Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Wisdomtree in their Schedule of Assets, totaling $4.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EASTER UNLIMITED , INC. REY PROFIT SHARING PLAN AND TRUST | CARLE PLACE NY | 108 | $38.3M | $3.4M |
| 2 | VITRO FLAT GLASS LLC VITRO FLAT GLASS LLC RETIREMENT PLAN | CHESWICK PA | 65 | $57.7M | $590K |
| 3 | TRUSTEES OF TEAMSTERS LOCAL 408 PENSION & WELFARE FUNDS TEAMSTERS LOCAL 408 WELFARE PLAN |
UNION NJ |
| 161 |
| $13.8M |
| $508K |
| 4 | PITTSBURGH GLASS WORKS, LLC PITTSBURGH GLASS WORKS RETIREMENT INCOME PLAN | CHESWICK PA | 104 | $22.0M | $245K |