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 |
|---|---|---|---|---|---|
| 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 |
| Squarepoint Ops LLC | 89,377 | $547.0K | 0.00% | −22,682−20.2% | Reduced |
| Qube Research & Technologies Ltd | 91,949 | $563.0K | 0.00% | +81,589+787.5% | Added |
| Great West Life Assurance Co | 95,366 | $583.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 96,348 | $590.0K | 0.00% | −236,339−71.0% | Reduced |
| Alpha Paradigm Partners, LLC | 96,891 | $593.0K | 0.24% | +96,891 | New |
| Deutsche Bank AG | 98,269 | $602.0K | 0.00% | +552+0.6% | Added |
| Yousif Capital Management, LLC | 100,024 | $612.0K | 0.01% | +100,024 | New |
| 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 |
| Clearbridge Investments, LLC | 103,063 | $631.0K | 0.00% | +456+0.4% | Added |
| Citigroup Inc | 112,405 | $688.0K | 0.00% | +27,911+33.0% | Added |
| Alliancebernstein L.P. | 116,652 | $714.0K | 0.00% | +212+0.2% | Added |
| Prudential Financial Inc | 117,759 | $721.0K | 0.00% | −3,837−3.2% | Reduced |
| Cubist Systematic Strategies, LLC | 123,080 | $753.0K | 0.01% | −42,660−25.7% | Reduced |
| PDT Partners, LLC | 142,102 | $870.0K | 0.07% | +202+0.1% | Added |
| Credit Suisse AG | 142,946 | $875.0K | 0.00% | +60,199+72.8% | Added |
| Atom Investors LP | 155,544 | $952.0K | 0.26% | +155,544 | New |
| California State Teachers Retirement System | 165,227 | $1.01M | 0.00% | −2,044−1.2% | Reduced |
| UBS Asset Management Americas Inc | 166,314 | $1.02M | 0.00% | +44,226+36.2% | Added |
| Prelude Capital Management, LLC | 171,800 | $1.05M | 0.05% | +129,673+307.8% | Added |
| Barclays PLC | 173,566 | $1.06M | 0.00% | +76,000+77.9% | Added |
| River & Mercantile Asset Management LLP | 174,400 | $1.07M | 0.08% | +174,400 | New |
| New York State Teachers Retirement System | 197,042 | $1.21M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 198,046 | $1.21M | 0.00% | +79,680+67.3% | Added |
| Quinn Opportunity Partners LLC | 203,291 | $1.24M | 0.08% | +20,000+10.9% | Added |
| Federated Hermes, Inc. | 210,685 | $1.29M | 0.00% | +8,512+4.2% | Added |
| Public Sector Pension Investment Board | 221,702 | $1.36M | 0.01% | +1,800+0.8% | Added |
| Bank of America Corp | 231,406 | $1.42M | 0.00% | +52,969+29.7% | Added |
| Swiss National Bank | 239,500 | $1.47M | 0.00% | −8,200−3.3% | Reduced |
| Rhumbline Advisers | 304,381 | $1.86M | 0.00% | −4,864−1.6% | Reduced |
| Two Sigma Investments, LP | 306,151 | $1.87M | 0.00% | −250,416−45.0% | Reduced |
| Legal & General Group Plc | 326,513 | $2.00M | 0.00% | +8,723+2.7% | Added |
| Interval Partners, LP | 350,555 | $2.15M | 0.15% | +112,077+47.0% | Added |
| JPMorgan Chase & Co | 373,358 | $2.29M | 0.00% | +227,648+156.2% | Added |
| Jacobs Asset Management, LLC | 425,000 | $2.60M | 1.18% | +425,000 | New |
| Nuveen Asset Management, LLC | 432,694 | $2.64M | 0.00% | −57,044−11.6% | Reduced |
| BlueMar Capital Management, LLC | 445,417 | $2.73M | 0.76% | +32,526+7.9% | Added |
| Ameriprise Financial Inc | 477,990 | $2.93M | 0.00% | −352,928−42.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 507,875 | $3.11M | 0.02% | +2,450+0.5% | Added |
| Invesco Ltd. | 523,566 | $3.21M | 0.00% | +8,298+1.6% | Added |
| Two Sigma Advisers, LP | 631,900 | $3.87M | 0.01% | −153,500−19.5% | Reduced |
| D. E. Shaw & Co., Inc. | 644,383 | $3.94M | 0.00% | +8,095+1.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 652,700 | $4.00M | 0.01% | −856,600−56.8% | Reduced |
| Parametric Portfolio Associates LLC | 656,076 | $4.01M | 0.00% | −48,189−6.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 731,800 | $4.48M | 0.04% | −4,500−0.6% | Reduced |
| Principal Financial Group Inc | 745,145 | $4.56M | 0.00% | −21,106−2.8% | Reduced |
| Gillson Capital LP | 776,656 | $4.75M | 0.31% | +147,873+23.5% | Added |
| Fisher Asset Management, LLC | 924,410 | $5.66M | 0.00% | −706−0.1% | Reduced |
| Renaissance Technologies LLC | 973,379 | $5.96M | 0.01% | −762,500−43.9% | Reduced |
| Norges Bank | 1,100,541 | $6.74M | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,305,008 | $7.99M | 0.00% | −7,006−0.5% | Reduced |
| Millennium Management LLC | 1,308,213 | $8.01M | 0.01% | +477,134+57.4% | Added |
| Northern Trust Corp | 1,481,151 | $9.06M | 0.00% | +32,147+2.2% | Added |
| Capital Management Corp | 1,685,825 | $10.3M | 2.14% | −245,230−12.7% | Reduced |
| Wellington Management Group LLP | 2,060,666 | $12.6M | 0.00% | +1,514,865+277.5% | Added |
| Geode Capital Management, LLC | 2,140,324 | $13.1M | 0.00% | −18,983−0.9% | Reduced |
| Morgan Stanley | 2,228,709 | $13.6M | 0.00% | +752,352+51.0% | Added |
| Toroso Investments, LLC | 2,516,957 | $15.4M | 0.47% | +699,449+38.5% | Added |
| Dimensional Fund Advisors LP | 2,601,254 | $15.9M | 0.00% | −166,468−6.0% | Reduced |
| Bank of New York Mellon Corp | 3,684,634 | $22.6M | 0.00% | +36,376+1.0% | Added |
| State Street Corp | 4,546,910 | $27.8M | 0.00% | +189,606+4.4% | Added |
| Azora Capital LP | 5,059,300 | $31.0M | 4.84% | +362,316+7.7% | Added |
| Massachusetts Financial Services Co | 7,453,808 | $45.6M | 0.01% | −447,406−5.7% | Reduced |
| Vanguard Group Inc | 13,579,792 | $83.1M | 0.00% | +105,955+0.8% | Added |
| ArrowMark Colorado Holdings LLC | 15,723,871 | $96.2M | 0.78% | −15,129−0.1% | Reduced |
| BlackRock Inc. | 18,306,271 | $112.0M | 0.00% | −216,319−1.2% | Reduced |
| IFP Advisors, Inc | 18 | – | – | 00.0% | Unchanged |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −320,709−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −92,163−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −73,216−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −39,825−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −30,200−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −23,528−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Truvvo Partners LLC | 0 | $0 | 0.00% | −14,861−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −13,731−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −11,193−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −10,340−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −10,009−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −7,659−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −1,205−100.0% | Sold out |
| NEXT Financial Group, Inc | 0 | $0 | 0.00% | −1,012−100.0% | Sold out |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |