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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 32,193 | $197.0K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 30,286 | $185.0K | 0.02% | +5,486+22.1% | 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 |
| Envestnet Asset Management Inc | 28,933 | $177.0K | 0.00% | +3,295+12.9% | Added |
| Metropolitan Life Insurance Co | 27,818 | $170.2K | 0.00% | −959−3.3% | Reduced |
| Boothbay Fund Management, LLC | 27,359 | $167.0K | 0.01% | +27,359 | New |
| Dynamic Technology Lab Private Ltd | 25,725 | $157.0K | 0.02% | +25,725 | New |
| Janus Henderson Group PLC | 22,872 | $140.0K | 0.00% | +11,501+101.1% | Added |
| State of Wyoming | 21,689 | $133.0K | 0.06% | +21,689 | New |
| Teacher Retirement System of Texas | 21,098 | $129.0K | 0.00% | +2,990+16.5% | Added |
| SMH Capital Advisors Inc | 20,163 | $123.0K | 0.24% | +1,072+5.6% | Added |
| UBS Group AG | 18,661 | $114.0K | 0.00% | +2,592+16.1% | Added |
| SG Americas Securities, LLC | 17,971 | $110.0K | 0.00% | −70,197−79.6% | Reduced |
| Advisor Group Holdings, Inc. | 17,285 | $106.0K | 0.00% | −377−2.1% | Reduced |
| Algert Global LLC | 17,067 | $104.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,582 | $101.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Ensign Peak Advisors, Inc | 15,800 | $97.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 15,600 | $95.0K | 0.01% | +15,600 | New |
| Paloma Partners Management Co | 15,410 | $94.0K | 0.00% | −8,951−36.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 15,000 | $92.0K | 0.07% | +15,000 | New |
| Mutual of America Capital Management LLC | 14,871 | $91.0K | 0.00% | +358+2.5% | Added |
| Raymond James & Associates | 14,073 | $86.0K | 0.00% | +126+0.9% | Added |
| Whittier Trust Co | 13,273 | $81.0K | 0.00% | +1,631+14.0% | Added |
| 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 |
| AQR Capital Management LLC | 12,314 | $75.0K | 0.00% | −8,583−41.1% | Reduced |
| XTX Topco Ltd | 11,902 | $73.0K | 0.04% | −7,804−39.6% | Reduced |
| 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 |
| 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 |
| Simplex Trading, LLC | 11,531 | $70.0K | 0.00% | −17,740−60.6% | Reduced |
| Crossmark Global Holdings, Inc. | 10,590 | $65.0K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 10,230 | $62.0K | 0.00% | +10,230 | New |
| Captrust Financial Advisors | 9,783 | $60.0K | 0.00% | −139−1.4% | Reduced |
| The PNC Financial Services Group, Inc. | 9,588 | $57.0K | 0.00% | −180−1.8% | Reduced |
| Public Employees Retirement System of Ohio | 8,662 | $53.0K | 0.00% | −474−5.2% | Reduced |
| Eaton Vance Management | 6,719 | $41.0K | 0.00% | +91+1.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,677 | $34.0K | 0.00% | +4+0.1% | Added |
| Sutton Wealth Advisors Inc. | 5,551 | $34.0K | 0.01% | +41+0.7% | Added |
| American Portfolios Advisors | 5,534 | $33.9K | 0.00% | +19+0.3% | Added |
| Tower Research Capital LLC (TRC) | 4,080 | $25.0K | 0.00% | −18,443−81.9% | Reduced |
| HM Payson & Co | 3,500 | $21.0K | 0.00% | −2,600−42.6% | 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 |
| Spire Wealth Management | 2,689 | $16.0K | 0.00% | −1,485−35.6% | Reduced |
| 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 |
| TCI Wealth Advisors, Inc. | 1,634 | $10.0K | 0.00% | +50+3.2% | Added |
| Adirondack Trust Co | 600 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 714 | $4.00K | 0.00% | −19−2.6% | Reduced |
| Elequin Capital LP | 493 | $3.00K | 0.00% | +493 | 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 |
| 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 |
| 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 |
| 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 |