GDE Institutional Ownership & Shareholders
WISDOMTREE EFFICIENT GOLD PL (GDE) is currently held by 70 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $251.30M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $84.14M, representing an estimated loss of -15.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% 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
70
Total Reported Value
$251.30M
Largest Holder
Mainstay Capital Management Llc
Largest Position
$100.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
88
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 | $84,144,001 | -$15,988,033 | -15.97% | |
| Alpine Bank Wealth Management | 5.29% | 642,122 | $40,922,436 | $32,966,543 | -$7,955,893 | -19.44% | |
| Cwm, Llc | 0.04% | 212,688 | $13,378,080 | $10,919,402 | -$2,458,678 | -18.38% | |
| Mcgrath & Associates, Inc. | 10.17% | 143,379 | $9,137,534 | $7,361,078 | -$1,776,456 | -19.44% | |
| Kestra Advisory Services, Llc | 0.02% | 137,677 | $8,774,138 | $7,068,337 | -$1,705,801 | -19.44% | |
| Wealthcare Advisory Partners Llc | 0.15% | 137,144 | $8,740,167 | $7,040,973 | -$1,699,194 | -19.44% | |
| Stapp Wealth Management, Pllc | 10.37% | 125,722 | $8,012,263 | $6,454,567 | -$1,557,696 | -19.44% | |
| Onedigital Investment Advisors Llc | 0.06% | 113,875 | $6,957,196 | $5,846,343 | -$1,110,854 | -15.97% | |
| Magnolia Private Wealth, Llc | 3.24% | 204,920 | $5,896,624 | $10,520,593 | +$4,623,969 | +78.42% | |
| Fermata Advisors, Llc | 1.09% | 88,816 | $5,660,257 | $4,559,813 | -$1,100,444 | -19.44% | |
| Susquehanna International Group, Llp | 0.00% | 56,608 | $3,458,466 | $2,906,255 | -$552,211 | -15.97% | |
| Great Valley Advisor Group, Inc. | 0.05% | 52,002 | $3,177,027 | $2,669,783 | -$507,244 | -15.97% | |
| Osaic Holdings, Inc. | 0.00% | 39,512 | $2,414,071 | $2,028,546 | -$385,525 | -15.97% | |
| Morgan Stanley | 0.00% | 36,444 | $2,226,546 | $1,871,035 | -$355,511 | -15.97% | |
| Ameriprise Financial Inc | 0.00% | 35,553 | $2,172,136 | $1,825,291 | -$346,845 | -15.97% | |
| Aspire Capital Advisors Llc | 0.42% | 34,885 | $2,131,278 | $1,790,996 | -$340,282 | -15.97% | |
| Sfg Wealth Management, Llc. | 0.75% | 33,019 | $2,104,300 | $1,695,195 | -$409,105 | -19.44% | |
| Arkadios Wealth Advisors | 0.02% | 26,603 | $1,625,295 | $1,365,798 | -$259,497 | -15.97% | |
| Spinnaker Investment Group, Llc | 0.24% | 24,347 | $1,551,634 | $1,249,975 | -$301,659 | -19.44% | |
| Jpmorgan Chase & Co | 0.00% | 25,437 | $1,545,256 | $1,305,936 | -$239,320 | -15.49% | |
| Elequin Capital, Lp | 0.05% | 22,620 | $1,381,969 | $1,161,311 | -$220,658 | -15.97% | |
| Kingsview Wealth Management, Llc | 0.02% | 21,240 | $1,297,658 | $1,090,462 | -$207,196 | -15.97% | |
| Steelpeak Wealth, Llc | 0.03% | 20,248 | $1,290,381 | $1,039,532 | -$250,849 | -19.44% | |
| Lwm Advisory Services, Llc | 2.18% | 20,000 | $1,221,900 | $1,026,800 | -$195,100 | -15.97% | |
| Modern Wealth Management, Llc | 0.01% | 20,000 | $1,221,900 | $1,026,800 | -$195,100 | -15.97% | |
| Envestnet Asset Management Inc | 0.00% | 19,871 | $1,214,044 | $1,020,177 | -$193,867 | -15.97% | |
| Sanctuary Advisors, Llc | 0.01% | 18,289 | $1,117,389 | $938,957 | -$178,432 | -15.97% | |
| Worth Asset Management, Llc | 0.27% | 14,688 | $936,066 | $754,082 | -$181,984 | -19.44% | |
| Kestra Private Wealth Services, Llc | 0.01% | 14,687 | $936,003 | $754,031 | -$181,972 | -19.44% | |
| Lunt Capital Management, Inc. | 0.34% | 13,869 | $883,871 | $712,034 | -$171,837 | -19.44% | |
| Brown Advisory Inc | 0.00% | 12,792 | $781,527 | $656,741 | -$124,786 | -15.97% | |
| M Wealth Management, Llc | 0.55% | 11,254 | $717,218 | $577,780 | -$139,438 | -19.44% | |
| Elm3 Financial Group, Llc | 0.43% | 10,028 | $639,084 | $514,838 | -$124,246 | -19.44% | |
| Lpl Financial Llc | 0.00% | 8,803 | $537,819 | $451,946 | -$85,873 | -15.97% | |
| Ubs Group Ag | 0.00% | 7,889 | $481,979 | $405,021 | -$76,958 | -15.97% | |
| Xy Planning Network, Inc. | 0.05% | 7,396 | $471,347 | $379,711 | -$91,636 | -19.44% | |
| Perigon Wealth Management, Llc | 0.01% | 6,504 | $414,471 | $333,915 | -$80,556 | -19.44% | |
| Redhawk Wealth Advisors, Inc. | 0.04% | 6,340 | $404,025 | $325,496 | -$78,529 | -19.44% | |
| Optivise Advisory Services Llc | 0.19% | 6,020 | $383,655 | $309,067 | -$74,588 | -19.44% | |
| Howard Bailey Securities, Llc | 0.14% | 5,879 | $374,669 | $301,828 | -$72,841 | -19.44% | |
| Kelman-Lazarov, Inc. | 0.05% | 6,004 | $366,814 | $308,245 | -$58,569 | -15.97% | |
| Kingswood Wealth Advisors, Llc | 0.01% | 5,494 | $350,132 | $282,062 | -$68,070 | -19.44% | |
| J Hagan Capital, Inc. | 0.15% | 5,137 | $313,845 | $263,734 | -$50,111 | -15.97% | |
| Creativeone Wealth, Llc | 0.01% | 4,967 | $303,459 | $255,006 | -$48,453 | -15.97% | |
| Team Financial Group, Llc | 0.11% | 4,429 | $282,261 | $227,385 | -$54,876 | -19.44% | |
| Mercer Global Advisors Inc | 0.00% | 4,464 | $272,731 | $229,182 | -$43,549 | -15.97% | |
| Quantinno Capital Management Lp | 0.00% | 4,457 | $272,300 | $228,822 | -$43,478 | -15.97% | |
| Corient Private Wealth Llc | 0.00% | 4,404 | $269,062 | $226,101 | -$42,961 | -15.97% | |
| Noble Wealth Management Pbc | 0.12% | 4,115 | $262,249 | $211,264 | -$50,985 | -19.44% | |
| J.W. Cole Advisors, Inc. | 0.00% | 3,938 | $240,588 | $202,177 | -$38,411 | -15.97% |
Frequently asked questions about GDE
Who are the largest institutional holders of GDE?
The largest institutional holders of GDE reported in the latest SEC Form 13F filings include Mainstay Capital Management Llc, Alpine Bank Wealth Management, Cwm, Llc, Mcgrath & Associates, Inc., and Kestra Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported GDE position.
What is GDE institutional ownership?
This page tracks GDE positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE EFFICIENT GOLD PL (GDE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GDE?
InsiderSet currently tracks 70 institutional managers reporting GDE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GDE shareholders.
How much GDE stock do institutions own?
Institutional investment managers disclosed approximately $251.30M in GDE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GDE institutional ownership last updated?
The latest GDE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GDE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GDE position after the reporting date.
Are institutions buying or selling GDE?
Institutional buying and selling can be analyzed by comparing GDE positions across consecutive 13F reporting periods. InsiderSet's GDE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GDE ownership changes.
How has GDE institutional ownership changed over time?
InsiderSet tracks GDE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.