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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 56 | $0 | 0.00% | +22+64.7% | Added |
| Whittier Trust Co of Nevada Inc | 81 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 175 | $0 | 0.00% | +75+75.0% | Added |
| Lake Point Wealth Management | 75 | $0 | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 67 | $0 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 32 | $0 | 0.00% | +32 | New |
| Fifth Third Bancorp | 294 | $1.00K | 0.00% | −300−50.5% | Reduced |
| North Star Investment Management Corp. | 313 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 441 | $2.00K | 0.00% | +57+14.8% | Added |
| Spire Wealth Management | 637 | $3.00K | 0.00% | −1,980−75.7% | Reduced |
| Adirondack Trust Co | 600 | $3.00K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 865 | $4.00K | 0.00% | −141−14.0% | Reduced |
| Parkside Financial Bank & Trust | 712 | $4.00K | 0.00% | +19+2.7% | Added |
| IFP Advisors, Inc | 308 | $4.00K | 0.00% | −18−5.5% | Reduced |
| TCI Wealth Advisors, Inc. | 943 | $5.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,040 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 947 | $5.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,631 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,197 | $10.0K | 0.00% | +2,077+1,730.8% | Added |
| Versant Capital Management, Inc | 2,102 | $11.0K | 0.00% | −35−1.6% | Reduced |
| Macquarie Group Ltd | 2,399 | $12.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,672 | $13.0K | 0.00% | +425+18.9% | Added |
| Point72 Hong Kong Ltd | 3,119 | $16.0K | 0.00% | +3,119 | New |
| HM Payson & Co | 3,500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,073 | $21.0K | 0.00% | −210,128−98.1% | Reduced |
| Royal Bank of Canada | 4,067 | $21.0K | 0.00% | −9,499−70.0% | Reduced |
| American Portfolios Advisors | 5,041 | $25.6K | 0.00% | +19+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,687 | $28.0K | 0.00% | +5+0.1% | Added |
| Sutton Wealth Advisors Inc. | 5,528 | $28.0K | 0.01% | +18+0.3% | Added |
| Metropolitan Life Insurance Co | 6,425 | $32.6K | 0.00% | −2,065−24.3% | Reduced |
| Public Employees Retirement System of Ohio | 8,021 | $41.0K | 0.00% | −519−6.1% | Reduced |
| The PNC Financial Services Group, Inc. | 9,470 | $47.0K | 0.00% | −62−0.7% | Reduced |
| Gsa Capital Partners LLP | 10,003 | $51.0K | 0.01% | −13,796−58.0% | Reduced |
| State of Wyoming | 10,382 | $53.0K | 0.03% | −9,054−46.6% | Reduced |
| Crossmark Global Holdings, Inc. | 10,590 | $54.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 11,260 | $57.0K | 0.00% | −461−3.9% | Reduced |
| KBC Group NV | 11,677 | $59.0K | 0.00% | −22,990−66.3% | Reduced |
| Ameritas Investment Partners, Inc. | 11,656 | $59.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 12,069 | $61.0K | 0.00% | +12,069 | New |
| AQR Capital Management LLC | 12,318 | $62.0K | 0.00% | +40.0% | Added |
| Captrust Financial Advisors | 13,630 | $69.0K | 0.00% | −218−1.6% | Reduced |
| Squarepoint Ops LLC | 13,833 | $70.0K | 0.00% | +13,833 | New |
| American Century Companies Inc | 14,517 | $74.0K | 0.00% | +14,517 | New |
| Vantage Consulting Group Inc | 14,927 | $76.0K | 0.04% | +190+1.3% | Added |
| Syntax Advisors, LLC | 14,927 | $76.0K | 0.06% | +190+1.3% | Added |
| Raymond James & Associates | 15,439 | $78.0K | 0.00% | −9−0.1% | Reduced |
| Ensign Peak Advisors, Inc | 15,800 | $80.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,582 | $84.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 16,706 | $85.0K | 0.00% | −5,696−25.4% | Reduced |
| Bank of Montreal | 15,740 | $86.0K | 0.00% | −17,570−52.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 17,500 | $89.0K | 0.06% | 00.0% | Unchanged |
| ProShare Advisors LLC | 18,458 | $94.0K | 0.00% | −10,590−36.5% | Reduced |
| Mutual of America Capital Management LLC | 18,461 | $94.0K | 0.00% | +2,779+17.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 19,526 | $99.0K | 0.01% | +19,526 | New |
| Qube Research & Technologies Ltd | 22,471 | $114.0K | 0.00% | +22,471 | New |
| Janus Henderson Group PLC | 22,978 | $116.0K | 0.00% | +101+0.4% | Added |
| ExodusPoint Capital Management, LP | 22,913 | $116.0K | 0.00% | +22,913 | New |
| Tower Research Capital LLC (TRC) | 23,441 | $119.0K | 0.00% | +21,023+869.4% | Added |
| Steward Partners Investment Advisory, LLC | 24,200 | $123.0K | 0.00% | +17,700+272.3% | Added |
| Victory Capital Management Inc | 25,231 | $128.0K | 0.00% | +645+2.6% | Added |
| State of Wisconsin Investment Board | 26,253 | $133.0K | 0.00% | +26,253 | New |
| Walleye Trading LLC | 26,296 | $133.0K | 0.00% | +26,296 | New |
| Advisor Group Holdings, Inc. | 27,469 | $139.0K | 0.00% | +9,920+56.5% | Added |
| Public Employees Retirement Association of Colorado | 29,225 | $148.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 29,493 | $150.0K | 0.00% | +69+0.2% | Added |
| SMH Capital Advisors Inc | 33,319 | $169.0K | 0.23% | +10,621+46.8% | Added |
| Barclays PLC | 35,620 | $181.0K | 0.00% | −55,967−61.1% | Reduced |
| Jane Street Group, LLC | 35,815 | $182.0K | 0.00% | +35,815 | New |
| Oregon Public Employees Retirement Fund | 36,063 | $183.0K | 0.00% | −4,861−11.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 38,403 | $195.0K | 0.00% | +38,403 | New |
| Everence Capital Management Inc | 39,470 | $200.0K | 0.02% | +39,470 | New |
| Envestnet Asset Management Inc | 42,369 | $215.0K | 0.00% | +15,703+58.9% | Added |
| State of Tennessee, Treasury Department | 42,657 | $216.0K | 0.00% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 43,350 | $220.0K | 0.00% | −433−1.0% | Reduced |
| Maryland State Retirement & Pension System | 44,510 | $226.0K | 0.01% | +859+2.0% | Added |
| Mackenzie Financial Corp | 45,915 | $233.0K | 0.00% | +1,743+3.9% | Added |
| Engineers Gate Manager LP | 46,332 | $235.0K | 0.01% | +1,014+2.2% | Added |
| HRT Financial LP | 47,146 | $239.0K | 0.00% | +30,591+184.8% | Added |
| HSBC Holdings PLC | 49,077 | $247.0K | 0.00% | −4,917−9.1% | Reduced |
| Crestline Management, LP | 52,168 | $264.0K | 0.03% | +52,168 | New |
| MetLife Investment Management | 54,152 | $274.6K | 0.00% | −17,795−24.7% | Reduced |
| Louisiana State Employees Retirement System | 53,100 | $276.0K | 0.01% | +200+0.4% | Added |
| Globeflex Capital L P | 54,567 | $277.0K | 0.07% | 00.0% | Unchanged |
| Voya Investment Management LLC | 55,231 | $280.0K | 0.00% | −7,811−12.4% | Reduced |
| Price T Rowe Associates Inc | 55,756 | $283.0K | 0.00% | +1,015+1.9% | Added |
| Manufacturers Life Insurance Company, The | 56,462 | $286.3K | 0.00% | −2,010−3.4% | Reduced |
| Amalgamated Bank | 56,886 | $288.0K | 0.00% | +1,021+1.8% | Added |
| Bank of America Corp | 59,412 | $301.0K | 0.00% | −43,474−42.3% | Reduced |
| State Board of Administration of Florida Retirement System | 63,883 | $324.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 64,384 | $327.0K | 0.00% | −48,214−42.8% | Reduced |
| Walleye Capital LLC | 71,329 | $362.0K | 0.01% | +60,352+549.8% | Added |
| American International Group, Inc. | 71,873 | $364.0K | 0.00% | −3,311−4.4% | Reduced |
| Susquehanna International Group, LLP | 73,952 | $375.0K | 0.00% | +16,002+27.6% | Added |
| Cubist Systematic Strategies, LLC | 74,932 | $380.0K | 0.00% | −455,966−85.9% | Reduced |
| Texas Permanent School Fund | 79,448 | $403.0K | 0.01% | +2,292+3.0% | Added |
| Graham Capital Management, L.P. | 79,672 | $403.0K | 0.02% | +10,574+15.3% | Added |
| Wells Fargo & Company | 83,057 | $421.0K | 0.00% | −73,026−46.8% | Reduced |
| State of Alaska, Department of Revenue | 83,158 | $421.0K | 0.01% | +7,450+9.8% | Added |
| New York State Common Retirement Fund | 84,670 | $429.0K | 0.00% | −227−0.3% | Reduced |