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, Q3 2021
Institutional positions in WisdomTree, Inc. as of Sep 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
- 167
- −7 vs. Q2 2021
- Shares held
- 103.8M
- −2.58M (−2.4%) vs. Q2 2021
- Total value
- $588.7M
- −$70.8M (−10.7%) vs. Q2 2021
- New holders
- 10
- 55 more added
- Sold out
- 17
- 75 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 18,522,590 | $105.0M | 0.00% | −865,217−4.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 15,739,000 | $89.2M | 0.70% | −775,927−4.7% | Reduced |
| Vanguard Group Inc | 13,473,837 | $76.4M | 0.00% | −258,668−1.9% | Reduced |
| Massachusetts Financial Services Co | 7,901,214 | $44.8M | 0.01% | −106,182−1.3% | Reduced |
| Azora Capital LP | 4,696,984 | $26.6M | 3.16% | +652,575+16.1% | Added |
| State Street Corp | 4,357,304 | $24.7M | 0.00% | +72,449+1.7% | Added |
| Bank of New York Mellon Corp | 3,648,258 | $20.7M | 0.00% | +52,585+1.5% | Added |
| Dimensional Fund Advisors LP | 2,767,722 | $15.7M | 0.01% | −565,819−17.0% | Reduced |
| Geode Capital Management, LLC | 2,159,307 | $12.2M | 0.00% | −32,555−1.5% | Reduced |
| Capital Management Corp | 1,931,055 | $10.9M | 2.39% | +407,525+26.7% | Added |
| Toroso Investments, LLC | 1,817,508 | $10.3M | 0.39% | +54,080+3.1% | Added |
| Renaissance Technologies LLC | 1,735,879 | $9.84M | 0.01% | +207,800+13.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,509,300 | $8.56M | 0.02% | +253,400+20.2% | Added |
| Morgan Stanley | 1,476,357 | $8.37M | 0.00% | −224,027−13.2% | Reduced |
| Northern Trust Corp | 1,449,004 | $8.21M | 0.00% | −81,559−5.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,312,014 | $7.44M | 0.00% | −13,577−1.0% | Reduced |
| Norges Bank | 1,100,541 | $6.24M | 0.00% | −544,795−33.1% | Reduced |
| Fisher Asset Management, LLC | 925,116 | $5.25M | 0.00% | −41,073−4.3% | Reduced |
| Millennium Management LLC | 831,079 | $4.71M | 0.01% | −853,957−50.7% | Reduced |
| Ameriprise Financial Inc | 830,918 | $4.71M | 0.00% | −172,970−17.2% | Reduced |
| Two Sigma Advisers, LP | 785,400 | $4.45M | 0.01% | +582,100+286.3% | Added |
| Principal Financial Group Inc | 766,251 | $4.34M | 0.00% | −30,851−3.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 736,300 | $4.17M | 0.05% | +156,900+27.1% | Added |
| Parametric Portfolio Associates LLC | 704,265 | $3.99M | 0.00% | −39,996−5.4% | Reduced |
| D. E. Shaw & Co., Inc. | 636,288 | $3.61M | 0.00% | +109,364+20.8% | Added |
| Gillson Capital LP | 628,783 | $3.56M | 0.26% | −559,106−47.1% | Reduced |
| Two Sigma Investments, LP | 556,567 | $3.16M | 0.01% | +229,165+70.0% | Added |
| Wellington Management Group LLP | 545,801 | $3.09M | 0.00% | +545,801 | New |
| Invesco Ltd. | 515,268 | $2.92M | 0.00% | +21,731+4.4% | Added |
| Nuveen Asset Management, LLC | 489,738 | $2.91M | 0.00% | −62,788−11.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 505,425 | $2.87M | 0.02% | −2,050−0.4% | Reduced |
| BlueMar Capital Management, LLC | 412,891 | $2.34M | 0.61% | +1,582+0.4% | Added |
| Citadel Advisors LLC | 332,687 | $1.89M | 0.00% | −8,145−2.4% | Reduced |
| Goldman Sachs Group Inc | 326,661 | $1.85M | 0.00% | −138,685−29.8% | Reduced |
| Marshall Wace, LLP | 320,709 | $1.82M | 0.01% | +286,833+846.7% | Added |
| Legal & General Group Plc | 317,790 | $1.80M | 0.00% | +15,004+5.0% | Added |
| Rhumbline Advisers | 309,245 | $1.75M | 0.00% | −48,249−13.5% | Reduced |
| Swiss National Bank | 247,700 | $1.40M | 0.00% | 00.0% | Unchanged |
| Interval Partners, LP | 238,478 | $1.35M | 0.08% | +86,159+56.6% | Added |
| Public Sector Pension Investment Board | 219,902 | $1.25M | 0.01% | −10,170−4.4% | Reduced |
| Comerica Bank | 204,934 | $1.22M | 0.01% | +99,116+93.7% | Added |
| HRT Financial LP | 207,311 | $1.18M | 0.01% | +125,274+152.7% | Added |
| Federated Hermes, Inc. | 202,173 | $1.15M | 0.00% | +22,460+12.5% | Added |
| New York State Teachers Retirement System | 197,042 | $1.12M | 0.00% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 183,291 | $1.04M | 0.07% | +183,291 | New |
| Bank of America Corp | 178,437 | $1.01M | 0.00% | +48,446+37.3% | Added |
| California State Teachers Retirement System | 167,271 | $948.0K | 0.00% | −23,814−12.5% | Reduced |
| Cubist Systematic Strategies, LLC | 165,740 | $940.0K | 0.01% | −49,285−22.9% | Reduced |
