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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, Q2 2022

Institutional positions in WisdomTree, Inc. as of Jun 30, 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
163
−10 vs. Q1 2022
Shares held
109.9M
+2.40M (+2.2%) vs. Q1 2022
Total value
$560.7M
−$70.1M (−11.1%) vs. Q1 2022
New holders
16
60 more added
Sold out
26
57 more reduced

3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 163 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 heldQ2 2022: $560.7M
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, Q2 2022

Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q1 2022.

Institutions holding WT in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.18,238,805$92.5M0.00%−115,236−0.6%Reduced
ArrowMark Colorado Holdings LLC14,903,594$75.6M0.86%−545,842−3.5%Reduced
Vanguard Group Inc13,793,670$69.9M0.00%+232,192+1.7%Added
Massachusetts Financial Services Co8,144,550$41.3M0.01%+547,728+7.2%Added
Azora Capital LP8,036,093$40.7M9.98%+4,048,822+101.5%Added
Lion Point Capital, LP4,521,979$26.5M9.41%00.0%Unchanged
State Street Corp4,239,094$21.5M0.00%−116,761−2.7%Reduced
Dimensional Fund Advisors LP2,983,105$15.1M0.01%+137,559+4.8%Added
Toroso Investments, LLC2,406,075$12.2M0.45%−396,582−14.2%Reduced
Bridgewater Associates, LP2,201,350$11.2M0.05%+2,045,218+1,309.9%Added
Geode Capital Management, LLC2,158,649$10.9M0.00%+8,518+0.4%Added
Bank of New York Mellon Corp2,123,080$10.8M0.00%−1,509,514−41.6%Reduced
Capital Management Corp1,977,894$10.0M2.48%−103,308−5.0%Reduced
Morgan Stanley1,475,282$7.48M0.00%+253,660+20.8%Added
Northern Trust Corp1,409,240$7.14M0.00%−51,662−3.5%Reduced
Charles Schwab Investment Management Inc1,374,960$6.97M0.00%+41,115+3.1%Added
Phase 2 Partners, LLC1,204,246$6.11M3.14%+387,921+47.5%Added
Gillson Capital LP1,081,776$5.49M0.53%+816,945+308.5%Added
Renaissance Technologies LLC1,060,979$5.38M0.01%+207,828+24.4%Added
Wellington Management Group LLP1,045,088$5.30M0.00%−448,004−30.0%Reduced
Schonfeld Strategic Advisors LLC1,001,600$5.08M0.05%+449,700+81.5%Added
Fisher Asset Management, LLC872,632$4.42M0.00%00.0%Unchanged
Millennium Management LLC854,339$4.33M0.01%−453,216−34.7%Reduced
Jacobs Asset Management, LLC775,000$3.93M1.84%00.0%Unchanged
Interval Partners, LP745,246$3.78M0.27%+289,861+63.7%Added
Principal Financial Group Inc695,200$3.52M0.00%−45,806−6.2%Reduced
Ameriprise Financial Inc525,934$2.67M0.00%−91,774−14.9%Reduced
Fuller & Thaler Asset Management, Inc.507,060$2.57M0.02%−3,420−0.7%Reduced
Invesco Ltd.483,331$2.45M0.00%+13,488+2.9%Added
Healthcare of Ontario Pension Plan Trust Fund480,600$2.44M0.01%−410,600−46.1%Reduced
Nuveen Asset Management, LLC413,612$2.10M0.00%−24,012−5.5%Reduced
Goldman Sachs Group Inc344,843$1.75M0.00%−130,735−27.5%Reduced
SRN Advisors, LLC330,130$1.67M1.17%+330,130New
Legal & General Group Plc328,137$1.66M0.00%+3,616+1.1%Added
Rhumbline Advisers321,420$1.63M0.00%+4,060+1.3%Added
BNP Paribas Arbitrage, SA265,321$1.35M0.00%+230,129+653.9%Added
Swiss National Bank257,300$1.30M0.00%00.0%Unchanged
River & Mercantile Asset Management LLP229,474$1.16M0.21%−31,426−12.0%Reduced
Difesa Capital Management, LP223,100$1.13M0.76%00.0%Unchanged
Two Sigma Advisers, LP218,400$1.11M0.00%−191,200−46.7%Reduced
Public Sector Pension Investment Board203,722$1.03M0.01%00.0%Unchanged
Quinn Opportunity Partners LLC203,291$1.03M0.10%00.0%Unchanged
New York State Teachers Retirement System197,242$1.00M0.00%+200+0.1%Added
Horizon Kinetics Asset Management LLC187,482$951.0K0.02%+187,482New
