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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 81,650 | $560.1K | 0.00% | +35,317+76.2% | Added |
| New York State Common Retirement Fund | 82,843 | $568.3K | 0.00% | +14,955+22.0% | Added |
| AE Wealth Management LLC | 86,777 | $595.3K | 0.00% | +86,777 | New |
| Norges Bank | 87,466 | $600.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 96,028 | $658.8K | 0.00% | +15,101+18.7% | Added |
| Texas Permanent School Fund | 99,882 | $685.2K | 0.01% | +200.0% | Added |
| STRS Ohio | 100,600 | $690.0K | 0.00% | +100,600 | New |
| Thrivent Financial for Lutherans | 108,520 | $744.0K | 0.00% | −1,832−1.7% | Reduced |
| Great West Life Assurance Co | 108,810 | $747.0K | 0.00% | +5,039+4.9% | Added |
| Wakefield Asset Management LLLP | 109,601 | $751.9K | 0.30% | +109,601 | New |
| Alpha DNA Investment Management LLC | 110,344 | $757.0K | 0.43% | +110,344 | New |
| Fisher Asset Management, LLC | 111,632 | $765.8K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 115,213 | $790.4K | 0.11% | +115,213 | New |
| Advisor Group Holdings, Inc. | 115,805 | $794.2K | 0.00% | +29,020+33.4% | Added |
| UBS Group AG | 118,331 | $811.8K | 0.00% | +117,440+13,180.7% | Added |
| FMR LLC | 123,951 | $850.3K | 0.00% | +97,749+373.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 128,229 | $879.7K | 0.01% | +10,326+8.8% | Added |
| Cubist Systematic Strategies, LLC | 134,287 | $921.2K | 0.01% | +116,400+650.8% | Added |
| California State Teachers Retirement System | 144,447 | $990.9K | 0.00% | −2,742−1.9% | Reduced |
| Quinn Opportunity Partners LLC | 147,226 | $1.01M | 0.14% | −32,000−17.9% | Reduced |
| Envestnet Asset Management Inc | 149,064 | $1.02M | 0.00% | +31,189+26.5% | Added |
| Alliancebernstein L.P. | 151,259 | $1.04M | 0.00% | +27,829+22.5% | Added |
| UBS Asset Management Americas Inc | 177,239 | $1.04M | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 154,795 | $1.06M | 0.00% | +50,087+47.8% | Added |
| Engineers Gate Manager LP | 158,435 | $1.09M | 0.04% | +116,085+274.1% | Added |
| M&T Bank Corp | 158,917 | $1.09M | 0.00% | −31,763−16.7% | Reduced |
| Wells Fargo & Company | 168,921 | $1.16M | 0.00% | +31,335+22.8% | Added |
| EAM Investors, LLC | 169,818 | $1.16M | 0.22% | +169,818 | New |
| Voya Investment Management LLC | 184,909 | $1.27M | 0.00% | +130,663+240.9% | Added |
| Horizon Kinetics Asset Management LLC | 192,817 | $1.32M | 0.03% | −494−0.3% | Reduced |
| Lynrock Lake LP | 194,818 | $1.34M | 0.06% | +194,818 | New |
| Interval Partners, LP | 196,316 | $1.35M | 0.07% | +45,304+30.0% | Added |
| Nicholas Investment Partners, LP | 199,046 | $1.37M | 0.09% | +199,046 | New |
| Essex Investment Management Co LLC | 200,604 | $1.38M | 0.19% | +200,604 | New |
| Public Sector Pension Investment Board | 201,358 | $1.38M | 0.01% | +5,514+2.8% | Added |
| New York State Teachers Retirement System | 217,213 | $1.49M | 0.00% | +111+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 230,974 | $1.58M | 0.01% | −263,045−53.2% | Reduced |
| Credit Suisse AG | 242,721 | $1.67M | 0.00% | +69,737+40.3% | Added |
| Walleye Capital LLC | 242,821 | $1.67M | 0.03% | +242,821 | New |
| Swiss National Bank | 243,800 | $1.67M | 0.00% | +6,700+2.8% | Added |
| Marshall Wace, LLP | 265,830 | $1.82M | 0.00% | +265,830 | New |
| SRN Advisors, LLC | 300,705 | $1.89M | 1.69% | +143,495+91.3% | Added |
| Goldman Sachs Group Inc | 276,770 | $1.90M | 0.00% | +36,396+15.1% | Added |
| JPMorgan Chase & Co | 281,332 | $1.93M | 0.00% | +86,285+44.2% | Added |
| Prudential Financial Inc | 281,637 | $1.93M | 0.00% | +171,128+154.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 294,600 | $2.02M | 0.01% | +294,600 | New |
| Two Sigma Advisers, LP | 298,600 | $2.05M | 0.01% | +233,900+361.5% | Added |
| Legal & General Group Plc | 333,783 | $2.29M | 0.00% | −2,918−0.9% | Reduced |
| D. E. Shaw & Co., Inc. | 341,539 | $2.34M | 0.00% | +171,788+101.2% | Added |
| Voloridge Investment Management, LLC | 361,111 | $2.48M | 0.01% | +361,111 | New |
| Nuveen Asset Management, LLC | 378,462 | $2.60M | 0.00% | +3,185+0.8% | Added |
| Rhumbline Advisers | 387,282 | $2.66M | 0.00% | +1,373+0.4% | Added |
| Jacobs Asset Management, LLC | 400,000 | $2.74M | 2.16% | −350,000−46.7% | Reduced |
| Point72 Europe (London) LLP | 434,500 | $2.98M | 0.43% | +434,500 | New |
| Nordea Investment Management AB | 443,156 | $3.07M | 0.00% | −157,559−26.2% | Reduced |
| Ameriprise Financial Inc | 447,924 | $3.07M | 0.00% | +32,255+7.8% | Added |
| Two Sigma Investments, LP | 617,163 | $4.23M | 0.01% | +400,464+184.8% | Added |
| Principal Financial Group Inc | 649,470 | $4.46M | 0.00% | −26,059−3.9% | Reduced |
| Citadel Advisors LLC | 880,532 | $6.04M | 0.01% | +405,006+85.2% | Added |
| Capital Management Corp | 883,742 | $6.06M | 1.30% | −786,945−47.1% | Reduced |
| Invesco Ltd. | 890,180 | $6.11M | 0.00% | +496,482+126.1% | Added |
| Charles Schwab Investment Management Inc | 964,871 | $6.62M | 0.00% | +46,756+5.1% | Added |
| Point72 Asset Management, L.P. | 1,040,990 | $7.14M | 0.02% | +1,040,990 | New |
| Gillson Capital LP | 1,110,959 | $7.62M | 0.67% | −112,751−9.2% | Reduced |
| Phase 2 Partners, LLC | 1,311,449 | $9.00M | 4.08% | +863,765+192.9% | Added |
| Bridgewater Associates, LP | 1,419,201 | $9.74M | 0.06% | −2,274,976−61.6% | Reduced |
| Morgan Stanley | 1,475,094 | $10.1M | 0.00% | +40,718+2.8% | Added |
| Northern Trust Corp | 1,492,871 | $10.2M | 0.00% | +69,033+4.8% | Added |
| Renaissance Technologies LLC | 1,519,723 | $10.4M | 0.02% | +477,644+45.8% | Added |
| Toroso Investments, LLC | 1,627,562 | $11.2M | 0.33% | −380,864−19.0% | Reduced |
| Millennium Management LLC | 1,852,170 | $12.7M | 0.01% | −219,905−10.6% | Reduced |
| Wellington Management Group LLP | 2,000,808 | $13.7M | 0.00% | −162,641−7.5% | Reduced |
| Geode Capital Management, LLC | 2,403,908 | $16.5M | 0.00% | +122,589+5.4% | Added |
| Bank of New York Mellon Corp | 3,241,636 | $22.2M | 0.00% | +1,035,150+46.9% | Added |
| Dimensional Fund Advisors LP | 3,716,671 | $25.5M | 0.01% | +163,856+4.6% | Added |
| State Street Corp | 4,642,156 | $31.8M | 0.00% | +212,769+4.8% | Added |
| Azora Capital LP | 4,906,930 | $33.7M | 6.86% | −2,292,050−31.8% | Reduced |
| Massachusetts Financial Services Co | 4,953,969 | $34.0M | 0.01% | −3,814,318−43.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 14,752,681 | $101.2M | 1.11% | −1,066,702−6.7% | Reduced |
| Vanguard Group Inc | 14,960,334 | $102.6M | 0.00% | +46,177+0.3% | Added |
| BlackRock Inc. | 17,751,772 | $121.8M | 0.00% | −563,208−3.1% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −801,758−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −66,339−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −34,647−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −22,457−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −20,216−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,853−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −12,222−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −11,777−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,973−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −943−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |