Skip to main content
Livermore
Livermore
ZHEN

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, Q1 2023

Institutional positions in WisdomTree, Inc. as of Mar 31, 2023. 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
148
−9 vs. Q4 2022
Shares held
107.9M
−2.96M (−2.7%) vs. Q4 2022
Total value
$632.3M
+$26.2M (+4.3%) vs. Q4 2022
New holders
19
45 more added
Sold out
28
61 more reduced

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 148 institutions
Q1 2021: 150 institutionsQ2 2021: 176 institutionsQ3 2021: 167 institutionsQ4 2021: 169 institutionsQ1 2022: 176 institutionsQ2 2022: 163 institutionsQ3 2022: 157 institutionsQ4 2022: 158 institutionsQ1 2023: 148 institutionsQ2 2023: 181 institutionsQ3 2023: 179 institutionsQ4 2023: 195 institutionsQ1 2024: 205 institutionsQ2 2024: 224 institutionsQ3 2024: 233 institutionsQ4 2024: 271 institutionsQ1 2025: 256 institutionsQ2 2025: 247 institutionsQ3 2025: 269 institutionsQ4 2025: 288 institutionsQ1 2026: 312 institutionsQ2 2026: 312 institutions
Value heldQ1 2023: $632.3M
Q1 2021: $659.1MQ2 2021: $659.7MQ3 2021: $588.7MQ4 2021: $642.4MQ1 2022: $634.9MQ2 2022: $560.7MQ3 2022: $517.7MQ4 2022: $606.6MQ1 2023: $632.3MQ2 2023: $720.3MQ3 2023: $748.8MQ4 2023: $792.0MQ1 2024: $1.05BQ2 2024: $1.16BQ3 2024: $1.23BQ4 2024: $1.37BQ1 2025: $1.15BQ2 2025: $1.48BQ3 2025: $2.15BQ4 2025: $1.93BQ1 2026: $2.35BQ2 2026: $2.71B
Institutions holding WT and their total value by quarter
QuarterHoldersValue
Q2 2026312$2.71B
Q1 2026312$2.35B
Q4 2025288$1.93B
Q3 2025269$2.15B
Q2 2025247$1.48B
Q1 2025256$1.15B
Q4 2024271$1.37B
Q3 2024233$1.23B
Q2 2024224$1.16B
Q1 2024205$1.05B
Q4 2023195$792.0M
Q3 2023179$748.8M
Q2 2023181$720.3M
Q1 2023148$632.3M
Q4 2022158$606.6M
Q3 2022157$517.7M
Q2 2022163$560.7M
Q1 2022176$634.9M
Q4 2021169$642.4M
Q3 2021167$588.7M
Q2 2021176$659.7M
Q1 2021150$659.1M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q4 2022.

Institutions holding WT in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.18,314,980$107.3M0.00%−301,477−1.6%Reduced
ArrowMark Colorado Holdings LLC15,819,383$92.7M1.05%−115,614−0.7%Reduced
Vanguard Group Inc14,914,157$87.4M0.00%+631,425+4.4%Added
Massachusetts Financial Services Co8,768,287$51.4M0.02%−5,562−0.1%Reduced
Azora Capital LP7,198,980$42.2M6.47%−101,612−1.4%Reduced
State Street Corp4,429,387$26.0M0.00%+94,231+2.2%Added
Bridgewater Associates, LP3,694,177$21.6M0.13%−652,857−15.0%Reduced
Dimensional Fund Advisors LP3,552,815$20.8M0.01%+477,054+15.5%Added
Geode Capital Management, LLC2,281,319$13.4M0.00%+131,283+6.1%Added
Bank of New York Mellon Corp2,206,486$12.9M0.00%+763,490+52.9%Added
Wellington Management Group LLP2,163,449$12.7M0.00%+1,741,915+413.2%Added
Millennium Management LLC2,072,075$12.1M0.01%+267,710+14.8%Added
Toroso Investments, LLC2,008,426$11.8M0.39%−26,246−1.3%Reduced
Capital Management Corp1,670,687$9.79M2.25%−215,212−11.4%Reduced
Morgan Stanley1,434,376$8.41M0.00%−31,289−2.1%Reduced
Northern Trust Corp1,423,838$8.34M0.00%+7,330+0.5%Added
Gillson Capital LP1,223,710$7.17M0.59%−168,055−12.1%Reduced
Renaissance Technologies LLC1,042,079$6.11M0.01%−25,500−2.4%Reduced
Charles Schwab Investment Management Inc918,115$5.38M0.00%−536,453−36.9%Reduced
Balyasny Asset Management LLC801,758$4.70M0.02%+712,948+802.8%Added
Jacobs Asset Management, LLC750,000$4.39M2.55%−25,000−3.2%Reduced
Principal Financial Group Inc675,529$3.96M0.00%−14,462−2.1%Reduced
Nordea Investment Management AB600,715$3.48M0.01%+600,715New
Schonfeld Strategic Advisors LLC494,019$2.89M0.03%−266,786−35.1%Reduced
Citadel Advisors LLC475,526$2.79M0.00%+317,399+200.7%Added
Phase 2 Partners, LLC447,684$2.62M1.13%+447,684New
Ameriprise Financial Inc415,669$2.44M0.00%−10,144−2.4%Reduced
Invesco Ltd.393,698$2.31M0.00%−1,084,749−73.4%Reduced
Rhumbline Advisers385,909$2.26M0.00%+22,847+6.3%Added
Nuveen Asset Management, LLC375,277$2.20M0.00%−3,401−0.9%Reduced
Legal & General Group Plc336,701$1.97M0.00%−2,918−0.9%Reduced
Goldman Sachs Group Inc240,374$1.41M0.00%+105,271+77.9%Added
Swiss National Bank237,100$1.39M0.00%−28,300−10.7%Reduced
New York State Teachers Retirement System217,102$1.27M0.00%−2,790−1.3%Reduced
Two Sigma Investments, LP216,699$1.27M0.00%+162,521+300.0%Added
Public Sector Pension Investment Board195,844$1.15M0.01%−7,878−3.9%Reduced
JPMorgan Chase & Co195,047$1.14M0.00%+62,651+47.3%Added
Horizon Kinetics Asset Management LLC193,311$1.13M0.02%+193,311New
M&T Bank Corp190,680$1.12M0.00%−650.0%Reduced
Quinn Opportunity Partners LLC179,226$1.05M0.11%00.0%Unchanged
UBS Asset Management Americas Inc177,239$1.04M0.00%+10,925+6.6%Added
Credit Suisse AG172,984$1.01M0.00%+11,921+7.4%Added
D. E. Shaw & Co., Inc.169,751$994.7K0.00%−16,589−8.9%Reduced
SRN Advisors, LLC157,210$910.2K0.83%−66,460−29.7%Reduced
Interval Partners, LP151,012$884.9K0.05%−123,566−45.0%Reduced
California State Teachers Retirement System147,189$862.5K0.00%−3,111−2.1%Reduced
Wells Fargo & Company137,586$806.3K0.00%+60,885+79.4%Added
Alliancebernstein L.P.123,430$723.3K0.00%−20,134−14.0%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys117,903$690.9K0.01%−1,271−1.1%Reduced
Envestnet Asset Management Inc117,875$690.7K0.00%+42,381+56.1%Added
