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, Q4 2023
Institutional positions in WisdomTree, Inc. as of Dec 31, 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
- 195
- +16 vs. Q3 2023
- Shares held
- 114.3M
- +7.34M (+6.9%) vs. Q3 2023
- Total value
- $792.0M
- +$43.3M (+5.8%) vs. Q3 2023
- New holders
- 35
- 64 more added
- Sold out
- 19
- 64 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 18,335,140 | $127.1M | 0.00% | +199,409+1.1% | Added |
| Vanguard Group Inc | 14,603,944 | $101.2M | 0.00% | −240,095−1.6% | Reduced |
| ArrowMark Colorado Holdings LLC | 13,495,079 | $93.5M | 1.03% | −794,760−5.6% | Reduced |
| Azora Capital LP | 7,793,321 | $54.0M | 4.90% | +268,277+3.6% | Added |
| State Street Corp | 4,988,915 | $34.6M | 0.00% | −99,005−1.9% | Reduced |
| Massachusetts Financial Services Co | 4,966,551 | $34.4M | 0.01% | +4,162+0.1% | Added |
| Dimensional Fund Advisors LP | 3,998,260 | $27.7M | 0.01% | +294,060+7.9% | Added |
| Wellington Management Group LLP | 3,897,242 | $27.0M | 0.01% | +141,354+3.8% | Added |
| Bank of New York Mellon Corp | 3,111,714 | $21.6M | 0.00% | −210,962−6.3% | Reduced |
| Geode Capital Management, LLC | 2,618,272 | $18.1M | 0.00% | +107,597+4.3% | Added |
| Janus Henderson Group PLC | 2,594,377 | $18.0M | 0.01% | +490,468+23.3% | Added |
| Toroso Investments, LLC | 2,057,023 | $14.3M | 0.34% | +482,411+30.6% | Added |
| Renaissance Technologies LLC | 1,915,879 | $13.3M | 0.02% | +777,900+68.4% | Added |
| Morgan Stanley | 1,844,264 | $12.8M | 0.00% | +396,521+27.4% | Added |
| Citadel Advisors LLC | 1,681,301 | $11.7M | 0.01% | +1,677,240+41,301.2% | Added |
| Two Sigma Investments, LP | 1,561,709 | $10.8M | 0.03% | +1,141,741+271.9% | Added |
| Northern Trust Corp | 1,482,378 | $10.3M | 0.00% | −4,376−0.3% | Reduced |
| Two Sigma Advisers, LP | 1,210,300 | $8.39M | 0.02% | +1,002,100+481.3% | Added |
| Capital Management Corp | 1,203,777 | $8.34M | 1.64% | +344,760+40.1% | Added |
| Bridgewater Associates, LP | 1,164,196 | $8.07M | 0.05% | −184,756−13.7% | Reduced |
| Phase 2 Partners, LLC | 1,085,748 | $7.52M | 3.97% | +180,572+19.9% | Added |
| Charles Schwab Investment Management Inc | 1,008,036 | $6.99M | 0.00% | −5,022−0.5% | Reduced |
| Invesco Ltd. | 1,004,606 | $6.96M | 0.00% | +10,352+1.0% | Added |
| Millennium Management LLC | 803,404 | $5.57M | 0.01% | −52,031−6.1% | Reduced |
| Price T Rowe Associates Inc | 587,274 | $4.07M | 0.00% | +363,123+162.0% | Added |
| Principal Financial Group Inc | 577,651 | $4.00M | 0.00% | −36,467−5.9% | Reduced |
| ExodusPoint Capital Management, LP | 526,028 | $3.65M | 0.05% | +526,028 | New |
| Point72 Europe (London) LLP | 516,800 | $3.58M | 0.45% | +82,300+18.9% | Added |
| Nuveen Asset Management, LLC | 512,726 | $3.55M | 0.00% | −130.0% | Reduced |
| Voya Investment Management LLC | 432,796 | $3.00M | 0.00% | +23,463+5.7% | Added |
| Nordea Investment Management AB | 416,190 | $2.92M | 0.00% | −18,633−4.3% | Reduced |
| Cubist Systematic Strategies, LLC | 384,182 | $2.66M | 0.03% | +384,182 | New |
| Ameriprise Financial Inc | 376,636 | $2.61M | 0.00% | −36,293−8.8% | Reduced |
| Qube Research & Technologies Ltd | 375,267 | $2.60M | 0.01% | +375,267 | New |
| Rhumbline Advisers | 373,668 | $2.59M | 0.00% | −15,363−3.9% | Reduced |
| Goldman Sachs Group Inc | 331,065 | $2.29M | 0.00% | −39,737−10.7% | Reduced |
| Marshall Wace, LLP | 326,343 | $2.26M | 0.00% | +279,964+603.6% | Added |
| Legal & General Group Plc | 316,315 | $2.19M | 0.00% | −8,934−2.7% | Reduced |
| Squarepoint Ops LLC | 315,004 | $2.18M | 0.01% | +315,004 | New |
| JPMorgan Chase & Co | 306,091 | $2.12M | 0.00% | +57,327+23.0% | Added |
| Voloridge Investment Management, LLC | 276,064 | $1.91M | 0.01% | +106,901+63.2% | Added |
| Credit Suisse AG | 273,025 | $1.89M | 0.00% | +34,697+14.6% | Added |
| Point72 Asset Management, L.P. | 258,709 | $1.79M | 0.01% | −535,800−67.4% | Reduced |
| Guggenheim Capital LLC | 236,118 | $1.64M | 0.01% | +236,118 | New |
| FMR LLC | 235,499 | $1.63M | 0.00% | −21,184−8.3% | Reduced |
| Jump Financial, LLC | 231,551 | $1.60M | 0.05% | +201,815+678.7% | Added |
| Public Sector Pension Investment Board | 229,140 | $1.59M | 0.01% | +87,933+62.3% | Added |
