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 |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 55,200 | $382.5K | 0.01% | −2,900−5.0% | Reduced |
| Advisory Services Network, LLC | 55,607 | $385.4K | 0.01% | +55,607 | New |
| Yousif Capital Management, LLC | 61,023 | $422.9K | 0.00% | +3,837+6.7% | Added |
| Balyasny Asset Management LLC | 61,622 | $427.0K | 0.00% | +61,622 | New |
| Mirae Asset Global Investments Co., Ltd. | 62,123 | $430.5K | 0.00% | +6,380+11.4% | Added |
| Yorktown Management & Research Co Inc | 65,300 | $452.5K | 0.47% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 66,000 | $457.4K | 0.05% | +40,000+153.8% | Added |
| Illinois Municipal Retirement Fund | 66,325 | $460.0K | 0.01% | +479+0.7% | Added |
| Franklin Resources Inc | 67,957 | $470.9K | 0.00% | +10.0% | Added |
| State Board of Administration of Florida Retirement System | 68,825 | $477.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 70,290 | $487.0K | 0.01% | −842−1.2% | Reduced |
| MetLife Investment Management | 71,998 | $498.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 73,820 | $511.6K | 0.00% | −748−1.0% | Reduced |
| Citigroup Inc | 76,021 | $526.8K | 0.00% | +26,492+53.5% | Added |
| Deutsche Bank AG | 81,077 | $561.9K | 0.00% | −1,044−1.3% | Reduced |
| Allianz Asset Management GmbH | 83,100 | $575.9K | 0.00% | 00.0% | Unchanged |
| Norges Bank | 87,466 | $606.1K | 0.00% | 00.0% | Unchanged |
| SRN Advisors, LLC | 88,490 | $613.2K | 0.55% | −18,333−17.2% | Reduced |
| Quantbot Technologies LP | 89,015 | $616.9K | 0.04% | +85,248+2,263.0% | Added |
| Exchange Traded Concepts, LLC | 92,328 | $639.8K | 0.02% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 93,226 | $646.1K | 0.07% | −35,000−27.3% | Reduced |
| Texas Permanent School Fund | 95,391 | $661.1K | 0.01% | −1,638−1.7% | Reduced |
| Great West Life Assurance Co | 97,261 | $673.0K | 0.00% | −9,241−8.7% | Reduced |
| Thrivent Financial for Lutherans | 98,396 | $682.0K | 0.00% | −6,117−5.9% | Reduced |
| HRT Financial LP | 101,707 | $704.0K | 0.01% | +101,707 | New |
| XTX Topco Ltd | 107,193 | $742.8K | 0.16% | +107,193 | New |
| Fisher Asset Management, LLC | 111,632 | $773.6K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 112,093 | $776.8K | 0.00% | −4,480−3.8% | Reduced |
| D. E. Shaw & Co., Inc. | 122,990 | $852.3K | 0.00% | +95,315+344.4% | Added |
| California State Teachers Retirement System | 123,092 | $853.0K | 0.00% | −6,364−4.9% | Reduced |
| Prudential Financial Inc | 129,838 | $899.8K | 0.00% | −6,239−4.6% | Reduced |
| American Century Companies Inc | 140,343 | $972.6K | 0.00% | +37,408+36.3% | Added |
| Jane Street Group, LLC | 147,334 | $1.02M | 0.00% | +124,642+549.3% | Added |
| Bank of America Corp | 150,550 | $1.04M | 0.00% | +60,410+67.0% | Added |
| Alliancebernstein L.P. | 151,210 | $1.05M | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 152,893 | $1.06M | 0.00% | +10,686+7.5% | Added |
| M&T Bank Corp | 153,209 | $1.06M | 0.00% | −4,460−2.8% | Reduced |
| Wells Fargo & Company | 155,305 | $1.08M | 0.00% | +16,403+11.8% | Added |
| AQR Capital Management LLC | 156,523 | $1.08M | 0.00% | +39,102+33.3% | Added |
| UBS Asset Management Americas Inc | 181,028 | $1.25M | 0.00% | −8,060−4.3% | Reduced |
| Susquehanna International Group, LLP | 184,999 | $1.28M | 0.00% | +84,312+83.7% | Added |
| Maltese Capital Management LLC | 190,000 | $1.32M | 0.37% | +189,800+94,900.0% | Added |
| Envestnet Asset Management Inc | 198,476 | $1.38M | 0.00% | +18,429+10.2% | Added |
| Trexquant Investment LP | 198,943 | $1.38M | 0.03% | +198,943 | New |
| Horizon Kinetics Asset Management LLC | 205,733 | $1.43M | 0.03% | +11,686+6.0% | Added |
| New York State Teachers Retirement System | 213,365 | $1.48M | 0.00% | +6,112+2.9% | Added |
| Barclays PLC | 217,232 | $1.51M | 0.00% | +152,690+236.6% | Added |
| Swiss National Bank | 222,200 | $1.54M | 0.00% | −23,900−9.7% | Reduced |
| Public Sector Pension Investment Board | 229,140 | $1.59M | 0.01% | +87,933+62.3% | Added |
| Jump Financial, LLC | 231,551 | $1.60M | 0.05% | +201,815+678.7% | Added |
| FMR LLC | 235,499 | $1.63M | 0.00% | −21,184−8.3% | Reduced |
| Guggenheim Capital LLC | 236,118 | $1.64M | 0.01% | +236,118 | New |
| Point72 Asset Management, L.P. | 258,709 | $1.79M | 0.01% | −535,800−67.4% | Reduced |
| Credit Suisse AG | 273,025 | $1.89M | 0.00% | +34,697+14.6% | Added |
| Voloridge Investment Management, LLC | 276,064 | $1.91M | 0.01% | +106,901+63.2% | Added |
| JPMorgan Chase & Co | 306,091 | $2.12M | 0.00% | +57,327+23.0% | Added |
| Squarepoint Ops LLC | 315,004 | $2.18M | 0.01% | +315,004 | New |
| Legal & General Group Plc | 316,315 | $2.19M | 0.00% | −8,934−2.7% | Reduced |
| Marshall Wace, LLP | 326,343 | $2.26M | 0.00% | +279,964+603.6% | Added |
| Goldman Sachs Group Inc | 331,065 | $2.29M | 0.00% | −39,737−10.7% | Reduced |
| Rhumbline Advisers | 373,668 | $2.59M | 0.00% | −15,363−3.9% | Reduced |
| Qube Research & Technologies Ltd | 375,267 | $2.60M | 0.01% | +375,267 | New |
| Ameriprise Financial Inc | 376,636 | $2.61M | 0.00% | −36,293−8.8% | Reduced |
| Cubist Systematic Strategies, LLC | 384,182 | $2.66M | 0.03% | +384,182 | New |
| Nordea Investment Management AB | 416,190 | $2.92M | 0.00% | −18,633−4.3% | Reduced |
| Voya Investment Management LLC | 432,796 | $3.00M | 0.00% | +23,463+5.7% | Added |
| Nuveen Asset Management, LLC | 512,726 | $3.55M | 0.00% | −130.0% | Reduced |
| Point72 Europe (London) LLP | 516,800 | $3.58M | 0.45% | +82,300+18.9% | Added |
| ExodusPoint Capital Management, LP | 526,028 | $3.65M | 0.05% | +526,028 | New |
| Principal Financial Group Inc | 577,651 | $4.00M | 0.00% | −36,467−5.9% | Reduced |
| Price T Rowe Associates Inc | 587,274 | $4.07M | 0.00% | +363,123+162.0% | Added |
| Millennium Management LLC | 803,404 | $5.57M | 0.01% | −52,031−6.1% | Reduced |
| Invesco Ltd. | 1,004,606 | $6.96M | 0.00% | +10,352+1.0% | Added |
| Charles Schwab Investment Management Inc | 1,008,036 | $6.99M | 0.00% | −5,022−0.5% | Reduced |
| Phase 2 Partners, LLC | 1,085,748 | $7.52M | 3.97% | +180,572+19.9% | Added |
| Bridgewater Associates, LP | 1,164,196 | $8.07M | 0.05% | −184,756−13.7% | Reduced |
| Capital Management Corp | 1,203,777 | $8.34M | 1.64% | +344,760+40.1% | Added |
| Two Sigma Advisers, LP | 1,210,300 | $8.39M | 0.02% | +1,002,100+481.3% | Added |
| Northern Trust Corp | 1,482,378 | $10.3M | 0.00% | −4,376−0.3% | Reduced |
| Two Sigma Investments, LP | 1,561,709 | $10.8M | 0.03% | +1,141,741+271.9% | Added |
| Citadel Advisors LLC | 1,681,301 | $11.7M | 0.01% | +1,677,240+41,301.2% | Added |
| Morgan Stanley | 1,844,264 | $12.8M | 0.00% | +396,521+27.4% | Added |
| Renaissance Technologies LLC | 1,915,879 | $13.3M | 0.02% | +777,900+68.4% | Added |
| Toroso Investments, LLC | 2,057,023 | $14.3M | 0.34% | +482,411+30.6% | Added |
| Janus Henderson Group PLC | 2,594,377 | $18.0M | 0.01% | +490,468+23.3% | Added |
| Geode Capital Management, LLC | 2,618,272 | $18.1M | 0.00% | +107,597+4.3% | Added |
| Bank of New York Mellon Corp | 3,111,714 | $21.6M | 0.00% | −210,962−6.3% | Reduced |
| Wellington Management Group LLP | 3,897,242 | $27.0M | 0.01% | +141,354+3.8% | Added |
| Dimensional Fund Advisors LP | 3,998,260 | $27.7M | 0.01% | +294,060+7.9% | Added |
| Massachusetts Financial Services Co | 4,966,551 | $34.4M | 0.01% | +4,162+0.1% | Added |
| State Street Corp | 4,988,915 | $34.6M | 0.00% | −99,005−1.9% | Reduced |
| Azora Capital LP | 7,793,321 | $54.0M | 4.90% | +268,277+3.6% | Added |
| ArrowMark Colorado Holdings LLC | 13,495,079 | $93.5M | 1.03% | −794,760−5.6% | Reduced |
| Vanguard Group Inc | 14,603,944 | $101.2M | 0.00% | −240,095−1.6% | Reduced |
| BlackRock Inc. | 18,335,140 | $127.1M | 0.00% | +199,409+1.1% | Added |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −650,000−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −433,141−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −305,648−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −245,800−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −201,992−100.0% | Sold out |