,234,021 | +$1,941,288 | $26.36 | 44 |
| 2024 Q1 | 1,411,940 | $38,647,389 | -$10,713,273 | $27.38 | 46 |
| 2023 Q4 | 1,800,631 | $50,526,541 | -$7,549,736 | $28.07 | 50 |
| 2023 Q3 | 2,101,859 | $55,109,160 | -$5,965,478 | $26.26 | 46 |
| 2023 Q2 | 2,316,220 | $63,898,814 | +$1,026,574 | $27.58 | 45 |
| 2023 Q1 | 2,288,320 | $61,941,990 | +$10,257,214 | $27.07 | 43 |
| 2022 Q4 | 1,910,796 | $49,346,644 | +$10,150,194 | $25.83 | 43 |
| 2022 Q3 | 1,511,552 | $36,686,271 | +$5,428,060 | $24.27 | 34 |
| 2022 Q2 | 1,303,344 | $33,424,771 | -$14,145,999 | $25.64 | 38 |
| 2022 Q1 | 1,880,093 | $52,596,197 | +$8,532,840 | $27.97 | 42 |
| 2021 Q4 | 1,645,942 | $49,313,067 | -$1,813,962 | $29.97 | 46 |
| 2021 Q3 | 1,702,246 | $53,189,680 | -$2,384,716 | $31.26 | 42 |
| 2021 Q2 | 1,754,648 | $57,218,026 | +$667,841 | $32.61 | 44 |
| 2021 Q1 | 1,761,498 | $56,388,321 | +$18,436,667 | $32.02 | 52 |
| 2020 Q4 | 1,179,726 | $41,025,424 | -$1,975,203 | $34.79 | 46 |
| 2020 Q3 | 1,232,435 | $39,119,582 | -$12,902,911 | $31.74 | 42 |
| 2020 Q2 | 1,619,671 | $51,716,759 | -$23,778,758 | $31.93 | 47 |