WisdomTree, Inc.
WT- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000880631
In the last 90 days, WisdomTree, Inc. insiders filed 0 open-market purchases and 1 sale; 316 institutions reported holding it in 13F filings for Q2 2026, worth $2.75B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in WisdomTree, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 316
- 0 vs. Q1 2026
- Shares held
- 160.9M
- −8.81M (−5.2%) vs. Q1 2026
- Total value
- $2.75B
- +$349.3M (+14.6%) vs. Q1 2026
- New holders
- 55
- 114 more added
- Sold out
- 55
- 101 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 316 | $2.75B |
| Q1 2026 | 320 | $2.42B |
| Q4 2025 | 309 | $2.26B |
| Q3 2025 | 288 | $2.52B |
| Q2 2025 | 247 | $1.49B |
| Q1 2025 | 256 | $1.16B |
| Q4 2024 | 271 | $1.37B |
| Q3 2024 | 233 | $1.24B |
| Q2 2024 | 224 | $1.17B |
| Q1 2024 | 205 | $1.08B |
| Q4 2023 | 195 | $806.9M |
| Q3 2023 | 179 | $753.3M |
| Q2 2023 | 181 | $720.3M |
| Q1 2023 | 148 | $633.6M |
| Q4 2022 | 158 | $606.6M |
| Q3 2022 | 157 | $517.8M |
| Q2 2022 | 163 | $560.7M |
| Q1 2022 | 176 | $634.9M |
| Q4 2021 | 169 | $644.0M |
| Q3 2021 | 167 | $588.7M |
| Q2 2021 | 176 | $659.7M |
| Q1 2021 | 150 | $659.1M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 19,274,687 | $326.5M | 0.00% | +1,617,234+9.2% | Added |
| FMR LLC | 13,565,042 | $233.6M | 0.01% | +842,143+6.6% | Added |
| Invesco Ltd. | 9,975,256 | $169.0M | 0.01% | +4,162,041+71.6% | Added |
| Wellington Management Group LLP | 8,407,113 | $142.4M | 0.02% | −2,178,846−20.6% | Reduced |
| Vanguard Portfolio Management LLC | 8,123,363 | $137.6M | 0.01% | +75,721+0.9% | Added |
| Capital World Investors | 7,547,094 | $127.8M | 0.02% | +736,035+10.8% | Added |
| Azora Capital LP | 6,180,510 | $104.7M | 4.41% | +192,905+3.2% | Added |
| Vanguard Capital Management LLC | 6,066,366 | $102.8M | 0.00% | +513,168+9.2% | Added |
| State Street Corp | 5,610,044 | $95.0M | 0.00% | +560,892+11.1% | Added |
| Driehaus Capital Management LLC | 4,702,705 | $79.7M | 0.46% | +3,058,463+186.0% | Added |
| Dimensional Fund Advisors LP | 3,754,933 | $63.6M | 0.01% | +130,537+3.6% | Added |
| Geode Capital Management, LLC | 3,290,623 | $55.8M | 0.00% | +441,270+15.5% | Added |
| Simcoe Capital Management, LLC | 2,674,045 | $45.3M | 8.79% | −1,991,940−42.7% | Reduced |
| UBS Group AG | 2,658,995 | $45.0M | 0.01% | +2,250,994+551.7% | Added |
| Nomura Asset Management International Inc. | 2,107,798 | $40.6M | 0.06% | −135,722−6.0% | Reduced |
| Principal Financial Group Inc | 2,275,955 | $38.6M | 0.02% | +266,399+13.3% | Added |
| Loomis Sayles & Co L P | 2,190,641 | $37.1M | 0.05% | +527,818+31.7% | Added |
| Morgan Stanley | 2,003,391 | $33.9M | 0.00% | −496,731−19.9% | Reduced |
| Bank of America Corp | 1,991,898 | $33.7M | 0.00% | −335,491−14.4% | Reduced |
| Goldman Sachs Group Inc | 1,971,158 | $33.4M | 0.00% | −2,607,432−56.9% | Reduced |
| Lord, Abbett & Co. LLC | 1,792,735 | $30.4M | 0.09% | +1,792,735 | New |
| Charles Schwab Investment Management Inc | 1,686,776 | $28.6M | 0.00% | +243,366+16.9% | Added |
| Jupiter Topco LLC | 1,453,084 | $24.6M | 0.01% | +1,453,084 | New |
