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 |
|---|---|---|---|---|---|
| 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 |
| Versor Investments LP | 23,600 | $110.0K | 0.01% | +23,600 | New |
| Janus Henderson Group PLC | 22,912 | $108.0K | 0.00% | −66−0.3% | Reduced |
| Mutual of America Capital Management LLC | 22,163 | $104.0K | 0.00% | +3,702+20.1% | Added |
| Aigen Investment Management, LP | 21,446 | $100.0K | 0.01% | +21,446 | New |
| State of Wisconsin Investment Board | 20,519 | $96.0K | 0.00% | −5,734−21.8% | Reduced |
| 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 |
| 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 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,582 | $78.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 15,635 | $75.0K | 0.00% | −105−0.7% | Reduced |
| 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 |
| State of Wyoming | 13,913 | $65.0K | 0.03% | +3,531+34.0% | Added |
| Captrust Financial Advisors | 13,146 | $62.0K | 0.00% | −484−3.6% | Reduced |
| Tower Research Capital LLC (TRC) | 11,974 | $56.0K | 0.00% | −11,467−48.9% | Reduced |
| KBC Group NV | 11,677 | $55.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 11,656 | $54.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 10,233 | $48.0K | 0.00% | −5,206−33.7% | Reduced |
| The PNC Financial Services Group, Inc. | 9,217 | $43.0K | 0.00% | −253−2.7% | Reduced |
| Metropolitan Life Insurance Co | 8,287 | $38.8K | 0.00% | +1,862+29.0% | Added |
| Public Employees Retirement System of Ohio | 7,923 | $37.0K | 0.00% | −98−1.2% | Reduced |
| Federated Hermes, Inc. | 6,313 | $30.0K | 0.00% | +2,240+55.0% | Added |
| FMR LLC | 6,168 | $29.0K | 0.00% | +3,496+130.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,692 | $26.0K | 0.00% | +5+0.1% | Added |
| Sutton Wealth Advisors Inc. | 5,551 | $26.0K | 0.01% | +23+0.4% | Added |
| American Portfolios Advisors | 5,062 | $23.7K | 0.00% | +21+0.4% | Added |
| Royal Bank of Canada | 3,978 | $19.0K | 0.00% | −89−2.2% | 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 |
| Macquarie Group Ltd | 0 | $11.0K | 0.00% | −2,399−100.0% | Reduced |
| Versant Capital Management, Inc | 2,102 | $10.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,631 | $8.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,040 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| CWM, LLC | 401 | $2.00K | 0.00% | −40−9.1% | Reduced |
| Fifth Third Bancorp | 472 | $2.00K | 0.00% | +178+60.5% | Added |
| North Star Investment Management Corp. | 313 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 150 | $1.00K | 0.00% | +150 | New |
| 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 |
| 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 |