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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 81 | $0 | 0.00% | −2,877−97.3% | Reduced |
| Sageworth Trust Co of South Dakota | 67 | $0 | 0.00% | −300−81.7% | Reduced |
| 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 |
| Lazard Asset Management LLC | 34 | $0 | 0.00% | +34 | New |
| Elequin Capital LP | 168 | $1.00K | 0.00% | −325−65.9% | Reduced |
| First Horizon Advisors, Inc. | 120 | $1.00K | 0.00% | +120 | New |
| North Star Investment Management Corp. | 313 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 384 | $2.00K | 0.00% | +155+67.7% | Added |
| Money Concepts Capital Corp | 425 | $2.00K | 0.00% | +425 | New |
| Fifth Third Bancorp | 594 | $3.00K | 0.00% | +294+98.0% | Added |
| Adirondack Trust Co | 600 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 693 | $4.00K | 0.00% | −21−2.9% | Reduced |
| IFP Advisors, Inc | 326 | $4.00K | 0.00% | +308+1,711.1% | Added |
| UBS Group AG | 1,040 | $6.00K | 0.00% | −17,621−94.4% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,006 | $6.00K | 0.00% | −15,329−93.8% | Reduced |
| Quadrant Capital Group LLC | 947 | $6.00K | 0.00% | −1,976−67.6% | Reduced |
| TCI Wealth Advisors, Inc. | 943 | $6.00K | 0.00% | −691−42.3% | Reduced |
| Whittier Trust Co | 1,631 | $10.0K | 0.00% | −11,642−87.7% | Reduced |
| Versant Capital Management, Inc | 2,137 | $13.0K | 0.00% | −334−13.5% | Reduced |
| FMR LLC | 2,247 | $13.0K | 0.00% | +2,145+2,102.9% | Added |
| Tower Research Capital LLC (TRC) | 2,418 | $14.0K | 0.00% | −1,662−40.7% | Reduced |
| Macquarie Group Ltd | 2,399 | $14.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,617 | $15.0K | 0.00% | −72−2.7% | Reduced |
| HM Payson & Co | 3,500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,988 | $29.0K | 0.00% | −11,437−69.6% | Reduced |
| American Portfolios Advisors | 5,022 | $29.5K | 0.00% | −512−9.3% | Reduced |
| Sutton Wealth Advisors Inc. | 5,510 | $32.3K | 0.01% | −41−0.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,682 | $33.0K | 0.00% | +5+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 6,500 | $38.0K | 0.00% | +6,500 | New |
| Metropolitan Life Insurance Co | 8,490 | $49.8K | 0.00% | −19,328−69.5% | Reduced |
| Public Employees Retirement System of Ohio | 8,540 | $50.0K | 0.00% | −122−1.4% | Reduced |
| The PNC Financial Services Group, Inc. | 9,532 | $56.0K | 0.00% | −56−0.6% | Reduced |
| Crossmark Global Holdings, Inc. | 10,590 | $62.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 10,977 | $64.0K | 0.00% | +10,977 | New |
| Ameritas Investment Partners, Inc. | 11,656 | $68.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 11,721 | $69.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 12,129 | $71.0K | 0.00% | +413+3.5% | Added |
| AQR Capital Management LLC | 12,314 | $72.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 12,191 | $72.0K | 0.01% | +12,191 | New |
| Simplex Trading, LLC | 13,639 | $80.0K | 0.00% | +2,108+18.3% | Added |
| Trexquant Investment LP | 13,864 | $81.0K | 0.00% | −25,712−65.0% | Reduced |
| Royal Bank of Canada | 13,566 | $81.0K | 0.00% | −18,772−58.0% | Reduced |
| Captrust Financial Advisors | 13,848 | $81.0K | 0.00% | +4,065+41.6% | Added |
| Vantage Consulting Group Inc | 14,737 | $87.0K | 0.03% | +1,698+13.0% | Added |
| Syntax Advisors, LLC | 14,737 | $87.0K | 0.07% | +1,698+13.0% | Added |
| Raymond James & Associates | 15,448 | $91.0K | 0.00% | +1,375+9.8% | Added |
| Mutual of America Capital Management LLC | 15,682 | $92.0K | 0.00% | +811+5.5% | Added |
| Ensign Peak Advisors, Inc | 15,800 | $93.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 16,555 | $97.0K | 0.00% | −21,662−56.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,582 | $97.0K | 0.00% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 17,500 | $103.0K | 0.08% | +2,500+16.7% | Added |