Fisher Asset Management, LLC111,632$654.2K0.00%−1,200−1.1%Reduced
Prudential Financial Inc110,509$647.6K0.00%−4,310−3.8%Reduced
Thrivent Financial for Lutherans110,352$647.0K0.00%−3,870−3.4%Reduced
Deutsche Bank AG104,708$613.6K0.00%+26,016+33.1%Added
Great West Life Assurance Co103,771$607.0K0.00%−7,536−6.8%Reduced
Susquehanna International Group, LLP101,590$595.3K0.00%+75,160+284.4%Added
Texas Permanent School Fund99,862$585.2K0.01%+25,000+33.4%Added
Norges Bank87,466$512.6K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.86,785$508.8K0.00%+39,400+83.1%Added
ExodusPoint Capital Management, LP83,861$491.0K0.01%+83,861New
Citigroup Inc80,927$474.2K0.00%+4,366+5.7%Added
State of Alaska, Department of Revenue76,253$446.0K0.01%−1,286−1.7%Reduced
Price T Rowe Associates Inc72,937$428.0K0.00%+2,785+4.0%Added
American International Group, Inc.72,800$426.6K0.00%+509+0.7%Added
BNP Paribas Arbitrage, SA72,177$423.0K0.00%+40,280+126.3%Added
MetLife Investment Management71,998$421.9K0.00%+5,886+8.9%Added
Barclays PLC68,810$403.2K0.00%+8,207+13.5%Added
New York State Common Retirement Fund67,888$397.8K0.00%−17,200−20.2%Reduced
SG Americas Securities, LLC66,339$389.0K0.01%+54,312+451.6%Added
Two Sigma Advisers, LP64,700$379.1K0.00%−47,300−42.2%Reduced
State Board of Administration of Florida Retirement System63,883$374.4K0.00%00.0%Unchanged
Yousif Capital Management, LLC62,816$368.1K0.00%−7,555−10.7%Reduced
Bank of America Corp62,637$367.1K0.00%−15,454−19.8%Reduced
Mirae Asset Global Investments Co., Ltd.55,743$326.7K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The54,428$318.9K0.00%00.0%Unchanged
Voya Investment Management LLC54,246$317.9K0.00%−985−1.8%Reduced
Amalgamated Bank53,926$316.0K0.00%−3,993−6.9%Reduced
Louisiana State Employees Retirement System51,900$304.1K0.01%−1,000−1.9%Reduced
Janus Henderson Group PLC49,506$289.9K0.00%+26,596+116.1%Added
American Century Companies Inc46,333$268.3K0.00%+16,789+56.8%Added
Maryland State Retirement & Pension System44,842$262.8K0.01%−1,216−2.6%Reduced
Engineers Gate Manager LP42,350$248.2K0.01%+42,350New
Walleye Trading LLC38,698$226.8K0.01%−1,883−4.6%Reduced
State of Tennessee, Treasury Department37,840$221.7K0.00%−6,863−15.4%Reduced
Oregon Public Employees Retirement Fund36,861$216.0K0.00%−100−0.3%Reduced
Jump Financial, LLC35,900$210.4K0.01%+35,900New
HSBC Holdings PLC36,113$209.5K0.00%−23,113−39.0%Reduced
Tudor Investment Corp Et Al34,647$203.0K0.00%−30,872−47.1%Reduced
Teachers Retirement System of the State of Kentucky34,206$201.0K0.00%00.0%Unchanged
Arizona State Retirement System31,840$186.6K0.00%+818+2.6%Added
State of Wyoming31,141$182.5K0.06%+3,650+13.3%Added
SMH Capital Advisors Inc27,887$174.0K1.03%−6,863−19.7%Reduced
Cetera Advisor Networks LLC29,514$173.0K0.00%+5,728+24.1%Added
Public Employees Retirement Association of Colorado29,225$171.0K0.00%00.0%Unchanged
FMR LLC26,202$153.5K0.00%+24,026+1,104.1%Added
Levin Capital Strategies, L.P.26,000$152.4K0.02%−12,000−31.6%Reduced
Graham Capital Management, L.P.25,394$148.8K0.01%+25,394New
Mutual of America Capital Management LLC22,931$134.4K0.00%−424−1.8%Reduced
Centiva Capital, LP22,457$131.6K0.01%+22,457New
Bank of Montreal21,826$127.9K0.00%+6,191+39.6%Added