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, Q3 2023
Institutional positions in WisdomTree, Inc. as of Sep 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
- 179
- −2 vs. Q2 2023
- Shares held
- 106.9M
- +1.81M (+1.7%) vs. Q2 2023
- Total value
- $748.8M
- +$28.4M (+3.9%) vs. Q2 2023
- New holders
- 24
- 57 more added
- Sold out
- 26
- 68 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 18,135,731 | $127.0M | 0.00% | +383,959+2.2% | Added |
| Vanguard Group Inc | 14,844,039 | $103.9M | 0.00% | −116,295−0.8% | Reduced |
| ArrowMark Colorado Holdings LLC | 14,289,839 | $100.0M | 1.22% | −462,842−3.1% | Reduced |
| Azora Capital LP | 7,525,044 | $52.7M | 5.80% | +2,618,114+53.4% | Added |
| State Street Corp | 5,087,920 | $35.6M | 0.00% | +445,764+9.6% | Added |
| Massachusetts Financial Services Co | 4,962,389 | $34.7M | 0.01% | +8,420+0.2% | Added |
| Wellington Management Group LLP | 3,755,888 | $26.3M | 0.01% | +1,755,080+87.7% | Added |
| Dimensional Fund Advisors LP | 3,704,200 | $25.9M | 0.01% | −12,471−0.3% | Reduced |
| Bank of New York Mellon Corp | 3,322,676 | $23.3M | 0.01% | +81,040+2.5% | Added |
| Geode Capital Management, LLC | 2,510,675 | $17.6M | 0.00% | +106,767+4.4% | Added |
| Janus Henderson Group PLC | 2,103,909 | $14.7M | 0.01% | +2,054,549+4,162.4% | Added |
| Toroso Investments, LLC | 1,574,612 | $11.0M | 0.34% | −52,950−3.3% | Reduced |
| Northern Trust Corp | 1,486,754 | $10.4M | 0.00% | −6,117−0.4% | Reduced |
| Morgan Stanley | 1,447,743 | $10.1M | 0.00% | −27,351−1.9% | Reduced |
| Bridgewater Associates, LP | 1,348,952 | $9.44M | 0.06% | −70,249−4.9% | Reduced |
| Renaissance Technologies LLC | 1,137,979 | $7.97M | 0.01% | −381,744−25.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,013,058 | $7.09M | 0.00% | +48,187+5.0% | Added |
| Invesco Ltd. | 994,254 | $6.96M | 0.00% | +104,074+11.7% | Added |
| Phase 2 Partners, LLC | 905,176 | $6.34M | 2.80% | −406,273−31.0% | Reduced |
| Capital Management Corp | 859,017 | $6.01M | 1.36% | −24,725−2.8% | Reduced |
| Millennium Management LLC | 855,435 | $5.99M | 0.01% | −996,735−53.8% | Reduced |
| Point72 Asset Management, L.P. | 794,509 | $5.56M | 0.02% | −246,481−23.7% | Reduced |
| Lord, Abbett & Co. LLC | 650,000 | $4.55M | 0.02% | +650,000 | New |
| Principal Financial Group Inc | 614,118 | $4.30M | 0.00% | −35,352−5.4% | Reduced |
| Nuveen Asset Management, LLC | 512,739 | $3.59M | 0.00% | +134,277+35.5% | Added |
| Nordea Investment Management AB | 434,823 | $3.10M | 0.00% | −8,333−1.9% | Reduced |
| Point72 Europe (London) LLP | 434,500 | $3.04M | 0.41% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 433,141 | $3.03M | 0.23% | +234,095+117.6% | Added |
| Two Sigma Investments, LP | 419,968 | $2.94M | 0.01% | −197,195−32.0% | Reduced |
| Ameriprise Financial Inc | 412,929 | $2.89M | 0.00% | −34,995−7.8% | Reduced |
| Voya Investment Management LLC | 409,333 | $2.87M | 0.00% | +224,424+121.4% | Added |
| Rhumbline Advisers | 389,031 | $2.72M | 0.00% | +1,749+0.5% | Added |
| Goldman Sachs Group Inc | 370,802 | $2.60M | 0.00% | +94,032+34.0% | Added |
| Legal & General Group Plc | 325,249 | $2.28M | 0.00% | −8,534−2.6% | Reduced |
| Interval Partners, LP | 305,648 | $2.14M | 0.09% | +109,332+55.7% | Added |
| FMR LLC | 256,683 | $1.80M | 0.00% | +132,732+107.1% | Added |
| JPMorgan Chase & Co | 248,764 | $1.74M | 0.00% | −32,568−11.6% | Reduced |
| Swiss National Bank | 246,100 | $1.72M | 0.00% | +2,300+0.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 245,800 | $1.72M | 0.01% | −48,800−16.6% | Reduced |
| Credit Suisse AG | 238,328 | $1.67M | 0.00% | −4,393−1.8% | Reduced |
| Price T Rowe Associates Inc | 224,151 | $1.57M | 0.00% | +149,509+200.3% | Added |
| Two Sigma Advisers, LP | 208,200 | $1.46M | 0.00% | −90,400−30.3% | Reduced |
| New York State Teachers Retirement System | 207,253 | $1.45M | 0.00% | −9,960−4.6% | Reduced |
| Essex Investment Management Co LLC | 201,992 | $1.41M | 0.23% | +1,388+0.7% | Added |
| Horizon Kinetics Asset Management LLC | 194,047 | $1.36M | 0.03% | +1,230+0.6% | Added |
| UBS Asset Management Americas Inc | 189,088 | $1.32M | 0.00% | +11,849+6.7% | Added |
| Envestnet Asset Management Inc | 180,047 | $1.26M | 0.00% | +30,983+20.8% | Added |
