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 |
|---|---|---|---|---|---|
| Bank of America Corp | 78,091 | $425.6K | 0.00% | −58,672−42.9% | Reduced |
| Deutsche Bank AG | 78,692 | $428.9K | 0.00% | +13,588+20.9% | Added |
| New York State Common Retirement Fund | 85,088 | $463.7K | 0.00% | +1,188+1.4% | Added |
| Norges Bank | 87,466 | $476.7K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 88,810 | $484.0K | 0.00% | +88,810 | New |
| Qube Research & Technologies Ltd | 94,775 | $516.5K | 0.00% | +94,775 | New |
| Winton Group Ltd | 103,039 | $561.6K | 0.04% | +103,039 | New |
| Great West Life Assurance Co | 111,307 | $607.0K | 0.00% | +8,155+7.9% | Added |
| Two Sigma Advisers, LP | 112,000 | $610.4K | 0.00% | +47,300+73.1% | Added |
| Fisher Asset Management, LLC | 112,832 | $615.0K | 0.00% | +1,200+1.1% | Added |
| Thrivent Financial for Lutherans | 114,222 | $623.0K | 0.00% | −939−0.8% | Reduced |
| Prudential Financial Inc | 114,819 | $625.8K | 0.00% | +65+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 119,174 | $649.0K | 0.01% | +17,671+17.4% | Added |
| JPMorgan Chase & Co | 132,396 | $722.0K | 0.00% | −354,943−72.8% | Reduced |
| Goldman Sachs Group Inc | 135,103 | $736.3K | 0.00% | −413,765−75.4% | Reduced |
| Alliancebernstein L.P. | 143,564 | $782.4K | 0.00% | +25,990+22.1% | Added |
| California State Teachers Retirement System | 150,300 | $819.1K | 0.00% | +1,944+1.3% | Added |
| Citadel Advisors LLC | 158,127 | $861.8K | 0.00% | −29,211−15.6% | Reduced |
| Credit Suisse AG | 161,063 | $877.8K | 0.00% | +17,184+11.9% | Added |
| UBS Asset Management Americas Inc | 166,314 | $906.4K | 0.00% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 179,226 | $976.8K | 0.12% | +179,226 | New |
| D. E. Shaw & Co., Inc. | 186,340 | $1.02M | 0.00% | +106,317+132.9% | Added |
| M&T Bank Corp | 190,745 | $1.04M | 0.00% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 203,722 | $1.11M | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 219,892 | $1.20M | 0.00% | −200−0.1% | Reduced |
| SRN Advisors, LLC | 223,670 | $1.22M | 1.21% | +380+0.2% | Added |
| Swiss National Bank | 265,400 | $1.45M | 0.00% | +4,700+1.8% | Added |
| Interval Partners, LP | 274,578 | $1.50M | 0.12% | −613,588−69.1% | Reduced |
| Legal & General Group Plc | 339,619 | $1.85M | 0.00% | +7,383+2.2% | Added |
| Rhumbline Advisers | 363,062 | $1.98M | 0.00% | +24,244+7.2% | Added |
| Nuveen Asset Management, LLC | 378,678 | $2.06M | 0.00% | −21,717−5.4% | Reduced |
| Wellington Management Group LLP | 421,534 | $2.30M | 0.00% | +421,534 | New |
| Ameriprise Financial Inc | 425,813 | $2.32M | 0.00% | −66,379−13.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 527,735 | $2.88M | 0.02% | +6,600+1.3% | Added |
| Principal Financial Group Inc | 689,991 | $3.76M | 0.00% | −6,008−0.9% | Reduced |
| Difesa Capital Management, LP | 717,900 | $3.91M | 3.05% | +293,400+69.1% | Added |
| Schonfeld Strategic Advisors LLC | 760,805 | $4.15M | 0.03% | −345,200−31.2% | Reduced |
| Jacobs Asset Management, LLC | 775,000 | $4.22M | 2.06% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 1,067,579 | $5.82M | 0.01% | +3,000+0.3% | Added |
| Gillson Capital LP | 1,391,765 | $7.58M | 0.57% | +118,346+9.3% | Added |
| Northern Trust Corp | 1,416,508 | $7.72M | 0.00% | +25,778+1.9% | Added |
| Bank of New York Mellon Corp | 1,442,996 | $7.86M | 0.00% | +34,826+2.5% | Added |
| Charles Schwab Investment Management Inc | 1,454,568 | $7.93M | 0.00% | +23,355+1.6% | Added |
| Morgan Stanley | 1,465,665 | $7.99M | 0.00% | −127,653−8.0% | Reduced |
| Invesco Ltd. | 1,478,447 | $8.06M | 0.00% | +1,015,286+219.2% | Added |
| Millennium Management LLC | 1,804,365 | $9.83M | 0.01% | −259,905−12.6% | Reduced |
| Capital Management Corp | 1,885,899 | $10.3M | 2.53% | +490,242+35.1% | Added |
| Toroso Investments, LLC | 2,034,672 | $11.1M | 0.43% | −277,485−12.0% | Reduced |
| Geode Capital Management, LLC | 2,150,036 | $11.7M | 0.00% | −38,120−1.7% | Reduced |
| Dimensional Fund Advisors LP | 3,075,761 | $16.8M | 0.01% | +15,384+0.5% | Added |
| State Street Corp | 4,335,156 | $23.6M | 0.00% | +220,681+5.4% | Added |
| Bridgewater Associates, LP | 4,347,034 | $23.7M | 0.13% | +601,586+16.1% | Added |
| Lion Point Capital, LP | 4,521,979 | $26.5M | 15.85% | 00.0% | Unchanged |
| Azora Capital LP | 7,300,592 | $39.8M | 6.77% | +163,549+2.3% | Added |
| Massachusetts Financial Services Co | 8,773,849 | $47.8M | 0.02% | +28,333+0.3% | Added |
| Vanguard Group Inc | 14,282,732 | $77.8M | 0.00% | +313,624+2.2% | Added |
| ArrowMark Colorado Holdings LLC | 15,934,997 | $86.8M | 1.04% | +1,735,804+12.2% | Added |
| BlackRock Inc. | 18,616,457 | $101.5M | 0.00% | +324,448+1.8% | Added |
| Phase 2 Partners, LLC | 0 | $0 | 0.00% | −880,529−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −481,500−100.0% | Sold out |
| Horizon Kinetics Asset Management LLC | 0 | $0 | 0.00% | −215,282−100.0% | Sold out |
| Gabelli & Co Investment Advisers, Inc. | 0 | $0 | 0.00% | −108,000−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −70,062−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −54,567−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −52,979−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −39,470−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −36,860−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −24,052−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −21,446−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −20,200−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −15,800−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −13,146−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −10,233−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −6,313−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | 0 | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −641−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −472−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |