13F reference period
Q2 2026
Security Snapshot
WISDOMTREE TR - EFFICIENT LONG (WTLS) Institutional Ownership
CUSIP: 97717Y261
13F Institutional Holders and Ownership History from Q1 2026 to Q3 2026
Institutions Reporting
3
Shares (Excl. Options)
139,514
Price
$59.79
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / EFFICIENT LONG
- Symbol
- WTLS
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 139,514
- Total 13F value
- $8,341,194
- Portfolio coverage rank
- 0%
- Share change
- -34,732
- Value change
- -$2,076,540
- Number of holders
- 3
- SEC-reported price per share
- $61.42
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- WTLS - WISDOMTREE TR - EFFICIENT LONG is tracked under CUSIP 97717Y261.
- 3 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 3 to 3 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $8,580,465 to $8,341,194.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 3 institutions filings for Q2 2026.
Security key
97717Y261
13F reference period
Q2 2026
13F holders
3
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 97717Y261:
As of 30 Jun 2026, 3 institutional investors reported holding 139,514 shares of WISDOMTREE TR - EFFICIENT LONG (WTLS).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
3
Headline period
Q2 2026
Rows shown
1-3 of 3