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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 35,192 | $206.6K | 0.00% | −27,530−43.9% | Reduced |
| KBC Group NV | 34,667 | $203.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 33,310 | $190.0K | 0.00% | −24,267−42.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 32,193 | $189.0K | 0.00% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 30,920 | $182.0K | 0.13% | −69,955−69.3% | Reduced |
| Arizona State Retirement System | 29,424 | $173.0K | 0.00% | +133+0.5% | Added |
| Public Employees Retirement Association of Colorado | 29,225 | $172.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 29,048 | $170.0K | 0.00% | −3,791−11.5% | Reduced |
| Envestnet Asset Management Inc | 26,666 | $157.0K | 0.00% | −2,267−7.8% | Reduced |
| Victory Capital Management Inc | 24,586 | $143.0K | 0.00% | −16,504−40.2% | Reduced |
| Keebeck Alpha, LP | 24,113 | $142.0K | 0.04% | +24,113 | New |
| Gsa Capital Partners LLP | 23,799 | $140.0K | 0.02% | +23,799 | New |
| Tudor Investment Corp Et Al | 23,661 | $139.0K | 0.00% | +23,661 | New |
| Natixis | 23,425 | $138.0K | 0.00% | −23,903−50.5% | Reduced |
| Janus Henderson Group PLC | 22,877 | $135.0K | 0.00% | +50.0% | 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 |
| Teacher Retirement System of Texas | 22,402 | $132.0K | 0.00% | +1,304+6.2% | Added |
| Advisor Group Holdings, Inc. | 17,549 | $120.0K | 0.00% | +264+1.5% | Added |
| Glassy Mountain Advisors, Inc. | 20,000 | $117.0K | 0.06% | +20,000 | New |
| 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 |
| Paloma Partners Management Co | 18,010 | $106.0K | 0.01% | +2,600+16.9% | Added |
| Astoria Portfolio Advisors LLC. | 17,500 | $103.0K | 0.08% | +2,500+16.7% | Added |
| 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 |
| Ensign Peak Advisors, Inc | 15,800 | $93.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 15,682 | $92.0K | 0.00% | +811+5.5% | Added |
| Raymond James & Associates | 15,448 | $91.0K | 0.00% | +1,375+9.8% | 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 |
| 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 |
| Simplex Trading, LLC | 13,639 | $80.0K | 0.00% | +2,108+18.3% | 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 |
| Profund Advisors LLC | 12,129 | $71.0K | 0.00% | +413+3.5% | Added |
| CIBC Asset Management Inc | 11,721 | $69.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 11,656 | $68.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 10,977 | $64.0K | 0.00% | +10,977 | New |
| Crossmark Global Holdings, Inc. | 10,590 | $62.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,532 | $56.0K | 0.00% | −56−0.6% | Reduced |
| Public Employees Retirement System of Ohio | 8,540 | $50.0K | 0.00% | −122−1.4% | Reduced |
| Metropolitan Life Insurance Co | 8,490 | $49.8K | 0.00% | −19,328−69.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,500 | $38.0K | 0.00% | +6,500 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,682 | $33.0K | 0.00% | +5+0.1% | Added |
| Sutton Wealth Advisors Inc. | 5,510 | $32.3K | 0.01% | −41−0.7% | Reduced |
| American Portfolios Advisors | 5,022 | $29.5K | 0.00% | −512−9.3% | Reduced |
| Quantbot Technologies LP | 4,988 | $29.0K | 0.00% | −11,437−69.6% | Reduced |
| HM Payson & Co | 3,500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,617 | $15.0K | 0.00% | −72−2.7% | Reduced |
| 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 |
| 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 |
| Whittier Trust Co | 1,631 | $10.0K | 0.00% | −11,642−87.7% | Reduced |
| 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 |
| 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 |
| Fifth Third Bancorp | 594 | $3.00K | 0.00% | +294+98.0% | Added |
| 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 |
| Elequin Capital LP | 168 | $1.00K | 0.00% | −325−65.9% | Reduced |
| First Horizon Advisors, Inc. | 120 | $1.00K | 0.00% | +120 | New |
| 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 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −91,949−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −89,377−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −53,823−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −25,725−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −17,971−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −16,141−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −16,147−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −15,600−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,902−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −11,677−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −6,719−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −110−100.0% | Sold out |