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Livermore
ZHEN

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.

Institutional holdersQ1 2022: 176 institutions
Q1 2021: 150 institutionsQ2 2021: 176 institutionsQ3 2021: 167 institutionsQ4 2021: 169 institutionsQ1 2022: 176 institutionsQ2 2022: 163 institutionsQ3 2022: 157 institutionsQ4 2022: 158 institutionsQ1 2023: 148 institutionsQ2 2023: 181 institutionsQ3 2023: 179 institutionsQ4 2023: 195 institutionsQ1 2024: 205 institutionsQ2 2024: 224 institutionsQ3 2024: 233 institutionsQ4 2024: 271 institutionsQ1 2025: 256 institutionsQ2 2025: 247 institutionsQ3 2025: 269 institutionsQ4 2025: 288 institutionsQ1 2026: 312 institutionsQ2 2026: 312 institutions
Value heldQ1 2022: $634.9M
Q1 2021: $659.1MQ2 2021: $659.7MQ3 2021: $588.7MQ4 2021: $642.4MQ1 2022: $634.9MQ2 2022: $560.7MQ3 2022: $517.7MQ4 2022: $606.6MQ1 2023: $632.3MQ2 2023: $720.3MQ3 2023: $748.8MQ4 2023: $792.0MQ1 2024: $1.05BQ2 2024: $1.16BQ3 2024: $1.23BQ4 2024: $1.37BQ1 2025: $1.15BQ2 2025: $1.48BQ3 2025: $2.15BQ4 2025: $1.93BQ1 2026: $2.35BQ2 2026: $2.71B
Institutions holding WT and their total value by quarter
QuarterHoldersValue
Q2 2026312$2.71B
Q1 2026312$2.35B
Q4 2025288$1.93B
Q3 2025269$2.15B
Q2 2025247$1.48B
Q1 2025256$1.15B
Q4 2024271$1.37B
Q3 2024233$1.23B
Q2 2024224$1.16B
Q1 2024205$1.05B
Q4 2023195$792.0M
Q3 2023179$748.8M
Q2 2023181$720.3M
Q1 2023148$632.3M
Q4 2022158$606.6M
Q3 2022157$517.7M
Q2 2022163$560.7M
Q1 2022176$634.9M
Q4 2021169$642.4M
Q3 2021167$588.7M
Q2 2021176$659.7M
Q1 2021150$659.1M

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q4 2021.

Institutions holding WT in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Texas Permanent School Fund77,156$453.0K0.01%−1,665−2.1%Reduced
Alpha Paradigm Partners, LLC80,168$471.0K0.19%−16,723−17.3%Reduced
Citadel Advisors LLC81,187$476.0K0.00%−15,161−15.7%Reduced
M&T Bank Corp81,799$480.0K0.00%−215−0.3%Reduced
New York State Common Retirement Fund84,897$498.0K0.00%−89−0.1%Reduced
Norges Bank87,466$513.4K0.00%−1,013,075−92.1%Reduced
Thrivent Financial for Lutherans88,596$520.0K0.00%+130.0%Added
Deutsche Bank AG91,296$536.0K0.00%−6,973−7.1%Reduced
Barclays PLC91,587$537.0K0.00%−81,979−47.2%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys93,822$551.0K0.01%+11,553+14.0%Added
Great West Life Assurance Co91,629$552.0K0.00%−3,737−3.9%Reduced
Prelude Capital Management, LLC98,789$580.0K0.03%−73,011−42.5%Reduced
Yousif Capital Management, LLC99,054$581.0K0.01%−970−1.0%Reduced
Gabelli & Co Investment Advisers, Inc.99,328$583.0K0.08%+99,328New
Comerica Bank92,927$584.0K0.00%−970−1.0%Reduced
Occudo Quantitative Strategies LP100,713$591.0K0.05%+70,427+232.5%Added
Bank of America Corp102,886$603.0K0.00%−128,520−55.5%Reduced
Alliancebernstein L.P.108,804$639.0K0.00%−7,848−6.7%Reduced
Algert Global LLC108,867$639.0K0.04%+91,800+537.9%Added
Citigroup Inc112,598$661.0K0.00%+193+0.2%Added
Prudential Financial Inc116,239$682.0K0.00%−1,520−1.3%Reduced
Two Sigma Investments, LP130,855$768.0K0.00%−175,296−57.3%Reduced
PDT Partners, LLC141,900$833.0K0.07%−202−0.1%Reduced
California State Teachers Retirement System149,600$878.0K0.00%−15,627−9.5%Reduced
Credit Suisse AG154,847$910.0K0.00%+11,901+8.3%Added
Wells Fargo & Company156,083$916.0K0.00%−41,963−21.2%Reduced
Bridgewater Associates, LP156,132$916.0K0.00%+156,132New
UBS Asset Management Americas Inc166,314$976.3K0.00%00.0%Unchanged
Winton Group Ltd183,259$1.08M0.06%+183,259New
New York State Teachers Retirement System197,042$1.16M0.00%00.0%Unchanged
Quinn Opportunity Partners LLC203,291$1.19M0.07%00.0%Unchanged
Public Sector Pension Investment Board203,722$1.20M0.01%−17,980−8.1%Reduced
Federated Hermes, Inc.214,201$1.26M0.00%+3,516+1.7%Added
Difesa Capital Management, LP223,100$1.31M0.84%+223,100New
Swiss National Bank257,300$1.51M0.00%+17,800+7.4%Added
River & Mercantile Asset Management LLP260,900$1.53M0.20%+86,500+49.6%Added
Gillson Capital LP264,831$1.55M0.12%−511,825−65.9%Reduced
JPMorgan Chase & Co308,304$1.81M0.00%−65,054−17.4%Reduced
Rhumbline Advisers317,360$1.86M0.00%+12,979+4.3%Added
Legal & General Group Plc324,521$1.91M0.00%−1,992−0.6%Reduced
BlueMar Capital Management, LLC406,798$2.39M1.01%−38,619−8.7%Reduced
Nuveen Asset Management, LLC437,624$2.39M0.00%+4,930+1.1%Added
Two Sigma Advisers, LP409,600$2.40M0.01%−222,300−35.2%Reduced
Interval Partners, LP455,385$2.67M0.20%+104,830+29.9%Added
Invesco Ltd.469,843$2.76M0.00%−53,723−10.3%Reduced
Goldman Sachs Group Inc475,578$2.79M0.00%+374,602+371.0%Added
Fuller & Thaler Asset Management, Inc.510,480$3.00M0.02%+2,605+0.5%Added
Cubist Systematic Strategies, LLC530,898$3.12M0.03%+407,818+331.3%Added
Schonfeld Strategic Advisors LLC551,900$3.24M0.04%−179,900−24.6%Reduced
Ameriprise Financial Inc617,708$3.63M0.00%+139,718+29.2%Added
Parametric Portfolio Associates LLC624,802$3.67M0.00%−31,274−4.8%Reduced
Cooper Creek Partners Management LLC632,842$3.71M0.39%+632,842New
D. E. Shaw & Co., Inc.680,011$3.99M0.01%+35,628+5.5%Added
Principal Financial Group Inc741,006$4.35M0.00%−4,139−0.6%Reduced
Jacobs Asset Management, LLC775,000$4.55M1.90%+350,000+82.4%Added
Phase 2 Partners, LLC816,325$4.79M3.13%+816,325New
Renaissance Technologies LLC853,151$5.01M0.01%−120,228−12.4%Reduced
Fisher Asset Management, LLC872,632$5.12M0.00%−51,778−5.6%Reduced
Healthcare of Ontario Pension Plan Trust Fund891,200$5.23M0.02%+238,500+36.5%Added
Morgan Stanley1,221,622$7.17M0.00%−1,007,087−45.2%Reduced
Millennium Management LLC1,307,555$7.67M0.01%−658−0.1%Reduced
Charles Schwab Investment Management Inc1,333,845$7.83M0.00%+28,837+2.2%Added
Northern Trust Corp1,460,902$8.58M0.00%−20,249−1.4%Reduced
Wellington Management Group LLP1,493,092$8.77M0.00%−567,574−27.5%Reduced
Capital Management Corp2,081,202$12.2M2.61%+395,377+23.5%Added
Geode Capital Management, LLC2,150,131$12.6M0.00%+9,807+0.5%Added
Toroso Investments, LLC2,802,657$16.5M0.49%+285,700+11.4%Added
Dimensional Fund Advisors LP2,845,546$16.7M0.01%+244,292+9.4%Added
Bank of New York Mellon Corp3,632,594$21.3M0.00%−52,040−1.4%Reduced
Azora Capital LP3,987,271$23.4M3.91%−1,072,029−21.2%Reduced
State Street Corp4,355,855$25.6M0.00%−191,055−4.2%Reduced
Lion Point Capital, LP4,521,979$26.5M8.96%+4,521,979New
Massachusetts Financial Services Co7,596,822$44.6M0.01%+143,014+1.9%Added
Vanguard Group Inc13,561,478$79.6M0.00%−18,314−0.1%Reduced
ArrowMark Colorado Holdings LLC15,449,436$90.7M0.80%−274,435−1.7%Reduced
BlackRock Inc.18,354,041$107.7M0.00%+47,770+0.3%Added
Qube Research & Technologies Ltd0$00.00%−91,949−100.0%Sold out
Squarepoint Ops LLC0$00.00%−89,377−100.0%Sold out
Group One Trading, L.P.0$00.00%−53,823−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−25,725−100.0%Sold out
SG Americas Securities, LLC0$00.00%−17,971−100.0%Sold out
Levin Capital Strategies, L.P.0$00.00%−16,141−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−16,147−100.0%Sold out
Jump Financial, LLC0$00.00%−15,600−100.0%Sold out
XTX Topco Ltd0$00.00%−11,902−100.0%Sold out
Wolverine Trading, LLC0$00.00%−11,677−100.0%Sold out
Eaton Vance Management0$00.00%−6,719−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−300−100.0%Sold out
Benjamin Edwards Inc0$00.00%−220−100.0%Sold out
Sageworth Trust Co0$00.00%−110−100.0%Sold out