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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 56 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 19 | $0 | 0.00% | +14+280.0% | Added |
| Huntington National Bank | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $453 | 0.00% | +66 | New |
| Farther Finance Advisors, LLC | 71 | $487 | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 83,100 | $570 | 0.00% | +83,100 | New |
| Farmers & Merchants Investments Inc | 90 | $617 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 176 | $1.00K | 0.00% | +176 | New |
| National Bank of Canada | 150 | $1.03K | 0.00% | −1,565−91.3% | Reduced |
| Nisa Investment Advisors, LLC | 150 | $1.03K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 313 | $2.15K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 380 | $3.00K | 0.00% | +1+0.3% | Added |
| Venturi Wealth Management, LLC | 480 | $3.29K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 607 | $4.17K | 0.00% | −649−51.7% | Reduced |
| Adirondack Trust Co | 600 | $4.18K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 714 | $4.90K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,063 | $7.29K | 0.00% | +241+29.3% | Added |
| HM Payson & Co | 1,500 | $10.3K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1,611 | $11.1K | 0.02% | +1,611 | New |
| Whittier Trust Co | 1,631 | $11.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,102 | $14.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,841 | $26.3K | 0.00% | +1,123+41.3% | Added |
| Quantbot Technologies LP | 4,975 | $34.1K | 0.00% | +4,975 | New |
| Castleview Partners, LLC | 5,390 | $37.0K | 0.03% | +5,390 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,706 | $39.1K | 0.00% | +4+0.1% | Added |
| Tower Research Capital LLC (TRC) | 5,883 | $40.4K | 0.00% | −2,583−30.5% | Reduced |
| Coppell Advisory Solutions LLC | 6,775 | $47.4K | 0.01% | +6,775 | New |
| Point72 Middle East FZE | 7,188 | $49.3K | 0.00% | +7,188 | New |
| Metropolitan Life Insurance Co | 7,383 | $50.6K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 8,375 | $57.5K | 0.00% | +8,375 | New |
| KBC Group NV | 9,070 | $62.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,692 | $66.5K | 0.00% | +251+2.7% | Added |
| Vantage Consulting Group Inc | 10,018 | $68.7K | 0.04% | −4,462−30.8% | Reduced |
| Syntax Advisors, LLC | 10,018 | $68.7K | 0.06% | −4,462−30.8% | Reduced |
| Aigen Investment Management, LP | 10,180 | $69.8K | 0.01% | −7,732−43.2% | Reduced |
| Impact Partnership Wealth, LLC | 10,263 | $70.4K | 0.02% | +10,263 | New |
| Aquatic Capital Management LLC | 10,600 | $73.0K | 0.00% | +10,600 | New |
| Two Sigma Securities, LLC | 11,025 | $75.6K | 0.01% | +11,025 | New |
| Ameritas Investment Partners, Inc. | 11,656 | $80.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,668 | $81.0K | 0.00% | +1,736+17.5% | Added |
| Corton Capital Inc. | 12,078 | $82.9K | 0.04% | +12,078 | New |
| Jump Financial, LLC | 12,450 | $85.4K | 0.00% | −23,450−65.3% | Reduced |
| Captrust Financial Advisors | 12,680 | $87.0K | 0.00% | −220−1.7% | Reduced |
| Quantamental Technologies LLC | 12,759 | $87.5K | 0.04% | +12,759 | New |
| Jane Street Group, LLC | 12,949 | $88.8K | 0.00% | +12,949 | New |
| Blair William & Co | 13,000 | $89.2K | 0.00% | +13,000 | New |
| Amundi | 14,518 | $99.0K | 0.00% | −636−4.2% | Reduced |
| Verition Fund Management LLC | 15,240 | $104.5K | 0.00% | +15,240 | New |
| Bank of Montreal | 15,069 | $105.2K | 0.00% | −6,757−31.0% | Reduced |
| Teza Capital Management LLC | 15,336 | $105.2K | 0.02% | +15,336 | New |
| AQR Capital Management LLC | 16,414 | $112.6K | 0.00% | +16,414 | New |
| Steward Partners Investment Advisory, LLC | 18,000 | $123.5K | 0.00% | −3,000−14.3% | Reduced |
| HighTower Advisors, LLC | 18,146 | $125.0K | 0.00% | +5,645+45.2% | Added |
| Victory Capital Management Inc | 18,983 | $130.2K | 0.00% | −282−1.5% | Reduced |
| ProShare Advisors LLC | 20,921 | $143.5K | 0.00% | +1,849+9.7% | Added |
| Everence Capital Management Inc | 21,350 | $145.0K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 21,307 | $146.2K | 0.02% | +21,307 | New |
| Graham Capital Management, L.P. | 21,846 | $149.9K | 0.01% | −3,548−14.0% | Reduced |
| Mutual of America Capital Management LLC | 22,156 | $152.0K | 0.00% | −775−3.4% | Reduced |
| Levin Capital Strategies, L.P. | 26,000 | $178.4K | 0.02% | 00.0% | Unchanged |
| Legato Capital Management LLC | 26,436 | $181.4K | 0.02% | +26,436 | New |
| Cetera Advisor Networks LLC | 27,429 | $188.2K | 0.00% | −2,085−7.1% | Reduced |
| SMH Capital Advisors Inc | 27,496 | $189.0K | 0.41% | −391−1.4% | Reduced |
| ExodusPoint Capital Management, LP | 27,643 | $190.0K | 0.00% | −56,218−67.0% | Reduced |
| Public Employees Retirement Association of Colorado | 29,225 | $200.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 30,181 | $207.0K | 0.00% | −32,456−51.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,451 | $208.9K | 0.00% | +10,011+49.0% | Added |
| MQS Management LLC | 31,141 | $213.6K | 0.15% | +31,141 | New |
| Arizona State Retirement System | 31,453 | $215.8K | 0.00% | −387−1.2% | Reduced |
| Walleye Trading LLC | 33,939 | $232.8K | 0.01% | −4,759−12.3% | Reduced |
| Alberta Investment Management Corp | 34,634 | $237.6K | 0.00% | +34,634 | New |
| State of Wisconsin Investment Board | 35,153 | $241.2K | 0.00% | +21,305+153.8% | Added |
| Oregon Public Employees Retirement Fund | 35,356 | $242.5K | 0.00% | −1,505−4.1% | Reduced |
| Kennedy Capital Management, Inc. | 35,954 | $246.6K | 0.01% | +35,954 | New |
| Teachers Retirement System of the State of Kentucky | 36,163 | $248.0K | 0.00% | +1,957+5.7% | Added |
| State of Tennessee, Treasury Department | 37,840 | $259.6K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 38,274 | $264.2K | 0.00% | +2,161+6.0% | Added |
| State of Wyoming | 39,144 | $268.5K | 0.08% | +8,003+25.7% | Added |
| Maryland State Retirement & Pension System | 44,842 | $307.6K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 46,621 | $319.8K | 0.00% | −54,969−54.1% | Reduced |
| Qube Research & Technologies Ltd | 47,037 | $322.7K | 0.00% | +47,037 | New |
| Campbell & CO Investment Adviser LLC | 48,449 | $332.4K | 0.06% | +48,449 | New |
| Janus Henderson Group PLC | 49,360 | $338.9K | 0.00% | −146−0.3% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 50,000 | $343.0K | 0.06% | +50,000 | New |
| Quadrature Capital Ltd | 52,634 | $361.1K | 0.01% | +52,634 | New |
| Manufacturers Life Insurance Company, The | 54,945 | $376.9K | 0.00% | +517+0.9% | Added |
| Dynamic Technology Lab Private Ltd | 55,156 | $378.0K | 0.05% | +55,156 | New |
| Amalgamated Bank | 55,371 | $380.0K | 0.00% | +1,445+2.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 55,743 | $382.4K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 59,500 | $408.2K | 0.01% | +7,600+14.6% | Added |
| Yousif Capital Management, LLC | 60,346 | $414.0K | 0.01% | −2,470−3.9% | Reduced |
| Barclays PLC | 62,042 | $425.6K | 0.00% | −6,768−9.8% | Reduced |
| State Board of Administration of Florida Retirement System | 63,883 | $438.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 65,481 | $449.2K | 0.00% | −6,696−9.3% | Reduced |
| Franklin Resources Inc | 67,956 | $466.2K | 0.00% | +67,956 | New |
| MetLife Investment Management | 71,998 | $493.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 72,767 | $499.2K | 0.00% | −330.0% | Reduced |
| State of Alaska, Department of Revenue | 74,640 | $512.0K | 0.01% | −1,613−2.1% | Reduced |
| Price T Rowe Associates Inc | 74,642 | $513.0K | 0.00% | +1,705+2.3% | Added |
| Mach-1 Financial Group, Inc. | 76,102 | $522.1K | 0.21% | +76,102 | New |