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, Q1 2024
Institutional positions in WisdomTree, Inc. as of Mar 31, 2024. 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
- 205
- +11 vs. Q4 2023
- Shares held
- 113.8M
- −475.4K (−0.4%) vs. Q4 2023
- Total value
- $1.05B
- +$253.3M (+32.0%) vs. Q4 2023
- New holders
- 36
- 69 more added
- Sold out
- 25
- 72 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 18,241,691 | $167.6M | 0.00% | −93,449−0.5% | Reduced |
| Vanguard Group Inc | 14,505,680 | $133.3M | 0.00% | −98,264−0.7% | Reduced |
| ArrowMark Colorado Holdings LLC | 10,760,966 | $98.9M | 1.13% | −2,734,113−20.3% | Reduced |
| Azora Capital LP | 8,591,172 | $79.0M | 5.72% | +797,851+10.2% | Added |
| State Street Corp | 5,211,740 | $47.9M | 0.00% | +222,825+4.5% | Added |
| Massachusetts Financial Services Co | 4,942,535 | $45.4M | 0.01% | −24,016−0.5% | Reduced |
| Wellington Management Group LLP | 4,305,671 | $39.6M | 0.01% | +408,429+10.5% | Added |
| Dimensional Fund Advisors LP | 4,147,859 | $38.1M | 0.01% | +149,599+3.7% | Added |
| Bank of New York Mellon Corp | 3,017,056 | $27.7M | 0.01% | −94,658−3.0% | Reduced |
| Janus Henderson Group PLC | 2,788,746 | $25.6M | 0.01% | +194,369+7.5% | Added |
| Geode Capital Management, LLC | 2,681,195 | $24.6M | 0.00% | +62,923+2.4% | Added |
| Invesco Ltd. | 2,235,599 | $20.5M | 0.00% | +1,230,993+122.5% | Added |
| Morgan Stanley | 1,831,351 | $16.8M | 0.00% | −12,913−0.7% | Reduced |
| Renaissance Technologies LLC | 1,561,879 | $14.4M | 0.02% | −354,000−18.5% | Reduced |
| Two Sigma Investments, LP | 1,519,548 | $14.0M | 0.03% | −42,161−2.7% | Reduced |
| Northern Trust Corp | 1,456,702 | $13.4M | 0.00% | −25,676−1.7% | Reduced |
| Two Sigma Advisers, LP | 1,302,900 | $12.0M | 0.03% | +92,600+7.7% | Added |
| Phase 2 Partners, LLC | 1,219,276 | $11.2M | 5.86% | +133,528+12.3% | Added |
| Simcoe Capital Management, LLC | 1,163,720 | $10.7M | 1.46% | +1,163,720 | New |
| Macquarie Group Ltd | 1,117,522 | $10.3M | 0.01% | +1,117,522 | New |
| Charles Schwab Investment Management Inc | 1,064,849 | $9.79M | 0.00% | +56,813+5.6% | Added |
| Millennium Management LLC | 1,053,760 | $9.68M | 0.01% | +250,356+31.2% | Added |
| Victory Capital Management Inc | 998,420 | $9.18M | 0.01% | +976,217+4,396.8% | Added |
| Price T Rowe Associates Inc | 628,393 | $5.78M | 0.00% | +41,119+7.0% | Added |
| Capital Management Corp | 622,450 | $5.72M | 1.09% | −581,327−48.3% | Reduced |
| Principal Financial Group Inc | 579,193 | $5.32M | 0.00% | +1,542+0.3% | Added |
| Nuveen Asset Management, LLC | 520,328 | $4.78M | 0.00% | +7,602+1.5% | Added |
| Guggenheim Capital LLC | 498,749 | $4.58M | 0.03% | +262,631+111.2% | Added |
| Toroso Investments, LLC | 496,194 | $4.56M | 0.08% | −1,560,829−75.9% | Reduced |
| Verition Fund Management LLC | 485,932 | $4.47M | 0.04% | +485,932 | New |
| AQR Capital Management LLC | 475,091 | $4.37M | 0.01% | +318,568+203.5% | Added |
| Voya Investment Management LLC | 435,606 | $4.00M | 0.00% | +2,810+0.6% | Added |
| Marshall Wace, LLP | 423,693 | $3.89M | 0.01% | +97,350+29.8% | Added |
| ClariVest Asset Management LLC | 417,810 | $3.84M | 0.40% | +417,810 | New |
| Nordea Investment Management AB | 413,855 | $3.80M | 0.00% | −2,335−0.6% | Reduced |
| UBS Group AG | 403,615 | $3.71M | 0.00% | +360,390+833.8% | Added |
| FMR LLC | 402,502 | $3.70M | 0.00% | +167,003+70.9% | Added |
| Point72 Asset Management, L.P. | 392,258 | $3.60M | 0.01% | +133,549+51.6% | Added |
| Rhumbline Advisers | 375,089 | $3.45M | 0.00% | +1,421+0.4% | Added |
| Ameriprise Financial Inc | 366,439 | $3.37M | 0.00% | −10,197−2.7% | Reduced |
| Legal & General Group Plc | 320,954 | $2.95M | 0.00% | +4,639+1.5% | Added |
| Nicholas Investment Partners, LP | 311,980 | $2.87M | 0.29% | +311,980 | New |
| Goldman Sachs Group Inc | 278,428 | $2.56M | 0.00% | −52,637−15.9% | Reduced |
| Susquehanna International Group, LLP | 276,121 | $2.54M | 0.00% | +91,122+49.3% | Added |
| Credit Suisse AG | 273,990 | $2.52M | 0.00% | +965+0.4% | Added |
| ExodusPoint Capital Management, LP | 251,714 | $2.31M | 0.03% | −274,314−52.1% | Reduced |
| Crawford Fund Management, LLC | 245,974 | $2.26M | 1.77% | +245,974 | New |
| Envestnet Asset Management Inc | 237,392 | $2.18M | 0.00% | +38,916+19.6% | Added |
| Voloridge Investment Management, LLC | 232,588 | $2.14M | 0.01% | −43,476−15.7% | Reduced |
| JPMorgan Chase & Co | 231,003 | $2.12M | 0.00% | −75,088−24.5% | Reduced |
| Public Sector Pension Investment Board | 229,140 | $2.11M | 0.02% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 223,946 | $2.06M | 0.00% | +10,581+5.0% | Added |
| Swiss National Bank | 222,200 | $2.04M | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 217,758 | $2.00M | 0.04% | +18,815+9.5% | Added |
| Horizon Kinetics Asset Management LLC | 210,811 | $1.94M | 0.04% | +5,078+2.5% | Added |
| Options Solutions, LLC | 201,651 | $1.85M | 1.06% | +201,651 | New |
| UBS Asset Management Americas Inc | 197,237 | $1.81M | 0.00% | +16,209+9.0% | Added |
| Squarepoint Ops LLC | 196,362 | $1.80M | 0.01% | −118,642−37.7% | Reduced |
| American Century Companies Inc | 185,392 | $1.70M | 0.00% | +45,049+32.1% | Added |
| Exchange Traded Concepts, LLC | 178,598 | $1.64M | 0.04% | +86,270+93.4% | Added |
| Wells Fargo & Company | 176,735 | $1.62M | 0.00% | +21,430+13.8% | Added |
| BNP Paribas Arbitrage, SA | 161,089 | $1.48M | 0.00% | +48,996+43.7% | Added |
| Alliancebernstein L.P. | 151,210 | $1.39M | 0.00% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 140,934 | $1.29M | 0.46% | +140,934 | New |
| Credit Agricole S A | 147,174 | $1.29M | 0.02% | +147,174 | New |
| M&T Bank Corp | 138,862 | $1.28M | 0.00% | −14,347−9.4% | Reduced |
| Prudential Financial Inc | 128,078 | $1.18M | 0.00% | −1,760−1.4% | Reduced |
| Barclays PLC | 124,523 | $1.14M | 0.00% | −92,709−42.7% | Reduced |
| SRN Advisors, LLC | 117,515 | $1.08M | 0.84% | +29,025+32.8% | Added |
| California State Teachers Retirement System | 115,293 | $1.06M | 0.00% | −7,799−6.3% | Reduced |
| Fisher Asset Management, LLC | 111,632 | $1.03M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 97,261 | $895.0K | 0.00% | 00.0% | Unchanged |
| Texas Permanent School Fund | 96,638 | $888.1K | 0.01% | +1,247+1.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 96,140 | $883.5K | 0.00% | +96,140 | New |
| Thrivent Financial for Lutherans | 95,791 | $880.0K | 0.00% | −2,605−2.6% | Reduced |
| New York State Common Retirement Fund | 94,291 | $866.5K | 0.00% | +48,604+106.4% | Added |
| Levin Capital Strategies, L.P. | 91,000 | $836.3K | 0.08% | +25,000+37.9% | Added |
| Citadel Advisors LLC | 90,017 | $827.3K | 0.00% | −1,591,284−94.6% | Reduced |
| HighTower Advisors, LLC | 87,778 | $816.0K | 0.00% | +34,739+65.5% | Added |
| Norges Bank | 87,466 | $803.8K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 86,600 | $795.9K | 0.02% | +86,600 | New |
| Amundi | 90,598 | $794.5K | 0.00% | +76,080+524.0% | Added |
| Graham Capital Management, L.P. | 80,199 | $737.0K | 0.02% | +55,804+228.8% | Added |
| Citigroup Inc | 78,396 | $720.5K | 0.00% | +2,375+3.1% | Added |
| Allianz Asset Management GmbH | 77,800 | $715.0K | 0.00% | −5,300−6.4% | Reduced |
| Caas Capital Management LP | 74,321 | $683.0K | 0.29% | +74,321 | New |
| Deutsche Bank AG | 73,202 | $672.7K | 0.00% | −7,875−9.7% | Reduced |
| American International Group, Inc. | 73,172 | $672.5K | 0.00% | −648−0.9% | Reduced |
| State of Wisconsin Investment Board | 72,291 | $664.4K | 0.00% | +61,598+576.1% | Added |
| MetLife Investment Management | 70,523 | $648.1K | 0.00% | −1,475−2.0% | Reduced |
| Manufacturers Life Insurance Company, The | 70,502 | $647.9K | 0.00% | +15,557+28.3% | Added |
| XTX Topco Ltd | 69,585 | $639.5K | 0.09% | −37,608−35.1% | Reduced |
| State of Alaska, Department of Revenue | 67,266 | $618.0K | 0.01% | −3,024−4.3% | Reduced |
| Cetera Investment Advisers | 65,016 | $597.5K | 0.00% | +65,016 | New |
| Bank of America Corp | 61,938 | $569.2K | 0.00% | −88,612−58.9% | Reduced |
| Illinois Municipal Retirement Fund | 61,513 | $565.0K | 0.01% | −4,812−7.3% | Reduced |
| Jupiter Asset Management Ltd | 55,202 | $507.3K | 0.00% | +55,202 | New |
| Advisory Services Network, LLC | 55,004 | $505.5K | 0.01% | −603−1.1% | Reduced |
| Louisiana State Employees Retirement System | 54,700 | $502.7K | 0.01% | −500−0.9% | Reduced |
| Versor Investments LP | 53,300 | $489.8K | 0.10% | +29,200+121.2% | Added |