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, Q2 2021
Institutional positions in WisdomTree, Inc. as of Jun 30, 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
- 176
- +26 vs. Q1 2021
- Shares held
- 106.4M
- +958.3K (+0.9%) vs. Q1 2021
- Total value
- $659.7M
- +$627.9K (+0.1%) vs. Q1 2021
- New holders
- 36
- 60 more added
- Sold out
- 10
- 52 more reduced
Compare with Q1 2021: 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 | 312 | $2.71B |
| Q1 2026 | 312 | $2.35B |
| Q4 2025 | 288 | $1.93B |
| Q3 2025 | 269 | $2.15B |
| Q2 2025 | 247 | $1.48B |
| Q1 2025 | 256 | $1.15B |
| Q4 2024 | 271 | $1.37B |
| Q3 2024 | 233 | $1.23B |
| Q2 2024 | 224 | $1.16B |
| Q1 2024 | 205 | $1.05B |
| Q4 2023 | 195 | $792.0M |
| Q3 2023 | 179 | $748.8M |
| Q2 2023 | 181 | $720.3M |
| Q1 2023 | 148 | $632.3M |
| Q4 2022 | 158 | $606.6M |
| Q3 2022 | 157 | $517.7M |
| Q2 2022 | 163 | $560.7M |
| Q1 2022 | 176 | $634.9M |
| Q4 2021 | 169 | $642.4M |
| Q3 2021 | 167 | $588.7M |
| Q2 2021 | 176 | $659.7M |
| Q1 2021 | 150 | $659.1M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 20 | $0 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 131 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 100 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 57 | $0 | 0.00% | +57 | New |
| Lake Point Wealth Management | 75 | $0 | 0.00% | +75 | New |
| CWM, LLC | 227 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 200 | $1.00K | 0.00% | +200 | New |
| North Star Investment Management Corp. | 313 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 480 | $3.00K | 0.00% | +480 | New |
| Wealth Quarterback LLC | 355 | $3.00K | 0.00% | +355 | New |
| Adirondack Trust Co | 600 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 714 | $4.00K | 0.00% | +21+3.0% | Added |
| NEXT Financial Group, Inc | 1,012 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 947 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,236 | $8.00K | 0.00% | +293+31.1% | Added |
| Macquarie Group Ltd | 2,399 | $15.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,575 | $16.0K | 0.01% | −3,606−58.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,958 | $18.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3,000 | $19.0K | 0.00% | +3,000 | New |
| Spire Wealth Management | 4,331 | $27.0K | 0.00% | +13+0.3% | Added |
| Cutler Group LP | 5,346 | $33.0K | 0.00% | +5,346 | New |
| American Portfolios Advisors | 5,496 | $34.1K | 0.00% | +18+0.3% | Added |
| Sutton Wealth Advisors Inc. | 5,510 | $34.2K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,668 | $35.0K | 0.00% | +3+0.1% | Added |
| Eaton Vance Management | 6,628 | $41.0K | 0.00% | +5,961+893.7% | Added |
| HM Payson & Co | 8,100 | $50.0K | 0.00% | −2,533−23.8% | Reduced |
| Public Employees Retirement System of Ohio | 9,295 | $58.0K | 0.00% | −701−7.0% | Reduced |
| The PNC Financial Services Group, Inc. | 9,508 | $59.0K | 0.00% | +111+1.2% | Added |
| Kestra Private Wealth Services, LLC | 10,004 | $62.0K | 0.00% | +10,004 | New |
| Quantitative Systematic Strategies LLC | 10,097 | $63.0K | 0.02% | −4,620−31.4% | Reduced |
| Point72 Hong Kong Ltd | 10,284 | $64.0K | 0.00% | +10,284 | New |
| CIBC Asset Management Inc | 10,497 | $65.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,404 | $65.0K | 0.00% | +2,735+35.7% | Added |
| Crossmark Global Holdings, Inc. | 10,590 | $66.0K | 0.00% | +130+1.2% | Added |
| Whittier Trust Co | 10,895 | $67.0K | 0.00% | +1,231+12.7% | Added |
| AMP Capital Investors Ltd | 11,072 | $69.0K | 0.00% | +11,072 | New |
| Quadrature Capital Ltd | 11,224 | $70.0K | 0.00% | +11,224 | New |
| Ameritas Investment Partners, Inc. | 11,656 | $72.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,528 | $78.0K | 0.00% | −898−6.7% | Reduced |
| Gsa Capital Partners LLP | 12,965 | $80.0K | 0.01% | −17,483−57.4% | Reduced |
| Acadian Asset Management LLC | 12,975 | $80.0K | 0.00% | +12,975 | New |
| Vantage Consulting Group Inc | 13,229 | $82.0K | 0.01% | +1,269+10.6% | Added |
| Captrust Financial Advisors | 13,562 | $84.0K | 0.00% | +16+0.1% | Added |
| Raymond James & Associates | 13,605 | $84.0K | 0.00% | +212+1.6% | Added |