UBS Asset Management Americas Inc166,314$843.2K0.00%00.0%Unchanged
M&T Bank Corp162,861$826.0K0.00%+81,062+99.1%Added
California State Teachers Retirement System150,006$761.0K0.00%+406+0.3%Added
D. E. Shaw & Co., Inc.148,277$752.0K0.00%−531,734−78.2%Reduced
Credit Suisse AG143,167$727.0K0.00%−11,680−7.5%Reduced
Citadel Advisors LLC127,191$645.0K0.00%+46,004+56.7%Added
Alliancebernstein L.P.124,813$633.0K0.00%+16,009+14.7%Added
JPMorgan Chase & Co118,119$598.0K0.00%−190,185−61.7%Reduced
Prudential Financial Inc114,989$583.0K0.00%−1,250−1.1%Reduced
Occudo Quantitative Strategies LP112,775$572.0K0.05%+12,062+12.0%Added
Gabelli & Co Investment Advisers, Inc.110,000$558.0K0.07%+10,672+10.7%Added
Thrivent Financial for Lutherans107,991$548.0K0.00%+19,395+21.9%Added
Great West Life Assurance Co103,152$522.0K0.00%+11,523+12.6%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys100,203$508.0K0.01%+6,381+6.8%Added
Prelude Capital Management, LLC98,213$498.0K0.02%−576−0.6%Reduced
Comerica Bank92,622$482.0K0.00%−305−0.3%Reduced
Yousif Capital Management, LLC89,129$452.0K0.01%−9,925−10.0%Reduced
Norges Bank87,466$443.5K0.00%00.0%Unchanged
Deutsche Bank AG86,512$438.0K0.00%−4,784−5.2%Reduced
New York State Common Retirement Fund84,670$429.0K0.00%−227−0.3%Reduced
Wells Fargo & Company83,057$421.0K0.00%−73,026−46.8%Reduced
State of Alaska, Department of Revenue83,158$421.0K0.01%+7,450+9.8%Added
Texas Permanent School Fund79,448$403.0K0.01%+2,292+3.0%Added
Graham Capital Management, L.P.79,672$403.0K0.02%+10,574+15.3%Added
Cubist Systematic Strategies, LLC74,932$380.0K0.00%−455,966−85.9%Reduced
Susquehanna International Group, LLP73,952$375.0K0.00%+16,002+27.6%Added
American International Group, Inc.71,873$364.0K0.00%−3,311−4.4%Reduced
Walleye Capital LLC71,329$362.0K0.01%+60,352+549.8%Added
Citigroup Inc64,384$327.0K0.00%−48,214−42.8%Reduced
State Board of Administration of Florida Retirement System63,883$324.0K0.00%00.0%Unchanged
Bank of America Corp59,412$301.0K0.00%−43,474−42.3%Reduced
Amalgamated Bank56,886$288.0K0.00%+1,021+1.8%Added
Manufacturers Life Insurance Company, The56,462$286.3K0.00%−2,010−3.4%Reduced
Price T Rowe Associates Inc55,756$283.0K0.00%+1,015+1.9%Added
Voya Investment Management LLC55,231$280.0K0.00%−7,811−12.4%Reduced
Globeflex Capital L P54,567$277.0K0.07%00.0%Unchanged
Louisiana State Employees Retirement System53,100$276.0K0.01%+200+0.4%Added
MetLife Investment Management54,152$274.6K0.00%−17,795−24.7%Reduced
Crestline Management, LP52,168$264.0K0.03%+52,168New
HSBC Holdings PLC49,077$247.0K0.00%−4,917−9.1%Reduced
HRT Financial LP47,146$239.0K0.00%+30,591+184.8%Added
Engineers Gate Manager LP46,332$235.0K0.01%+1,014+2.2%Added
Mackenzie Financial Corp45,915$233.0K0.00%+1,743+3.9%Added
Maryland State Retirement & Pension System44,510$226.0K0.01%+859+2.0%Added
Clearbridge Investments, LLC43,350$220.0K0.00%−433−1.0%Reduced
State of Tennessee, Treasury Department42,657$216.0K0.00%00.0%Unchanged
Envestnet Asset Management Inc42,369$215.0K0.00%+15,703+58.9%Added
Everence Capital Management Inc39,470$200.0K0.02%+39,470New
Mirae Asset Global Investments Co., Ltd.38,403$195.0K0.00%+38,403New
Oregon Public Employees Retirement Fund36,063$183.0K0.00%−4,861−11.9%Reduced
Jane Street Group, LLC35,815$182.0K0.00%+35,815New
Barclays PLC35,620$181.0K0.00%−55,967−61.1%Reduced
SMH Capital Advisors Inc33,319$169.0K0.23%+10,621+46.8%Added
Arizona State Retirement System29,493$150.0K0.00%+69+0.2%Added
Public Employees Retirement Association of Colorado29,225$148.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.27,469$139.0K0.00%+9,920+56.5%Added