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 |
|---|---|---|---|---|---|
| Eaton Vance Management | 6,628 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 75 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 103 | $1.00K | 0.00% | +46+80.7% | Added |
| Berman Capital Advisors, LLC | 339 | $1.00K | 0.00% | +208+158.8% | Added |
| North Star Investment Management Corp. | 313 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 480 | $3.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 600 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 733 | $4.00K | 0.00% | +19+2.7% | Added |
| Cutler Group LP | 1,205 | $6.00K | 0.00% | −4,141−77.5% | Reduced |
| NEXT Financial Group, Inc | 1,012 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,584 | $9.00K | 0.00% | +348+28.2% | Added |
| Versant Capital Management, Inc | 2,471 | $14.0K | 0.00% | −104−4.0% | Reduced |
| Macquarie Group Ltd | 2,399 | $14.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,958 | $17.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,923 | $17.0K | 0.00% | +1,976+208.7% | Added |
| Spire Wealth Management | 4,174 | $24.0K | 0.00% | −157−3.6% | Reduced |
| Sutton Wealth Advisors Inc. | 5,510 | $31.2K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 5,515 | $31.3K | 0.00% | +19+0.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,673 | $32.0K | 0.00% | +5+0.1% | Added |
| HM Payson & Co | 6,100 | $35.0K | 0.00% | −2,000−24.7% | Reduced |
| Walleye Trading LLC | 7,659 | $43.0K | 0.00% | −7,037−47.9% | Reduced |
| Public Employees Retirement System of Ohio | 9,136 | $52.0K | 0.00% | −159−1.7% | Reduced |
| The PNC Financial Services Group, Inc. | 9,768 | $55.0K | 0.00% | +260+2.7% | Added |
| Captrust Financial Advisors | 9,922 | $56.0K | 0.00% | −3,640−26.8% | Reduced |
| Kestra Private Wealth Services, LLC | 10,009 | $57.0K | 0.00% | +50.0% | Added |
| Qube Research & Technologies Ltd | 10,360 | $59.0K | 0.00% | −67,866−86.8% | Reduced |
| Veriti Management LLC | 10,340 | $59.0K | 0.01% | +10,340 | New |
| Crossmark Global Holdings, Inc. | 10,590 | $60.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 10,624 | $60.0K | 0.00% | +127+1.2% | Added |
| Aigen Investment Management, LP | 11,193 | $63.0K | 0.01% | +11,193 | New |
| Janus Henderson Group PLC | 11,371 | $65.0K | 0.00% | +11,371 | New |
| Ameritas Investment Partners, Inc. | 11,656 | $66.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 11,642 | $66.0K | 0.00% | +747+6.9% | Added |
| Wolverine Trading, LLC | 11,496 | $67.0K | 0.00% | +11,496 | New |
| Profund Advisors LLC | 11,944 | $68.0K | 0.00% | −2,840−19.2% | Reduced |
| Point72 Hong Kong Ltd | 13,731 | $78.0K | 0.01% | +3,447+33.5% | Added |
| Campbell & CO Investment Adviser LLC | 14,000 | $79.0K | 0.03% | +300+2.2% | Added |
| Raymond James & Associates | 13,947 | $79.0K | 0.00% | +342+2.5% | Added |
| Mutual of America Capital Management LLC | 14,513 | $82.0K | 0.00% | −1,437−9.0% | Reduced |
| Vantage Consulting Group Inc | 14,540 | $82.0K | 0.02% | +1,311+9.9% | Added |
| Truvvo Partners LLC | 14,861 | $84.0K | 0.06% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 15,800 | $90.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 16,069 | $91.0K | 0.00% | −3,724−18.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 16,335 | $93.0K | 0.00% | +1,783+12.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,582 | $94.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 17,067 | $97.0K | 0.01% | +17,067 | New |
| Engineers Gate Manager LP | 17,500 | $99.0K | 0.01% | −3,100−15.0% | Reduced |
| Advisor Group Holdings, Inc. | 17,662 | $101.0K | 0.00% | +7,258+69.8% | Added |
| Teacher Retirement System of Texas | 18,108 | $103.0K | 0.00% | +1,942+12.0% | Added |
