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 |
|---|---|---|---|---|---|
| Comerica Bank | 83,467 | $423.0K | 0.00% | −9,155−9.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 101,503 | $475.0K | 0.00% | +1,300+1.3% | Added |
| Great West Life Assurance Co | 103,152 | $483.0K | 0.00% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 108,000 | $505.0K | 0.07% | −2,000−1.8% | Reduced |
| Fisher Asset Management, LLC | 111,632 | $522.0K | 0.00% | −761,000−87.2% | Reduced |
| Prudential Financial Inc | 114,754 | $537.0K | 0.00% | −235−0.2% | Reduced |
| Thrivent Financial for Lutherans | 115,161 | $539.0K | 0.00% | +7,170+6.6% | Added |
| Alliancebernstein L.P. | 117,574 | $550.0K | 0.00% | −7,239−5.8% | Reduced |
| Susquehanna International Group, LLP | 126,402 | $591.0K | 0.00% | +52,450+70.9% | Added |
| Bank of America Corp | 136,763 | $641.0K | 0.00% | +77,351+130.2% | Added |
| Credit Suisse AG | 143,879 | $673.0K | 0.00% | +712+0.5% | Added |
| California State Teachers Retirement System | 148,356 | $694.0K | 0.00% | −1,650−1.1% | Reduced |
| Gyon Technologies Capital Management, LP | 148,614 | $696.0K | 0.22% | +148,614 | New |
| UBS Asset Management Americas Inc | 166,314 | $778.3K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 184,859 | $865.0K | 0.01% | +109,927+146.7% | Added |
| Citadel Advisors LLC | 187,338 | $877.0K | 0.00% | +60,147+47.3% | Added |
| M&T Bank Corp | 190,745 | $892.0K | 0.00% | +27,884+17.1% | Added |
| Public Sector Pension Investment Board | 203,722 | $953.0K | 0.01% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 208,444 | $977.0K | 0.19% | −21,030−9.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 215,282 | $1.01M | 0.02% | +27,800+14.8% | Added |
| New York State Teachers Retirement System | 220,092 | $1.03M | 0.00% | +22,850+11.6% | Added |
| SRN Advisors, LLC | 223,290 | $1.04M | 0.87% | −106,840−32.4% | Reduced |
| Swiss National Bank | 260,700 | $1.22M | 0.00% | +3,400+1.3% | Added |
| Legal & General Group Plc | 332,236 | $1.55M | 0.00% | +4,099+1.2% | Added |
| Rhumbline Advisers | 338,818 | $1.59M | 0.00% | +17,398+5.4% | Added |
| Nuveen Asset Management, LLC | 400,395 | $1.87M | 0.00% | −13,217−3.2% | Reduced |
| Difesa Capital Management, LP | 424,500 | $1.99M | 1.46% | +201,400+90.3% | Added |
| Invesco Ltd. | 463,161 | $2.17M | 0.00% | −20,170−4.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 481,500 | $2.25M | 0.01% | +900+0.2% | Added |
| JPMorgan Chase & Co | 487,339 | $2.28M | 0.00% | +369,220+312.6% | Added |
| Ameriprise Financial Inc | 492,192 | $2.31M | 0.00% | −33,742−6.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 521,135 | $2.44M | 0.02% | +14,075+2.8% | Added |
| Goldman Sachs Group Inc | 548,868 | $2.57M | 0.00% | +204,025+59.2% | Added |
| Principal Financial Group Inc | 695,999 | $3.26M | 0.00% | +799+0.1% | Added |
| Jacobs Asset Management, LLC | 775,000 | $3.63M | 1.85% | 00.0% | Unchanged |
| Phase 2 Partners, LLC | 880,529 | $4.12M | 1.96% | −323,717−26.9% | Reduced |
| Interval Partners, LP | 888,166 | $4.16M | 0.25% | +142,920+19.2% | Added |
| Renaissance Technologies LLC | 1,064,579 | $4.98M | 0.01% | +3,600+0.3% | Added |
| Schonfeld Strategic Advisors LLC | 1,106,005 | $5.18M | 0.04% | +104,405+10.4% | Added |
| Gillson Capital LP | 1,273,419 | $5.96M | 0.55% | +191,643+17.7% | Added |
| Northern Trust Corp | 1,390,730 | $6.51M | 0.00% | −18,510−1.3% | Reduced |
| Capital Management Corp | 1,395,657 | $6.53M | 1.84% | −582,237−29.4% | Reduced |
| Bank of New York Mellon Corp | 1,408,170 | $6.59M | 0.00% | −714,910−33.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,431,213 | $6.70M | 0.00% | +56,253+4.1% | Added |
| Morgan Stanley | 1,593,318 | $7.46M | 0.00% | +118,036+8.0% | Added |
| Millennium Management LLC | 2,064,270 | $9.66M | 0.01% | +1,209,931+141.6% | Added |
| Geode Capital Management, LLC | 2,188,156 | $10.2M | 0.00% | +29,507+1.4% | Added |
| Toroso Investments, LLC | 2,312,157 | $10.8M | 0.45% | −93,918−3.9% | Reduced |
| Dimensional Fund Advisors LP | 3,060,377 | $14.3M | 0.01% | +77,272+2.6% | Added |
| Bridgewater Associates, LP | 3,745,448 | $17.5M | 0.09% | +1,544,098+70.1% | Added |
| State Street Corp | 4,114,475 | $19.3M | 0.00% | −124,619−2.9% | Reduced |
| Lion Point Capital, LP | 4,521,979 | $26.5M | 10.73% | 00.0% | Unchanged |
| Azora Capital LP | 7,137,043 | $34.4M | 5.11% | −899,050−11.2% | Reduced |
| Massachusetts Financial Services Co | 8,745,516 | $40.9M | 0.02% | +600,966+7.4% | Added |
| Vanguard Group Inc | 13,969,108 | $65.4M | 0.00% | +175,438+1.3% | Added |
| ArrowMark Colorado Holdings LLC | 14,199,193 | $66.5M | 0.82% | −704,401−4.7% | Reduced |
| BlackRock Inc. | 18,292,009 | $85.6M | 0.00% | +53,204+0.3% | Added |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,045,088−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −203,291−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −71,329−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −47,146−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −45,915−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −44,510−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −43,350−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −22,471−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −19,526−100.0% | Sold out |
| Astoria Portfolio Advisors LLC. | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −13,833−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −12,318−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −11,260−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −10,590−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,003−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −3,119−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −865−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Lake Point Wealth Management | – | – | – | – | Not filed |