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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 56 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 160 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 53 | $289 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 71 | $387 | 0.00% | +71 | New |
| U.S. Capital Wealth Advisors, LLC | 75 | $409 | 0.00% | +75 | New |
| Whittier Trust Co of Nevada Inc | 81 | $441 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 90 | $491 | 0.00% | +16+21.6% | Added |
| Coppell Advisory Solutions LLC | 114 | $621 | 0.00% | +114 | New |
| Coppell Advisory Solutions Corp. | 114 | $621 | 0.00% | +114 | New |
| Nisa Investment Advisors, LLC | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 313 | $1.71K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 378 | $2.00K | 0.00% | −23−5.7% | Reduced |
| Money Concepts Capital Corp | 425 | $2.32K | 0.00% | +425 | New |
| Tower Research Capital LLC (TRC) | 574 | $3.00K | 0.00% | −11,400−95.2% | Reduced |
| Adirondack Trust Co | 600 | $3.27K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 714 | $3.89K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 308 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 943 | $5.14K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,256 | $6.84K | 0.00% | +309+32.6% | Added |
| Whittier Trust Co | 1,631 | $8.89K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,715 | $9.35K | 0.00% | +1,715 | New |
| Versant Capital Management, Inc | 2,102 | $11.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,176 | $11.9K | 0.00% | −3,992−64.7% | Reduced |
| Public Employees Retirement System of Ohio | 2,433 | $13.0K | 0.00% | −5,490−69.3% | Reduced |
| HM Payson & Co | 2,500 | $13.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,698 | $14.7K | 0.00% | +92+3.5% | Added |
| Simplex Trading, LLC | 4,072 | $22.0K | 0.00% | +4,072 | New |
| UBS Group AG | 4,104 | $22.4K | 0.00% | +3,064+294.6% | Added |
| Clear Street Markets LLC | 4,591 | $25.0K | 0.01% | +4,591 | New |
| Sutton Wealth Advisors Inc. | 5,551 | $30.3K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,697 | $31.1K | 0.00% | +5+0.1% | Added |
| Gyon Technologies Capital Management, LP | 7,387 | $40.3K | 0.02% | −141,227−95.0% | Reduced |
| Metropolitan Life Insurance Co | 8,287 | $45.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,314 | $50.8K | 0.00% | +97+1.1% | Added |
| HighTower Advisors, LLC | 10,786 | $59.0K | 0.00% | +10,786 | New |
| KBC Group NV | 11,677 | $64.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 12,027 | $66.0K | 0.00% | −17,915−59.8% | Reduced |
| Teacher Retirement System of Texas | 12,057 | $66.0K | 0.00% | −3,678−23.4% | Reduced |
| Ameritas Investment Partners, Inc. | 11,656 | $66.4K | 0.00% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 13,046 | $71.0K | 0.02% | −195,398−93.7% | Reduced |
| Cubist Systematic Strategies, LLC | 13,426 | $73.2K | 0.00% | −171,433−92.7% | Reduced |
| State of Wisconsin Investment Board | 13,704 | $74.7K | 0.00% | −6,815−33.2% | Reduced |
| Bank of Montreal | 15,635 | $85.5K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 16,200 | $88.3K | 0.01% | −7,400−31.4% | Reduced |
| Vantage Consulting Group Inc | 16,668 | $90.8K | 0.05% | −1,392−7.7% | Reduced |
| Syntax Advisors, LLC | 16,668 | $90.8K | 0.08% | −1,392−7.7% | Reduced |
| Pictet Asset Management SA | 18,459 | $101.0K | 0.00% | +18,459 | New |
| Group One Trading, L.P. | 19,575 | $106.7K | 0.00% | +19,475+19,475.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,440 | $111.4K | 0.00% | +3,858+23.3% | Added |
| ProShare Advisors LLC | 20,777 | $113.2K | 0.00% | +2,724+15.1% | Added |
| Inceptionr LLC | 21,261 | $115.9K | 0.06% | +21,261 | New |
| Axq Capital, LP | 22,563 | $123.0K | 0.09% | +22,563 | New |