| Nuveen, LLC | 1,408,925 | $23.9M | 0.01% | −187,457−11.7% | Reduced |
| Northern Trust Corp | 1,392,555 | $23.6M | 0.00% | +176,758+14.5% | Added |
| Toroso Investments, LLC | 1,488,856 | $23.2M | 0.06% | +23,566+1.6% | Added |
| Massachusetts Financial Services Co | 1,256,855 | $21.3M | 0.01% | −87,317−6.5% | Reduced |
| Junto Capital Management LP | 1,171,066 | $19.8M | 0.37% | +1,171,066 | New |
| Envestnet Asset Management Inc | 1,107,956 | $18.3M | 0.00% | +2,888+0.3% | Added |
| Bank of New York Mellon Corp | 1,046,226 | $17.7M | 0.00% | +60,715+6.2% | Added |
| Vanguard Fiduciary Trust Co | 921,040 | $15.6M | 0.00% | +103,803+12.7% | Added |
| T. Rowe Price Investment Management, Inc. | 897,561 | $15.2M | 0.01% | +96,257+12.0% | Added |
| Bessemer Group Inc | 894,454 | $15.2M | 0.02% | +893,316+78,498.8% | Added |
| Kornitzer Capital Management Inc | 865,117 | $14.7M | 0.31% | −85,910−9.0% | Reduced |
| Qube Research & Technologies Ltd | 767,085 | $13.0M | 0.01% | +245,579+47.1% | Added |
| ArrowMark Colorado Holdings LLC | 764,927 | $13.0M | 0.54% | −1,279,003−62.6% | Reduced |
| Danske Bank A/S | 668,432 | $11.3M | 0.02% | −24,207−3.5% | Reduced |
| Two Sigma Investments, LP | 646,210 | $10.9M | 0.01% | −1,028,284−61.4% | Reduced |
| Intrinsic Edge Capital Management LLC | 620,000 | $10.5M | 1.29% | −80,000−11.4% | Reduced |
| First Trust Advisors LP | 618,814 | $10.5M | 0.01% | +190,992+44.6% | Added |
| Citigroup Inc | 578,923 | $9.81M | 0.00% | −231,716−28.6% | Reduced |
| Crawford Fund Management, LLC | 575,654 | $9.75M | 2.99% | −450,180−43.9% | Reduced |
| CSM Advisors, LLC | 551,313 | $9.34M | 0.20% | +29,384+5.6% | Added |
| Wells Fargo & Company | 542,137 | $9.28M | 0.00% | +303,348+127.0% | Added |
| Voloridge Investment Management, LLC | 542,250 | $9.19M | 0.04% | −695,844−56.2% | Reduced |
| Voya Investment Management LLC | 342,935 | $8.83M | 0.01% | −133,376−28.0% | Reduced |
| Calamos Advisors LLC | 75,415 | $8.35M | 0.03% | +25,085+49.8% | Added |
| Credit Agricole S A | 490,723 | $8.31M | 0.02% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 487,892 | $8.26M | 0.00% | −3,646,538−88.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 487,766 | $8.26M | 0.02% | +269,494+123.5% | Added |
| Nordea Investment Management AB | 437,938 | $7.48M | 0.01% | −3,051−0.7% | Reduced |
| Mutual of America Capital Management LLC | 437,122 | $7.40M | 0.07% | −22,867−5.0% | Reduced |
| Public Sector Pension Investment Board | 432,286 | $7.32M | 0.02% | +21,240+5.2% | Added |
| Interval Partners, LP | 431,922 | $7.32M | 0.24% | +124,145+40.3% | Added |
| Victory Capital Management Inc | 424,165 | $7.19M | 0.00% | +89,275+26.7% | Added |
| Barclays PLC | 422,548 | $7.16M | 0.00% | +344,868+444.0% | Added |
| American Century Companies Inc | 420,354 | $7.12M | 0.00% | −667,479−61.4% | Reduced |
| UBS Asset Management Americas Inc | 407,769 | $6.91M | 0.00% | −18,215−4.3% | Reduced |
| Phillip James Consulting Co. | 89,570 | $6.68M | 4.46% | +89,570 | New |
| Karl Kapital LLC | 382,391 | $6.48M | 3.86% | +382,391 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 380,007 | $6.44M | 0.01% | +352,239+1,268.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 373,296 | $6.32M | 0.01% | +373,296 | New |
