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 |
|---|---|---|---|---|---|
| Group One Trading, L.P. | 76,223 | $473.0K | 0.01% | +26,713+54.0% | Added |
| State of Alaska, Department of Revenue | 77,643 | $481.0K | 0.00% | +1,579+2.1% | Added |
| Qube Research & Technologies Ltd | 78,226 | $485.0K | 0.01% | +78,226 | New |
| Balyasny Asset Management LLC | 80,683 | $500.0K | 0.00% | +45,840+131.6% | Added |
| M&T Bank Corp | 81,710 | $507.0K | 0.00% | −23,220−22.1% | Reduced |
| Manufacturers Life Insurance Company, The | 81,948 | $508.0K | 0.00% | +729+0.9% | Added |
| HRT Financial LP | 82,037 | $508.0K | 0.00% | +82,037 | New |
| Texas Permanent School Fund | 83,610 | $518.0K | 0.01% | −335−0.4% | Reduced |
| Squarepoint Ops LLC | 85,242 | $529.0K | 0.00% | +61,878+264.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 86,099 | $534.0K | 0.01% | −555−0.6% | Reduced |
| HSBC Holdings PLC | 87,738 | $544.0K | 0.00% | −8,090−8.4% | Reduced |
| American International Group, Inc. | 87,790 | $544.0K | 0.00% | −2,675−3.0% | Reduced |
| Citigroup Inc | 88,866 | $551.0K | 0.00% | +47,854+116.7% | Added |
| Thrivent Financial for Lutherans | 91,718 | $569.0K | 0.00% | −584−0.6% | Reduced |
| Great West Life Assurance Co | 95,366 | $591.0K | 0.00% | −5,953−5.9% | Reduced |
| Credit Suisse AG | 95,719 | $594.0K | 0.00% | −8,574−8.2% | Reduced |
| Comerica Bank | 105,818 | $631.0K | 0.00% | −8,603−7.5% | Reduced |
| Clearbridge Investments, LLC | 103,927 | $644.0K | 0.00% | −6,511−5.9% | Reduced |
| DuPont Capital Management Corp | 105,188 | $652.0K | 0.02% | +105,188 | New |
| JPMorgan Chase & Co | 105,370 | $653.0K | 0.00% | −84,911−44.6% | Reduced |
| Barclays PLC | 106,049 | $657.0K | 0.00% | −56,635−34.8% | Reduced |
| ExodusPoint Capital Management, LP | 114,404 | $709.0K | 0.01% | +114,404 | New |
| New York State Common Retirement Fund | 117,729 | $730.0K | 0.00% | +1,129+1.0% | Added |
| Prudential Financial Inc | 121,234 | $752.0K | 0.00% | −10,052−7.7% | Reduced |
| Tudor Investment Corp Et Al | 122,745 | $761.0K | 0.02% | +122,745 | New |
| Bank of America Corp | 129,991 | $806.0K | 0.00% | −265,850−67.2% | Reduced |
| Prelude Capital Management, LLC | 132,670 | $823.0K | 0.05% | −130,309−49.6% | Reduced |
| PDT Partners, LLC | 138,859 | $861.0K | 0.06% | +60,481+77.2% | Added |
| UBS Asset Management Americas Inc | 142,314 | $882.3K | 0.00% | +55,844+64.6% | Added |
| Interval Partners, LP | 152,319 | $944.0K | 0.06% | +5,653+3.9% | Added |
| Alliancebernstein L.P. | 153,770 | $953.0K | 0.00% | −32,400−17.4% | Reduced |
| Susquehanna International Group, LLP | 175,578 | $1.09M | 0.00% | +14,364+8.9% | Added |
| Federated Hermes, Inc. | 179,713 | $1.11M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 181,390 | $1.12M | 0.00% | +15,160+9.1% | Added |
| California State Teachers Retirement System | 191,085 | $1.19M | 0.00% | −18,816−9.0% | Reduced |
| New York State Teachers Retirement System | 197,042 | $1.22M | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 203,300 | $1.26M | 0.00% | +117,200+136.1% | Added |
| Diametric Capital, LP | 204,774 | $1.27M | 0.92% | −189,978−48.1% | Reduced |
| Cubist Systematic Strategies, LLC | 215,025 | $1.33M | 0.02% | +215,025 | New |
| Public Sector Pension Investment Board | 230,072 | $1.43M | 0.01% | 00.0% | Unchanged |
| Swiss National Bank | 247,700 | $1.54M | 0.00% | −23,400−8.6% | Reduced |
