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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; 312 institutions reported holding it in 13F filings for Q2 2026, worth $2.71B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in WisdomTree, Inc. as of Mar 31, 2021. 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
150
No complete 13F data for Q4 2020
Shares held
105.4M
No complete 13F data for Q4 2020
Total value
$659.1M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 150 institutions
Q1 2021: 150 institutionsQ2 2021: 176 institutionsQ3 2021: 167 institutionsQ4 2021: 169 institutionsQ1 2022: 176 institutionsQ2 2022: 163 institutionsQ3 2022: 157 institutionsQ4 2022: 158 institutionsQ1 2023: 148 institutionsQ2 2023: 181 institutionsQ3 2023: 179 institutionsQ4 2023: 195 institutionsQ1 2024: 205 institutionsQ2 2024: 224 institutionsQ3 2024: 233 institutionsQ4 2024: 271 institutionsQ1 2025: 256 institutionsQ2 2025: 247 institutionsQ3 2025: 269 institutionsQ4 2025: 288 institutionsQ1 2026: 312 institutionsQ2 2026: 312 institutions
Value heldQ1 2021: $659.1M
Q1 2021: $659.1MQ2 2021: $659.7MQ3 2021: $588.7MQ4 2021: $642.4MQ1 2022: $634.9MQ2 2022: $560.7MQ3 2022: $517.7MQ4 2022: $606.6MQ1 2023: $632.3MQ2 2023: $720.3MQ3 2023: $748.8MQ4 2023: $792.0MQ1 2024: $1.05BQ2 2024: $1.16BQ3 2024: $1.23BQ4 2024: $1.37BQ1 2025: $1.15BQ2 2025: $1.48BQ3 2025: $2.15BQ4 2025: $1.93BQ1 2026: $2.35BQ2 2026: $2.71B
Institutions holding WT and their total value by quarter
QuarterHoldersValue
Q2 2026312$2.71B
Q1 2026312$2.35B
Q4 2025288$1.93B
Q3 2025269$2.15B
Q2 2025247$1.48B
Q1 2025256$1.15B
Q4 2024271$1.37B
Q3 2024233$1.23B
Q2 2024224$1.16B
Q1 2024205$1.05B
Q4 2023195$792.0M
Q3 2023179$748.8M
Q2 2023181$720.3M
Q1 2023148$632.3M
Q4 2022158$606.6M
Q3 2022157$517.7M
Q2 2022163$560.7M
Q1 2022176$634.9M
Q4 2021169$642.4M
Q3 2021167$588.7M
Q2 2021176$659.7M
Q1 2021150$659.1M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding WisdomTree, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WT in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$00.00%––
HC Financial Advisors Inc20$00.00%––
Nisa Investment Advisors, LLC10$00.00%––
Oakworth Capital, Inc.71$00.00%––
IFP Advisors, Inc18$00.00%––
Berman Capital Advisors, LLC131$00.00%––
Rockefeller Capital Management L.P.100$00.00%––
CWM, LLC227$1.00K0.00%––
North Star Investment Management Corp.313$2.00K0.00%––
Pacitti Group Inc.400$2.00K0.00%––
Robbins Farley LLC500$3.00K0.00%––
Adirondack Trust Co600$4.00K0.00%––
Eaton Vance Management667$4.00K0.00%––
Parkside Financial Bank & Trust693$4.00K0.00%––
TCI Wealth Advisors, Inc.943$6.00K0.00%––
NEXT Financial Group, Inc1,012$6.00K0.00%––
Quadrant Capital Group LLC947$6.00K0.00%––
Macquarie Group Ltd2,399$15.0K0.00%––
Whittier Trust Co of Nevada Inc2,958$18.0K0.00%––
Spire Wealth Management4,318$27.0K0.00%––
Massmutual Trust Co FSB5,000$31.0K0.00%––
American Portfolios Advisors5,478$34.2K0.00%––
Sutton Wealth Advisors Inc.5,510$34.4K0.01%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5,665$35.0K0.00%––
Versant Capital Management, Inc6,181$39.0K0.01%––
Advisor Group Holdings, Inc.7,669$48.0K0.00%––
The PNC Financial Services Group, Inc.9,397$58.0K0.00%––
Whittier Trust Co9,664$60.0K0.00%––
Public Employees Retirement System of Ohio9,996$62.0K0.00%––
Crossmark Global Holdings, Inc.10,460$65.0K0.00%––
HM Payson & Co10,633$66.0K0.00%––
CIBC Asset Management Inc10,497$66.0K0.00%––
Teza Capital Management LLC10,528$66.0K0.01%––
Royal Bank of Canada10,990$69.0K0.00%––
Tower Research Capital LLC (TRC)11,111$70.0K0.00%––
Ameritas Investment Partners, Inc.11,656$73.0K0.00%––
Amalgamated Bank12,055$75.0K0.00%––
Vantage Consulting Group Inc11,960$75.0K0.02%––
Raymond James & Associates13,393$84.0K0.00%––
Jane Street Group, LLC13,426$84.0K0.00%––
Captrust Financial Advisors13,546$85.0K0.00%––
Teacher Retirement System of Texas13,835$86.0K0.00%––
Profund Advisors LLC14,222$89.0K0.00%––
Simplex Trading, LLC14,289$89.0K0.00%––
Quantitative Systematic Strategies LLC14,717$92.0K0.01%––
Truvvo Partners LLC14,861$93.0K0.07%––
Mutual of America Capital Management LLC15,006$94.0K0.00%––
UBS Group AG15,240$95.0K0.00%––
Victory Capital Management Inc15,821$99.0K0.00%––
Ensign Peak Advisors, Inc15,800$99.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)16,582$104.0K0.00%––
GWM Advisors LLC17,555$110.0K0.00%––
SMH Capital Advisors Inc19,113$119.0K0.27%––
XTX Topco Ltd21,676$135.0K0.07%––
Barrow Hanley Mewhinney & Strauss LLC23,084$144.0K0.00%––
Squarepoint Ops LLC23,364$146.0K0.00%––
Public Employees Retirement Association of Colorado29,225$183.0K0.00%––
Metropolitan Life Insurance Co29,558$184.7K0.00%––
Aigen Investment Management, LP30,192$189.0K0.03%––
Gsa Capital Partners LLP30,448$190.0K0.03%––
Teachers Retirement System of the State of Kentucky32,193$201.0K0.00%––
Bank of Montreal31,099$202.0K0.00%––
Arizona State Retirement System34,649$217.0K0.00%––
Balyasny Asset Management LLC34,843$218.0K0.00%––
State of Tennessee, Treasury Department40,049$250.0K0.00%––
ProShare Advisors LLC40,547$253.0K0.00%––
Citigroup Inc41,012$256.0K0.00%––
Lord, Abbett & Co. LLC43,200$270.0K0.00%––
Caxton Associates LP43,784$274.0K0.03%––
Oregon Public Employees Retirement Fund46,839$293.0K0.00%––
Group One Trading, L.P.49,510$309.0K0.01%––
Louisiana State Employees Retirement System51,100$319.0K0.01%––
Santa Monica Partners LP52,766$330.0K0.21%––
Globeflex Capital L P54,567$341.0K0.06%––
MetLife Investment Management56,219$351.4K0.00%––
SG Americas Securities, LLC61,386$384.0K0.00%––
Voya Investment Management LLC61,956$388.0K0.00%––
State Board of Administration of Florida Retirement System63,883$399.0K0.00%––
Price T Rowe Associates Inc68,085$426.0K0.00%––
Levin Capital Strategies, L.P.68,766$430.0K0.05%––
BNP Paribas Arbitrage, SA69,197$432.5K0.00%––
Goldman Sachs Group Inc70,006$438.0K0.00%––
State of Alaska, Department of Revenue76,064$475.0K0.01%––
PDT Partners, LLC78,378$490.0K0.04%––
Manufacturers Life Insurance Company, The81,219$508.0K0.00%––
Texas Permanent School Fund83,945$525.0K0.01%––
Two Sigma Advisers, LP86,100$538.0K0.00%––
UBS Asset Management Americas Inc86,470$540.4K0.00%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys86,654$542.0K0.01%––
American International Group, Inc.90,465$565.0K0.00%––
Thrivent Financial for Lutherans92,302$577.0K0.00%––
HSBC Holdings PLC95,828$598.0K0.00%––
Great West Life Assurance Co101,319$633.0K0.00%––
Los Angeles Capital Management LLC102,717$642.0K0.00%––
Credit Suisse AG104,293$652.0K0.00%––
M&T Bank Corp104,930$656.0K0.00%––
Clearbridge Investments, LLC110,438$690.0K0.00%––
New York State Common Retirement Fund116,600$729.0K0.00%––
Susquehanna Fundamental Investments, LLC117,351$733.0K0.01%––
Comerica Bank114,421$740.0K0.00%––