WQTM Institutional Ownership & Shareholders
WISDOMTREE QUANTUM COMP FUND (WQTM) is currently held by 66 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $50.69M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Meitav Investment House Ltd is currently the largest disclosed institutional shareholder of WQTM tracked by InsiderSet, reporting ownership valued at approximately $6.92M in its September 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 $5.68M, representing an estimated loss of -17.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed WQTM value among the investors covered in this analysis. Major shareholders include Meitav Investment House Ltd, Members Advisory Group Llc, Jane Street Group, Llc, and several other long-term asset managers with concentrated positions in WISDOMTREE QUANTUM COMP FUND (WQTM).
This page ranks the largest institutional WQTM 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
66
Total Reported Value
$50.69M
Largest Holder
Meitav Investment House Ltd
Largest Position
$6.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
74
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Meitav Investment House Ltd | 0.04% | 215,751 | $6,916,977 | $5,680,724 | -$1,236,253 | -17.87% | |
| Members Advisory Group Llc | 1.80% | 170,507 | $6,446,859 | $4,489,449 | -$1,957,410 | -30.36% | |
| Jane Street Group, Llc | 0.00% | 150,926 | $5,706,512 | $3,973,882 | -$1,732,630 | -30.36% | |
| Gts Securities Llc | 0.11% | 139,714 | $5,282,586 | $3,678,670 | -$1,603,916 | -30.36% | |
| Heck Capital Advisors, Llc | 0.26% | 146,723 | $4,703,940 | $3,863,217 | -$840,723 | -17.87% | |
| Stifel Financial Corp | 0.00% | 108,738 | $4,111,365 | $2,863,072 | -$1,248,293 | -30.36% | |
| Waverly Advisors, Llc | 0.01% | 56,399 | $2,132,446 | $1,484,986 | -$647,460 | -30.36% | |
| Stonex Group Inc. | 0.08% | 51,735 | $1,956,100 | $1,362,183 | -$593,917 | -30.36% | |
| Jpmorgan Chase & Co | 0.00% | 45,476 | $1,688,069 | $1,197,383 | -$490,686 | -29.07% | |
| Lpl Financial Llc | 0.00% | 36,155 | $1,367,021 | $951,961 | -$415,060 | -30.36% | |
| Janney Montgomery Scott Llc | 0.00% | 30,152 | $1,140,000 | $793,902 | -$346,098 | -30.36% | |
| Cetera Investment Advisers | 0.00% | 24,347 | $920,560 | $641,057 | -$279,503 | -30.36% | |
| Old Mission Capital Llc | 0.02% | 17,307 | $654,377 | $455,693 | -$198,684 | -30.36% | |
| Ankerstar Wealth, Llc | 0.49% | 15,382 | $581,593 | $405,008 | -$176,585 | -30.36% | |
| Sanctuary Advisors, Llc | 0.00% | 14,772 | $558,529 | $388,947 | -$169,582 | -30.36% | |
| Hrt Financial Lp | 0.00% | 14,215 | $537,000 | $374,281 | -$162,719 | -30.30% | |
| Quantum Private Wealth, Llc | 0.12% | 14,269 | $457,464 | $375,703 | -$81,761 | -17.87% | |
| Vontobel Holding Ltd. | 0.00% | 12,780 | $409,727 | $336,497 | -$73,230 | -17.87% | |
| Commonwealth Equity Services, Llc | 0.00% | 10,794 | $408,120 | $284,206 | -$123,914 | -30.36% | |
| Kestra Advisory Services, Llc | 0.00% | 10,614 | $401,315 | $279,467 | -$121,848 | -30.36% | |
| Tpg Advisors Llc | 0.21% | 12,026 | $385,554 | $316,645 | -$68,909 | -17.87% | |
| Herbst Group, Llc | 0.19% | 10,300 | $330,218 | $271,199 | -$59,019 | -17.87% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 10,415 | $323,790 | $274,227 | -$49,563 | -15.31% | |
| Kickstand Ventures, Llc. | 0.06% | 8,561 | $323,691 | $225,411 | -$98,280 | -30.36% | |
| Beaumont Asset Management, L.L.C. | 0.11% | 9,659 | $309,668 | $254,321 | -$55,347 | -17.87% | |
| Silver Oak Securities, Incorporated | 0.02% | 7,064 | $267,090 | $185,995 | -$81,095 | -30.36% | |