| Janus Henderson Group PLC | 22,910 | $125.0K | 0.00% | −20.0% | Reduced |
| Mutual of America Capital Management LLC | 23,355 | $127.3K | 0.00% | +1,192+5.4% | Added |
| Royal Bank of Canada | 23,501 | $129.0K | 0.00% | +19,523+490.8% | Added |
| Cetera Advisor Networks LLC | 23,786 | $129.6K | 0.00% | +23,786 | New |
| Victory Capital Management Inc | 24,118 | $131.4K | 0.00% | −50.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,200 | $131.9K | 0.00% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 26,036 | $141.9K | 0.43% | +26,036 | New |
| Susquehanna International Group, LLP | 26,430 | $144.0K | 0.00% | −99,972−79.1% | Reduced |
| State of Wyoming | 27,491 | $149.8K | 0.05% | +13,578+97.6% | Added |
| Mackenzie Financial Corp | 28,382 | $154.7K | 0.00% | +28,382 | New |
| Public Employees Retirement Association of Colorado | 29,225 | $159.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 29,544 | $161.0K | 0.00% | +9,153+44.9% | Added |
| Arizona State Retirement System | 31,022 | $169.1K | 0.00% | +1,151+3.9% | Added |
| BNP Paribas Arbitrage, SA | 31,897 | $173.8K | 0.00% | −32,372−50.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 34,206 | $186.0K | 0.00% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 34,750 | $189.4K | 0.28% | +1,629+4.9% | Added |
| Oregon Public Employees Retirement Fund | 36,961 | $201.4K | 0.00% | +898+2.5% | Added |
| Levin Capital Strategies, L.P. | 38,000 | $207.1K | 0.03% | −12,000−24.0% | Reduced |
| Jane Street Group, LLC | 39,418 | $214.8K | 0.00% | −12,848−24.6% | Reduced |
| Walleye Trading LLC | 40,581 | $221.2K | 0.01% | +12,308+43.5% | Added |
| State of Tennessee, Treasury Department | 44,703 | $244.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 46,058 | $251.0K | 0.01% | +46,058 | New |
| Advisor Group Holdings, Inc. | 47,385 | $258.7K | 0.00% | +11,563+32.3% | Added |
| Louisiana State Employees Retirement System | 52,900 | $288.0K | 0.01% | −300−0.6% | Reduced |
| Two Sigma Investments, LP | 54,178 | $295.3K | 0.00% | +54,178 | New |
| Manufacturers Life Insurance Company, The | 54,428 | $296.6K | 0.00% | −1,235−2.2% | Reduced |
| Voya Investment Management LLC | 55,231 | $301.0K | 0.00% | −11,984−17.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 55,743 | $303.8K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 59,226 | $311.5K | 0.00% | −5,819−8.9% | Reduced |
| Crestline Management, LP | 57,403 | $312.8K | 0.05% | +5,235+10.0% | Added |
| Amalgamated Bank | 57,919 | $316.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 60,603 | $330.3K | 0.00% | +30,608+102.0% | Added |
| State Board of Administration of Florida Retirement System | 63,883 | $348.2K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 65,034 | $354.4K | 0.00% | +65,034 | New |
| Tudor Investment Corp Et Al | 65,519 | $357.0K | 0.01% | +34,356+110.2% | Added |
| MetLife Investment Management | 66,112 | $360.3K | 0.00% | −7,227−9.9% | Reduced |
| Comerica Bank | 65,662 | $380.0K | 0.00% | −17,805−21.3% | Reduced |
| Price T Rowe Associates Inc | 70,152 | $382.0K | 0.00% | +2,248+3.3% | Added |
| Yousif Capital Management, LLC | 70,371 | $383.5K | 0.01% | −18,220−20.6% | Reduced |
| American International Group, Inc. | 72,291 | $394.0K | 0.00% | −522−0.7% | Reduced |
| Texas Permanent School Fund | 74,862 | $408.0K | 0.01% | −1,952−2.5% | Reduced |
| Envestnet Asset Management Inc | 75,494 | $411.4K | 0.00% | +11,759+18.4% | Added |
| Citigroup Inc | 76,561 | $417.3K | 0.00% | +11,002+16.8% | Added |
| Trexquant Investment LP | 76,580 | $417.4K | 0.01% | +76,580 | New |
| Wells Fargo & Company | 76,701 | $418.0K | 0.00% | −5,593−6.8% | Reduced |
| State of Alaska, Department of Revenue | 77,539 | $422.0K | 0.01% | +411+0.5% | Added |
| Occudo Quantitative Strategies LP | 77,706 | $423.5K | 0.05% | −12,690−14.0% | Reduced |