| Voloridge Investment Management, LLC | 169,163 | $1.18M | 0.01% | −191,948−53.2% | Reduced |
| M&T Bank Corp | 157,669 | $1.10M | 0.00% | −1,248−0.8% | Reduced |
| Alliancebernstein L.P. | 151,210 | $1.06M | 0.00% | −490.0% | Reduced |
| Advisor Group Holdings, Inc. | 142,207 | $995.5K | 0.00% | +26,402+22.8% | Added |
| Public Sector Pension Investment Board | 141,207 | $988.4K | 0.01% | −60,151−29.9% | Reduced |
| Wells Fargo & Company | 138,902 | $972.3K | 0.00% | −30,019−17.8% | Reduced |
| Prudential Financial Inc | 136,077 | $952.5K | 0.00% | −145,560−51.7% | Reduced |
| California State Teachers Retirement System | 129,456 | $906.2K | 0.00% | −14,991−10.4% | Reduced |
| Quinn Opportunity Partners LLC | 128,226 | $897.6K | 0.12% | −19,000−12.9% | Reduced |
| PDT Partners, LLC | 121,770 | $852.4K | 0.11% | +6,557+5.7% | Added |
| New York State Common Retirement Fund | 119,277 | $834.9K | 0.00% | +36,434+44.0% | Added |
| AQR Capital Management LLC | 117,421 | $821.9K | 0.00% | +101,007+615.4% | Added |
| BNP Paribas Arbitrage, SA | 116,573 | $816.0K | 0.00% | +51,092+78.0% | Added |
| Fisher Asset Management, LLC | 111,632 | $781.4K | 0.00% | 00.0% | Unchanged |
| SRN Advisors, LLC | 106,823 | $747.8K | 0.74% | −193,882−64.5% | Reduced |
| Great West Life Assurance Co | 106,502 | $745.0K | 0.00% | −2,308−2.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 106,261 | $743.8K | 0.01% | −124,713−54.0% | Reduced |
| Wakefield Asset Management LLLP | 105,099 | $735.7K | 0.33% | −4,502−4.1% | Reduced |
| Thrivent Financial for Lutherans | 104,513 | $732.0K | 0.00% | −4,007−3.7% | Reduced |
| American Century Companies Inc | 102,935 | $720.5K | 0.00% | +21,285+26.1% | Added |
| Engineers Gate Manager LP | 102,873 | $720.1K | 0.03% | −55,562−35.1% | Reduced |
| Susquehanna International Group, LLP | 100,687 | $704.8K | 0.00% | +54,066+116.0% | Added |
| STRS Ohio | 98,000 | $686.0K | 0.00% | −2,600−2.6% | Reduced |
| Texas Permanent School Fund | 97,029 | $679.2K | 0.01% | −2,853−2.9% | Reduced |
| Exchange Traded Concepts, LLC | 92,328 | $646.3K | 0.02% | +92,328 | New |
| Bank of America Corp | 90,140 | $631.0K | 0.00% | +59,959+198.7% | Added |
| Teacher Retirement System of Texas | 88,485 | $619.0K | 0.00% | +88,485 | New |
| Norges Bank | 87,466 | $612.3K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 83,351 | $583.5K | 0.00% | +48,198+137.1% | Added |
| Allianz Asset Management GmbH | 83,100 | $581.7K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 82,121 | $574.8K | 0.00% | −72,674−46.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 76,380 | $534.7K | 0.00% | −51,849−40.4% | Reduced |
| American International Group, Inc. | 74,568 | $522.0K | 0.00% | +1,801+2.5% | Added |
| MetLife Investment Management | 71,998 | $504.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 71,132 | $497.0K | 0.01% | −3,508−4.7% | Reduced |
| State Board of Administration of Florida Retirement System | 68,825 | $481.8K | 0.00% | +4,942+7.7% | Added |
| Franklin Resources Inc | 67,956 | $475.7K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 65,846 | $461.0K | 0.01% | +65,846 | New |
| Yorktown Management & Research Co Inc | 65,300 | $457.1K | 0.51% | +65,300 | New |
| Barclays PLC | 64,542 | $451.8K | 0.00% | +2,500+4.0% | Added |
| Louisiana State Employees Retirement System | 58,100 | $406.7K | 0.01% | −1,400−2.4% | Reduced |
| Yousif Capital Management, LLC | 57,186 | $400.3K | 0.01% | −3,160−5.2% | Reduced |
| Legato Capital Management LLC | 56,357 | $394.5K | 0.06% | +29,921+113.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 55,743 | $390.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 55,371 | $388.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 54,945 | $384.6K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 53,322 | $373.3K | 0.00% | +53,322 | New |
| HighTower Advisors, LLC | 48,219 | $347.0K | 0.00% | +30,073+165.7% | Added |
| Citigroup Inc | 49,529 | $346.7K | 0.00% | −46,499−48.4% | Reduced |
| Alps Advisors Inc | 47,580 | $333.1K | 0.00% | +47,580 | New |
| Gabelli & Co Investment Advisers, Inc. | 47,500 | $332.5K | 0.05% | −2,500−5.0% | Reduced |
| Marshall Wace, LLP | 46,379 | $324.7K | 0.00% | −219,451−82.6% | Reduced |
| Maryland State Retirement & Pension System | 42,081 | $294.6K | 0.01% | −2,761−6.2% | Reduced |