| Susquehanna International Group, LLP | 18,715 | $106.0K | 0.00% | −156,863−89.3% | Reduced |
| Quantbot Technologies LP | 19,000 | $107.0K | 0.01% | −1,000−5.0% | Reduced |
| Bridgefront Capital, LLC | 18,995 | $108.0K | 0.11% | −4,457−19.0% | Reduced |
| SMH Capital Advisors Inc | 19,091 | $108.0K | 0.20% | −233−1.2% | Reduced |
| XTX Topco Ltd | 19,706 | $112.0K | 0.04% | −7,103−26.5% | Reduced |
| ProShare Advisors LLC | 20,066 | $114.0K | 0.00% | −19,003−48.6% | Reduced |
| Trexquant Investment LP | 20,397 | $116.0K | 0.01% | −29,341−59.0% | Reduced |
| AQR Capital Management LLC | 20,897 | $118.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 22,523 | $128.0K | 0.00% | −4,576−16.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 23,528 | $133.0K | 0.00% | −50,423−68.2% | Reduced |
| Paloma Partners Management Co | 24,361 | $138.0K | 0.01% | −29,868−55.1% | Reduced |
| Occudo Quantitative Strategies LP | 24,800 | $141.0K | 0.02% | +7,890+46.7% | Added |
| Envestnet Asset Management Inc | 25,638 | $145.0K | 0.00% | +9,437+58.2% | Added |
| Metropolitan Life Insurance Co | 28,777 | $163.2K | 0.00% | −7,750−21.2% | Reduced |
| Public Employees Retirement Association of Colorado | 29,225 | $166.0K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 30,200 | $171.0K | 0.00% | −28,445−48.5% | Reduced |
| Arizona State Retirement System | 30,561 | $173.0K | 0.00% | +18+0.1% | Added |
| 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 |
| Simplex Trading, LLC | 29,271 | $186.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 34,667 | $197.0K | 0.00% | +34,667 | New |
| State of Tennessee, Treasury Department | 36,193 | $206.0K | 0.00% | −3,856−9.6% | Reduced |
| Gsa Capital Partners LLP | 39,825 | $226.0K | 0.02% | +26,860+207.2% | Added |
| Bank of Montreal | 39,134 | $227.0K | 0.00% | −921−2.3% | Reduced |
| Victory Capital Management Inc | 41,238 | $234.0K | 0.00% | +25,917+169.2% | Added |
| Prelude Capital Management, LLC | 42,127 | $239.0K | 0.01% | −90,543−68.2% | Reduced |
| Maryland State Retirement & Pension System | 42,820 | $248.0K | 0.01% | +42,820 | New |
| Mackenzie Financial Corp | 44,644 | $253.0K | 0.00% | +3,338+8.1% | Added |
| Oregon Public Employees Retirement Fund | 46,639 | $264.0K | 0.00% | −200−0.4% | Reduced |
| MetLife Investment Management | 47,358 | $268.5K | 0.00% | +10,113+27.2% | Added |
| Los Angeles Capital Management LLC | 48,490 | $275.0K | 0.00% | −5,180−9.7% | Reduced |
| Louisiana State Employees Retirement System | 52,400 | $297.0K | 0.01% | +1,800+3.6% | Added |
| 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 |
| Group One Trading, L.P. | 56,223 | $319.0K | 0.01% | −20,000−26.2% | Reduced |
| Voya Investment Management LLC | 58,055 | $329.0K | 0.00% | −140−0.2% | Reduced |
| Amalgamated Bank | 60,734 | $344.0K | 0.00% | −3,568−5.5% | Reduced |
| State Board of Administration of Florida Retirement System | 63,883 | $362.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 69,005 | $394.0K | 0.00% | −18,733−21.4% | Reduced |
| ExodusPoint Capital Management, LP | 73,216 | $415.0K | 0.01% | −41,188−36.0% | Reduced |
| Manufacturers Life Insurance Company, The | 75,537 | $428.0K | 0.00% | −6,411−7.8% | Reduced |
| Royal Bank of Canada | 78,102 | $443.0K | 0.00% | +8,079+11.5% | Added |
| State of Alaska, Department of Revenue | 79,248 | $449.0K | 0.00% | +1,605+2.1% | Added |
| Texas Permanent School Fund | 80,504 | $456.0K | 0.01% | −3,106−3.7% | Reduced |
| M&T Bank Corp | 81,975 | $465.0K | 0.00% | +265+0.3% | Added |
| 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 |
| Credit Suisse AG | 82,747 | $470.0K | 0.00% | −12,972−13.6% | Reduced |