| Oppenheimer & Co Inc | 0.00% | 8,130 | $260,648 | $214,063 | -$46,585 | -17.87% | |
| Kingswood Wealth Advisors, Llc | 0.01% | 8,014 | $256,920 | $211,009 | -$45,911 | -17.87% | |
| Farther Finance Advisors, Llc | 0.00% | 7,629 | $244,602 | $200,872 | -$43,730 | -17.88% | |
| Mesirow Financial Investment Management, Inc. | 0.00% | 5,785 | $218,731 | $152,319 | -$66,412 | -30.36% | |
| Alti Global, Inc. | 0.00% | 5,500 | $207,790 | $144,815 | -$62,975 | -30.31% | |
| Wealthcare Advisory Partners Llc | 0.00% | 6,450 | $206,785 | $169,829 | -$36,957 | -17.87% | |
| Osaic Holdings, Inc. | 0.00% | 3,025 | $114,370 | $79,648 | -$34,722 | -30.36% | |
| Plante Moran Financial Advisors, Llc | 0.01% | 2,970 | $112,296 | $78,200 | -$34,096 | -30.36% | |
| Gk Wealth Management Llc | 0.06% | 3,070 | $98,424 | $80,833 | -$17,591 | -17.87% | |
| Innovative Asset Advisors Group, Llc | 0.04% | 2,425 | $91,689 | $63,850 | -$27,839 | -30.36% | |
| Royal Bank Of Canada | 0.00% | 1,960 | $74,000 | $51,607 | -$22,393 | -30.26% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,690 | $63,899 | $44,498 | -$19,401 | -30.36% | |
| Arax Advisory Partners | 0.00% | 1,500 | $56,716 | $39,495 | -$17,221 | -30.36% | |
| Harbour Investments, Inc. | 0.00% | 1,251 | $47,300 | $32,939 | -$14,361 | -30.36% | |
| Cwm, Llc | 0.00% | 1,902 | $46,970 | $50,080 | +$3,110 | +6.62% | |
| Bank Of Montreal | 0.00% | 1,090 | $41,213 | $28,700 | -$12,513 | -30.36% | |
| Td Waterhouse Canada Inc. | 0.00% | 1,050 | $33,829 | $27,647 | -$6,183 | -18.28% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 882 | $33,348 | $23,223 | -$10,125 | -30.36% | |
| Ifp Advisors, Inc | 0.00% | 999 | $32,028 | $26,304 | -$5,724 | -17.87% | |
| Newedge Advisors, Llc | 0.00% | 808 | $30,550 | $21,275 | -$9,275 | -30.36% | |
| Morgan Stanley | 0.00% | 718 | $27,148 | $18,905 | -$8,243 | -30.36% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 485 | $18,338 | $12,770 | -$5,568 | -30.36% | |
| Abound Wealth Management | 0.00% | 462 | $14,811 | $12,164 | -$2,647 | -17.87% | |
| Ameritas Advisory Services, Llc | 0.00% | 303 | $11,456 | $7,978 | -$3,478 | -30.36% |
Frequently asked questions about WQTM
Who are the largest institutional holders of WQTM?
The largest institutional holders of WQTM reported in the latest SEC Form 13F filings include Meitav Investment House Ltd, Members Advisory Group Llc, Jane Street Group, Llc, Gts Securities Llc, and Heck Capital Advisors, Llc. InsiderSet ranks institutional holders by their latest reported WQTM position.
What is WQTM institutional ownership?
This page tracks WQTM positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE QUANTUM COMP FUND (WQTM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WQTM?
InsiderSet currently tracks 66 institutional managers reporting WQTM 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 WQTM shareholders.
How much WQTM stock do institutions own?
Institutional investment managers disclosed approximately $50.69M in WQTM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WQTM institutional ownership last updated?
The latest WQTM 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 WQTM 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 WQTM position after the reporting date.
Are institutions buying or selling WQTM?
Institutional buying and selling can be analyzed by comparing WQTM positions across consecutive 13F reporting periods. InsiderSet's WQTM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WQTM ownership changes.
How has WQTM institutional ownership changed over time?
InsiderSet tracks WQTM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.