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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 56 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | +5 | New |
| Huntington National Bank | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 71 | $416 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 81 | $474 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 90 | $527 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 313 | $1.83K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 379 | $2.00K | 0.00% | +1+0.3% | Added |
| Venturi Wealth Management, LLC | 480 | $2.81K | 0.00% | +480 | New |
| Adirondack Trust Co | 600 | $3.52K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 714 | $4.18K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 822 | $4.82K | 0.00% | +822 | New |
| UBS Group AG | 891 | $5.22K | 0.00% | −3,213−78.3% | Reduced |
| TCI Wealth Advisors, Inc. | 943 | $5.53K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,256 | $7.36K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,500 | $8.79K | 0.00% | −1,000−40.0% | Reduced |
| Whittier Trust Co | 1,631 | $9.56K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,715 | $10.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,102 | $12.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,718 | $15.9K | 0.00% | +20+0.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,702 | $33.4K | 0.00% | +5+0.1% | Added |
| Metropolitan Life Insurance Co | 7,383 | $43.3K | 0.00% | −904−10.9% | Reduced |
| Tower Research Capital LLC (TRC) | 8,466 | $50.0K | 0.00% | +7,892+1,374.9% | Added |
| KBC Group NV | 9,070 | $53.0K | 0.00% | −2,607−22.3% | Reduced |
| The PNC Financial Services Group, Inc. | 9,441 | $55.3K | 0.00% | +127+1.4% | Added |
| Royal Bank of Canada | 9,932 | $58.0K | 0.00% | −13,569−57.7% | Reduced |
| XTX Topco Ltd | 10,973 | $64.3K | 0.01% | +10,973 | New |
| Ameritas Investment Partners, Inc. | 11,656 | $68.3K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 11,777 | $69.0K | 0.00% | +11,777 | New |
| Teacher Retirement System of Texas | 12,222 | $72.0K | 0.00% | +165+1.4% | Added |
| HighTower Advisors, LLC | 12,501 | $72.0K | 0.00% | +1,715+15.9% | Added |
| Captrust Financial Advisors | 12,900 | $75.6K | 0.00% | +12,900 | New |
| HRT Financial LP | 13,853 | $81.0K | 0.00% | +13,853 | New |
| State of Wisconsin Investment Board | 13,848 | $81.1K | 0.00% | +144+1.1% | Added |
| Vantage Consulting Group Inc | 14,480 | $84.9K | 0.05% | −2,188−13.1% | Reduced |
| Syntax Advisors, LLC | 14,480 | $84.9K | 0.06% | −2,188−13.1% | Reduced |
| Amundi | 15,154 | $88.8K | 0.00% | +15,154 | New |
| Versor Investments LP | 16,000 | $93.8K | 0.01% | −200−1.2% | Reduced |
| Cubist Systematic Strategies, LLC | 17,887 | $104.8K | 0.00% | +4,461+33.2% | Added |
| Aigen Investment Management, LP | 17,912 | $105.0K | 0.01% | +17,912 | New |
| ProShare Advisors LLC | 19,072 | $111.8K | 0.00% | −1,705−8.2% | Reduced |
| Victory Capital Management Inc | 19,265 | $112.9K | 0.00% | −4,853−20.1% | Reduced |
| Winton Group Ltd | 20,216 | $118.5K | 0.01% | −82,823−80.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,440 | $119.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 21,000 | $123.1K | 0.00% | −3,200−13.2% | Reduced |
| Everence Capital Management Inc | 21,350 | $125.0K | 0.01% | +21,350 | New |
| Bank of Montreal | 21,826 | $127.9K | 0.00% | +6,191+39.6% | Added |
| Centiva Capital, LP | 22,457 | $131.6K | 0.01% | +22,457 | New |
| Mutual of America Capital Management LLC | 22,931 | $134.4K | 0.00% | −424−1.8% | Reduced |
| Graham Capital Management, L.P. | 25,394 | $148.8K | 0.01% | +25,394 | New |
| Levin Capital Strategies, L.P. | 26,000 | $152.4K | 0.02% | −12,000−31.6% | Reduced |
| FMR LLC | 26,202 | $153.5K | 0.00% | +24,026+1,104.1% | Added |
| Public Employees Retirement Association of Colorado | 29,225 | $171.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 29,514 | $173.0K | 0.00% | +5,728+24.1% | Added |
| SMH Capital Advisors Inc | 27,887 | $174.0K | 1.03% | −6,863−19.7% | Reduced |
| State of Wyoming | 31,141 | $182.5K | 0.06% | +3,650+13.3% | Added |
| Arizona State Retirement System | 31,840 | $186.6K | 0.00% | +818+2.6% | Added |
| Teachers Retirement System of the State of Kentucky | 34,206 | $201.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 34,647 | $203.0K | 0.00% | −30,872−47.1% | Reduced |
| HSBC Holdings PLC | 36,113 | $209.5K | 0.00% | −23,113−39.0% | Reduced |
| Jump Financial, LLC | 35,900 | $210.4K | 0.01% | +35,900 | New |
| Oregon Public Employees Retirement Fund | 36,861 | $216.0K | 0.00% | −100−0.3% | Reduced |
| State of Tennessee, Treasury Department | 37,840 | $221.7K | 0.00% | −6,863−15.4% | Reduced |
| Walleye Trading LLC | 38,698 | $226.8K | 0.01% | −1,883−4.6% | Reduced |
| Engineers Gate Manager LP | 42,350 | $248.2K | 0.01% | +42,350 | New |
| Maryland State Retirement & Pension System | 44,842 | $262.8K | 0.01% | −1,216−2.6% | Reduced |
| American Century Companies Inc | 46,333 | $268.3K | 0.00% | +16,789+56.8% | Added |
| Janus Henderson Group PLC | 49,506 | $289.9K | 0.00% | +26,596+116.1% | Added |
| Louisiana State Employees Retirement System | 51,900 | $304.1K | 0.01% | −1,000−1.9% | Reduced |
| Amalgamated Bank | 53,926 | $316.0K | 0.00% | −3,993−6.9% | Reduced |
| Voya Investment Management LLC | 54,246 | $317.9K | 0.00% | −985−1.8% | Reduced |
| Manufacturers Life Insurance Company, The | 54,428 | $318.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 55,743 | $326.7K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 62,637 | $367.1K | 0.00% | −15,454−19.8% | Reduced |
| Yousif Capital Management, LLC | 62,816 | $368.1K | 0.00% | −7,555−10.7% | Reduced |
| State Board of Administration of Florida Retirement System | 63,883 | $374.4K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 64,700 | $379.1K | 0.00% | −47,300−42.2% | Reduced |
| SG Americas Securities, LLC | 66,339 | $389.0K | 0.01% | +54,312+451.6% | Added |
| New York State Common Retirement Fund | 67,888 | $397.8K | 0.00% | −17,200−20.2% | Reduced |
| Barclays PLC | 68,810 | $403.2K | 0.00% | +8,207+13.5% | Added |
| MetLife Investment Management | 71,998 | $421.9K | 0.00% | +5,886+8.9% | Added |
| BNP Paribas Arbitrage, SA | 72,177 | $423.0K | 0.00% | +40,280+126.3% | Added |
| American International Group, Inc. | 72,800 | $426.6K | 0.00% | +509+0.7% | Added |
| Price T Rowe Associates Inc | 72,937 | $428.0K | 0.00% | +2,785+4.0% | Added |
| State of Alaska, Department of Revenue | 76,253 | $446.0K | 0.01% | −1,286−1.7% | Reduced |
| Citigroup Inc | 80,927 | $474.2K | 0.00% | +4,366+5.7% | Added |
| ExodusPoint Capital Management, LP | 83,861 | $491.0K | 0.01% | +83,861 | New |
| Advisor Group Holdings, Inc. | 86,785 | $508.8K | 0.00% | +39,400+83.1% | Added |
| Norges Bank | 87,466 | $512.6K | 0.00% | 00.0% | Unchanged |
| Texas Permanent School Fund | 99,862 | $585.2K | 0.01% | +25,000+33.4% | Added |
| Susquehanna International Group, LLP | 101,590 | $595.3K | 0.00% | +75,160+284.4% | Added |
| Great West Life Assurance Co | 103,771 | $607.0K | 0.00% | −7,536−6.8% | Reduced |
| Deutsche Bank AG | 104,708 | $613.6K | 0.00% | +26,016+33.1% | Added |
| Thrivent Financial for Lutherans | 110,352 | $647.0K | 0.00% | −3,870−3.4% | Reduced |
| Prudential Financial Inc | 110,509 | $647.6K | 0.00% | −4,310−3.8% | Reduced |
| Fisher Asset Management, LLC | 111,632 | $654.2K | 0.00% | −1,200−1.1% | Reduced |
| Envestnet Asset Management Inc | 117,875 | $690.7K | 0.00% | +42,381+56.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 117,903 | $690.9K | 0.01% | −1,271−1.1% | Reduced |
| Alliancebernstein L.P. | 123,430 | $723.3K | 0.00% | −20,134−14.0% | Reduced |