| Legal & General Group Plc | 302,786 | $1.88M | 0.00% | −71,852−19.2% | Reduced |
| Two Sigma Investments, LP | 327,402 | $2.03M | 0.01% | +327,402 | New |
| Citadel Advisors LLC | 340,832 | $2.11M | 0.00% | +75,382+28.4% | Added |
| Rhumbline Advisers | 357,494 | $2.22M | 0.00% | −68,224−16.0% | Reduced |
| BlueMar Capital Management, LLC | 411,309 | $2.55M | 0.59% | +11,167+2.8% | Added |
| Deutsche Bank AG | 454,093 | $2.82M | 0.00% | +8,256+1.9% | Added |
| Goldman Sachs Group Inc | 465,346 | $2.88M | 0.00% | +395,340+564.7% | Added |
| Invesco Ltd. | 493,537 | $3.06M | 0.00% | +28,027+6.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 507,475 | $3.15M | 0.02% | −12,685−2.4% | Reduced |
| D. E. Shaw & Co., Inc. | 526,924 | $3.27M | 0.00% | −102,981−16.3% | Reduced |
| Nuveen Asset Management, LLC | 552,526 | $3.43M | 0.00% | −137,508−19.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 579,400 | $3.59M | 0.04% | −88,400−13.2% | Reduced |
| Parametric Portfolio Associates LLC | 744,261 | $4.61M | 0.00% | +15,323+2.1% | Added |
| Principal Financial Group Inc | 797,102 | $4.94M | 0.00% | +10,632+1.4% | Added |
| Fisher Asset Management, LLC | 966,189 | $5.99M | 0.00% | −12,973−1.3% | Reduced |
| Ameriprise Financial Inc | 1,003,888 | $6.22M | 0.00% | +111,723+12.5% | Added |
| Gillson Capital LP | 1,187,889 | $7.37M | 0.69% | +247,330+26.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,255,900 | $7.79M | 0.02% | +864,500+220.9% | Added |
| Charles Schwab Investment Management Inc | 1,325,591 | $8.22M | 0.00% | −20,249−1.5% | Reduced |
| Capital Management Corp | 1,523,530 | $9.45M | 2.00% | +271,610+21.7% | Added |
| Renaissance Technologies LLC | 1,528,079 | $9.47M | 0.01% | −698,800−31.4% | Reduced |
| Northern Trust Corp | 1,530,563 | $9.49M | 0.00% | +13,949+0.9% | Added |
| Norges Bank | 1,645,336 | $10.2M | 0.00% | +348,950+26.9% | Added |
| Millennium Management LLC | 1,685,036 | $10.4M | 0.01% | +1,241,355+279.8% | Added |
| Morgan Stanley | 1,700,384 | $10.5M | 0.00% | +578,514+51.6% | Added |
| Toroso Investments, LLC | 1,763,428 | $10.9M | 0.43% | +1,086,787+160.6% | Added |
| Geode Capital Management, LLC | 2,191,862 | $13.6M | 0.00% | +51,876+2.4% | Added |
| Dimensional Fund Advisors LP | 3,333,541 | $20.7M | 0.01% | −53,435−1.6% | Reduced |
| Bank of New York Mellon Corp | 3,595,673 | $22.3M | 0.00% | +542,952+17.8% | Added |
| Azora Capital LP | 4,044,409 | $25.1M | 3.90% | +100,248+2.5% | Added |
| State Street Corp | 4,284,855 | $26.6M | 0.00% | +216,843+5.3% | Added |
| Massachusetts Financial Services Co | 8,007,396 | $49.6M | 0.01% | −23,357−0.3% | Reduced |
| Vanguard Group Inc | 13,732,505 | $85.1M | 0.00% | +382,802+2.9% | Added |
| ArrowMark Colorado Holdings LLC | 16,514,927 | $102.4M | 0.77% | −4,070,308−19.8% | Reduced |
| BlackRock Inc. | 19,387,807 | $120.2M | 0.00% | −845,369−4.2% | Reduced |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −283,100−100.0% | Sold out |
| Jacobs Asset Management, LLC | 0 | $0 | 0.00% | −165,000−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −43,200−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −30,192−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −10,528−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Robbins Farley LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −71−100.0% | Sold out |