| Paloma Partners Management Co | 18,010 | $106.0K | 0.01% | +2,600+16.9% | Added |
| State of Wyoming | 19,436 | $114.0K | 0.06% | −2,253−10.4% | Reduced |
| Bayesian Capital Management, LP | 19,400 | $114.0K | 0.02% | +19,400 | New |
| Glassy Mountain Advisors, Inc. | 20,000 | $117.0K | 0.06% | +20,000 | New |
| Advisor Group Holdings, Inc. | 17,549 | $120.0K | 0.00% | +264+1.5% | Added |
| Teacher Retirement System of Texas | 22,402 | $132.0K | 0.00% | +1,304+6.2% | Added |
| Boothbay Fund Management, LLC | 22,594 | $133.0K | 0.00% | −4,765−17.4% | Reduced |
| SMH Capital Advisors Inc | 22,698 | $133.0K | 0.22% | +2,535+12.6% | Added |
| Janus Henderson Group PLC | 22,877 | $135.0K | 0.00% | +50.0% | Added |
| Natixis | 23,425 | $138.0K | 0.00% | −23,903−50.5% | Reduced |
| Tudor Investment Corp Et Al | 23,661 | $139.0K | 0.00% | +23,661 | New |
| Gsa Capital Partners LLP | 23,799 | $140.0K | 0.02% | +23,799 | New |
| Keebeck Alpha, LP | 24,113 | $142.0K | 0.04% | +24,113 | New |
| Victory Capital Management Inc | 24,586 | $143.0K | 0.00% | −16,504−40.2% | Reduced |
| Envestnet Asset Management Inc | 26,666 | $157.0K | 0.00% | −2,267−7.8% | Reduced |
| ProShare Advisors LLC | 29,048 | $170.0K | 0.00% | −3,791−11.5% | Reduced |
| Public Employees Retirement Association of Colorado | 29,225 | $172.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 29,424 | $173.0K | 0.00% | +133+0.5% | Added |
| Gyon Technologies Capital Management, LP | 30,920 | $182.0K | 0.13% | −69,955−69.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 32,193 | $189.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 33,310 | $190.0K | 0.00% | −24,267−42.1% | Reduced |
| KBC Group NV | 34,667 | $203.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 35,192 | $206.6K | 0.00% | −27,530−43.9% | Reduced |
| Oregon Public Employees Retirement Fund | 40,924 | $240.0K | 0.00% | −1,000−2.4% | Reduced |
| State of Tennessee, Treasury Department | 42,657 | $250.0K | 0.00% | +6,464+17.9% | Added |
| Campbell & CO Investment Adviser LLC | 43,293 | $254.0K | 0.07% | +43,293 | New |
| Maryland State Retirement & Pension System | 43,651 | $256.0K | 0.01% | +831+1.9% | Added |
| Clearbridge Investments, LLC | 43,783 | $257.0K | 0.00% | −59,280−57.5% | Reduced |
| Mackenzie Financial Corp | 44,172 | $259.0K | 0.00% | +368+0.8% | Added |
| Allspring Global Investments Holdings, LLC | 44,908 | $263.0K | 0.00% | −4,799−9.7% | Reduced |
| Engineers Gate Manager LP | 45,318 | $266.0K | 0.01% | +45,318 | New |
| Los Angeles Capital Management LLC | 48,490 | $285.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 53,994 | $318.0K | 0.00% | −5,611−9.4% | Reduced |
| Globeflex Capital L P | 54,567 | $320.0K | 0.06% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 54,741 | $321.0K | 0.00% | +3,110+6.0% | 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 |
| Louisiana State Employees Retirement System | 52,900 | $332.0K | 0.01% | +200+0.4% | Added |
| Susquehanna International Group, LLP | 57,950 | $340.0K | 0.00% | −30,637−34.6% | Reduced |
| Manufacturers Life Insurance Company, The | 58,472 | $343.2K | 0.00% | −14,999−20.4% | Reduced |
| Voya Investment Management LLC | 63,042 | $370.0K | 0.00% | +5,237+9.1% | Added |
| State Board of Administration of Florida Retirement System | 63,883 | $375.0K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 69,098 | $405.0K | 0.02% | +58,868+575.4% | Added |
| MetLife Investment Management | 71,947 | $422.3K | 0.00% | +37,320+107.8% | Added |
| Atom Investors LP | 73,612 | $432.0K | 0.20% | −81,932−52.7% | Reduced |
| American International Group, Inc. | 75,184 | $441.0K | 0.00% | −4,730−5.9% | Reduced |
| State of Alaska, Department of Revenue | 75,708 | $444.0K | 0.00% | −1,360−1.8% | Reduced |