MML Investors Services
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MML Investors Services’s WisdomTree WT Stock Holding History

MML Investors Services’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
Q2 		$3.5M Buy
206,584
+58,420
+39% +$1.03M 0.01% 1198
2026
Q1 		$2.16M Sell
148,164
-39,969
-21% -$618K 0.01% 1277
2025
Q4 		$2.29M Buy
188,133
+19,454
+12% +$235K 0.01% 1297
2025
Q3 		$2.34M Buy
168,679
+4,763
+3% +$63.6K 0.01% 1231
2025
Q2 		$1.89M Buy
163,916
+27,125
+20% +$254K 0.01% 1282
2025
Q1 		$1.22M Buy
136,791
+9,580
+8% +$89.3K ﹤0.01% 1453
2024
Q4 		$1.34M Buy
127,211
+82,165
+182% +$889K ﹤0.01% 1345
2024
Q3 		$450K Buy
45,046
+6,497
+17% +$66.1K ﹤0.01% 1932
2024
Q2 		$382K Buy
+38,549
New +$363K ﹤0.01% 1945

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MML Investors Services's WT Position: Q2 2026 in Review

MML Investors Services increased its WisdomTree (WT) stake by 39% in Q2 2026, buying an estimated $1.03M and bringing the position to 206,584 shares worth $3.5M. The position accounts for 0.01% of the portfolio, ranked #1198.

MML Investors Services first reported a position in WT in Q2 2024 and has held it in 9 quarters since. 138 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • MML Investors Services held 206,584 shares of WisdomTree worth $3.5M as of Q2 2026.
  • MML Investors Services bought 58,420 WisdomTree shares in Q2 2026, an estimated $1.03M.
  • WisdomTree made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1198 holding.
  • MML Investors Services first reported a position in WisdomTree in Q2 2024 and has held it in 9 quarters since.
  • 138 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.