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, Q3 2022
Institutional positions in WisdomTree, Inc. as of Sep 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
- 157
- −5 vs. Q2 2022
- Shares held
- 109.2M
- −620.7K (−0.6%) vs. Q2 2022
- Total value
- $517.7M
- −$42.9M (−7.7%) vs. Q2 2022
- New holders
- 13
- 64 more added
- Sold out
- 18
- 51 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 18,292,009 | $85.6M | 0.00% | +53,204+0.3% | Added |
| ArrowMark Colorado Holdings LLC | 14,199,193 | $66.5M | 0.82% | −704,401−4.7% | Reduced |
| Vanguard Group Inc | 13,969,108 | $65.4M | 0.00% | +175,438+1.3% | Added |
| Massachusetts Financial Services Co | 8,745,516 | $40.9M | 0.02% | +600,966+7.4% | Added |
| Azora Capital LP | 7,137,043 | $34.4M | 5.11% | −899,050−11.2% | Reduced |
| Lion Point Capital, LP | 4,521,979 | $26.5M | 10.73% | 00.0% | Unchanged |
| State Street Corp | 4,114,475 | $19.3M | 0.00% | −124,619−2.9% | Reduced |
| Bridgewater Associates, LP | 3,745,448 | $17.5M | 0.09% | +1,544,098+70.1% | Added |
| Dimensional Fund Advisors LP | 3,060,377 | $14.3M | 0.01% | +77,272+2.6% | Added |
| Toroso Investments, LLC | 2,312,157 | $10.8M | 0.45% | −93,918−3.9% | Reduced |
| Geode Capital Management, LLC | 2,188,156 | $10.2M | 0.00% | +29,507+1.4% | Added |
| Millennium Management LLC | 2,064,270 | $9.66M | 0.01% | +1,209,931+141.6% | Added |
| Morgan Stanley | 1,593,318 | $7.46M | 0.00% | +118,036+8.0% | Added |
| Charles Schwab Investment Management Inc | 1,431,213 | $6.70M | 0.00% | +56,253+4.1% | Added |
| Bank of New York Mellon Corp | 1,408,170 | $6.59M | 0.00% | −714,910−33.7% | Reduced |
| Capital Management Corp | 1,395,657 | $6.53M | 1.84% | −582,237−29.4% | Reduced |
| Northern Trust Corp | 1,390,730 | $6.51M | 0.00% | −18,510−1.3% | Reduced |
| Gillson Capital LP | 1,273,419 | $5.96M | 0.55% | +191,643+17.7% | Added |
| Schonfeld Strategic Advisors LLC | 1,106,005 | $5.18M | 0.04% | +104,405+10.4% | Added |
| Renaissance Technologies LLC | 1,064,579 | $4.98M | 0.01% | +3,600+0.3% | Added |
| Interval Partners, LP | 888,166 | $4.16M | 0.25% | +142,920+19.2% | Added |
| Phase 2 Partners, LLC | 880,529 | $4.12M | 1.96% | −323,717−26.9% | Reduced |
| Jacobs Asset Management, LLC | 775,000 | $3.63M | 1.85% | 00.0% | Unchanged |
| Principal Financial Group Inc | 695,999 | $3.26M | 0.00% | +799+0.1% | Added |
| Goldman Sachs Group Inc | 548,868 | $2.57M | 0.00% | +204,025+59.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 521,135 | $2.44M | 0.02% | +14,075+2.8% | Added |
| Ameriprise Financial Inc | 492,192 | $2.31M | 0.00% | −33,742−6.4% | Reduced |
| JPMorgan Chase & Co | 487,339 | $2.28M | 0.00% | +369,220+312.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 481,500 | $2.25M | 0.01% | +900+0.2% | Added |
| Invesco Ltd. | 463,161 | $2.17M | 0.00% | −20,170−4.2% | Reduced |
| Difesa Capital Management, LP | 424,500 | $1.99M | 1.46% | +201,400+90.3% | Added |
| Nuveen Asset Management, LLC | 400,395 | $1.87M | 0.00% | −13,217−3.2% | Reduced |
| Rhumbline Advisers | 338,818 | $1.59M | 0.00% | +17,398+5.4% | Added |
| Legal & General Group Plc | 332,236 | $1.55M | 0.00% | +4,099+1.2% | Added |
| Swiss National Bank | 260,700 | $1.22M | 0.00% | +3,400+1.3% | Added |
| SRN Advisors, LLC | 223,290 | $1.04M | 0.87% | −106,840−32.4% | Reduced |
| New York State Teachers Retirement System | 220,092 | $1.03M | 0.00% | +22,850+11.6% | Added |
| Horizon Kinetics Asset Management LLC | 215,282 | $1.01M | 0.02% | +27,800+14.8% | Added |
| River & Mercantile Asset Management LLP | 208,444 | $977.0K | 0.19% | −21,030−9.2% | Reduced |
| Public Sector Pension Investment Board | 203,722 | $953.0K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 190,745 | $892.0K | 0.00% | +27,884+17.1% | Added |
| Citadel Advisors LLC | 187,338 | $877.0K | 0.00% | +60,147+47.3% | Added |
| Cubist Systematic Strategies, LLC | 184,859 | $865.0K | 0.01% | +109,927+146.7% | Added |
| UBS Asset Management Americas Inc | 166,314 | $778.3K | 0.00% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 148,614 | $696.0K | 0.22% | +148,614 | New |
| California State Teachers Retirement System | 148,356 | $694.0K | 0.00% | −1,650−1.1% | Reduced |
| Credit Suisse AG | 143,879 | $673.0K | 0.00% | +712+0.5% | Added |
| Bank of America Corp | 136,763 | $641.0K | 0.00% | +77,351+130.2% | Added |
| Susquehanna International Group, LLP | 126,402 | $591.0K | 0.00% | +52,450+70.9% | Added |
| Alliancebernstein L.P. | 117,574 | $550.0K | 0.00% | −7,239−5.8% | Reduced |
| Thrivent Financial for Lutherans | 115,161 | $539.0K | 0.00% | +7,170+6.6% | Added |
| Prudential Financial Inc | 114,754 | $537.0K | 0.00% | −235−0.2% | Reduced |
| Fisher Asset Management, LLC | 111,632 | $522.0K | 0.00% | −761,000−87.2% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 108,000 | $505.0K | 0.07% | −2,000−1.8% | Reduced |
| Great West Life Assurance Co | 103,152 | $483.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 101,503 | $475.0K | 0.00% | +1,300+1.3% | Added |
| Occudo Quantitative Strategies LP | 90,396 | $423.0K | 0.03% | −22,379−19.8% | Reduced |
| Comerica Bank | 83,467 | $423.0K | 0.00% | −9,155−9.9% | Reduced |
| Yousif Capital Management, LLC | 88,591 | $415.0K | 0.01% | −538−0.6% | Reduced |
| Norges Bank | 87,466 | $409.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 83,900 | $393.0K | 0.00% | −770−0.9% | Reduced |
| Wells Fargo & Company | 82,294 | $385.0K | 0.00% | −763−0.9% | Reduced |
| D. E. Shaw & Co., Inc. | 80,023 | $375.0K | 0.00% | −68,254−46.0% | Reduced |
| State of Alaska, Department of Revenue | 77,128 | $360.0K | 0.00% | −6,030−7.3% | Reduced |
| Texas Permanent School Fund | 76,814 | $359.0K | 0.01% | −2,634−3.3% | Reduced |
| MetLife Investment Management | 73,339 | $343.2K | 0.00% | +19,187+35.4% | Added |
| American International Group, Inc. | 72,813 | $341.0K | 0.00% | +940+1.3% | Added |
| Graham Capital Management, L.P. | 70,062 | $327.0K | 0.01% | −9,610−12.1% | Reduced |
| Price T Rowe Associates Inc | 67,904 | $318.0K | 0.00% | +12,148+21.8% | Added |
| Voya Investment Management LLC | 67,215 | $314.6K | 0.00% | +11,984+21.7% | Added |
| HSBC Holdings PLC | 65,045 | $310.0K | 0.00% | +15,968+32.5% | Added |
| Citigroup Inc | 65,559 | $306.0K | 0.00% | +1,175+1.8% | Added |
| Deutsche Bank AG | 65,104 | $305.0K | 0.00% | −21,408−24.7% | Reduced |
| Two Sigma Advisers, LP | 64,700 | $303.0K | 0.00% | −153,700−70.4% | Reduced |
| BNP Paribas Arbitrage, SA | 64,269 | $300.8K | 0.00% | −201,052−75.8% | Reduced |
| State Board of Administration of Florida Retirement System | 63,883 | $299.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 63,735 | $298.0K | 0.00% | +21,366+50.4% | Added |
| Amalgamated Bank | 57,919 | $271.0K | 0.00% | +1,033+1.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 55,743 | $261.0K | 0.00% | +17,340+45.2% | Added |
| Manufacturers Life Insurance Company, The | 55,663 | $260.5K | 0.00% | −799−1.4% | Reduced |
| Globeflex Capital L P | 54,567 | $255.0K | 0.04% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 53,200 | $249.0K | 0.01% | +100+0.2% | Added |
| Prelude Capital Management, LLC | 52,979 | $248.0K | 0.01% | −45,234−46.1% | Reduced |
| Jane Street Group, LLC | 52,266 | $245.0K | 0.00% | +16,451+45.9% | Added |
| Crestline Management, LP | 52,168 | $244.0K | 0.03% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 50,000 | $234.0K | 0.03% | +50,000 | New |
| State of Tennessee, Treasury Department | 44,703 | $209.0K | 0.00% | +2,046+4.8% | Added |
| Everence Capital Management Inc | 39,470 | $185.0K | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 36,860 | $173.0K | 0.01% | −9,472−20.4% | Reduced |
| Oregon Public Employees Retirement Fund | 36,063 | $169.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 35,822 | $167.0K | 0.00% | +8,353+30.4% | Added |
| Teachers Retirement System of the State of Kentucky | 34,206 | $160.0K | 0.00% | +34,206 | New |
| SMH Capital Advisors Inc | 33,121 | $155.0K | 0.23% | −198−0.6% | Reduced |
| Tudor Investment Corp Et Al | 31,163 | $146.0K | 0.00% | +31,163 | New |
| Barclays PLC | 29,995 | $140.0K | 0.00% | −5,625−15.8% | Reduced |
| Arizona State Retirement System | 29,871 | $140.0K | 0.00% | +378+1.3% | Added |
| SG Americas Securities, LLC | 29,942 | $140.0K | 0.00% | +17,873+148.1% | Added |
| Public Employees Retirement Association of Colorado | 29,225 | $137.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 28,273 | $132.0K | 0.00% | +1,977+7.5% | Added |
| Victory Capital Management Inc | 24,123 | $113.0K | 0.00% | −1,108−4.4% | Reduced |