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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 24,118 | $131.4K | 0.00% | −50.0% | Reduced |
| Cetera Advisor Networks LLC | 23,786 | $129.6K | 0.00% | +23,786 | New |
| Royal Bank of Canada | 23,501 | $129.0K | 0.00% | +19,523+490.8% | Added |
| Mutual of America Capital Management LLC | 23,355 | $127.3K | 0.00% | +1,192+5.4% | Added |
| Janus Henderson Group PLC | 22,910 | $125.0K | 0.00% | −20.0% | Reduced |
| Axq Capital, LP | 22,563 | $123.0K | 0.09% | +22,563 | New |
| Inceptionr LLC | 21,261 | $115.9K | 0.06% | +21,261 | New |
| ProShare Advisors LLC | 20,777 | $113.2K | 0.00% | +2,724+15.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,440 | $111.4K | 0.00% | +3,858+23.3% | Added |
| Group One Trading, L.P. | 19,575 | $106.7K | 0.00% | +19,475+19,475.0% | Added |
| Pictet Asset Management SA | 18,459 | $101.0K | 0.00% | +18,459 | New |
| 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 |
| Versor Investments LP | 16,200 | $88.3K | 0.01% | −7,400−31.4% | Reduced |
| Bank of Montreal | 15,635 | $85.5K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 13,704 | $74.7K | 0.00% | −6,815−33.2% | Reduced |
| Cubist Systematic Strategies, LLC | 13,426 | $73.2K | 0.00% | −171,433−92.7% | Reduced |
| River & Mercantile Asset Management LLP | 13,046 | $71.0K | 0.02% | −195,398−93.7% | Reduced |
| Ameritas Investment Partners, Inc. | 11,656 | $66.4K | 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 |
| KBC Group NV | 11,677 | $64.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,786 | $59.0K | 0.00% | +10,786 | New |
| The PNC Financial Services Group, Inc. | 9,314 | $50.8K | 0.00% | +97+1.1% | Added |
| Metropolitan Life Insurance Co | 8,287 | $45.2K | 0.00% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 7,387 | $40.3K | 0.02% | −141,227−95.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,697 | $31.1K | 0.00% | +5+0.1% | Added |
| Sutton Wealth Advisors Inc. | 5,551 | $30.3K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 4,591 | $25.0K | 0.01% | +4,591 | New |
| UBS Group AG | 4,104 | $22.4K | 0.00% | +3,064+294.6% | Added |
| Simplex Trading, LLC | 4,072 | $22.0K | 0.00% | +4,072 | New |
| First Horizon Advisors, Inc. | 2,698 | $14.7K | 0.00% | +92+3.5% | Added |
| HM Payson & Co | 2,500 | $13.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,433 | $13.0K | 0.00% | −5,490−69.3% | Reduced |
| FMR LLC | 2,176 | $11.9K | 0.00% | −3,992−64.7% | Reduced |
| Versant Capital Management, Inc | 2,102 | $11.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,715 | $9.35K | 0.00% | +1,715 | New |
| Whittier Trust Co | 1,631 | $8.89K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,256 | $6.84K | 0.00% | +309+32.6% | Added |
| TCI Wealth Advisors, Inc. | 943 | $5.14K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 308 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 714 | $3.89K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 600 | $3.27K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 574 | $3.00K | 0.00% | −11,400−95.2% | Reduced |
| Money Concepts Capital Corp | 425 | $2.32K | 0.00% | +425 | New |
| CWM, LLC | 378 | $2.00K | 0.00% | −23−5.7% | Reduced |
| North Star Investment Management Corp. | 313 | $1.71K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 114 | $621 | 0.00% | +114 | New |
| Coppell Advisory Solutions Corp. | 114 | $621 | 0.00% | +114 | New |
| Farmers & Merchants Investments Inc | 90 | $491 | 0.00% | +16+21.6% | Added |
| Whittier Trust Co of Nevada Inc | 81 | $441 | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 75 | $409 | 0.00% | +75 | New |
| Farther Finance Advisors, LLC | 71 | $387 | 0.00% | +71 | New |
| Global Retirement Partners, LLC | 53 | $289 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 56 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 160 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |