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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 137,586 | $806.3K | 0.00% | +60,885+79.4% | Added |
| California State Teachers Retirement System | 147,189 | $862.5K | 0.00% | −3,111−2.1% | Reduced |
| Interval Partners, LP | 151,012 | $884.9K | 0.05% | −123,566−45.0% | Reduced |
| SRN Advisors, LLC | 157,210 | $910.2K | 0.83% | −66,460−29.7% | Reduced |
| D. E. Shaw & Co., Inc. | 169,751 | $994.7K | 0.00% | −16,589−8.9% | Reduced |
| Credit Suisse AG | 172,984 | $1.01M | 0.00% | +11,921+7.4% | Added |
| UBS Asset Management Americas Inc | 177,239 | $1.04M | 0.00% | +10,925+6.6% | Added |
| Quinn Opportunity Partners LLC | 179,226 | $1.05M | 0.11% | 00.0% | Unchanged |
| M&T Bank Corp | 190,680 | $1.12M | 0.00% | −650.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 193,311 | $1.13M | 0.02% | +193,311 | New |
| JPMorgan Chase & Co | 195,047 | $1.14M | 0.00% | +62,651+47.3% | Added |
| Public Sector Pension Investment Board | 195,844 | $1.15M | 0.01% | −7,878−3.9% | Reduced |
| Two Sigma Investments, LP | 216,699 | $1.27M | 0.00% | +162,521+300.0% | Added |
| New York State Teachers Retirement System | 217,102 | $1.27M | 0.00% | −2,790−1.3% | Reduced |
| Swiss National Bank | 237,100 | $1.39M | 0.00% | −28,300−10.7% | Reduced |
| Goldman Sachs Group Inc | 240,374 | $1.41M | 0.00% | +105,271+77.9% | Added |
| Legal & General Group Plc | 336,701 | $1.97M | 0.00% | −2,918−0.9% | Reduced |
| Nuveen Asset Management, LLC | 375,277 | $2.20M | 0.00% | −3,401−0.9% | Reduced |
| Rhumbline Advisers | 385,909 | $2.26M | 0.00% | +22,847+6.3% | Added |
| Invesco Ltd. | 393,698 | $2.31M | 0.00% | −1,084,749−73.4% | Reduced |
| Ameriprise Financial Inc | 415,669 | $2.44M | 0.00% | −10,144−2.4% | Reduced |
| Phase 2 Partners, LLC | 447,684 | $2.62M | 1.13% | +447,684 | New |
| Citadel Advisors LLC | 475,526 | $2.79M | 0.00% | +317,399+200.7% | Added |
| Schonfeld Strategic Advisors LLC | 494,019 | $2.89M | 0.03% | −266,786−35.1% | Reduced |
| Nordea Investment Management AB | 600,715 | $3.48M | 0.01% | +600,715 | New |
| Principal Financial Group Inc | 675,529 | $3.96M | 0.00% | −14,462−2.1% | Reduced |
| Jacobs Asset Management, LLC | 750,000 | $4.39M | 2.55% | −25,000−3.2% | Reduced |
| Balyasny Asset Management LLC | 801,758 | $4.70M | 0.02% | +712,948+802.8% | Added |
| Charles Schwab Investment Management Inc | 918,115 | $5.38M | 0.00% | −536,453−36.9% | Reduced |
| Renaissance Technologies LLC | 1,042,079 | $6.11M | 0.01% | −25,500−2.4% | Reduced |
| Gillson Capital LP | 1,223,710 | $7.17M | 0.59% | −168,055−12.1% | Reduced |
| Northern Trust Corp | 1,423,838 | $8.34M | 0.00% | +7,330+0.5% | Added |
| Morgan Stanley | 1,434,376 | $8.41M | 0.00% | −31,289−2.1% | Reduced |
| Capital Management Corp | 1,670,687 | $9.79M | 2.25% | −215,212−11.4% | Reduced |
| Toroso Investments, LLC | 2,008,426 | $11.8M | 0.39% | −26,246−1.3% | Reduced |
| Millennium Management LLC | 2,072,075 | $12.1M | 0.01% | +267,710+14.8% | Added |
| Wellington Management Group LLP | 2,163,449 | $12.7M | 0.00% | +1,741,915+413.2% | Added |
| Bank of New York Mellon Corp | 2,206,486 | $12.9M | 0.00% | +763,490+52.9% | Added |
| Geode Capital Management, LLC | 2,281,319 | $13.4M | 0.00% | +131,283+6.1% | Added |
| Dimensional Fund Advisors LP | 3,552,815 | $20.8M | 0.01% | +477,054+15.5% | Added |
| Bridgewater Associates, LP | 3,694,177 | $21.6M | 0.13% | −652,857−15.0% | Reduced |
| State Street Corp | 4,429,387 | $26.0M | 0.00% | +94,231+2.2% | Added |
| Azora Capital LP | 7,198,980 | $42.2M | 6.47% | −101,612−1.4% | Reduced |
| Massachusetts Financial Services Co | 8,768,287 | $51.4M | 0.02% | −5,562−0.1% | Reduced |
| Vanguard Group Inc | 14,914,157 | $87.4M | 0.00% | +631,425+4.4% | Added |
| ArrowMark Colorado Holdings LLC | 15,819,383 | $92.7M | 1.05% | −115,614−0.7% | Reduced |
| BlackRock Inc. | 18,314,980 | $107.3M | 0.00% | −301,477−1.6% | Reduced |
| Cerity Partners LLC | 310 | – | – | +310 | New |
| Lion Point Capital, LP | 0 | $0 | 0.00% | −4,521,979−100.0% | Sold out |
| Difesa Capital Management, LP | 0 | $0 | 0.00% | −717,900−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −527,735−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −94,775−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −77,706−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −76,580−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −65,034−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −57,403−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −39,418−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −28,382−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −26,036−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −22,563−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −21,261−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −19,575−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −18,459−100.0% | Sold out |
| River & Mercantile Asset Management LLP | 0 | $0 | 0.00% | −13,046−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −7,387−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −5,551−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −4,591−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,072−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −2,433−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −308−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |