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 |
|---|---|---|---|---|---|
| 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 |
| Victory Capital Management Inc | 25,231 | $128.0K | 0.00% | +645+2.6% | Added |
| Steward Partners Investment Advisory, LLC | 24,200 | $123.0K | 0.00% | +17,700+272.3% | Added |
| Tower Research Capital LLC (TRC) | 23,441 | $119.0K | 0.00% | +21,023+869.4% | Added |
| 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 |
| Qube Research & Technologies Ltd | 22,471 | $114.0K | 0.00% | +22,471 | New |
| Y-Intercept (Hong Kong) Ltd | 19,526 | $99.0K | 0.01% | +19,526 | New |
| 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 |
| Astoria Portfolio Advisors LLC. | 17,500 | $89.0K | 0.06% | 00.0% | Unchanged |
| Bank of Montreal | 15,740 | $86.0K | 0.00% | −17,570−52.7% | Reduced |
| Teacher Retirement System of Texas | 16,706 | $85.0K | 0.00% | −5,696−25.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,582 | $84.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 15,800 | $80.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 15,439 | $78.0K | 0.00% | −9−0.1% | Reduced |
| 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 |
| American Century Companies Inc | 14,517 | $74.0K | 0.00% | +14,517 | New |
| Squarepoint Ops LLC | 13,833 | $70.0K | 0.00% | +13,833 | New |
| Captrust Financial Advisors | 13,630 | $69.0K | 0.00% | −218−1.6% | Reduced |
| AQR Capital Management LLC | 12,318 | $62.0K | 0.00% | +40.0% | Added |
| SG Americas Securities, LLC | 12,069 | $61.0K | 0.00% | +12,069 | New |
| 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 |
| CIBC Asset Management Inc | 11,260 | $57.0K | 0.00% | −461−3.9% | Reduced |
| Crossmark Global Holdings, Inc. | 10,590 | $54.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 10,382 | $53.0K | 0.03% | −9,054−46.6% | Reduced |
| Gsa Capital Partners LLP | 10,003 | $51.0K | 0.01% | −13,796−58.0% | Reduced |
| The PNC Financial Services Group, Inc. | 9,470 | $47.0K | 0.00% | −62−0.7% | Reduced |
| Public Employees Retirement System of Ohio | 8,021 | $41.0K | 0.00% | −519−6.1% | Reduced |
| Metropolitan Life Insurance Co | 6,425 | $32.6K | 0.00% | −2,065−24.3% | Reduced |
| Sutton Wealth Advisors Inc. | 5,528 | $28.0K | 0.01% | +18+0.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,687 | $28.0K | 0.00% | +5+0.1% | Added |
| American Portfolios Advisors | 5,041 | $25.6K | 0.00% | +19+0.4% | Added |
| 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 |
| HM Payson & Co | 3,500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 3,119 | $16.0K | 0.00% | +3,119 | New |
| FMR LLC | 2,672 | $13.0K | 0.00% | +425+18.9% | Added |
| Macquarie Group Ltd | 2,399 | $12.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,102 | $11.0K | 0.00% | −35−1.6% | Reduced |
| First Horizon Advisors, Inc. | 2,197 | $10.0K | 0.00% | +2,077+1,730.8% | Added |
| Whittier Trust Co | 1,631 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Spire Wealth Management | 637 | $3.00K | 0.00% | −1,980−75.7% | Reduced |
| Adirondack Trust Co | 600 | $3.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 313 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 441 | $2.00K | 0.00% | +57+14.8% | Added |
| Fifth Third Bancorp | 294 | $1.00K | 0.00% | −300−50.5% | Reduced |
| 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 |
| 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 |