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, Q2 2023
Institutional positions in WisdomTree, Inc. as of Jun 30, 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
- 181
- +33 vs. Q1 2023
- Shares held
- 105.1M
- −2.78M (−2.6%) vs. Q1 2023
- Total value
- $720.3M
- +$88.0M (+13.9%) vs. Q1 2023
- New holders
- 46
- 61 more added
- Sold out
- 13
- 48 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 17,751,772 | $121.8M | 0.00% | −563,208−3.1% | Reduced |
| Vanguard Group Inc | 14,960,334 | $102.6M | 0.00% | +46,177+0.3% | Added |
| ArrowMark Colorado Holdings LLC | 14,752,681 | $101.2M | 1.11% | −1,066,702−6.7% | Reduced |
| Massachusetts Financial Services Co | 4,953,969 | $34.0M | 0.01% | −3,814,318−43.5% | Reduced |
| Azora Capital LP | 4,906,930 | $33.7M | 6.86% | −2,292,050−31.8% | Reduced |
| State Street Corp | 4,642,156 | $31.8M | 0.00% | +212,769+4.8% | Added |
| Dimensional Fund Advisors LP | 3,716,671 | $25.5M | 0.01% | +163,856+4.6% | Added |
| Bank of New York Mellon Corp | 3,241,636 | $22.2M | 0.00% | +1,035,150+46.9% | Added |
| Geode Capital Management, LLC | 2,403,908 | $16.5M | 0.00% | +122,589+5.4% | Added |
| Wellington Management Group LLP | 2,000,808 | $13.7M | 0.00% | −162,641−7.5% | Reduced |
| Millennium Management LLC | 1,852,170 | $12.7M | 0.01% | −219,905−10.6% | Reduced |
| Toroso Investments, LLC | 1,627,562 | $11.2M | 0.33% | −380,864−19.0% | Reduced |
| Renaissance Technologies LLC | 1,519,723 | $10.4M | 0.02% | +477,644+45.8% | Added |
| Northern Trust Corp | 1,492,871 | $10.2M | 0.00% | +69,033+4.8% | Added |
| Morgan Stanley | 1,475,094 | $10.1M | 0.00% | +40,718+2.8% | Added |
| Bridgewater Associates, LP | 1,419,201 | $9.74M | 0.06% | −2,274,976−61.6% | Reduced |
| Phase 2 Partners, LLC | 1,311,449 | $9.00M | 4.08% | +863,765+192.9% | Added |
| Gillson Capital LP | 1,110,959 | $7.62M | 0.67% | −112,751−9.2% | Reduced |
| Point72 Asset Management, L.P. | 1,040,990 | $7.14M | 0.02% | +1,040,990 | New |
| Charles Schwab Investment Management Inc | 964,871 | $6.62M | 0.00% | +46,756+5.1% | Added |
| Invesco Ltd. | 890,180 | $6.11M | 0.00% | +496,482+126.1% | Added |
| Capital Management Corp | 883,742 | $6.06M | 1.30% | −786,945−47.1% | Reduced |
| Citadel Advisors LLC | 880,532 | $6.04M | 0.01% | +405,006+85.2% | Added |
| Principal Financial Group Inc | 649,470 | $4.46M | 0.00% | −26,059−3.9% | Reduced |
| Two Sigma Investments, LP | 617,163 | $4.23M | 0.01% | +400,464+184.8% | Added |
| Ameriprise Financial Inc | 447,924 | $3.07M | 0.00% | +32,255+7.8% | Added |
| Nordea Investment Management AB | 443,156 | $3.07M | 0.00% | −157,559−26.2% | Reduced |
| Point72 Europe (London) LLP | 434,500 | $2.98M | 0.43% | +434,500 | New |
| Jacobs Asset Management, LLC | 400,000 | $2.74M | 2.16% | −350,000−46.7% | Reduced |
| Rhumbline Advisers | 387,282 | $2.66M | 0.00% | +1,373+0.4% | Added |
| Nuveen Asset Management, LLC | 378,462 | $2.60M | 0.00% | +3,185+0.8% | Added |
| Voloridge Investment Management, LLC | 361,111 | $2.48M | 0.01% | +361,111 | New |
| D. E. Shaw & Co., Inc. | 341,539 | $2.34M | 0.00% | +171,788+101.2% | Added |
| Legal & General Group Plc | 333,783 | $2.29M | 0.00% | −2,918−0.9% | Reduced |
| Two Sigma Advisers, LP | 298,600 | $2.05M | 0.01% | +233,900+361.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 294,600 | $2.02M | 0.01% | +294,600 | New |
| Prudential Financial Inc | 281,637 | $1.93M | 0.00% | +171,128+154.9% | Added |
| JPMorgan Chase & Co | 281,332 | $1.93M | 0.00% | +86,285+44.2% | Added |
| Goldman Sachs Group Inc | 276,770 | $1.90M | 0.00% | +36,396+15.1% | Added |
| SRN Advisors, LLC | 300,705 | $1.89M | 1.69% | +143,495+91.3% | Added |
| Marshall Wace, LLP | 265,830 | $1.82M | 0.00% | +265,830 | New |
| Swiss National Bank | 243,800 | $1.67M | 0.00% | +6,700+2.8% | Added |
| Walleye Capital LLC | 242,821 | $1.67M | 0.03% | +242,821 | New |
| Credit Suisse AG | 242,721 | $1.67M | 0.00% | +69,737+40.3% | Added |
| Schonfeld Strategic Advisors LLC | 230,974 | $1.58M | 0.01% | −263,045−53.2% | Reduced |
| New York State Teachers Retirement System | 217,213 | $1.49M | 0.00% | +111+0.1% | Added |
| Public Sector Pension Investment Board | 201,358 | $1.38M | 0.01% | +5,514+2.8% | Added |
