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, Q1 2022
Institutional positions in WisdomTree, Inc. as of Mar 31, 2022. 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
- 176
- +7 vs. Q4 2021
- Shares held
- 108.2M
- +3.20M (+3.0%) vs. Q4 2021
- Total value
- $634.9M
- −$7.52M (−1.2%) vs. Q4 2021
- New holders
- 21
- 53 more added
- Sold out
- 14
- 80 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 18,354,041 | $107.7M | 0.00% | +47,770+0.3% | Added |
| ArrowMark Colorado Holdings LLC | 15,449,436 | $90.7M | 0.80% | −274,435−1.7% | Reduced |
| Vanguard Group Inc | 13,561,478 | $79.6M | 0.00% | −18,314−0.1% | Reduced |
| Massachusetts Financial Services Co | 7,596,822 | $44.6M | 0.01% | +143,014+1.9% | Added |
| Lion Point Capital, LP | 4,521,979 | $26.5M | 8.96% | +4,521,979 | New |
| State Street Corp | 4,355,855 | $25.6M | 0.00% | −191,055−4.2% | Reduced |
| Azora Capital LP | 3,987,271 | $23.4M | 3.91% | −1,072,029−21.2% | Reduced |
| Bank of New York Mellon Corp | 3,632,594 | $21.3M | 0.00% | −52,040−1.4% | Reduced |
| Dimensional Fund Advisors LP | 2,845,546 | $16.7M | 0.01% | +244,292+9.4% | Added |
| Toroso Investments, LLC | 2,802,657 | $16.5M | 0.49% | +285,700+11.4% | Added |
| Geode Capital Management, LLC | 2,150,131 | $12.6M | 0.00% | +9,807+0.5% | Added |
| Capital Management Corp | 2,081,202 | $12.2M | 2.61% | +395,377+23.5% | Added |
| Wellington Management Group LLP | 1,493,092 | $8.77M | 0.00% | −567,574−27.5% | Reduced |
| Northern Trust Corp | 1,460,902 | $8.58M | 0.00% | −20,249−1.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,333,845 | $7.83M | 0.00% | +28,837+2.2% | Added |
| Millennium Management LLC | 1,307,555 | $7.67M | 0.01% | −658−0.1% | Reduced |
| Morgan Stanley | 1,221,622 | $7.17M | 0.00% | −1,007,087−45.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 891,200 | $5.23M | 0.02% | +238,500+36.5% | Added |
| Fisher Asset Management, LLC | 872,632 | $5.12M | 0.00% | −51,778−5.6% | Reduced |
| Renaissance Technologies LLC | 853,151 | $5.01M | 0.01% | −120,228−12.4% | Reduced |
| Phase 2 Partners, LLC | 816,325 | $4.79M | 3.13% | +816,325 | New |
| Jacobs Asset Management, LLC | 775,000 | $4.55M | 1.90% | +350,000+82.4% | Added |
| Principal Financial Group Inc | 741,006 | $4.35M | 0.00% | −4,139−0.6% | Reduced |
| D. E. Shaw & Co., Inc. | 680,011 | $3.99M | 0.01% | +35,628+5.5% | Added |
| Cooper Creek Partners Management LLC | 632,842 | $3.71M | 0.39% | +632,842 | New |
| Parametric Portfolio Associates LLC | 624,802 | $3.67M | 0.00% | −31,274−4.8% | Reduced |
| Ameriprise Financial Inc | 617,708 | $3.63M | 0.00% | +139,718+29.2% | Added |
| Schonfeld Strategic Advisors LLC | 551,900 | $3.24M | 0.04% | −179,900−24.6% | Reduced |
| Cubist Systematic Strategies, LLC | 530,898 | $3.12M | 0.03% | +407,818+331.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 510,480 | $3.00M | 0.02% | +2,605+0.5% | Added |
| Goldman Sachs Group Inc | 475,578 | $2.79M | 0.00% | +374,602+371.0% | Added |
| Invesco Ltd. | 469,843 | $2.76M | 0.00% | −53,723−10.3% | Reduced |
| Interval Partners, LP | 455,385 | $2.67M | 0.20% | +104,830+29.9% | Added |
| Two Sigma Advisers, LP | 409,600 | $2.40M | 0.01% | −222,300−35.2% | Reduced |
| Nuveen Asset Management, LLC | 437,624 | $2.39M | 0.00% | +4,930+1.1% | Added |
| BlueMar Capital Management, LLC | 406,798 | $2.39M | 1.01% | −38,619−8.7% | Reduced |
| Legal & General Group Plc | 324,521 | $1.91M | 0.00% | −1,992−0.6% | Reduced |
| Rhumbline Advisers | 317,360 | $1.86M | 0.00% | +12,979+4.3% | Added |
| JPMorgan Chase & Co | 308,304 | $1.81M | 0.00% | −65,054−17.4% | Reduced |
| Gillson Capital LP | 264,831 | $1.55M | 0.12% | −511,825−65.9% | Reduced |
| River & Mercantile Asset Management LLP | 260,900 | $1.53M | 0.20% | +86,500+49.6% | Added |
| Swiss National Bank | 257,300 | $1.51M | 0.00% | +17,800+7.4% | Added |
| Difesa Capital Management, LP | 223,100 | $1.31M | 0.84% | +223,100 | New |
| Federated Hermes, Inc. | 214,201 | $1.26M | 0.00% | +3,516+1.7% | Added |
| Public Sector Pension Investment Board | 203,722 | $1.20M | 0.01% | −17,980−8.1% | Reduced |
| Quinn Opportunity Partners LLC | 203,291 | $1.19M | 0.07% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 197,042 | $1.16M | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 183,259 | $1.08M | 0.06% | +183,259 | New |
| UBS Asset Management Americas Inc | 166,314 | $976.3K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 156,083 | $916.0K | 0.00% | −41,963−21.2% | Reduced |
| Bridgewater Associates, LP | 156,132 | $916.0K | 0.00% | +156,132 | New |
| Credit Suisse AG | 154,847 | $910.0K | 0.00% | +11,901+8.3% | Added |
| California State Teachers Retirement System | 149,600 | $878.0K | 0.00% | −15,627−9.5% | Reduced |
| PDT Partners, LLC | 141,900 | $833.0K | 0.07% | −202−0.1% | Reduced |
| Two Sigma Investments, LP | 130,855 | $768.0K | 0.00% | −175,296−57.3% | Reduced |
| Prudential Financial Inc | 116,239 | $682.0K | 0.00% | −1,520−1.3% | Reduced |
| Citigroup Inc | 112,598 | $661.0K | 0.00% | +193+0.2% | Added |
| Alliancebernstein L.P. | 108,804 | $639.0K | 0.00% | −7,848−6.7% | Reduced |
| Algert Global LLC | 108,867 | $639.0K | 0.04% | +91,800+537.9% | Added |
| Bank of America Corp | 102,886 | $603.0K | 0.00% | −128,520−55.5% | Reduced |
| Occudo Quantitative Strategies LP | 100,713 | $591.0K | 0.05% | +70,427+232.5% | Added |
| Comerica Bank | 92,927 | $584.0K | 0.00% | −970−1.0% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 99,328 | $583.0K | 0.08% | +99,328 | New |
| Yousif Capital Management, LLC | 99,054 | $581.0K | 0.01% | −970−1.0% | Reduced |
| Prelude Capital Management, LLC | 98,789 | $580.0K | 0.03% | −73,011−42.5% | Reduced |
| Great West Life Assurance Co | 91,629 | $552.0K | 0.00% | −3,737−3.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 93,822 | $551.0K | 0.01% | +11,553+14.0% | Added |
| Barclays PLC | 91,587 | $537.0K | 0.00% | −81,979−47.2% | Reduced |
| Deutsche Bank AG | 91,296 | $536.0K | 0.00% | −6,973−7.1% | Reduced |
| Thrivent Financial for Lutherans | 88,596 | $520.0K | 0.00% | +130.0% | Added |
| Norges Bank | 87,466 | $513.4K | 0.00% | −1,013,075−92.1% | Reduced |
| New York State Common Retirement Fund | 84,897 | $498.0K | 0.00% | −89−0.1% | Reduced |
| M&T Bank Corp | 81,799 | $480.0K | 0.00% | −215−0.3% | Reduced |
| Citadel Advisors LLC | 81,187 | $476.0K | 0.00% | −15,161−15.7% | Reduced |
| Alpha Paradigm Partners, LLC | 80,168 | $471.0K | 0.19% | −16,723−17.3% | Reduced |
| Texas Permanent School Fund | 77,156 | $453.0K | 0.01% | −1,665−2.1% | Reduced |
| State of Alaska, Department of Revenue | 75,708 | $444.0K | 0.00% | −1,360−1.8% | Reduced |
| American International Group, Inc. | 75,184 | $441.0K | 0.00% | −4,730−5.9% | Reduced |
| Atom Investors LP | 73,612 | $432.0K | 0.20% | −81,932−52.7% | Reduced |
| MetLife Investment Management | 71,947 | $422.3K | 0.00% | +37,320+107.8% | Added |
| Graham Capital Management, L.P. | 69,098 | $405.0K | 0.02% | +58,868+575.4% | Added |
| State Board of Administration of Florida Retirement System | 63,883 | $375.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 63,042 | $370.0K | 0.00% | +5,237+9.1% | Added |
| Manufacturers Life Insurance Company, The | 58,472 | $343.2K | 0.00% | −14,999−20.4% | Reduced |
| Susquehanna International Group, LLP | 57,950 | $340.0K | 0.00% | −30,637−34.6% | Reduced |
| Louisiana State Employees Retirement System | 52,900 | $332.0K | 0.01% | +200+0.4% | Added |
| Amalgamated Bank | 55,865 | $328.0K | 0.00% | −3,635−6.1% | Reduced |
| Amalgamated Financial Corp. | 55,865 | $328.0K | 0.00% | +55,865 | New |
| Price T Rowe Associates Inc | 54,741 | $321.0K | 0.00% | +3,110+6.0% | Added |
| Globeflex Capital L P | 54,567 | $320.0K | 0.06% | 00.0% | Unchanged |
| HSBC Holdings PLC | 53,994 | $318.0K | 0.00% | −5,611−9.4% | Reduced |
| Los Angeles Capital Management LLC | 48,490 | $285.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 45,318 | $266.0K | 0.01% | +45,318 | New |
| Allspring Global Investments Holdings, LLC | 44,908 | $263.0K | 0.00% | −4,799−9.7% | Reduced |
| Mackenzie Financial Corp | 44,172 | $259.0K | 0.00% | +368+0.8% | Added |
| Clearbridge Investments, LLC | 43,783 | $257.0K | 0.00% | −59,280−57.5% | Reduced |
| Maryland State Retirement & Pension System | 43,651 | $256.0K | 0.01% | +831+1.9% | Added |
| Campbell & CO Investment Adviser LLC | 43,293 | $254.0K | 0.07% | +43,293 | New |
| State of Tennessee, Treasury Department | 42,657 | $250.0K | 0.00% | +6,464+17.9% | Added |
| Oregon Public Employees Retirement Fund | 40,924 | $240.0K | 0.00% | −1,000−2.4% | Reduced |