| Campbell & CO Investment Adviser LLC | 13,700 | $85.0K | 0.04% | +13,700 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 14,552 | $90.0K | 0.00% | −8,532−37.0% | Reduced |
| Profund Advisors LLC | 14,784 | $91.0K | 0.00% | +562+4.0% | Added |
| Walleye Trading LLC | 14,696 | $91.0K | 0.00% | +14,696 | New |
| Truvvo Partners LLC | 14,861 | $92.0K | 0.06% | 00.0% | Unchanged |
| Victory Capital Management Inc | 15,321 | $95.0K | 0.00% | −500−3.2% | Reduced |
| Virtu Financial LLC | 15,265 | $95.0K | 0.01% | +15,265 | New |
| Ensign Peak Advisors, Inc | 15,800 | $98.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 15,978 | $99.0K | 0.00% | −45,408−74.0% | Reduced |
| Mutual of America Capital Management LLC | 15,950 | $99.0K | 0.00% | +944+6.3% | Added |
| Teacher Retirement System of Texas | 16,166 | $100.0K | 0.00% | +2,331+16.8% | Added |
| Envestnet Asset Management Inc | 16,201 | $100.0K | 0.00% | +16,201 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,582 | $103.0K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 16,910 | $105.0K | 0.02% | +16,910 | New |
| GWM Advisors LLC | 19,161 | $119.0K | 0.00% | +1,606+9.1% | Added |
| SMH Capital Advisors Inc | 19,324 | $120.0K | 0.24% | +211+1.1% | Added |
| UBS Group AG | 19,793 | $123.0K | 0.00% | +4,553+29.9% | Added |
| Quantbot Technologies LP | 20,000 | $124.0K | 0.01% | +20,000 | New |
| Engineers Gate Manager LP | 20,600 | $128.0K | 0.01% | +20,600 | New |
| AQR Capital Management LLC | 20,897 | $130.0K | 0.00% | +20,897 | New |
| Bridgefront Capital, LLC | 23,452 | $145.0K | 0.05% | +23,452 | New |
| Keebeck Alpha, LP | 24,288 | $151.0K | 0.05% | +24,288 | New |
| XTX Topco Ltd | 26,809 | $166.0K | 0.06% | +5,133+23.7% | Added |
| Tower Research Capital LLC (TRC) | 27,099 | $168.0K | 0.00% | +15,988+143.9% | Added |
| Cipher Capital LP | 28,468 | $177.0K | 0.10% | +28,468 | New |
| Public Employees Retirement Association of Colorado | 29,225 | $181.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 29,271 | $181.0K | 0.01% | +14,982+104.8% | Added |
| Arizona State Retirement System | 30,543 | $189.0K | 0.00% | −4,106−11.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 32,193 | $200.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 33,876 | $210.0K | 0.00% | +33,876 | New |
| Metropolitan Life Insurance Co | 36,527 | $226.5K | 0.00% | +6,969+23.6% | Added |
| MetLife Investment Management | 37,245 | $230.9K | 0.00% | −18,974−33.8% | Reduced |
| Caxton Associates LP | 38,137 | $236.0K | 0.03% | −5,647−12.9% | Reduced |
| ProShare Advisors LLC | 39,069 | $242.0K | 0.00% | −1,478−3.6% | Reduced |
| State of Tennessee, Treasury Department | 40,049 | $248.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 40,109 | $248.7K | 0.00% | −29,088−42.0% | Reduced |
| Mackenzie Financial Corp | 41,306 | $256.0K | 0.00% | +41,306 | New |
| Bank of Montreal | 40,055 | $265.0K | 0.00% | +8,956+28.8% | Added |
| Man Group plc | 44,287 | $275.0K | 0.00% | +44,287 | New |
| Oregon Public Employees Retirement Fund | 46,839 | $290.0K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 49,738 | $308.0K | 0.03% | +49,738 | New |
| Louisiana State Employees Retirement System | 50,600 | $314.0K | 0.01% | −500−1.0% | Reduced |
| Levin Capital Strategies, L.P. | 52,266 | $324.0K | 0.03% | −16,500−24.0% | Reduced |
| Santa Monica Partners LP | 52,766 | $327.0K | 0.20% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 53,670 | $333.0K | 0.00% | −49,047−47.7% | Reduced |
| Paloma Partners Management Co | 54,229 | $336.0K | 0.01% | +54,229 | New |
| Globeflex Capital L P | 54,567 | $338.0K | 0.06% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 54,631 | $339.0K | 0.00% | −13,454−19.8% | Reduced |
| Voya Investment Management LLC | 58,195 | $361.0K | 0.00% | −3,761−6.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 58,645 | $364.0K | 0.00% | +58,645 | New |
| State Board of Administration of Florida Retirement System | 63,883 | $396.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 64,302 | $399.0K | 0.00% | +52,247+433.4% | Added |
| Royal Bank of Canada | 70,023 | $435.0K | 0.00% | +59,033+537.2% | Added |
| Susquehanna Fundamental Investments, LLC | 73,951 | $458.0K | 0.01% | −43,400−37.0% | Reduced |