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, Q4 2021
Institutional positions in WisdomTree, Inc. as of Dec 31, 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
- 169
- +3 vs. Q3 2021
- Shares held
- 105.0M
- +1.18M (+1.1%) vs. Q3 2021
- Total value
- $642.4M
- +$53.7M (+9.1%) vs. Q3 2021
- New holders
- 20
- 55 more added
- Sold out
- 17
- 67 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 18,306,271 | $112.0M | 0.00% | −216,319−1.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 15,723,871 | $96.2M | 0.78% | −15,129−0.1% | Reduced |
| Vanguard Group Inc | 13,579,792 | $83.1M | 0.00% | +105,955+0.8% | Added |
| Massachusetts Financial Services Co | 7,453,808 | $45.6M | 0.01% | −447,406−5.7% | Reduced |
| Azora Capital LP | 5,059,300 | $31.0M | 4.84% | +362,316+7.7% | Added |
| State Street Corp | 4,546,910 | $27.8M | 0.00% | +189,606+4.4% | Added |
| Bank of New York Mellon Corp | 3,684,634 | $22.6M | 0.00% | +36,376+1.0% | Added |
| Dimensional Fund Advisors LP | 2,601,254 | $15.9M | 0.00% | −166,468−6.0% | Reduced |
| Toroso Investments, LLC | 2,516,957 | $15.4M | 0.47% | +699,449+38.5% | Added |
| Morgan Stanley | 2,228,709 | $13.6M | 0.00% | +752,352+51.0% | Added |
| Geode Capital Management, LLC | 2,140,324 | $13.1M | 0.00% | −18,983−0.9% | Reduced |
| Wellington Management Group LLP | 2,060,666 | $12.6M | 0.00% | +1,514,865+277.5% | Added |
| Capital Management Corp | 1,685,825 | $10.3M | 2.14% | −245,230−12.7% | Reduced |
| Northern Trust Corp | 1,481,151 | $9.06M | 0.00% | +32,147+2.2% | Added |
| Millennium Management LLC | 1,308,213 | $8.01M | 0.01% | +477,134+57.4% | Added |
| Charles Schwab Investment Management Inc | 1,305,008 | $7.99M | 0.00% | −7,006−0.5% | Reduced |
| Norges Bank | 1,100,541 | $6.74M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 973,379 | $5.96M | 0.01% | −762,500−43.9% | Reduced |
| Fisher Asset Management, LLC | 924,410 | $5.66M | 0.00% | −706−0.1% | Reduced |
| Gillson Capital LP | 776,656 | $4.75M | 0.31% | +147,873+23.5% | Added |
| Principal Financial Group Inc | 745,145 | $4.56M | 0.00% | −21,106−2.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 731,800 | $4.48M | 0.04% | −4,500−0.6% | Reduced |
| Parametric Portfolio Associates LLC | 656,076 | $4.01M | 0.00% | −48,189−6.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 652,700 | $4.00M | 0.01% | −856,600−56.8% | Reduced |
| D. E. Shaw & Co., Inc. | 644,383 | $3.94M | 0.00% | +8,095+1.3% | Added |
| Two Sigma Advisers, LP | 631,900 | $3.87M | 0.01% | −153,500−19.5% | Reduced |
| Invesco Ltd. | 523,566 | $3.21M | 0.00% | +8,298+1.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 507,875 | $3.11M | 0.02% | +2,450+0.5% | Added |
| Ameriprise Financial Inc | 477,990 | $2.93M | 0.00% | −352,928−42.5% | Reduced |
| BlueMar Capital Management, LLC | 445,417 | $2.73M | 0.76% | +32,526+7.9% | Added |
| Nuveen Asset Management, LLC | 432,694 | $2.64M | 0.00% | −57,044−11.6% | Reduced |
| Jacobs Asset Management, LLC | 425,000 | $2.60M | 1.18% | +425,000 | New |
| JPMorgan Chase & Co | 373,358 | $2.29M | 0.00% | +227,648+156.2% | Added |
| Interval Partners, LP | 350,555 | $2.15M | 0.15% | +112,077+47.0% | Added |
| Legal & General Group Plc | 326,513 | $2.00M | 0.00% | +8,723+2.7% | Added |
| Two Sigma Investments, LP | 306,151 | $1.87M | 0.00% | −250,416−45.0% | Reduced |
| Rhumbline Advisers | 304,381 | $1.86M | 0.00% | −4,864−1.6% | Reduced |
| Swiss National Bank | 239,500 | $1.47M | 0.00% | −8,200−3.3% | Reduced |
| Bank of America Corp | 231,406 | $1.42M | 0.00% | +52,969+29.7% | Added |
| Public Sector Pension Investment Board | 221,702 | $1.36M | 0.01% | +1,800+0.8% | Added |
| Federated Hermes, Inc. | 210,685 | $1.29M | 0.00% | +8,512+4.2% | Added |
| Quinn Opportunity Partners LLC | 203,291 | $1.24M | 0.08% | +20,000+10.9% | Added |
| Wells Fargo & Company | 198,046 | $1.21M | 0.00% | +79,680+67.3% | Added |
| New York State Teachers Retirement System | 197,042 | $1.21M | 0.00% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 174,400 | $1.07M | 0.08% | +174,400 | New |
| Barclays PLC | 173,566 | $1.06M | 0.00% | +76,000+77.9% | Added |
| Prelude Capital Management, LLC | 171,800 | $1.05M | 0.05% | +129,673+307.8% | Added |
| UBS Asset Management Americas Inc | 166,314 | $1.02M | 0.00% | +44,226+36.2% | Added |
| California State Teachers Retirement System | 165,227 | $1.01M | 0.00% | −2,044−1.2% | Reduced |
| Atom Investors LP | 155,544 | $952.0K | 0.26% | +155,544 | New |
| Credit Suisse AG | 142,946 | $875.0K | 0.00% | +60,199+72.8% | Added |
| PDT Partners, LLC | 142,102 | $870.0K | 0.07% | +202+0.1% | Added |
| Cubist Systematic Strategies, LLC | 123,080 | $753.0K | 0.01% | −42,660−25.7% | Reduced |
| Prudential Financial Inc | 117,759 | $721.0K | 0.00% | −3,837−3.2% | Reduced |
| Alliancebernstein L.P. | 116,652 | $714.0K | 0.00% | +212+0.2% | Added |
| Citigroup Inc | 112,405 | $688.0K | 0.00% | +27,911+33.0% | Added |
| Clearbridge Investments, LLC | 103,063 | $631.0K | 0.00% | +456+0.4% | Added |
| Goldman Sachs Group Inc | 100,976 | $617.0K | 0.00% | −225,685−69.1% | Reduced |
| Gyon Technologies Capital Management, LP | 100,875 | $617.0K | 0.11% | −15,970−13.7% | Reduced |
| Yousif Capital Management, LLC | 100,024 | $612.0K | 0.01% | +100,024 | New |
| Deutsche Bank AG | 98,269 | $602.0K | 0.00% | +552+0.6% | Added |
| Alpha Paradigm Partners, LLC | 96,891 | $593.0K | 0.24% | +96,891 | New |
| Citadel Advisors LLC | 96,348 | $590.0K | 0.00% | −236,339−71.0% | Reduced |
| Great West Life Assurance Co | 95,366 | $583.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 91,949 | $563.0K | 0.00% | +81,589+787.5% | Added |
| Squarepoint Ops LLC | 89,377 | $547.0K | 0.00% | −22,682−20.2% | Reduced |
| Thrivent Financial for Lutherans | 88,583 | $542.0K | 0.00% | +616+0.7% | Added |
| Susquehanna International Group, LLP | 88,587 | $542.0K | 0.00% | +69,872+373.3% | Added |
| Comerica Bank | 93,897 | $538.0K | 0.00% | −111,037−54.2% | Reduced |
| New York State Common Retirement Fund | 84,986 | $520.0K | 0.00% | −90−0.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 82,269 | $503.0K | 0.01% | −247−0.3% | Reduced |
| M&T Bank Corp | 82,014 | $501.0K | 0.00% | +390.0% | Added |
| American International Group, Inc. | 79,914 | $489.0K | 0.00% | −2,538−3.1% | Reduced |
| Texas Permanent School Fund | 78,821 | $482.0K | 0.01% | −1,683−2.1% | Reduced |
| State of Alaska, Department of Revenue | 77,068 | $471.0K | 0.00% | −2,180−2.8% | Reduced |
| Manufacturers Life Insurance Company, The | 73,471 | $450.0K | 0.00% | −2,066−2.7% | Reduced |
| State Board of Administration of Florida Retirement System | 63,883 | $391.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 62,722 | $383.9K | 0.00% | −51,529−45.1% | Reduced |
| HSBC Holdings PLC | 59,605 | $366.0K | 0.00% | −9,400−13.6% | Reduced |
| Amalgamated Bank | 59,500 | $364.0K | 0.00% | −1,234−2.0% | Reduced |
| Bank of Montreal | 57,577 | $355.0K | 0.00% | +18,443+47.1% | Added |
| Voya Investment Management LLC | 57,805 | $353.0K | 0.00% | −250−0.4% | Reduced |
| Globeflex Capital L P | 54,567 | $334.0K | 0.07% | 00.0% | Unchanged |
| Group One Trading, L.P. | 53,823 | $329.0K | 0.01% | −2,400−4.3% | Reduced |
| Louisiana State Employees Retirement System | 52,700 | $323.0K | 0.01% | +300+0.6% | Added |
| Price T Rowe Associates Inc | 51,631 | $316.0K | 0.00% | −2,800−5.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 49,707 | $304.0K | 0.00% | +49,707 | New |
| Los Angeles Capital Management LLC | 48,490 | $297.0K | 0.00% | 00.0% | Unchanged |
| Natixis | 47,328 | $290.0K | 0.00% | +47,328 | New |
| Mackenzie Financial Corp | 43,804 | $268.0K | 0.00% | −840−1.9% | Reduced |
| Maryland State Retirement & Pension System | 42,820 | $262.0K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 41,924 | $257.0K | 0.00% | −4,715−10.1% | Reduced |
| Victory Capital Management Inc | 41,090 | $251.0K | 0.00% | −148−0.4% | Reduced |
| Trexquant Investment LP | 39,576 | $242.0K | 0.01% | +19,179+94.0% | Added |
| HRT Financial LP | 38,217 | $233.0K | 0.00% | −169,094−81.6% | Reduced |
| State of Tennessee, Treasury Department | 36,193 | $222.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 34,667 | $212.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 34,627 | $211.9K | 0.00% | −12,731−26.9% | Reduced |
| ProShare Advisors LLC | 32,839 | $201.0K | 0.00% | +12,773+63.7% | Added |
| Royal Bank of Canada | 32,338 | $197.0K | 0.00% | −45,764−58.6% | Reduced |