| Millennium Management LLC | 365,482 | $6.19M | 0.00% | −1,008,897−73.4% | Reduced |
| HSBC Holdings PLC | 362,700 | $6.15M | 0.00% | +309,078+576.4% | Added |
| AQR Capital Management LLC | 350,275 | $5.93M | 0.00% | −104,703−23.0% | Reduced |
| Weiss Asset Management LP | 347,921 | $5.89M | 0.07% | +347,921 | New |
| Ameriprise Financial Inc | 327,417 | $5.55M | 0.00% | −17,047−4.9% | Reduced |
| Rhumbline Advisers | 308,105 | $5.22M | 0.00% | −7,543−2.4% | Reduced |
| Brevan Howard Capital Management LP | 303,153 | $5.18M | 0.07% | +69,202+29.6% | Added |
| Legal & General Group Plc | 298,070 | $5.05M | 0.00% | +27,879+10.3% | Added |
| Russell Investments Group, Ltd. | 282,397 | $4.78M | 0.00% | +137,252+94.6% | Added |
| XTX Topco Ltd | 268,859 | $4.55M | 0.06% | +222,332+477.9% | Added |
| Royal Bank of Canada | 265,508 | $4.50M | 0.00% | +145,901+122.0% | Added |
| Point72 Asset Management, L.P. | 264,070 | $4.47M | 0.01% | +74,696+39.4% | Added |
| Rothschild Investment LLC | 258,787 | $4.38M | 0.16% | −992−0.4% | Reduced |
| Citadel Advisors LLC | 249,893 | $4.23M | 0.00% | +249,893 | New |
| Swiss National Bank | 249,100 | $4.22M | 0.00% | −1,500−0.6% | Reduced |
| Raymond James Financial Inc | 222,628 | $3.77M | 0.00% | −10,138−4.4% | Reduced |
| SEI Investments Co | 221,122 | $3.75M | 0.00% | +17,680+8.7% | Added |
| Teachers Retirement System of the State of Kentucky | 214,701 | $3.64M | 0.02% | −5,482−2.5% | Reduced |
| MML Investors Services, LLC | 206,584 | $3.50M | 0.01% | +58,420+39.4% | Added |
| Engineers Gate Manager LP | 203,153 | $3.44M | 0.04% | −4,572−2.2% | Reduced |
| Chase Investment Counsel Corp | 192,923 | $3.27M | 0.69% | +192,923 | New |
| Intech Investment Management LLC | 191,514 | $3.24M | 0.03% | +11,360+6.3% | Added |
| Price T Rowe Associates Inc | 186,964 | $3.17M | 0.00% | −214,620−53.4% | Reduced |
| Quantinno Capital Management LP | 181,548 | $3.08M | 0.00% | +17,821+10.9% | Added |
| Mint Tower Capital Management B.V. | – | $3.07M | 0.36% | – | – |
| New York State Teachers Retirement System | 174,026 | $2.95M | 0.01% | −3,600−2.0% | Reduced |
| Stifel Financial Corp | 173,648 | $2.94M | 0.00% | −4,669−2.6% | Reduced |
| SummitTX Capital, L.P. | 172,948 | $2.93M | 0.08% | +77,276+80.8% | Added |
| Neo Ivy Capital Management | 171,295 | $2.90M | 0.67% | +171,295 | New |
| Schroder Investment Management Group | 167,586 | $2.84M | 0.00% | −24,120−12.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 166,115 | $2.81M | 0.03% | −1,941−1.2% | Reduced |
| Odyssean, LLC | 165,432 | $2.80M | 0.46% | +77,923+89.0% | Added |
| Pacific Capital Partners Ltd | 162,457 | $2.75M | 2.38% | +162,457 | New |
| BNP Paribas Arbitrage, SA | 155,595 | $2.64M | 0.00% | −229,694−59.6% | Reduced |
| Maltese Capital Management LLC | 150,000 | $2.54M | 0.46% | +150,000 | New |
| Polen Capital Management LLC | 149,051 | $2.52M | 0.02% | +40,046+36.7% | Added |
| Militia Capital Management LLC | 147,632 | $2.50M | 0.45% | +147,632 | New |
| LPL Financial LLC | 141,973 | $2.48M | 0.00% | +6,340+4.7% | Added |