| Essex Investment Management Co LLC | 200,604 | $1.38M | 0.19% | +200,604 | New |
| Nicholas Investment Partners, LP | 199,046 | $1.37M | 0.09% | +199,046 | New |
| Interval Partners, LP | 196,316 | $1.35M | 0.07% | +45,304+30.0% | Added |
| Lynrock Lake LP | 194,818 | $1.34M | 0.06% | +194,818 | New |
| Horizon Kinetics Asset Management LLC | 192,817 | $1.32M | 0.03% | −494−0.3% | Reduced |
| Voya Investment Management LLC | 184,909 | $1.27M | 0.00% | +130,663+240.9% | Added |
| EAM Investors, LLC | 169,818 | $1.16M | 0.22% | +169,818 | New |
| Wells Fargo & Company | 168,921 | $1.16M | 0.00% | +31,335+22.8% | Added |
| M&T Bank Corp | 158,917 | $1.09M | 0.00% | −31,763−16.7% | Reduced |
| Engineers Gate Manager LP | 158,435 | $1.09M | 0.04% | +116,085+274.1% | Added |
| Deutsche Bank AG | 154,795 | $1.06M | 0.00% | +50,087+47.8% | Added |
| UBS Asset Management Americas Inc | 177,239 | $1.04M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 151,259 | $1.04M | 0.00% | +27,829+22.5% | Added |
| Envestnet Asset Management Inc | 149,064 | $1.02M | 0.00% | +31,189+26.5% | Added |
| Quinn Opportunity Partners LLC | 147,226 | $1.01M | 0.14% | −32,000−17.9% | Reduced |
| California State Teachers Retirement System | 144,447 | $990.9K | 0.00% | −2,742−1.9% | Reduced |
| Cubist Systematic Strategies, LLC | 134,287 | $921.2K | 0.01% | +116,400+650.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 128,229 | $879.7K | 0.01% | +10,326+8.8% | Added |
| FMR LLC | 123,951 | $850.3K | 0.00% | +97,749+373.1% | Added |
| UBS Group AG | 118,331 | $811.8K | 0.00% | +117,440+13,180.7% | Added |
| Advisor Group Holdings, Inc. | 115,805 | $794.2K | 0.00% | +29,020+33.4% | Added |
| PDT Partners, LLC | 115,213 | $790.4K | 0.11% | +115,213 | New |
| Fisher Asset Management, LLC | 111,632 | $765.8K | 0.00% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 110,344 | $757.0K | 0.43% | +110,344 | New |
| Wakefield Asset Management LLLP | 109,601 | $751.9K | 0.30% | +109,601 | New |
| Great West Life Assurance Co | 108,810 | $747.0K | 0.00% | +5,039+4.9% | Added |
| Thrivent Financial for Lutherans | 108,520 | $744.0K | 0.00% | −1,832−1.7% | Reduced |
| STRS Ohio | 100,600 | $690.0K | 0.00% | +100,600 | New |
| Texas Permanent School Fund | 99,882 | $685.2K | 0.01% | +200.0% | Added |
| Citigroup Inc | 96,028 | $658.8K | 0.00% | +15,101+18.7% | Added |
| Norges Bank | 87,466 | $600.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 86,777 | $595.3K | 0.00% | +86,777 | New |
| New York State Common Retirement Fund | 82,843 | $568.3K | 0.00% | +14,955+22.0% | Added |
| American Century Companies Inc | 81,650 | $560.1K | 0.00% | +35,317+76.2% | Added |
| Mach-1 Financial Group, Inc. | 76,102 | $522.1K | 0.21% | +76,102 | New |
| Price T Rowe Associates Inc | 74,642 | $513.0K | 0.00% | +1,705+2.3% | Added |
| State of Alaska, Department of Revenue | 74,640 | $512.0K | 0.01% | −1,613−2.1% | Reduced |
| American International Group, Inc. | 72,767 | $499.2K | 0.00% | −330.0% | Reduced |
| MetLife Investment Management | 71,998 | $493.9K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 67,956 | $466.2K | 0.00% | +67,956 | New |
| BNP Paribas Arbitrage, SA | 65,481 | $449.2K | 0.00% | −6,696−9.3% | Reduced |
| State Board of Administration of Florida Retirement System | 63,883 | $438.2K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 62,042 | $425.6K | 0.00% | −6,768−9.8% | Reduced |
| Yousif Capital Management, LLC | 60,346 | $414.0K | 0.01% | −2,470−3.9% | Reduced |
| Louisiana State Employees Retirement System | 59,500 | $408.2K | 0.01% | +7,600+14.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 55,743 | $382.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 55,371 | $380.0K | 0.00% | +1,445+2.7% | Added |
| Dynamic Technology Lab Private Ltd | 55,156 | $378.0K | 0.05% | +55,156 | New |
| Manufacturers Life Insurance Company, The | 54,945 | $376.9K | 0.00% | +517+0.9% | Added |
| Quadrature Capital Ltd | 52,634 | $361.1K | 0.01% | +52,634 | New |
| Gabelli & Co Investment Advisers, Inc. | 50,000 | $343.0K | 0.06% | +50,000 | New |
| Janus Henderson Group PLC | 49,360 | $338.9K | 0.00% | −146−0.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 48,449 | $332.4K | 0.06% | +48,449 | New |