WISDOMTREE PUTWRITE STRATEGY (PUTW) Institutional Shareholders
WISDOMTREE PUTWRITE STRATEGY (PUTW) 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 $274.85M in PUTW holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of PUTW tracked by InsiderSet, reporting ownership valued at approximately $61.75M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed PUTW value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Granite Bay Wealth Management, Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in WISDOMTREE PUTWRITE STRATEGY (PUTW).
This page ranks the largest institutional PUTW 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
84
Total Reported Value
$274.85M
Largest Holder
Lpl Financial Llc
Largest Position
$61.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
109
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 1,883,263 | $61,752,184 | — | — | — | |
| Granite Bay Wealth Management, Llc | 4.84% | 1,259,604 | $41,302,000 | — | — | — | |
| Morgan Stanley | 0.00% | 853,355 | $27,981,513 | — | — | — | |
| Cary Street Partners Financial Llc | 0.26% | 356,743 | $11,697,611 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 298,239 | $9,779,244 | — | — | — | |
| Castle Wealth Management Llc | 2.76% | 284,265 | $9,321,063 | — | — | — | |
| Wealthplan Investment Management, Llc | 0.39% | 242,352 | $7,946,727 | — | — | — | |
| Solutions 4 Wealth, Ltd | 10.18% | 240,518 | $7,886,571 | — | — | — | |
| Cetera Investment Advisers | 0.01% | 221,580 | $7,265,594 | — | — | — | |
| Pinnacle Financial Partners, Inc. | 0.05% | 202,105 | $6,627,023 | — | — | — | |
| Compass Financial Services Inc | 2.15% | 175,132 | $5,742,586 | — | — | — | |
| Central Trust Co | 0.10% | 174,550 | $5,723,508 | — | — | — | |
| Kestra Advisory Services, Llc | 0.02% | 157,334 | $5,158,996 | — | — | — | |
| Private Capital Management, Llc | 0.37% | 123,547 | $4,051,091 | — | — | — | |
| Ep Wealth Advisors, Llc | 0.02% | 122,881 | $4,029,268 | — | — | — | |
| Us Bancorp \De\ | 0.00% | 116,111 | $3,807,280 | — | — | — | |
| Opes Wealth Management Llc | 0.63% | 115,731 | $3,692,976 | — | — | — | |
| Jpmorgan Chase & Co | 0.00% | 96,737 | $3,153,626 | — | — | — | |
| Cary Street Partners Investment Advisory Llc | 0.64% | 95,620 | $3,135,380 | — | — | — | |
| Trust Point Inc. | 0.24% | 85,822 | $2,814,105 | — | — | — | |
| Ubs Group Ag | 0.00% | 74,645 | $2,447,610 | — | — | — | |
| Resolute Capital, Llc | 0.72% | 64,023 | $2,099,324 | — | — | — | |
| Avestar Capital, Llc | 0.12% | 63,764 | $2,090,822 | — | — | — | |
| Nbc Securities, Inc. | 0.14% | 63,321 | $2,076,295 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 57,526 | $1,886,719 | — | — | — | |
| Pfg Investments, Llc | 0.07% | 55,442 | $1,817,943 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 53,911 | $1,767,000 | — | — | — | |
| Cwm, Llc | 0.00% | 52,391 | $1,671,797 | — | — | — | |
| Visionary Wealth Advisors | 0.06% | 47,191 | $1,547,382 | — | — | — | |
| Tidemark, Llc | 0.35% | 46,978 | $1,540,411 | — | — | — | |
| Sanctuary Advisors, Llc | 0.01% | 44,481 | $1,458,526 | — | — | — | |
| Newedge Advisors, Llc | 0.00% | 40,600 | $1,331,287 | — | — | — | |
| Arkadios Wealth Advisors | 0.02% | 39,632 | $1,299,524 | — | — | — | |
| Cresset Asset Management, Llc | 0.00% | 36,261 | $1,188,996 | — | — | — | |
| Alpine Bank Wealth Management | 0.15% | 35,376 | $1,159,979 | — | — | — | |
| Susquehanna International Group, Llp | 0.00% | 34,752 | $1,139,518 | — | — | — | |
| Envestnet Asset Management Inc | 0.00% | 33,982 | $1,114,284 | — | — | — | |
| Prosperity Financial Group, Inc. | 0.31% | 30,472 | $999,183 | — | — | — | |
| Old Mission Capital Llc | 0.02% | 27,705 | $908,446 | — | — | — | |
| Jane Street Group, Llc | 0.00% | 26,906 | $882,248 | — | — | — | |
| Wealthplan Partners, Llc | 0.15% | 24,544 | $804,796 | — | — | — | |
| Private Advisor Group, Llc | 0.00% | 24,521 | $804,056 | — | — | — | |
| Harbour Investments, Inc. | 0.01% | 22,377 | $733,742 | — | — | — | |
| Kovack Advisors, Inc. | 0.03% | 19,669 | $645,733 | — | — | — | |
| Diversify Advisory Services, Llc | 0.01% | 19,536 | $641,749 | — | — | — | |
| Diversify Wealth Management, Llc | 0.01% | 19,536 | $641,749 | — | — | — | |
| Mml Investors Services, Llc | 0.00% | 19,499 | $639,357 | — | — | — | |
| Avory & Company, Llc | 0.63% | 15,267 | $500,605 | — | — | — | |
| Maridea Wealth Management Llc | 0.05% | 14,094 | $462,133 | — | — | — | |
| Arax Advisory Partners | 0.00% | 13,977 | $458,306 | — | — | — |
Frequently asked questions about PUTW
Who owns the most PUTW stock?
The largest holders of PUTW 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 PUTWRITE STRATEGY (PUTW).
Is PUTW widely held by superinvestors?
Many widely followed stocks like PUTW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PUTW 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.