| Swiss National Bank | 222,200 | $1.54M | 0.00% | −23,900−9.7% | Reduced |
| Barclays PLC | 217,232 | $1.51M | 0.00% | +152,690+236.6% | Added |
| New York State Teachers Retirement System | 213,365 | $1.48M | 0.00% | +6,112+2.9% | Added |
| Horizon Kinetics Asset Management LLC | 205,733 | $1.43M | 0.03% | +11,686+6.0% | Added |
| Trexquant Investment LP | 198,943 | $1.38M | 0.03% | +198,943 | New |
| Envestnet Asset Management Inc | 198,476 | $1.38M | 0.00% | +18,429+10.2% | Added |
| Maltese Capital Management LLC | 190,000 | $1.32M | 0.37% | +189,800+94,900.0% | Added |
| Susquehanna International Group, LLP | 184,999 | $1.28M | 0.00% | +84,312+83.7% | Added |
| UBS Asset Management Americas Inc | 181,028 | $1.25M | 0.00% | −8,060−4.3% | Reduced |
| AQR Capital Management LLC | 156,523 | $1.08M | 0.00% | +39,102+33.3% | Added |
| Wells Fargo & Company | 155,305 | $1.08M | 0.00% | +16,403+11.8% | Added |
| M&T Bank Corp | 153,209 | $1.06M | 0.00% | −4,460−2.8% | Reduced |
| Advisor Group Holdings, Inc. | 152,893 | $1.06M | 0.00% | +10,686+7.5% | Added |
| Alliancebernstein L.P. | 151,210 | $1.05M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 150,550 | $1.04M | 0.00% | +60,410+67.0% | Added |
| Jane Street Group, LLC | 147,334 | $1.02M | 0.00% | +124,642+549.3% | Added |
| American Century Companies Inc | 140,343 | $972.6K | 0.00% | +37,408+36.3% | Added |
| Prudential Financial Inc | 129,838 | $899.8K | 0.00% | −6,239−4.6% | Reduced |
| California State Teachers Retirement System | 123,092 | $853.0K | 0.00% | −6,364−4.9% | Reduced |
| D. E. Shaw & Co., Inc. | 122,990 | $852.3K | 0.00% | +95,315+344.4% | Added |
| BNP Paribas Arbitrage, SA | 112,093 | $776.8K | 0.00% | −4,480−3.8% | Reduced |
| Fisher Asset Management, LLC | 111,632 | $773.6K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 107,193 | $742.8K | 0.16% | +107,193 | New |
| HRT Financial LP | 101,707 | $704.0K | 0.01% | +101,707 | New |
| Thrivent Financial for Lutherans | 98,396 | $682.0K | 0.00% | −6,117−5.9% | Reduced |
| Great West Life Assurance Co | 97,261 | $673.0K | 0.00% | −9,241−8.7% | Reduced |
| Texas Permanent School Fund | 95,391 | $661.1K | 0.01% | −1,638−1.7% | Reduced |
| Quinn Opportunity Partners LLC | 93,226 | $646.1K | 0.07% | −35,000−27.3% | Reduced |
| Exchange Traded Concepts, LLC | 92,328 | $639.8K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 89,015 | $616.9K | 0.04% | +85,248+2,263.0% | Added |
| SRN Advisors, LLC | 88,490 | $613.2K | 0.55% | −18,333−17.2% | Reduced |
| Norges Bank | 87,466 | $606.1K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 83,100 | $575.9K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 81,077 | $561.9K | 0.00% | −1,044−1.3% | Reduced |
| Citigroup Inc | 76,021 | $526.8K | 0.00% | +26,492+53.5% | Added |
| American International Group, Inc. | 73,820 | $511.6K | 0.00% | −748−1.0% | Reduced |
| MetLife Investment Management | 71,998 | $498.9K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 70,290 | $487.0K | 0.01% | −842−1.2% | Reduced |
| State Board of Administration of Florida Retirement System | 68,825 | $477.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 67,957 | $470.9K | 0.00% | +10.0% | Added |
| Illinois Municipal Retirement Fund | 66,325 | $460.0K | 0.01% | +479+0.7% | Added |
| Levin Capital Strategies, L.P. | 66,000 | $457.4K | 0.05% | +40,000+153.8% | Added |
| Yorktown Management & Research Co Inc | 65,300 | $452.5K | 0.47% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 62,123 | $430.5K | 0.00% | +6,380+11.4% | Added |
| Balyasny Asset Management LLC | 61,622 | $427.0K | 0.00% | +61,622 | New |
| Yousif Capital Management, LLC | 61,023 | $422.9K | 0.00% | +3,837+6.7% | Added |
| Advisory Services Network, LLC | 55,607 | $385.4K | 0.01% | +55,607 | New |
| Louisiana State Employees Retirement System | 55,200 | $382.5K | 0.01% | −2,900−5.0% | Reduced |
| Manufacturers Life Insurance Company, The | 54,945 | $380.8K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 53,039 | $373.0K | 0.00% | +4,820+10.0% | Added |
| Comerica Bank | 51,096 | $354.1K | 0.00% | −2,226−4.2% | Reduced |
| Amalgamated Bank | 49,470 | $343.0K | 0.00% | −5,901−10.7% | Reduced |
| SG Americas Securities, LLC | 48,714 | $338.0K | 0.00% | +15,974+48.8% | Added |