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 |
|---|---|---|---|---|---|
| Covestor Ltd | 15 | $0 | 0.00% | −1−6.3% | Reduced |
| Rothschild Investment LLC | 1 | $7 | 0.00% | +1 | New |
| Parkside Financial Bank & Trust | 21 | $146 | 0.00% | −693−97.1% | Reduced |
| Glassman Wealth Services | 37 | $256 | 0.00% | +37 | New |
| Abich Financial Wealth Management LLC | 48 | $333 | 0.00% | +48 | New |
| Coppell Advisory Solutions LLC | 54 | $374 | 0.00% | −60−52.6% | Reduced |
| Allworth Financial LP | 65 | $451 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $458 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 71 | $492 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 83 | $575 | 0.00% | +83 | New |
| Farmers & Merchants Investments Inc | 90 | $624 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 105 | $728 | 0.00% | +105 | New |
| Lazard Asset Management LLC | 165 | $1.00K | 0.00% | +59+55.7% | Added |
| Nisa Investment Advisors, LLC | 150 | $1.04K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 145 | $1.07K | 0.00% | +144+14,400.0% | Added |
| North Star Investment Management Corp. | 313 | $2.17K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 435 | $3.00K | 0.00% | +236+118.6% | Added |
| Venturi Wealth Management, LLC | 480 | $3.33K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 517 | $3.58K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 638 | $4.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 628 | $4.25K | 0.00% | +628 | New |
| Adirondack Trust Co | 600 | $4.84K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 707 | $4.90K | 0.00% | −391−35.6% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,200 | $8.00K | 0.00% | +1,200 | New |
| HM Payson & Co | 1,500 | $10.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,545 | $10.7K | 0.00% | −557−26.5% | Reduced |
| Whittier Trust Co | 1,631 | $11.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,500 | $17.3K | 0.00% | −9,400−79.0% | Reduced |
| Group One Trading, L.P. | 3,174 | $22.0K | 0.00% | −10,016−75.9% | Reduced |
| First Horizon Advisors, Inc. | 3,300 | $22.9K | 0.00% | −719−17.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,427 | $23.7K | 0.01% | +3,427 | New |
| Heritage Wealth Advisors | 5,000 | $34.6K | 0.00% | +5,000 | New |
| KBC Group NV | 5,252 | $36.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,714 | $39.6K | 0.00% | +4+0.1% | Added |
| Impact Partnership Wealth, LLC | 5,993 | $41.5K | 0.02% | −5,991−50.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,617 | $45.9K | 0.00% | −9,615−59.2% | Reduced |
| Metropolitan Life Insurance Co | 6,886 | $47.7K | 0.00% | −1,087−13.6% | Reduced |
| Simplex Trading, LLC | 7,970 | $55.0K | 0.00% | +7,970 | New |
| The PNC Financial Services Group, Inc. | 9,074 | $62.9K | 0.00% | −716−7.3% | Reduced |
| Miracle Mile Advisors, LLC | 10,025 | $69.5K | 0.00% | +10,025 | New |
| Brevan Howard Capital Management LP | 10,102 | $70.0K | 0.01% | +10,102 | New |
| State of Wisconsin Investment Board | 10,693 | $74.1K | 0.00% | −72,658−87.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,167 | $77.4K | 0.01% | −10,064−47.4% | Reduced |
| Vantage Consulting Group Inc | 12,152 | $84.2K | 0.06% | +12,152 | New |
| Captrust Financial Advisors | 13,233 | $91.7K | 0.00% | −337−2.5% | Reduced |
| Teacher Retirement System of Texas | 13,635 | $94.0K | 0.00% | −74,850−84.6% | Reduced |
| Virtu Financial LLC | 13,583 | $94.0K | 0.01% | +13,583 | New |
| Ameritas Investment Partners, Inc. | 13,617 | $94.4K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 13,793 | $95.6K | 0.00% | −2,554−15.6% | Reduced |
| Navellier & Associates Inc | 14,011 | $97.1K | 0.01% | +1,396+11.1% | Added |
| Centiva Capital, LP | 14,370 | $99.6K | 0.01% | +14,370 | New |
| Amundi | 14,518 | $100.8K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 15,492 | $107.4K | 0.00% | +899+6.2% | Added |
| Bank of Montreal | 15,011 | $107.8K | 0.00% | +263+1.8% | Added |
| Pictet Asset Management Holding SA | 18,232 | $126.3K | 0.00% | +4,740+35.1% | Added |
| SMH Capital Advisors Inc | 18,378 | $127.4K | 0.28% | −176−0.9% | Reduced |
| Mutual of America Capital Management LLC | 19,327 | $133.9K | 0.00% | −696−3.5% | Reduced |
| Gsa Capital Partners LLP | 19,329 | $134.0K | 0.01% | +19,329 | New |
| Dynamic Technology Lab Private Ltd | 20,244 | $140.0K | 0.01% | +20,244 | New |
| Everence Capital Management Inc | 21,350 | $148.0K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 21,712 | $150.5K | 0.01% | −609−2.7% | Reduced |
| Victory Capital Management Inc | 22,203 | $153.9K | 0.00% | +2,927+15.2% | Added |
| Corton Capital Inc. | 22,458 | $155.6K | 0.05% | +11,511+105.2% | Added |
| Man Group plc | 22,852 | $158.4K | 0.00% | – | – |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,828 | $165.1K | 0.00% | −52,552−68.8% | Reduced |
| Versor Investments LP | 24,100 | $167.0K | 0.03% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 24,395 | $169.1K | 0.01% | +24,395 | New |
| EntryPoint Capital, LLC | 24,718 | $171.3K | 0.16% | +24,718 | New |
| ProShare Advisors LLC | 25,303 | $175.4K | 0.00% | +4,822+23.5% | Added |
| Engineers Gate Manager LP | 25,680 | $178.0K | 0.01% | −77,193−75.0% | Reduced |
| HSBC Holdings PLC | 25,470 | $178.2K | 0.00% | −6,826−21.1% | Reduced |
| MQS Management LLC | 26,309 | $182.3K | 0.10% | +26,309 | New |
| Aquatic Capital Management LLC | 28,400 | $197.0K | 0.01% | +28,400 | New |
| Public Employees Retirement Association of Colorado | 29,225 | $203.0K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 29,678 | $205.7K | 0.05% | +29,678 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,451 | $211.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 30,766 | $213.2K | 0.00% | +1,305+4.4% | Added |
| Arizona State Retirement System | 31,517 | $218.4K | 0.00% | −358−1.1% | Reduced |
| Oregon Public Employees Retirement Fund | 32,256 | $223.5K | 0.00% | −1,700−5.0% | Reduced |
| State of Wyoming | 33,918 | $235.1K | 0.04% | −7,533−18.2% | Reduced |
| AE Wealth Management LLC | 33,355 | $235.5K | 0.00% | +20,800+165.7% | Added |
| Alberta Investment Management Corp | 34,634 | $240.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 36,163 | $251.0K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 37,012 | $256.5K | 0.02% | +37,012 | New |
| Kennedy Capital Management, Inc. | 37,474 | $259.7K | 0.01% | +654+1.8% | Added |
| State of Tennessee, Treasury Department | 37,840 | $262.2K | 0.00% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 40,000 | $277.2K | 0.05% | −7,500−15.8% | Reduced |
| Maryland State Retirement & Pension System | 40,133 | $278.1K | 0.01% | −1,948−4.6% | Reduced |
| Royal Bank of Canada | 42,498 | $294.0K | 0.00% | +22,909+116.9% | Added |
| UBS Group AG | 43,225 | $299.5K | 0.00% | +29,962+225.9% | Added |
| Tower Research Capital LLC (TRC) | 43,458 | $301.2K | 0.00% | +34,016+360.3% | Added |
| Quadrature Capital Ltd | 44,359 | $307.6K | 0.01% | +44,359 | New |
| Alps Advisors Inc | 45,014 | $311.9K | 0.00% | −2,566−5.4% | Reduced |
| New York State Common Retirement Fund | 45,687 | $316.6K | 0.00% | −73,590−61.7% | Reduced |
| Landscape Capital Management, L.L.C. | 46,051 | $319.1K | 0.03% | +46,051 | New |
| SG Americas Securities, LLC | 48,714 | $338.0K | 0.00% | +15,974+48.8% | Added |
| Amalgamated Bank | 49,470 | $343.0K | 0.00% | −5,901−10.7% | Reduced |
| Comerica Bank | 51,096 | $354.1K | 0.00% | −2,226−4.2% | Reduced |
| HighTower Advisors, LLC | 53,039 | $373.0K | 0.00% | +4,820+10.0% | Added |
| Manufacturers Life Insurance Company, The | 54,945 | $380.8K | 0.00% | 00.0% | Unchanged |