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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 32 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 56 | $0 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 81 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 160 | $0 | 0.00% | −15−8.6% | Reduced |
| Group One Trading, L.P. | 100 | $0 | 0.00% | +100 | New |
| Farmers & Merchants Investments Inc | 74 | $0 | 0.00% | +74 | New |
| Quantbot Technologies LP | 200 | $0 | 0.00% | +200 | New |
| Global Retirement Partners, LLC | 53 | $0 | 0.00% | +53 | New |
| Covestor Ltd | 5 | $0 | 0.00% | +5 | New |
| North Star Investment Management Corp. | 313 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 150 | $1.00K | 0.00% | +150 | New |
| CWM, LLC | 401 | $2.00K | 0.00% | −40−9.1% | Reduced |
| Fifth Third Bancorp | 472 | $2.00K | 0.00% | +178+60.5% | Added |
| Parkside Financial Bank & Trust | 714 | $3.00K | 0.00% | +2+0.3% | Added |
| Adirondack Trust Co | 600 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 641 | $3.00K | 0.00% | +4+0.6% | Added |
| TCI Wealth Advisors, Inc. | 943 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 947 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 308 | $4.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,040 | $5.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,631 | $8.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,102 | $10.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 0 | $11.0K | 0.00% | −2,399−100.0% | Reduced |
| HM Payson & Co | 2,500 | $12.0K | 0.00% | −1,000−28.6% | Reduced |
| First Horizon Advisors, Inc. | 2,606 | $12.0K | 0.00% | +409+18.6% | Added |
| Royal Bank of Canada | 3,978 | $19.0K | 0.00% | −89−2.2% | Reduced |
| American Portfolios Advisors | 5,062 | $23.7K | 0.00% | +21+0.4% | Added |
| Sutton Wealth Advisors Inc. | 5,551 | $26.0K | 0.01% | +23+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,692 | $26.0K | 0.00% | +5+0.1% | Added |
| FMR LLC | 6,168 | $29.0K | 0.00% | +3,496+130.8% | Added |
| Federated Hermes, Inc. | 6,313 | $30.0K | 0.00% | +2,240+55.0% | Added |
| Public Employees Retirement System of Ohio | 7,923 | $37.0K | 0.00% | −98−1.2% | Reduced |
| Metropolitan Life Insurance Co | 8,287 | $38.8K | 0.00% | +1,862+29.0% | Added |
| The PNC Financial Services Group, Inc. | 9,217 | $43.0K | 0.00% | −253−2.7% | Reduced |
| Raymond James & Associates | 10,233 | $48.0K | 0.00% | −5,206−33.7% | Reduced |
| Ameritas Investment Partners, Inc. | 11,656 | $54.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 11,677 | $55.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 11,974 | $56.0K | 0.00% | −11,467−48.9% | Reduced |
| Captrust Financial Advisors | 13,146 | $62.0K | 0.00% | −484−3.6% | Reduced |
| State of Wyoming | 13,913 | $65.0K | 0.03% | +3,531+34.0% | Added |
| Teacher Retirement System of Texas | 15,735 | $74.0K | 0.00% | −971−5.8% | Reduced |
| Ensign Peak Advisors, Inc | 15,800 | $74.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 15,635 | $75.0K | 0.00% | −105−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,582 | $78.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 18,053 | $85.0K | 0.00% | −405−2.2% | Reduced |
| Vantage Consulting Group Inc | 18,060 | $85.0K | 0.05% | +3,133+21.0% | Added |
| Syntax Advisors, LLC | 18,060 | $85.0K | 0.07% | +3,133+21.0% | Added |
| American Century Companies Inc | 20,391 | $95.0K | 0.00% | +5,874+40.5% | Added |
| Aquatic Capital Management LLC | 20,200 | $95.0K | 0.01% | +20,200 | New |
| State of Wisconsin Investment Board | 20,519 | $96.0K | 0.00% | −5,734−21.8% | Reduced |
| Aigen Investment Management, LP | 21,446 | $100.0K | 0.01% | +21,446 | New |
| Mutual of America Capital Management LLC | 22,163 | $104.0K | 0.00% | +3,702+20.1% | Added |
| Janus Henderson Group PLC | 22,912 | $108.0K | 0.00% | −66−0.3% | Reduced |
| Versor Investments LP | 23,600 | $110.0K | 0.01% | +23,600 | New |
| Victory Capital Management Inc | 24,123 | $113.0K | 0.00% | −1,108−4.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,200 | $113.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 24,052 | $113.0K | 0.00% | +1,139+5.0% | Added |
| Walleye Trading LLC | 28,273 | $132.0K | 0.00% | +1,977+7.5% | Added |
| Public Employees Retirement Association of Colorado | 29,225 | $137.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Tudor Investment Corp Et Al | 31,163 | $146.0K | 0.00% | +31,163 | New |
| SMH Capital Advisors Inc | 33,121 | $155.0K | 0.23% | −198−0.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 34,206 | $160.0K | 0.00% | +34,206 | New |
| Advisor Group Holdings, Inc. | 35,822 | $167.0K | 0.00% | +8,353+30.4% | Added |
| Oregon Public Employees Retirement Fund | 36,063 | $169.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 36,860 | $173.0K | 0.01% | −9,472−20.4% | Reduced |
| Everence Capital Management Inc | 39,470 | $185.0K | 0.02% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 44,703 | $209.0K | 0.00% | +2,046+4.8% | Added |
| Levin Capital Strategies, L.P. | 50,000 | $234.0K | 0.03% | +50,000 | New |
| Crestline Management, LP | 52,168 | $244.0K | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 52,266 | $245.0K | 0.00% | +16,451+45.9% | Added |
| Prelude Capital Management, LLC | 52,979 | $248.0K | 0.01% | −45,234−46.1% | Reduced |
| Louisiana State Employees Retirement System | 53,200 | $249.0K | 0.01% | +100+0.2% | Added |
| Globeflex Capital L P | 54,567 | $255.0K | 0.04% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 55,663 | $260.5K | 0.00% | −799−1.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 55,743 | $261.0K | 0.00% | +17,340+45.2% | Added |
| Amalgamated Bank | 57,919 | $271.0K | 0.00% | +1,033+1.8% | Added |
| Envestnet Asset Management Inc | 63,735 | $298.0K | 0.00% | +21,366+50.4% | Added |
| State Board of Administration of Florida Retirement System | 63,883 | $299.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 64,269 | $300.8K | 0.00% | −201,052−75.8% | Reduced |
| Two Sigma Advisers, LP | 64,700 | $303.0K | 0.00% | −153,700−70.4% | Reduced |
| Deutsche Bank AG | 65,104 | $305.0K | 0.00% | −21,408−24.7% | Reduced |
| Citigroup Inc | 65,559 | $306.0K | 0.00% | +1,175+1.8% | Added |
| HSBC Holdings PLC | 65,045 | $310.0K | 0.00% | +15,968+32.5% | Added |
| Voya Investment Management LLC | 67,215 | $314.6K | 0.00% | +11,984+21.7% | Added |
| Price T Rowe Associates Inc | 67,904 | $318.0K | 0.00% | +12,148+21.8% | Added |
| Graham Capital Management, L.P. | 70,062 | $327.0K | 0.01% | −9,610−12.1% | Reduced |
| American International Group, Inc. | 72,813 | $341.0K | 0.00% | +940+1.3% | Added |
| MetLife Investment Management | 73,339 | $343.2K | 0.00% | +19,187+35.4% | Added |
| Texas Permanent School Fund | 76,814 | $359.0K | 0.01% | −2,634−3.3% | Reduced |
| State of Alaska, Department of Revenue | 77,128 | $360.0K | 0.00% | −6,030−7.3% | Reduced |
| D. E. Shaw & Co., Inc. | 80,023 | $375.0K | 0.00% | −68,254−46.0% | Reduced |
| Wells Fargo & Company | 82,294 | $385.0K | 0.00% | −763−0.9% | Reduced |
| New York State Common Retirement Fund | 83,900 | $393.0K | 0.00% | −770−0.9% | Reduced |
| Norges Bank | 87,466 | $409.3K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 88,591 | $415.0K | 0.01% | −538−0.6% | Reduced |
| Occudo Quantitative Strategies LP | 90,396 | $423.0K | 0.03% | −22,379−19.8% | Reduced |