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Livermore
ZHEN

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.

Institutional holdersQ2 2021: 176 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 heldQ2 2021: $659.7M
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, Q2 2021

Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q1 2021.

Institutions holding WT in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Marshall Wace, LLP33,876$210.0K0.00%+33,876New
Teachers Retirement System of the State of Kentucky32,193$200.0K0.00%00.0%Unchanged
Arizona State Retirement System30,543$189.0K0.00%−4,106−11.9%Reduced
Public Employees Retirement Association of Colorado29,225$181.0K0.00%00.0%Unchanged
Simplex Trading, LLC29,271$181.0K0.01%+14,982+104.8%Added
Cipher Capital LP28,468$177.0K0.10%+28,468New
Tower Research Capital LLC (TRC)27,099$168.0K0.00%+15,988+143.9%Added
XTX Topco Ltd26,809$166.0K0.06%+5,133+23.7%Added
Keebeck Alpha, LP24,288$151.0K0.05%+24,288New
Bridgefront Capital, LLC23,452$145.0K0.05%+23,452New
AQR Capital Management LLC20,897$130.0K0.00%+20,897New
Engineers Gate Manager LP20,600$128.0K0.01%+20,600New
Quantbot Technologies LP20,000$124.0K0.01%+20,000New
UBS Group AG19,793$123.0K0.00%+4,553+29.9%Added
SMH Capital Advisors Inc19,324$120.0K0.24%+211+1.1%Added
GWM Advisors LLC19,161$119.0K0.00%+1,606+9.1%Added
Occudo Quantitative Strategies LP16,910$105.0K0.02%+16,910New
Zurcher Kantonalbank (Zurich Cantonalbank)16,582$103.0K0.00%00.0%Unchanged
Teacher Retirement System of Texas16,166$100.0K0.00%+2,331+16.8%Added
Envestnet Asset Management Inc16,201$100.0K0.00%+16,201New
SG Americas Securities, LLC15,978$99.0K0.00%−45,408−74.0%Reduced
Mutual of America Capital Management LLC15,950$99.0K0.00%+944+6.3%Added
Ensign Peak Advisors, Inc15,800$98.0K0.00%00.0%Unchanged
Victory Capital Management Inc15,321$95.0K0.00%−500−3.2%Reduced
Virtu Financial LLC15,265$95.0K0.01%+15,265New
Truvvo Partners LLC14,861$92.0K0.06%00.0%Unchanged
Profund Advisors LLC14,784$91.0K0.00%+562+4.0%Added
Walleye Trading LLC14,696$91.0K0.00%+14,696New
Barrow Hanley Mewhinney & Strauss LLC14,552$90.0K0.00%−8,532−37.0%Reduced
Campbell & CO Investment Adviser LLC13,700$85.0K0.04%+13,700New
Captrust Financial Advisors13,562$84.0K0.00%+16+0.1%Added
Raymond James & Associates13,605$84.0K0.00%+212+1.6%Added
Vantage Consulting Group Inc13,229$82.0K0.01%+1,269+10.6%Added
Gsa Capital Partners LLP12,965$80.0K0.01%−17,483−57.4%Reduced
Acadian Asset Management LLC12,975$80.0K0.00%+12,975New
Jane Street Group, LLC12,528$78.0K0.00%−898−6.7%Reduced
Ameritas Investment Partners, Inc.11,656$72.0K0.00%00.0%Unchanged
Quadrature Capital Ltd11,224$70.0K0.00%+11,224New
AMP Capital Investors Ltd11,072$69.0K0.00%+11,072New
Whittier Trust Co10,895$67.0K0.00%+1,231+12.7%Added
Crossmark Global Holdings, Inc.10,590$66.0K0.00%+130+1.2%Added
CIBC Asset Management Inc10,497$65.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.10,404$65.0K0.00%+2,735+35.7%Added
Point72 Hong Kong Ltd10,284$64.0K0.00%+10,284New
Quantitative Systematic Strategies LLC10,097$63.0K0.02%−4,620−31.4%Reduced
Kestra Private Wealth Services, LLC10,004$62.0K0.00%+10,004New
The PNC Financial Services Group, Inc.9,508$59.0K0.00%+111+1.2%Added
Public Employees Retirement System of Ohio9,295$58.0K0.00%−701−7.0%Reduced
HM Payson & Co8,100$50.0K0.00%−2,533−23.8%Reduced
Eaton Vance Management6,628$41.0K0.00%+5,961+893.7%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5,668$35.0K0.00%+3+0.1%Added
Sutton Wealth Advisors Inc.5,510$34.2K0.01%00.0%Unchanged
American Portfolios Advisors5,496$34.1K0.00%+18+0.3%Added
Cutler Group LP5,346$33.0K0.00%+5,346New
Spire Wealth Management4,331$27.0K0.00%+13+0.3%Added
Institutional & Family Asset Management, LLC3,000$19.0K0.00%+3,000New
Whittier Trust Co of Nevada Inc2,958$18.0K0.00%00.0%Unchanged
Versant Capital Management, Inc2,575$16.0K0.01%−3,606−58.3%Reduced
Macquarie Group Ltd2,399$15.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.1,236$8.00K0.00%+293+31.1%Added
NEXT Financial Group, Inc1,012$6.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC947$6.00K0.00%00.0%Unchanged
Adirondack Trust Co600$4.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust714$4.00K0.00%+21+3.0%Added
Sageworth Trust Co480$3.00K0.00%+480New
Wealth Quarterback LLC355$3.00K0.00%+355New
North Star Investment Management Corp.313$2.00K0.00%00.0%Unchanged
CWM, LLC227$1.00K0.00%00.0%Unchanged
Advisory Services Network, LLC200$1.00K0.00%+200New
Huntington National Bank1$00.00%00.0%Unchanged
HC Financial Advisors Inc20$00.00%00.0%Unchanged
IFP Advisors, Inc18$00.00%00.0%Unchanged
Berman Capital Advisors, LLC131$00.00%00.0%Unchanged
Rockefeller Capital Management L.P.100$00.00%00.0%Unchanged
FMR LLC57$00.00%+57New
Lake Point Wealth Management75$00.00%+75New
California Public Employees Retirement System0$00.00%−283,100−100.0%Sold out
Jacobs Asset Management, LLC0$00.00%−165,000−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−43,200−100.0%Sold out
Aigen Investment Management, LP0$00.00%−30,192−100.0%Sold out
Teza Capital Management LLC0$00.00%−10,528−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−5,000−100.0%Sold out
Robbins Farley LLC0$00.00%−500−100.0%Sold out
Pacitti Group Inc.0$00.00%−400−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−10−100.0%Sold out
Oakworth Capital, Inc.0$00.00%−71−100.0%Sold out