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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 106 | $0 | 0.00% | +50+89.3% | Added |
| Covestor Ltd | 16 | $0 | 0.00% | −3−15.8% | Reduced |
| Avion Wealth | 70 | $0 | 0.00% | +70 | New |
| Huntington National Bank | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 65 | $455 | 0.00% | +65 | New |
| Abound Wealth Management | 66 | $462 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 71 | $497 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 114 | $621 | 0.00% | −6,661−98.3% | Reduced |
| Farmers & Merchants Investments Inc | 90 | $630 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 199 | $1.00K | 0.00% | −181−47.6% | Reduced |
| National Bank of Canada | 150 | $1.04K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 150 | $1.05K | 0.00% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 200 | $1.40K | 0.00% | +200 | New |
| NBC Securities, Inc. | 400 | $2.00K | 0.00% | +400 | New |
| North Star Investment Management Corp. | 313 | $2.19K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 480 | $3.36K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 517 | $3.62K | 0.00% | −90−14.8% | Reduced |
| Bessemer Group Inc | 638 | $4.00K | 0.00% | +462+262.5% | Added |
| Adirondack Trust Co | 600 | $4.20K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 714 | $5.00K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,098 | $7.69K | 0.00% | +35+3.3% | Added |
| HM Payson & Co | 1,500 | $10.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,631 | $11.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,102 | $14.7K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,767 | $26.4K | 0.00% | −1,208−24.3% | Reduced |
| First Horizon Advisors, Inc. | 4,019 | $28.1K | 0.00% | +178+4.6% | Added |
| Citadel Advisors LLC | 4,061 | $28.4K | 0.00% | −876,471−99.5% | Reduced |
| KBC Group NV | 5,252 | $37.0K | 0.00% | −3,818−42.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,710 | $40.0K | 0.00% | +4+0.1% | Added |
| Metropolitan Life Insurance Co | 7,973 | $55.8K | 0.00% | +590+8.0% | Added |
| Tower Research Capital LLC (TRC) | 9,442 | $66.1K | 0.00% | +3,559+60.5% | Added |
| The PNC Financial Services Group, Inc. | 9,790 | $68.5K | 0.00% | +98+1.0% | Added |
| Omers Administration Corp | 10,100 | $70.7K | 0.00% | +10,100 | New |
| Corton Capital Inc. | 10,947 | $76.6K | 0.04% | −1,131−9.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,900 | $83.3K | 0.00% | −6,100−33.9% | Reduced |
| Impact Partnership Wealth, LLC | 11,984 | $83.9K | 0.03% | +1,721+16.8% | Added |
| AE Wealth Management LLC | 12,555 | $87.9K | 0.00% | −74,222−85.5% | Reduced |
| Navellier & Associates Inc | 12,615 | $88.3K | 0.02% | +12,615 | New |
| Group One Trading, L.P. | 13,190 | $92.3K | 0.00% | +4,815+57.5% | Added |
| UBS Group AG | 13,263 | $92.8K | 0.00% | −105,068−88.8% | Reduced |
| Pictet Asset Management Holding SA | 13,492 | $94.4K | 0.00% | +13,492 | New |
| Captrust Financial Advisors | 13,570 | $95.0K | 0.00% | +890+7.0% | Added |
| Ameritas Investment Partners, Inc. | 13,617 | $95.3K | 0.00% | +1,961+16.8% | Added |
| Amundi | 14,518 | $99.2K | 0.00% | 00.0% | Unchanged |
| Teza Capital Management LLC | 14,395 | $100.8K | 0.02% | −941−6.1% | Reduced |
| Raymond James & Associates | 14,593 | $102.2K | 0.00% | +14,593 | New |
| Bank of Montreal | 14,748 | $106.5K | 0.00% | −321−2.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 16,232 | $113.6K | 0.00% | +16,232 | New |
| Wolverine Trading, LLC | 16,347 | $114.4K | 0.00% | +16,347 | New |
| Man Group plc | – | $118.9K | 0.00% | – | New |
| SMH Capital Advisors Inc | 18,554 | $130.0K | 0.30% | −8,942−32.5% | Reduced |
| Victory Capital Management Inc | 19,276 | $134.9K | 0.00% | +293+1.5% | Added |
| Royal Bank of Canada | 19,589 | $137.0K | 0.00% | +7,921+67.9% | Added |
| Mutual of America Capital Management LLC | 20,023 | $140.2K | 0.00% | −2,133−9.6% | Reduced |
| ProShare Advisors LLC | 20,481 | $143.4K | 0.00% | −440−2.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 21,231 | $148.6K | 0.02% | −27,218−56.2% | Reduced |
| Everence Capital Management Inc | 21,350 | $149.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 23,120 | $156.1K | 0.00% | +23,120 | New |
| Eqis Capital Management, Inc. | 22,321 | $156.2K | 0.02% | +22,321 | New |
| Jane Street Group, LLC | 22,692 | $158.8K | 0.00% | +9,743+75.2% | Added |
| Versor Investments LP | 24,100 | $168.7K | 0.03% | +24,100 | New |
| Levin Capital Strategies, L.P. | 26,000 | $182.0K | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 27,675 | $193.7K | 0.00% | −313,864−91.9% | Reduced |
| Public Employees Retirement Association of Colorado | 29,225 | $205.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 29,461 | $206.2K | 0.00% | +2,032+7.4% | Added |
| Jump Financial, LLC | 29,736 | $208.2K | 0.01% | +17,286+138.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,451 | $213.2K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 31,875 | $223.1K | 0.00% | +422+1.3% | Added |
| Walleye Capital LLC | 32,015 | $224.1K | 0.00% | −210,806−86.8% | Reduced |
| HSBC Holdings PLC | 32,296 | $226.7K | 0.00% | −5,978−15.6% | Reduced |
| SG Americas Securities, LLC | 32,740 | $229.0K | 0.00% | +32,740 | New |
| Oregon Public Employees Retirement Fund | 33,956 | $237.7K | 0.00% | −1,400−4.0% | Reduced |
| Prelude Capital Management, LLC | 34,494 | $241.5K | 0.02% | +34,494 | New |
| Keebeck Alpha, LP | 34,494 | $241.5K | 0.24% | +34,494 | New |
| Alberta Investment Management Corp | 34,634 | $242.4K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 36,163 | $253.0K | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 36,820 | $257.7K | 0.01% | +866+2.4% | Added |
| State of Tennessee, Treasury Department | 37,840 | $264.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 41,451 | $290.2K | 0.06% | +2,307+5.9% | Added |
| Maryland State Retirement & Pension System | 42,081 | $294.6K | 0.01% | −2,761−6.2% | Reduced |
| Marshall Wace, LLP | 46,379 | $324.7K | 0.00% | −219,451−82.6% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 47,500 | $332.5K | 0.05% | −2,500−5.0% | Reduced |
| Alps Advisors Inc | 47,580 | $333.1K | 0.00% | +47,580 | New |
| Citigroup Inc | 49,529 | $346.7K | 0.00% | −46,499−48.4% | Reduced |
| HighTower Advisors, LLC | 48,219 | $347.0K | 0.00% | +30,073+165.7% | Added |
| Comerica Bank | 53,322 | $373.3K | 0.00% | +53,322 | New |
| Manufacturers Life Insurance Company, The | 54,945 | $384.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 55,371 | $388.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 55,743 | $390.2K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 56,357 | $394.5K | 0.06% | +29,921+113.2% | Added |
| Yousif Capital Management, LLC | 57,186 | $400.3K | 0.01% | −3,160−5.2% | Reduced |
| Louisiana State Employees Retirement System | 58,100 | $406.7K | 0.01% | −1,400−2.4% | Reduced |
| Barclays PLC | 64,542 | $451.8K | 0.00% | +2,500+4.0% | Added |
| Yorktown Management & Research Co Inc | 65,300 | $457.1K | 0.51% | +65,300 | New |
| Illinois Municipal Retirement Fund | 65,846 | $461.0K | 0.01% | +65,846 | New |
| Franklin Resources Inc | 67,956 | $475.7K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 68,825 | $481.8K | 0.00% | +4,942+7.7% | Added |
| State of Alaska, Department of Revenue | 71,132 | $497.0K | 0.01% | −3,508−4.7% | Reduced |
| MetLife Investment Management | 71,998 | $504.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 74,568 | $522.0K | 0.00% | +1,801+2.5% | Added |