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 |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 21,350 | $125.0K | 0.01% | +21,350 | New |
| Steward Partners Investment Advisory, LLC | 21,000 | $123.1K | 0.00% | −3,200−13.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,440 | $119.8K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 20,216 | $118.5K | 0.01% | −82,823−80.4% | Reduced |
| Victory Capital Management Inc | 19,265 | $112.9K | 0.00% | −4,853−20.1% | Reduced |
| ProShare Advisors LLC | 19,072 | $111.8K | 0.00% | −1,705−8.2% | Reduced |
| Aigen Investment Management, LP | 17,912 | $105.0K | 0.01% | +17,912 | New |
| Cubist Systematic Strategies, LLC | 17,887 | $104.8K | 0.00% | +4,461+33.2% | Added |
| Versor Investments LP | 16,000 | $93.8K | 0.01% | −200−1.2% | Reduced |
| Amundi | 15,154 | $88.8K | 0.00% | +15,154 | New |
| 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 |
| State of Wisconsin Investment Board | 13,848 | $81.1K | 0.00% | +144+1.1% | Added |
| HRT Financial LP | 13,853 | $81.0K | 0.00% | +13,853 | New |
| Captrust Financial Advisors | 12,900 | $75.6K | 0.00% | +12,900 | 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 |
| Raymond James & Associates | 11,777 | $69.0K | 0.00% | +11,777 | New |
| Ameritas Investment Partners, Inc. | 11,656 | $68.3K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,973 | $64.3K | 0.01% | +10,973 | New |
| Royal Bank of Canada | 9,932 | $58.0K | 0.00% | −13,569−57.7% | Reduced |
| The PNC Financial Services Group, Inc. | 9,441 | $55.3K | 0.00% | +127+1.4% | Added |
| KBC Group NV | 9,070 | $53.0K | 0.00% | −2,607−22.3% | Reduced |
| Tower Research Capital LLC (TRC) | 8,466 | $50.0K | 0.00% | +7,892+1,374.9% | Added |
| Metropolitan Life Insurance Co | 7,383 | $43.3K | 0.00% | −904−10.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,702 | $33.4K | 0.00% | +5+0.1% | Added |
| First Horizon Advisors, Inc. | 2,718 | $15.9K | 0.00% | +20+0.7% | Added |
| Versant Capital Management, Inc | 2,102 | $12.3K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,715 | $10.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,631 | $9.56K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,500 | $8.79K | 0.00% | −1,000−40.0% | Reduced |
| Quadrant Capital Group LLC | 1,256 | $7.36K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 943 | $5.53K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 891 | $5.22K | 0.00% | −3,213−78.3% | Reduced |
| Russell Investments Group, Ltd. | 822 | $4.82K | 0.00% | +822 | New |
| Parkside Financial Bank & Trust | 714 | $4.18K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 600 | $3.52K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 480 | $2.81K | 0.00% | +480 | New |
| CWM, LLC | 379 | $2.00K | 0.00% | +1+0.3% | Added |
| North Star Investment Management Corp. | 313 | $1.83K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 90 | $527 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 81 | $474 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 71 | $416 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 56 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | +5 | New |
| 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 |