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 |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $0 | 0.00% | −1−6.7% | Reduced |
| Assetmark, Inc | 2 | $18 | 0.00% | +2 | New |
| Northwestern Mutual Wealth Management Co | 4 | $37 | 0.00% | +4 | New |
| Rothschild Investment LLC | 16 | $147 | 0.00% | +15+1,500.0% | Added |
| Parkside Financial Bank & Trust | 21 | $193 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 23 | $211 | 0.00% | +23 | New |
| Abound Wealth Management | 39 | $359 | 0.00% | −27−40.9% | Reduced |
| Umb Bank N A | 56 | $515 | 0.00% | +56 | New |
| Cubist Systematic Strategies, LLC | 57 | $524 | 0.00% | −384,125−100.0% | Reduced |
| Allworth Financial LP | 65 | $598 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 71 | $645 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 90 | $827 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 94 | $864 | 0.00% | −11−10.5% | Reduced |
| Massmutual Trust Co FSB | 106 | $974 | 0.00% | +23+27.7% | Added |
| Lazard Asset Management LLC | 165 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 120 | $1.10K | 0.00% | +120 | New |
| National Bank of Canada | 125 | $1.13K | 0.00% | +125 | New |
| Nisa Investment Advisors, LLC | 150 | $1.38K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 181 | $1.73K | 0.00% | +36+24.8% | Added |
| Westend Capital Management, LLC | 203 | $1.87K | 0.00% | +203 | New |
| North Star Investment Management Corp. | 313 | $2.88K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 430 | $3.95K | 0.00% | +430 | New |
| Quadrant Capital Group LLC | 517 | $4.75K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 532 | $5.00K | 0.00% | −106−16.6% | Reduced |
| Adirondack Trust Co | 600 | $5.51K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 635 | $5.84K | 0.00% | +155+32.3% | Added |
| Russell Investments Group, Ltd. | 708 | $6.50K | 0.00% | +1+0.1% | Added |
| GAMMA Investing LLC | 825 | $7.58K | 0.00% | +197+31.4% | Added |
| Abich Financial Wealth Management LLC | 874 | $8.03K | 0.01% | +826+1,720.8% | Added |
| Wetzel Investment Advisors, Inc. | 1,200 | $10.5K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,500 | $13.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,478 | $14.0K | 0.00% | +1,043+239.8% | Added |
| Versant Capital Management, Inc | 1,545 | $14.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,631 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,994 | $27.5K | 0.00% | −306−9.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,538 | $32.5K | 0.00% | −3,079−46.5% | Reduced |
| CIBC Private Wealth Group, LLC | 4,636 | $42.1K | 0.00% | +4,636 | New |
| EntryPoint Capital, LLC | 4,953 | $45.5K | 0.04% | −19,765−80.0% | Reduced |
| KBC Group NV | 5,252 | $48.0K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 5,584 | $51.3K | 0.02% | −409−6.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,717 | $52.5K | 0.00% | +3+0.1% | Added |
| Tower Research Capital LLC (TRC) | 6,681 | $61.4K | 0.00% | −36,777−84.6% | Reduced |
| Metropolitan Life Insurance Co | 6,771 | $62.2K | 0.00% | −115−1.7% | Reduced |
| Royal Bank of Canada | 7,102 | $65.0K | 0.00% | −35,396−83.3% | Reduced |
| Advisor Group Holdings, Inc. | 8,894 | $81.7K | 0.00% | −143,999−94.2% | Reduced |
| The PNC Financial Services Group, Inc. | 8,994 | $82.7K | 0.00% | −80−0.9% | Reduced |
| Vantage Consulting Group Inc | 10,023 | $92.1K | 0.06% | −2,129−17.5% | Reduced |
| Miracle Mile Advisors, LLC | 10,062 | $92.5K | 0.00% | +37+0.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,642 | $97.8K | 0.01% | +10,642 | New |
| SG Americas Securities, LLC | 10,651 | $98.0K | 0.00% | −38,063−78.1% | Reduced |
| D. E. Shaw & Co., Inc. | 10,841 | $99.6K | 0.00% | −112,149−91.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,297 | $103.8K | 0.01% | +130+1.2% | Added |
| Bayesian Capital Management, LP | 11,400 | $104.8K | 0.01% | +11,400 | New |
| Teacher Retirement System of Texas | 12,615 | $116.0K | 0.00% | −1,020−7.5% | Reduced |
| Corton Capital Inc. | 12,693 | $116.6K | 0.04% | −9,765−43.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 12,797 | $117.6K | 0.01% | +12,797 | New |
| Simplex Trading, LLC | 12,869 | $118.0K | 0.00% | +4,899+61.5% | Added |
| Ameritas Investment Partners, Inc. | 13,617 | $125.1K | 0.00% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 14,185 | $130.4K | 0.01% | −79,041−84.8% | Reduced |
| Navellier & Associates Inc | 15,168 | $139.4K | 0.02% | +1,157+8.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 15,449 | $142.0K | 0.00% | +15,449 | New |
| Bank of Montreal | 15,411 | $142.2K | 0.00% | +400+2.7% | Added |
| Raymond James & Associates | 16,159 | $148.5K | 0.00% | +667+4.3% | Added |
| Dynamic Technology Lab Private Ltd | 16,378 | $151.0K | 0.02% | −3,866−19.1% | Reduced |
| Eqis Capital Management, Inc. | 17,664 | $162.3K | 0.01% | −4,048−18.6% | Reduced |
| Pictet Asset Management Holding SA | 18,232 | $167.6K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 18,354 | $168.7K | 0.00% | +18,354 | New |
| Mutual of America Capital Management LLC | 19,023 | $174.8K | 0.00% | −304−1.6% | Reduced |
| Balyasny Asset Management LLC | 19,194 | $176.4K | 0.00% | −42,428−68.9% | Reduced |
| SMH Capital Advisors Inc | 19,878 | $182.7K | 0.49% | +1,500+8.2% | Added |
| Cipher Capital LP | 20,256 | $186.2K | 0.09% | +20,256 | New |
| Virtu Financial LLC | 20,757 | $191.0K | 0.01% | +7,174+52.8% | Added |
| Mackenzie Financial Corp | 20,877 | $191.9K | 0.00% | +20,877 | New |
| Everence Capital Management Inc | 21,350 | $196.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 21,500 | $197.6K | 0.00% | +21,500 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,846 | $219.1K | 0.00% | +18+0.1% | Added |
| ProShare Advisors LLC | 27,223 | $250.2K | 0.00% | +1,920+7.6% | Added |
| Public Employees Retirement Association of Colorado | 29,225 | $269.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 29,556 | $271.6K | 0.01% | −2,700−8.4% | Reduced |
| Wolverine Trading, LLC | 29,689 | $272.8K | 0.00% | +15,896+115.2% | Added |
| State of Tennessee, Treasury Department | 30,434 | $279.7K | 0.00% | −7,406−19.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,451 | $279.8K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 30,987 | $284.8K | 0.00% | −530−1.7% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 32,000 | $294.1K | 0.05% | −8,000−20.0% | Reduced |
| State of Wyoming | 33,787 | $310.5K | 0.05% | −131−0.4% | Reduced |
| Amalgamated Bank | 34,408 | $316.0K | 0.00% | −15,062−30.4% | Reduced |
| Alberta Investment Management Corp | 34,634 | $318.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 55,743 | $321.1K | 0.00% | −6,380−10.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 36,163 | $332.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 37,549 | $345.1K | 0.00% | −109,785−74.5% | Reduced |
| Man Group plc | 37,684 | $346.3K | 0.00% | +14,832+64.9% | Added |
| Maryland State Retirement & Pension System | 40,133 | $350.0K | 0.01% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 38,857 | $357.1K | 0.01% | +1,383+3.7% | Added |
| Quadrature Capital Ltd | 39,080 | $359.7K | 0.01% | −5,279−11.9% | Reduced |
| Legato Capital Management LLC | 40,105 | $368.6K | 0.04% | +40,105 | New |
| New York Life Investment Management LLC | 40,337 | $370.7K | 0.00% | +40,337 | New |
| State Board of Administration of Florida Retirement System | 63,883 | $374.4K | 0.00% | −4,942−7.2% | Reduced |
| Alps Advisors Inc | 40,829 | $375.2K | 0.00% | −4,185−9.3% | Reduced |
| Prelude Capital Management, LLC | 40,872 | $375.6K | 0.03% | +40,872 | New |
| Keebeck Alpha, LP | 42,575 | $391.3K | 0.26% | +42,575 | New |