| JPMorgan Chase & Co | 145,710 | $826.0K | 0.00% | +40,340+38.3% | Added |
| PDT Partners, LLC | 141,900 | $805.0K | 0.06% | +3,041+2.2% | Added |
| UBS Asset Management Americas Inc | 122,088 | $692.2K | 0.00% | −20,226−14.2% | Reduced |
| Prudential Financial Inc | 121,596 | $689.0K | 0.00% | +362+0.3% | Added |
| Wells Fargo & Company | 118,366 | $671.0K | 0.00% | −63,024−34.7% | Reduced |
| Gyon Technologies Capital Management, LP | 116,845 | $663.0K | 0.18% | +116,845 | New |
| Alliancebernstein L.P. | 116,440 | $660.0K | 0.00% | −37,330−24.3% | Reduced |
| BNP Paribas Arbitrage, SA | 114,251 | $647.8K | 0.00% | +74,142+184.9% | Added |
| Squarepoint Ops LLC | 112,059 | $635.0K | 0.00% | +26,817+31.5% | Added |
| Clearbridge Investments, LLC | 102,607 | $582.0K | 0.00% | −1,320−1.3% | Reduced |
| Deutsche Bank AG | 97,717 | $554.0K | 0.00% | −356,376−78.5% | Reduced |
| Barclays PLC | 97,566 | $553.0K | 0.00% | −8,483−8.0% | Reduced |
| Great West Life Assurance Co | 95,366 | $545.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 92,163 | $523.0K | 0.02% | −13,025−12.4% | Reduced |
| SG Americas Securities, LLC | 88,168 | $500.0K | 0.00% | +72,190+451.8% | Added |
| Thrivent Financial for Lutherans | 87,967 | $499.0K | 0.00% | −3,751−4.1% | Reduced |
| New York State Common Retirement Fund | 85,076 | $482.0K | 0.00% | −32,653−27.7% | Reduced |
| Citigroup Inc | 84,494 | $480.0K | 0.00% | −4,372−4.9% | Reduced |
| Credit Suisse AG | 82,747 | $470.0K | 0.00% | −12,972−13.6% | Reduced |
| American International Group, Inc. | 82,452 | $468.0K | 0.00% | −5,338−6.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 82,516 | $468.0K | 0.01% | −3,583−4.2% | Reduced |
| M&T Bank Corp | 81,975 | $465.0K | 0.00% | +265+0.3% | Added |
| Texas Permanent School Fund | 80,504 | $456.0K | 0.01% | −3,106−3.7% | Reduced |
| State of Alaska, Department of Revenue | 79,248 | $449.0K | 0.00% | +1,605+2.1% | Added |
| Royal Bank of Canada | 78,102 | $443.0K | 0.00% | +8,079+11.5% | Added |
| Manufacturers Life Insurance Company, The | 75,537 | $428.0K | 0.00% | −6,411−7.8% | Reduced |
| ExodusPoint Capital Management, LP | 73,216 | $415.0K | 0.01% | −41,188−36.0% | Reduced |
| HSBC Holdings PLC | 69,005 | $394.0K | 0.00% | −18,733−21.4% | Reduced |
| State Board of Administration of Florida Retirement System | 63,883 | $362.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 60,734 | $344.0K | 0.00% | −3,568−5.5% | Reduced |
| Voya Investment Management LLC | 58,055 | $329.0K | 0.00% | −140−0.2% | Reduced |
| Group One Trading, L.P. | 56,223 | $319.0K | 0.01% | −20,000−26.2% | Reduced |
| Price T Rowe Associates Inc | 54,431 | $309.0K | 0.00% | −200−0.4% | Reduced |
| Globeflex Capital L P | 54,567 | $309.0K | 0.07% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 52,400 | $297.0K | 0.01% | +1,800+3.6% | Added |
| Los Angeles Capital Management LLC | 48,490 | $275.0K | 0.00% | −5,180−9.7% | Reduced |
| MetLife Investment Management | 47,358 | $268.5K | 0.00% | +10,113+27.2% | Added |
| Oregon Public Employees Retirement Fund | 46,639 | $264.0K | 0.00% | −200−0.4% | Reduced |
| Mackenzie Financial Corp | 44,644 | $253.0K | 0.00% | +3,338+8.1% | Added |
| Maryland State Retirement & Pension System | 42,820 | $248.0K | 0.01% | +42,820 | New |
| Prelude Capital Management, LLC | 42,127 | $239.0K | 0.01% | −90,543−68.2% | Reduced |
| Victory Capital Management Inc | 41,238 | $234.0K | 0.00% | +25,917+169.2% | Added |
| Bank of Montreal | 39,134 | $227.0K | 0.00% | −921−2.3% | Reduced |
| Gsa Capital Partners LLP | 39,825 | $226.0K | 0.02% | +26,860+207.2% | Added |
| State of Tennessee, Treasury Department | 36,193 | $206.0K | 0.00% | −3,856−9.6% | Reduced |
| KBC Group NV | 34,667 | $197.0K | 0.00% | +34,667 | New |
| Simplex Trading, LLC | 29,271 | $186.0K | 0.01% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 32,266 | $183.0K | 0.02% | −20,000−38.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 32,193 | $183.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 30,561 | $173.0K | 0.00% | +18+0.1% | Added |
| Arrowstreet Capital, Limited Partnership | 30,200 | $171.0K | 0.00% | −28,445−48.5% | Reduced |
| Public Employees Retirement Association of Colorado | 29,225 | $166.0K | 0.00% | 00.0% | Unchanged |