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 |
|---|---|---|---|---|---|
| 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 |
| Sageworth Trust Co | 110 | $1.00K | 0.00% | −370−77.1% | Reduced |
| FMR LLC | 102 | $1.00K | 0.00% | −1−1.0% | Reduced |
| Benjamin Edwards Inc | 220 | $1.00K | 0.00% | +220 | New |
| CWM, LLC | 229 | $1.00K | 0.00% | +229 | New |
| North Star Investment Management Corp. | 313 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 300 | $2.00K | 0.00% | +300 | New |
| Aquatic Capital Management LLC | 300 | $2.00K | 0.00% | +300 | New |
| Sageworth Trust Co of South Dakota | 367 | $2.00K | 0.00% | +367 | New |
| Elequin Capital LP | 493 | $3.00K | 0.00% | +493 | New |
| Adirondack Trust Co | 600 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 714 | $4.00K | 0.00% | −19−2.6% | Reduced |
| TCI Wealth Advisors, Inc. | 1,634 | $10.0K | 0.00% | +50+3.2% | Added |
| Macquarie Group Ltd | 2,399 | $15.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,471 | $15.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,689 | $16.0K | 0.00% | −1,485−35.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,958 | $18.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,923 | $18.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 3,500 | $21.0K | 0.00% | −2,600−42.6% | Reduced |
| Tower Research Capital LLC (TRC) | 4,080 | $25.0K | 0.00% | −18,443−81.9% | Reduced |
| American Portfolios Advisors | 5,534 | $33.9K | 0.00% | +19+0.3% | Added |
| Sutton Wealth Advisors Inc. | 5,551 | $34.0K | 0.01% | +41+0.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,677 | $34.0K | 0.00% | +4+0.1% | Added |
| Eaton Vance Management | 6,719 | $41.0K | 0.00% | +91+1.4% | Added |
| Public Employees Retirement System of Ohio | 8,662 | $53.0K | 0.00% | −474−5.2% | Reduced |
| The PNC Financial Services Group, Inc. | 9,588 | $57.0K | 0.00% | −180−1.8% | Reduced |
| Captrust Financial Advisors | 9,783 | $60.0K | 0.00% | −139−1.4% | Reduced |
| Graham Capital Management, L.P. | 10,230 | $62.0K | 0.00% | +10,230 | New |
| Crossmark Global Holdings, Inc. | 10,590 | $65.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 11,531 | $70.0K | 0.00% | −17,740−60.6% | Reduced |
| Wolverine Trading, LLC | 11,677 | $71.0K | 0.00% | +181+1.6% | Added |
| Ameritas Investment Partners, Inc. | 11,656 | $71.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 11,716 | $72.0K | 0.00% | −228−1.9% | Reduced |
| CIBC Asset Management Inc | 11,721 | $72.0K | 0.00% | +1,097+10.3% | Added |
| XTX Topco Ltd | 11,902 | $73.0K | 0.04% | −7,804−39.6% | Reduced |
| AQR Capital Management LLC | 12,314 | $75.0K | 0.00% | −8,583−41.1% | Reduced |
| Vantage Consulting Group Inc | 13,039 | $80.0K | 0.02% | −1,501−10.3% | Reduced |
| Syntax Advisors, LLC | 13,039 | $80.0K | 0.06% | +13,039 | New |
| Whittier Trust Co | 13,273 | $81.0K | 0.00% | +1,631+14.0% | Added |
| Raymond James & Associates | 14,073 | $86.0K | 0.00% | +126+0.9% | Added |
| Mutual of America Capital Management LLC | 14,871 | $91.0K | 0.00% | +358+2.5% | Added |
| Astoria Portfolio Advisors LLC. | 15,000 | $92.0K | 0.07% | +15,000 | New |
| Paloma Partners Management Co | 15,410 | $94.0K | 0.00% | −8,951−36.7% | Reduced |
| Jump Financial, LLC | 15,600 | $95.0K | 0.01% | +15,600 | New |
| Ensign Peak Advisors, Inc | 15,800 | $97.0K | 0.00% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 16,141 | $99.0K | 0.01% | −16,125−50.0% | Reduced |
| Bridgefront Capital, LLC | 16,147 | $99.0K | 0.10% | −2,848−15.0% | Reduced |
| Quantbot Technologies LP | 16,425 | $100.0K | 0.01% | −2,575−13.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 16,335 | $100.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,582 | $101.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 17,067 | $104.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 17,285 | $106.0K | 0.00% | −377−2.1% | Reduced |
| SG Americas Securities, LLC | 17,971 | $110.0K | 0.00% | −70,197−79.6% | Reduced |
| UBS Group AG | 18,661 | $114.0K | 0.00% | +2,592+16.1% | Added |
| SMH Capital Advisors Inc | 20,163 | $123.0K | 0.24% | +1,072+5.6% | Added |
| Teacher Retirement System of Texas | 21,098 | $129.0K | 0.00% | +2,990+16.5% | Added |
| State of Wyoming | 21,689 | $133.0K | 0.06% | +21,689 | New |
| Janus Henderson Group PLC | 22,872 | $140.0K | 0.00% | +11,501+101.1% | Added |
| Dynamic Technology Lab Private Ltd | 25,725 | $157.0K | 0.02% | +25,725 | New |
| Boothbay Fund Management, LLC | 27,359 | $167.0K | 0.01% | +27,359 | New |
| Metropolitan Life Insurance Co | 27,818 | $170.2K | 0.00% | −959−3.3% | Reduced |
| Envestnet Asset Management Inc | 28,933 | $177.0K | 0.00% | +3,295+12.9% | Added |
| Arizona State Retirement System | 29,291 | $179.0K | 0.00% | −1,270−4.2% | Reduced |
| Public Employees Retirement Association of Colorado | 29,225 | $179.0K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 30,286 | $185.0K | 0.02% | +5,486+22.1% | Added |
| Royal Bank of Canada | 32,338 | $197.0K | 0.00% | −45,764−58.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 32,193 | $197.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 32,839 | $201.0K | 0.00% | +12,773+63.7% | Added |
| MetLife Investment Management | 34,627 | $211.9K | 0.00% | −12,731−26.9% | Reduced |
| KBC Group NV | 34,667 | $212.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 36,193 | $222.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 38,217 | $233.0K | 0.00% | −169,094−81.6% | Reduced |
| Trexquant Investment LP | 39,576 | $242.0K | 0.01% | +19,179+94.0% | Added |
| Victory Capital Management Inc | 41,090 | $251.0K | 0.00% | −148−0.4% | Reduced |
| Oregon Public Employees Retirement Fund | 41,924 | $257.0K | 0.00% | −4,715−10.1% | Reduced |
| Maryland State Retirement & Pension System | 42,820 | $262.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 43,804 | $268.0K | 0.00% | −840−1.9% | Reduced |
| Natixis | 47,328 | $290.0K | 0.00% | +47,328 | New |
| Los Angeles Capital Management LLC | 48,490 | $297.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 49,707 | $304.0K | 0.00% | +49,707 | New |
| Price T Rowe Associates Inc | 51,631 | $316.0K | 0.00% | −2,800−5.1% | Reduced |
| Louisiana State Employees Retirement System | 52,700 | $323.0K | 0.01% | +300+0.6% | Added |
| Group One Trading, L.P. | 53,823 | $329.0K | 0.01% | −2,400−4.3% | Reduced |
| Globeflex Capital L P | 54,567 | $334.0K | 0.07% | 00.0% | Unchanged |
| Voya Investment Management LLC | 57,805 | $353.0K | 0.00% | −250−0.4% | Reduced |
| Bank of Montreal | 57,577 | $355.0K | 0.00% | +18,443+47.1% | Added |
| Amalgamated Bank | 59,500 | $364.0K | 0.00% | −1,234−2.0% | Reduced |
| HSBC Holdings PLC | 59,605 | $366.0K | 0.00% | −9,400−13.6% | Reduced |
| BNP Paribas Arbitrage, SA | 62,722 | $383.9K | 0.00% | −51,529−45.1% | Reduced |
| State Board of Administration of Florida Retirement System | 63,883 | $391.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 73,471 | $450.0K | 0.00% | −2,066−2.7% | Reduced |
| State of Alaska, Department of Revenue | 77,068 | $471.0K | 0.00% | −2,180−2.8% | Reduced |
| Texas Permanent School Fund | 78,821 | $482.0K | 0.01% | −1,683−2.1% | Reduced |
| American International Group, Inc. | 79,914 | $489.0K | 0.00% | −2,538−3.1% | Reduced |
| M&T Bank Corp | 82,014 | $501.0K | 0.00% | +390.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 82,269 | $503.0K | 0.01% | −247−0.3% | Reduced |
| New York State Common Retirement Fund | 84,986 | $520.0K | 0.00% | −90−0.1% | Reduced |
| Comerica Bank | 93,897 | $538.0K | 0.00% | −111,037−54.2% | Reduced |