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