LPL Financial
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LPL Financial’s WisdomTree WT Stock Holding History

LPL Financial’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.97M Buy
135,633
+25,442
+23% +$393K ﹤0.01% 3524
2025
Q4 		$1.34M Buy
110,191
+12,463
+13% +$151K ﹤0.01% 3773
2025
Q3 		$1.36M Buy
97,728
+22,773
+30% +$304K ﹤0.01% 3694
2025
Q2 		$863K Buy
74,955
+23,902
+47% +$224K ﹤0.01% 3884
2025
Q1 		$455K Buy
51,053
+38,452
+305% +$358K ﹤0.01% 4252
2024
Q4 		$132K Buy
+12,601
New +$136K ﹤0.01% 4929
2017
Q4 		– Sell
-10,781
Closed -$110K – 3078
2017
Q3 		$110K Buy
+10,781
New +$104K ﹤0.01% 2768
2017
Q1 		– Sell
-10,273
Closed -$122K – 2818
2016
Q4 		$122K Buy
+10,273
New +$107K ﹤0.01% 2566
2016
Q3 		– Sell
-18,222
Closed -$170K – 2742
2016
Q2 		$170K Buy
18,222
+4,680
+35% +$51.6K ﹤0.01% 2414
2016
Q1 		$141K Sell
13,542
-88
-0.6% -$1.06K ﹤0.01% 2883
2015
Q4 		$207K Sell
13,630
-8,479
-38% -$156K ﹤0.01% 2800
2015
Q3 		$355K Buy
22,109
+1,506
+7% +$31.7K ﹤0.01% 2067
2015
Q2 		$452K Sell
20,603
-1,969
-9% -$41.5K ﹤0.01% 1976
2015
Q1 		$477K Buy
22,572
+5,049
+29% +$94.2K ﹤0.01% 1880
2014
Q4 		$275K Buy
17,523
+1,522
+10% +$21.2K ﹤0.01% 2245
2014
Q3 		$179K Sell
16,001
-1,598
-9% -$18.2K ﹤0.01% 2501
2014
Q2 		$218K Buy
17,599
+5,172
+42% +$58.5K ﹤0.01% 2423
2014
Q1 		$163K Sell
12,427
-36,702
-75% -$561K ﹤0.01% 2498
2013
Q4 		$870K Buy
+49,129
New +$699K 0.01% 1331
2013
Q3 		– Sell
-11,757
Closed -$136K – 2590
2013
Q2 		$136K Buy
+11,757
New +$137K ﹤0.01% 2288

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

LPL Financial's WT Position: Q1 2026 in Review

LPL Financial increased its WisdomTree (WT) stake by 23% in Q1 2026, buying an estimated $393K and bringing the position to 135,633 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #3524.

LPL Financial first reported a position in WT in Q2 2013 and has held it in 20 quarters since. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

  • LPL Financial held 135,633 shares of WisdomTree worth $1.97M as of Q1 2026.
  • LPL Financial bought 25,442 WisdomTree shares in Q1 2026, an estimated $393K.
  • WisdomTree made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3524 holding.
  • LPL Financial first reported a position in WisdomTree in Q2 2013 and has held it in 20 quarters since.
  • 311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.