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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 86,512 | $438.0K | 0.00% | −4,784−5.2% | Reduced |
| Norges Bank | 87,466 | $443.5K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 89,129 | $452.0K | 0.01% | −9,925−10.0% | Reduced |
| Comerica Bank | 92,622 | $482.0K | 0.00% | −305−0.3% | Reduced |
| Prelude Capital Management, LLC | 98,213 | $498.0K | 0.02% | −576−0.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 100,203 | $508.0K | 0.01% | +6,381+6.8% | Added |
| Great West Life Assurance Co | 103,152 | $522.0K | 0.00% | +11,523+12.6% | Added |
| Thrivent Financial for Lutherans | 107,991 | $548.0K | 0.00% | +19,395+21.9% | Added |
| Gabelli & Co Investment Advisers, Inc. | 110,000 | $558.0K | 0.07% | +10,672+10.7% | Added |
| Occudo Quantitative Strategies LP | 112,775 | $572.0K | 0.05% | +12,062+12.0% | Added |
| Prudential Financial Inc | 114,989 | $583.0K | 0.00% | −1,250−1.1% | Reduced |
| JPMorgan Chase & Co | 118,119 | $598.0K | 0.00% | −190,185−61.7% | Reduced |
| Alliancebernstein L.P. | 124,813 | $633.0K | 0.00% | +16,009+14.7% | Added |
| Citadel Advisors LLC | 127,191 | $645.0K | 0.00% | +46,004+56.7% | Added |
| Credit Suisse AG | 143,167 | $727.0K | 0.00% | −11,680−7.5% | Reduced |
| D. E. Shaw & Co., Inc. | 148,277 | $752.0K | 0.00% | −531,734−78.2% | Reduced |
| California State Teachers Retirement System | 150,006 | $761.0K | 0.00% | +406+0.3% | Added |
| M&T Bank Corp | 162,861 | $826.0K | 0.00% | +81,062+99.1% | Added |
| UBS Asset Management Americas Inc | 166,314 | $843.2K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 187,482 | $951.0K | 0.02% | +187,482 | New |
| New York State Teachers Retirement System | 197,242 | $1.00M | 0.00% | +200+0.1% | Added |
| Quinn Opportunity Partners LLC | 203,291 | $1.03M | 0.10% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 203,722 | $1.03M | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 218,400 | $1.11M | 0.00% | −191,200−46.7% | Reduced |
| Difesa Capital Management, LP | 223,100 | $1.13M | 0.76% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 229,474 | $1.16M | 0.21% | −31,426−12.0% | Reduced |
| Swiss National Bank | 257,300 | $1.30M | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 265,321 | $1.35M | 0.00% | +230,129+653.9% | Added |
| Rhumbline Advisers | 321,420 | $1.63M | 0.00% | +4,060+1.3% | Added |
| Legal & General Group Plc | 328,137 | $1.66M | 0.00% | +3,616+1.1% | Added |
| SRN Advisors, LLC | 330,130 | $1.67M | 1.17% | +330,130 | New |
| Goldman Sachs Group Inc | 344,843 | $1.75M | 0.00% | −130,735−27.5% | Reduced |
| Nuveen Asset Management, LLC | 413,612 | $2.10M | 0.00% | −24,012−5.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 480,600 | $2.44M | 0.01% | −410,600−46.1% | Reduced |
| Invesco Ltd. | 483,331 | $2.45M | 0.00% | +13,488+2.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 507,060 | $2.57M | 0.02% | −3,420−0.7% | Reduced |
| Ameriprise Financial Inc | 525,934 | $2.67M | 0.00% | −91,774−14.9% | Reduced |
| Principal Financial Group Inc | 695,200 | $3.52M | 0.00% | −45,806−6.2% | Reduced |
| Interval Partners, LP | 745,246 | $3.78M | 0.27% | +289,861+63.7% | Added |
| Jacobs Asset Management, LLC | 775,000 | $3.93M | 1.84% | 00.0% | Unchanged |
| Millennium Management LLC | 854,339 | $4.33M | 0.01% | −453,216−34.7% | Reduced |
| Fisher Asset Management, LLC | 872,632 | $4.42M | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,001,600 | $5.08M | 0.05% | +449,700+81.5% | Added |
| Wellington Management Group LLP | 1,045,088 | $5.30M | 0.00% | −448,004−30.0% | Reduced |
| Renaissance Technologies LLC | 1,060,979 | $5.38M | 0.01% | +207,828+24.4% | Added |
| Gillson Capital LP | 1,081,776 | $5.49M | 0.53% | +816,945+308.5% | Added |
| Phase 2 Partners, LLC | 1,204,246 | $6.11M | 3.14% | +387,921+47.5% | Added |
| Charles Schwab Investment Management Inc | 1,374,960 | $6.97M | 0.00% | +41,115+3.1% | Added |
| Northern Trust Corp | 1,409,240 | $7.14M | 0.00% | −51,662−3.5% | Reduced |
| Morgan Stanley | 1,475,282 | $7.48M | 0.00% | +253,660+20.8% | Added |
| Capital Management Corp | 1,977,894 | $10.0M | 2.48% | −103,308−5.0% | Reduced |
| Bank of New York Mellon Corp | 2,123,080 | $10.8M | 0.00% | −1,509,514−41.6% | Reduced |
| Geode Capital Management, LLC | 2,158,649 | $10.9M | 0.00% | +8,518+0.4% | Added |
| Bridgewater Associates, LP | 2,201,350 | $11.2M | 0.05% | +2,045,218+1,309.9% | Added |
| Toroso Investments, LLC | 2,406,075 | $12.2M | 0.45% | −396,582−14.2% | Reduced |
| Dimensional Fund Advisors LP | 2,983,105 | $15.1M | 0.01% | +137,559+4.8% | Added |
| State Street Corp | 4,239,094 | $21.5M | 0.00% | −116,761−2.7% | Reduced |
| Lion Point Capital, LP | 4,521,979 | $26.5M | 9.41% | 00.0% | Unchanged |
| Azora Capital LP | 8,036,093 | $40.7M | 9.98% | +4,048,822+101.5% | Added |
| Massachusetts Financial Services Co | 8,144,550 | $41.3M | 0.01% | +547,728+7.2% | Added |
| Vanguard Group Inc | 13,793,670 | $69.9M | 0.00% | +232,192+1.7% | Added |
| ArrowMark Colorado Holdings LLC | 14,903,594 | $75.6M | 0.86% | −545,842−3.5% | Reduced |
| BlackRock Inc. | 18,238,805 | $92.5M | 0.00% | −115,236−0.6% | Reduced |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −632,842−100.0% | Sold out |
| BlueMar Capital Management, LLC | 0 | $0 | 0.00% | −406,798−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −183,259−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −141,900−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −130,855−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −108,867−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −80,168−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −73,612−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −48,490−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −44,908−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −43,293−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −30,920−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −24,113−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −23,661−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −23,425−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −22,594−100.0% | Sold out |
| Glassy Mountain Advisors, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −19,400−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −18,010−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −13,864−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −13,639−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,191−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −12,129−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,988−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |