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, Q4 2022
Institutional positions in WisdomTree, Inc. as of Dec 31, 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
- 158
- +2 vs. Q3 2022
- Shares held
- 110.9M
- +1.71M (+1.6%) vs. Q3 2022
- Total value
- $606.6M
- +$88.9M (+17.2%) vs. Q3 2022
- New holders
- 24
- 57 more added
- Sold out
- 22
- 45 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 18,616,457 | $101.5M | 0.00% | +324,448+1.8% | Added |
| ArrowMark Colorado Holdings LLC | 15,934,997 | $86.8M | 1.04% | +1,735,804+12.2% | Added |
| Vanguard Group Inc | 14,282,732 | $77.8M | 0.00% | +313,624+2.2% | Added |
| Massachusetts Financial Services Co | 8,773,849 | $47.8M | 0.02% | +28,333+0.3% | Added |
| Azora Capital LP | 7,300,592 | $39.8M | 6.77% | +163,549+2.3% | Added |
| Lion Point Capital, LP | 4,521,979 | $26.5M | 15.85% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 4,347,034 | $23.7M | 0.13% | +601,586+16.1% | Added |
| State Street Corp | 4,335,156 | $23.6M | 0.00% | +220,681+5.4% | Added |
| Dimensional Fund Advisors LP | 3,075,761 | $16.8M | 0.01% | +15,384+0.5% | Added |
| Geode Capital Management, LLC | 2,150,036 | $11.7M | 0.00% | −38,120−1.7% | Reduced |
| Toroso Investments, LLC | 2,034,672 | $11.1M | 0.43% | −277,485−12.0% | Reduced |
| Capital Management Corp | 1,885,899 | $10.3M | 2.53% | +490,242+35.1% | Added |
| Millennium Management LLC | 1,804,365 | $9.83M | 0.01% | −259,905−12.6% | Reduced |
| Invesco Ltd. | 1,478,447 | $8.06M | 0.00% | +1,015,286+219.2% | Added |
| Morgan Stanley | 1,465,665 | $7.99M | 0.00% | −127,653−8.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,454,568 | $7.93M | 0.00% | +23,355+1.6% | Added |
| Bank of New York Mellon Corp | 1,442,996 | $7.86M | 0.00% | +34,826+2.5% | Added |
| Northern Trust Corp | 1,416,508 | $7.72M | 0.00% | +25,778+1.9% | Added |
| Gillson Capital LP | 1,391,765 | $7.58M | 0.57% | +118,346+9.3% | Added |
| Renaissance Technologies LLC | 1,067,579 | $5.82M | 0.01% | +3,000+0.3% | Added |
| Jacobs Asset Management, LLC | 775,000 | $4.22M | 2.06% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 760,805 | $4.15M | 0.03% | −345,200−31.2% | Reduced |
| Difesa Capital Management, LP | 717,900 | $3.91M | 3.05% | +293,400+69.1% | Added |
| Principal Financial Group Inc | 689,991 | $3.76M | 0.00% | −6,008−0.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 527,735 | $2.88M | 0.02% | +6,600+1.3% | Added |
| Ameriprise Financial Inc | 425,813 | $2.32M | 0.00% | −66,379−13.5% | Reduced |
| Wellington Management Group LLP | 421,534 | $2.30M | 0.00% | +421,534 | New |
| Nuveen Asset Management, LLC | 378,678 | $2.06M | 0.00% | −21,717−5.4% | Reduced |
| Rhumbline Advisers | 363,062 | $1.98M | 0.00% | +24,244+7.2% | Added |
| Legal & General Group Plc | 339,619 | $1.85M | 0.00% | +7,383+2.2% | Added |
| Interval Partners, LP | 274,578 | $1.50M | 0.12% | −613,588−69.1% | Reduced |
| Swiss National Bank | 265,400 | $1.45M | 0.00% | +4,700+1.8% | Added |
| SRN Advisors, LLC | 223,670 | $1.22M | 1.21% | +380+0.2% | Added |
| New York State Teachers Retirement System | 219,892 | $1.20M | 0.00% | −200−0.1% | Reduced |
| Public Sector Pension Investment Board | 203,722 | $1.11M | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 190,745 | $1.04M | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 186,340 | $1.02M | 0.00% | +106,317+132.9% | Added |
| Quinn Opportunity Partners LLC | 179,226 | $976.8K | 0.12% | +179,226 | New |
| UBS Asset Management Americas Inc | 166,314 | $906.4K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 161,063 | $877.8K | 0.00% | +17,184+11.9% | Added |
| Citadel Advisors LLC | 158,127 | $861.8K | 0.00% | −29,211−15.6% | Reduced |
| California State Teachers Retirement System | 150,300 | $819.1K | 0.00% | +1,944+1.3% | Added |
| Alliancebernstein L.P. | 143,564 | $782.4K | 0.00% | +25,990+22.1% | Added |
| Goldman Sachs Group Inc | 135,103 | $736.3K | 0.00% | −413,765−75.4% | Reduced |
| JPMorgan Chase & Co | 132,396 | $722.0K | 0.00% | −354,943−72.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 119,174 | $649.0K | 0.01% | +17,671+17.4% | Added |
| Prudential Financial Inc | 114,819 | $625.8K | 0.00% | +65+0.1% | Added |
| Thrivent Financial for Lutherans | 114,222 | $623.0K | 0.00% | −939−0.8% | Reduced |
| Fisher Asset Management, LLC | 112,832 | $615.0K | 0.00% | +1,200+1.1% | Added |
| Two Sigma Advisers, LP | 112,000 | $610.4K | 0.00% | +47,300+73.1% | Added |
| Great West Life Assurance Co | 111,307 | $607.0K | 0.00% | +8,155+7.9% | Added |
| Winton Group Ltd | 103,039 | $561.6K | 0.04% | +103,039 | New |
| Qube Research & Technologies Ltd | 94,775 | $516.5K | 0.00% | +94,775 | New |
| Balyasny Asset Management LLC | 88,810 | $484.0K | 0.00% | +88,810 | New |
| Norges Bank | 87,466 | $476.7K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 85,088 | $463.7K | 0.00% | +1,188+1.4% | Added |
| Deutsche Bank AG | 78,692 | $428.9K | 0.00% | +13,588+20.9% | Added |
| Bank of America Corp | 78,091 | $425.6K | 0.00% | −58,672−42.9% | Reduced |
| Occudo Quantitative Strategies LP | 77,706 | $423.5K | 0.05% | −12,690−14.0% | Reduced |
| State of Alaska, Department of Revenue | 77,539 | $422.0K | 0.01% | +411+0.5% | Added |
| Wells Fargo & Company | 76,701 | $418.0K | 0.00% | −5,593−6.8% | Reduced |
| Trexquant Investment LP | 76,580 | $417.4K | 0.01% | +76,580 | New |
| Citigroup Inc | 76,561 | $417.3K | 0.00% | +11,002+16.8% | Added |
| Envestnet Asset Management Inc | 75,494 | $411.4K | 0.00% | +11,759+18.4% | Added |
| Texas Permanent School Fund | 74,862 | $408.0K | 0.01% | −1,952−2.5% | Reduced |
| American International Group, Inc. | 72,291 | $394.0K | 0.00% | −522−0.7% | Reduced |
| Yousif Capital Management, LLC | 70,371 | $383.5K | 0.01% | −18,220−20.6% | Reduced |
| Price T Rowe Associates Inc | 70,152 | $382.0K | 0.00% | +2,248+3.3% | Added |
| Comerica Bank | 65,662 | $380.0K | 0.00% | −17,805−21.3% | Reduced |
| MetLife Investment Management | 66,112 | $360.3K | 0.00% | −7,227−9.9% | Reduced |
| Tudor Investment Corp Et Al | 65,519 | $357.0K | 0.01% | +34,356+110.2% | Added |
| Squarepoint Ops LLC | 65,034 | $354.4K | 0.00% | +65,034 | New |
| State Board of Administration of Florida Retirement System | 63,883 | $348.2K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 60,603 | $330.3K | 0.00% | +30,608+102.0% | Added |
| Amalgamated Bank | 57,919 | $316.0K | 0.00% | 00.0% | Unchanged |
| Crestline Management, LP | 57,403 | $312.8K | 0.05% | +5,235+10.0% | Added |
| HSBC Holdings PLC | 59,226 | $311.5K | 0.00% | −5,819−8.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 55,743 | $303.8K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 55,231 | $301.0K | 0.00% | −11,984−17.8% | Reduced |
| Manufacturers Life Insurance Company, The | 54,428 | $296.6K | 0.00% | −1,235−2.2% | Reduced |
| Two Sigma Investments, LP | 54,178 | $295.3K | 0.00% | +54,178 | New |
| Louisiana State Employees Retirement System | 52,900 | $288.0K | 0.01% | −300−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 47,385 | $258.7K | 0.00% | +11,563+32.3% | Added |
| Maryland State Retirement & Pension System | 46,058 | $251.0K | 0.01% | +46,058 | New |
| State of Tennessee, Treasury Department | 44,703 | $244.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 40,581 | $221.2K | 0.01% | +12,308+43.5% | Added |
| Jane Street Group, LLC | 39,418 | $214.8K | 0.00% | −12,848−24.6% | Reduced |
| Levin Capital Strategies, L.P. | 38,000 | $207.1K | 0.03% | −12,000−24.0% | Reduced |
| Oregon Public Employees Retirement Fund | 36,961 | $201.4K | 0.00% | +898+2.5% | Added |
| SMH Capital Advisors Inc | 34,750 | $189.4K | 0.28% | +1,629+4.9% | Added |
| Teachers Retirement System of the State of Kentucky | 34,206 | $186.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 31,897 | $173.8K | 0.00% | −32,372−50.4% | Reduced |
| Arizona State Retirement System | 31,022 | $169.1K | 0.00% | +1,151+3.9% | Added |
| American Century Companies Inc | 29,544 | $161.0K | 0.00% | +9,153+44.9% | Added |
| Public Employees Retirement Association of Colorado | 29,225 | $159.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 28,382 | $154.7K | 0.00% | +28,382 | New |
| State of Wyoming | 27,491 | $149.8K | 0.05% | +13,578+97.6% | Added |
| Susquehanna International Group, LLP | 26,430 | $144.0K | 0.00% | −99,972−79.1% | Reduced |
| ISAM Funds (UK) Ltd | 26,036 | $141.9K | 0.43% | +26,036 | New |
| Steward Partners Investment Advisory, LLC | 24,200 | $131.9K | 0.00% | 00.0% | Unchanged |