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 |
|---|---|---|---|---|---|
| State of Wyoming | 41,451 | $290.2K | 0.06% | +2,307+5.9% | Added |
| State of Tennessee, Treasury Department | 37,840 | $264.9K | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 36,820 | $257.7K | 0.01% | +866+2.4% | Added |
| Teachers Retirement System of the State of Kentucky | 36,163 | $253.0K | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 34,634 | $242.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Oregon Public Employees Retirement Fund | 33,956 | $237.7K | 0.00% | −1,400−4.0% | Reduced |
| SG Americas Securities, LLC | 32,740 | $229.0K | 0.00% | +32,740 | New |
| HSBC Holdings PLC | 32,296 | $226.7K | 0.00% | −5,978−15.6% | Reduced |
| Walleye Capital LLC | 32,015 | $224.1K | 0.00% | −210,806−86.8% | Reduced |
| Arizona State Retirement System | 31,875 | $223.1K | 0.00% | +422+1.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,451 | $213.2K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 29,736 | $208.2K | 0.01% | +17,286+138.8% | Added |
| Cetera Advisor Networks LLC | 29,461 | $206.2K | 0.00% | +2,032+7.4% | Added |
| Public Employees Retirement Association of Colorado | 29,225 | $205.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 27,675 | $193.7K | 0.00% | −313,864−91.9% | Reduced |
| Levin Capital Strategies, L.P. | 26,000 | $182.0K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 24,100 | $168.7K | 0.03% | +24,100 | New |
| Jane Street Group, LLC | 22,692 | $158.8K | 0.00% | +9,743+75.2% | Added |
| Eqis Capital Management, Inc. | 22,321 | $156.2K | 0.02% | +22,321 | New |
| Mackenzie Financial Corp | 23,120 | $156.1K | 0.00% | +23,120 | New |
| Everence Capital Management Inc | 21,350 | $149.0K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 21,231 | $148.6K | 0.02% | −27,218−56.2% | Reduced |
| ProShare Advisors LLC | 20,481 | $143.4K | 0.00% | −440−2.1% | Reduced |
| Mutual of America Capital Management LLC | 20,023 | $140.2K | 0.00% | −2,133−9.6% | Reduced |
| Royal Bank of Canada | 19,589 | $137.0K | 0.00% | +7,921+67.9% | Added |
| Victory Capital Management Inc | 19,276 | $134.9K | 0.00% | +293+1.5% | Added |
| SMH Capital Advisors Inc | 18,554 | $130.0K | 0.30% | −8,942−32.5% | Reduced |
| Man Group plc | – | $118.9K | 0.00% | – | New |
| Wolverine Trading, LLC | 16,347 | $114.4K | 0.00% | +16,347 | New |
| Allspring Global Investments Holdings, LLC | 16,232 | $113.6K | 0.00% | +16,232 | New |
| Bank of Montreal | 14,748 | $106.5K | 0.00% | −321−2.1% | Reduced |
| Raymond James & Associates | 14,593 | $102.2K | 0.00% | +14,593 | New |
| Teza Capital Management LLC | 14,395 | $100.8K | 0.02% | −941−6.1% | Reduced |
| Amundi | 14,518 | $99.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 13,617 | $95.3K | 0.00% | +1,961+16.8% | Added |
| Captrust Financial Advisors | 13,570 | $95.0K | 0.00% | +890+7.0% | Added |
| Pictet Asset Management Holding SA | 13,492 | $94.4K | 0.00% | +13,492 | New |
| UBS Group AG | 13,263 | $92.8K | 0.00% | −105,068−88.8% | Reduced |
| Group One Trading, L.P. | 13,190 | $92.3K | 0.00% | +4,815+57.5% | Added |
| Navellier & Associates Inc | 12,615 | $88.3K | 0.02% | +12,615 | New |
| AE Wealth Management LLC | 12,555 | $87.9K | 0.00% | −74,222−85.5% | Reduced |
| Impact Partnership Wealth, LLC | 11,984 | $83.9K | 0.03% | +1,721+16.8% | Added |
| Steward Partners Investment Advisory, LLC | 11,900 | $83.3K | 0.00% | −6,100−33.9% | Reduced |
| Corton Capital Inc. | 10,947 | $76.6K | 0.04% | −1,131−9.4% | Reduced |
| Omers Administration Corp | 10,100 | $70.7K | 0.00% | +10,100 | New |
| The PNC Financial Services Group, Inc. | 9,790 | $68.5K | 0.00% | +98+1.0% | Added |
| Tower Research Capital LLC (TRC) | 9,442 | $66.1K | 0.00% | +3,559+60.5% | Added |
| Metropolitan Life Insurance Co | 7,973 | $55.8K | 0.00% | +590+8.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,710 | $40.0K | 0.00% | +4+0.1% | Added |
| KBC Group NV | 5,252 | $37.0K | 0.00% | −3,818−42.1% | Reduced |
| Citadel Advisors LLC | 4,061 | $28.4K | 0.00% | −876,471−99.5% | Reduced |
| First Horizon Advisors, Inc. | 4,019 | $28.1K | 0.00% | +178+4.6% | Added |
| Quantbot Technologies LP | 3,767 | $26.4K | 0.00% | −1,208−24.3% | Reduced |
| Versant Capital Management, Inc | 2,102 | $14.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,631 | $11.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,500 | $10.5K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,098 | $7.69K | 0.00% | +35+3.3% | Added |
| Parkside Financial Bank & Trust | 714 | $5.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 600 | $4.20K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 638 | $4.00K | 0.00% | +462+262.5% | Added |
| Quadrant Capital Group LLC | 517 | $3.62K | 0.00% | −90−14.8% | Reduced |
| Venturi Wealth Management, LLC | 480 | $3.36K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 313 | $2.19K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 400 | $2.00K | 0.00% | +400 | New |
| Maltese Capital Management LLC | 200 | $1.40K | 0.00% | +200 | New |
| Nisa Investment Advisors, LLC | 150 | $1.05K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 150 | $1.04K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 199 | $1.00K | 0.00% | −181−47.6% | Reduced |
| Farmers & Merchants Investments Inc | 90 | $630 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 114 | $621 | 0.00% | −6,661−98.3% | Reduced |
| Farther Finance Advisors, LLC | 71 | $497 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $462 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 65 | $455 | 0.00% | +65 | New |
| Huntington National Bank | 1 | $69 | 0.00% | 00.0% | Unchanged |
| 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 |
| Gillson Capital LP | 0 | $0 | 0.00% | −1,110,959−100.0% | Sold out |
| Jacobs Asset Management, LLC | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Lynrock Lake LP | 0 | $0 | 0.00% | −194,818−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −169,818−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −134,287−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −110,344−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −76,102−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −55,156−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −52,634−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −47,037−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −33,939−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −31,141−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −27,643−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −21,846−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −21,307−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −15,240−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −12,759−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,025−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −10,180−100.0% | Sold out |