WISDOMTREE EFFICIENT GOLD PL (GDE) Institutional Shareholders
WISDOMTREE EFFICIENT GOLD PL (GDE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $243.68M in GDE holdings during the latest filing period.
Mainstay Capital Management Llc is currently the largest disclosed institutional shareholder of GDE tracked by InsiderSet, reporting ownership valued at approximately $100.13M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $109.45M, representing an estimated gain of +9.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed GDE value among the investors covered in this analysis. Major shareholders include Mainstay Capital Management Llc, Alpine Bank Wealth Management, Cwm, Llc, and several other long-term asset managers with concentrated positions in WISDOMTREE EFFICIENT GOLD PL (GDE).
This page ranks the largest institutional GDE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
71
Total Reported Value
$243.68M
Largest Holder
Mainstay Capital Management Llc
Largest Position
$100.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
85
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mainstay Capital Management Llc | 7.41% | 1,638,956 | $100,132,034 | $109,449,482 | +$9,317,448 | +9.31% | |
| Alpine Bank Wealth Management | 4.82% | 615,018 | $37,574,526 | $41,070,902 | +$3,496,376 | +9.31% | |
| Cwm, Llc | 0.04% | 212,688 | $13,378,080 | $14,203,305 | +$825,225 | +6.17% | |
| Wealthcare Advisory Partners Llc | 0.16% | 135,041 | $8,250,331 | $9,018,038 | +$767,707 | +9.31% | |
| Mcgrath & Associates, Inc. | 10.52% | 132,140 | $8,073,065 | $8,824,309 | +$751,244 | +9.31% | |
| Stapp Wealth Management, Pllc | 9.87% | 123,616 | $7,552,319 | $8,255,076 | +$702,757 | +9.31% | |
| Onedigital Investment Advisors Llc | 0.06% | 113,875 | $6,957,196 | $7,604,573 | +$647,377 | +9.31% | |
| Kestra Advisory Services, Llc | 0.02% | 100,543 | $6,142,644 | $6,714,262 | +$571,618 | +9.31% | |
| Magnolia Private Wealth, Llc | 3.24% | 204,920 | $5,896,624 | $13,684,558 | +$7,787,934 | +132.07% | |
| Fermata Advisors, Llc | 1.08% | 87,185 | $5,326,589 | $5,822,214 | +$495,625 | +9.30% | |
| Susquehanna International Group, Llp | 0.00% | 56,608 | $3,458,466 | $3,780,282 | +$321,816 | +9.31% | |
| Great Valley Advisor Group, Inc. | 0.05% | 52,002 | $3,177,027 | $3,472,694 | +$295,667 | +9.31% | |
| Osaic Holdings, Inc. | 0.00% | 39,512 | $2,414,071 | $2,638,611 | +$224,540 | +9.30% | |
| Morgan Stanley | 0.00% | 36,444 | $2,226,546 | $2,433,730 | +$207,184 | +9.31% | |
| Ameriprise Financial Inc | 0.00% | 35,553 | $2,172,136 | $2,374,229 | +$202,093 | +9.30% | |
| Aspire Capital Advisors Llc | 0.42% | 34,885 | $2,131,278 | $2,329,620 | +$198,342 | +9.31% | |
| Sfg Wealth Management, Llc. | 0.73% | 33,019 | $2,017,296 | $2,205,009 | +$187,713 | +9.31% | |
| Optima Capital Llc | 0.66% | 27,272 | $1,666,164 | $1,821,224 | +$155,060 | +9.31% | |
| Arkadios Wealth Advisors | 0.02% | 26,603 | $1,625,295 | $1,776,548 | +$151,253 | +9.31% | |
| Jpmorgan Chase & Co | 0.00% | 25,437 | $1,545,256 | $1,698,683 | +$153,427 | +9.93% | |
| Spinnaker Investment Group, Llc | 0.24% | 24,597 | $1,502,756 | $1,642,588 | +$139,832 | +9.31% | |
| Elequin Capital, Lp | 0.05% | 22,620 | $1,381,969 | $1,510,564 | +$128,595 | +9.31% | |
| Kingsview Wealth Management, Llc | 0.02% | 21,240 | $1,297,658 | $1,418,407 | +$120,749 | +9.31% | |
| Steelpeak Wealth, Llc | 0.03% | 20,096 | $1,227,742 | $1,342,011 | +$114,269 | +9.31% | |
| Lwm Advisory Services, Llc | 2.18% | 20,000 | $1,221,900 | $1,335,600 | +$113,700 | +9.31% | |
| Modern Wealth Management, Llc | 0.01% | 20,000 | $1,221,900 | $1,335,600 | +$113,700 | +9.31% | |
| Envestnet Asset Management Inc | 0.00% | 19,871 | $1,214,044 | $1,326,985 | +$112,941 | +9.30% | |
| Sanctuary Advisors, Llc | 0.01% | 18,289 | $1,117,389 | $1,221,339 | +$103,950 | +9.30% | |
| Worth Asset Management, Llc | 0.33% | 16,923 | $1,033,911 | $1,130,118 | +$96,207 | +9.31% | |
| Brown Advisory Inc | 0.00% | 12,792 | $781,527 | $854,250 | +$72,723 | +9.31% | |
| Lunt Capital Management, Inc. | 0.29% | 12,749 | $778,900 | $851,378 | +$72,478 | +9.31% | |
| M Wealth Management, Llc | 0.57% | 11,782 | $719,822 | $786,802 | +$66,980 | +9.31% | |
| Elm3 Financial Group, Llc | 0.44% | 10,523 | $642,920 | $702,726 | +$59,806 | +9.30% | |
| Lpl Financial Llc | 0.00% | 8,803 | $537,819 | $587,864 | +$50,045 | +9.31% | |
| Triton Wealth Management, Pllc | 0.16% | 8,264 | $512,368 | $551,870 | +$39,502 | +7.71% | |
| Xy Planning Network, Inc. | 0.06% | 7,908 | $483,139 | $528,096 | +$44,957 | +9.31% | |
| Ubs Group Ag | 0.00% | 7,889 | $481,979 | $526,827 | +$44,848 | +9.31% | |
| Redhawk Wealth Advisors, Inc. | 0.04% | 6,547 | $399,967 | $437,209 | +$37,242 | +9.31% | |
| Howard Bailey Securities, Llc | 0.14% | 6,042 | $369,136 | $403,485 | +$34,349 | +9.31% | |
| Optivise Advisory Services Llc | 0.19% | 6,020 | $367,792 | $402,016 | +$34,224 | +9.31% | |
| Kelman-Lazarov, Inc. | 0.05% | 6,004 | $366,814 | $400,947 | +$34,133 | +9.31% | |
| Atria Investments, Inc | 0.00% | 5,490 | $335,391 | $366,622 | +$31,231 | +9.31% | |
| J Hagan Capital, Inc. | 0.15% | 5,137 | $313,845 | $343,049 | +$29,204 | +9.31% | |
| Creativeone Wealth, Llc | 0.01% | 4,967 | $303,459 | $331,696 | +$28,237 | +9.31% | |
| Prospera Financial Services Inc | 0.00% | 4,924 | $300,825 | $328,825 | +$28,000 | +9.31% | |
| Mercer Global Advisors Inc | 0.00% | 4,464 | $272,731 | $298,106 | +$25,375 | +9.30% | |
| Quantinno Capital Management Lp | 0.00% | 4,457 | $272,300 | $297,638 | +$25,338 | +9.31% | |
| Corient Private Wealth Llc | 0.00% | 4,404 | $269,062 | $294,099 | +$25,037 | +9.31% | |
| Noble Wealth Management Pbc | 0.11% | 4,115 | $251,406 | $274,800 | +$23,394 | +9.31% | |
| J.W. Cole Advisors, Inc. | 0.00% | 3,938 | $240,588 | $262,980 | +$22,392 | +9.31% |
Frequently asked questions about GDE
Who owns the most GDE stock?
The largest holders of GDE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE EFFICIENT GOLD PL (GDE).
Is GDE widely held by superinvestors?
Many widely followed stocks like GDE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GDE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.