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 |
|---|---|---|---|---|---|
| HRT Financial LP | 43,196 | $396.0K | 0.00% | −58,511−57.5% | Reduced |
| HSBC Holdings PLC | 45,970 | $422.5K | 0.00% | +20,500+80.5% | Added |
| UniSuper Management Pty Ltd | 46,024 | $423.0K | 0.00% | +46,024 | New |
| Comerica Bank | 46,619 | $428.4K | 0.00% | −4,477−8.8% | Reduced |
| Yousif Capital Management, LLC | 50,260 | $461.9K | 0.01% | −10,763−17.6% | Reduced |
| Versor Investments LP | 53,300 | $489.8K | 0.10% | +29,200+121.2% | Added |
| Louisiana State Employees Retirement System | 54,700 | $502.7K | 0.01% | −500−0.9% | Reduced |
| Advisory Services Network, LLC | 55,004 | $505.5K | 0.01% | −603−1.1% | Reduced |
| Jupiter Asset Management Ltd | 55,202 | $507.3K | 0.00% | +55,202 | New |
| Illinois Municipal Retirement Fund | 61,513 | $565.0K | 0.01% | −4,812−7.3% | Reduced |
| Bank of America Corp | 61,938 | $569.2K | 0.00% | −88,612−58.9% | Reduced |
| Cetera Investment Advisers | 65,016 | $597.5K | 0.00% | +65,016 | New |
| State of Alaska, Department of Revenue | 67,266 | $618.0K | 0.01% | −3,024−4.3% | Reduced |
| XTX Topco Ltd | 69,585 | $639.5K | 0.09% | −37,608−35.1% | Reduced |
| Manufacturers Life Insurance Company, The | 70,502 | $647.9K | 0.00% | +15,557+28.3% | Added |
| MetLife Investment Management | 70,523 | $648.1K | 0.00% | −1,475−2.0% | Reduced |
| State of Wisconsin Investment Board | 72,291 | $664.4K | 0.00% | +61,598+576.1% | Added |
| American International Group, Inc. | 73,172 | $672.5K | 0.00% | −648−0.9% | Reduced |
| Deutsche Bank AG | 73,202 | $672.7K | 0.00% | −7,875−9.7% | Reduced |
| Caas Capital Management LP | 74,321 | $683.0K | 0.29% | +74,321 | New |
| Allianz Asset Management GmbH | 77,800 | $715.0K | 0.00% | −5,300−6.4% | Reduced |
| Citigroup Inc | 78,396 | $720.5K | 0.00% | +2,375+3.1% | Added |
| Graham Capital Management, L.P. | 80,199 | $737.0K | 0.02% | +55,804+228.8% | Added |
| Amundi | 90,598 | $794.5K | 0.00% | +76,080+524.0% | Added |
| Jefferies Financial Group Inc. | 86,600 | $795.9K | 0.02% | +86,600 | New |
| Norges Bank | 87,466 | $803.8K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 87,778 | $816.0K | 0.00% | +34,739+65.5% | Added |
| Citadel Advisors LLC | 90,017 | $827.3K | 0.00% | −1,591,284−94.6% | Reduced |
| Levin Capital Strategies, L.P. | 91,000 | $836.3K | 0.08% | +25,000+37.9% | Added |
| New York State Common Retirement Fund | 94,291 | $866.5K | 0.00% | +48,604+106.4% | Added |
| Thrivent Financial for Lutherans | 95,791 | $880.0K | 0.00% | −2,605−2.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 96,140 | $883.5K | 0.00% | +96,140 | New |
| Texas Permanent School Fund | 96,638 | $888.1K | 0.01% | +1,247+1.3% | Added |
| Great West Life Assurance Co | 97,261 | $895.0K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 111,632 | $1.03M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 115,293 | $1.06M | 0.00% | −7,799−6.3% | Reduced |
| SRN Advisors, LLC | 117,515 | $1.08M | 0.84% | +29,025+32.8% | Added |
| Barclays PLC | 124,523 | $1.14M | 0.00% | −92,709−42.7% | Reduced |
| Prudential Financial Inc | 128,078 | $1.18M | 0.00% | −1,760−1.4% | Reduced |
| M&T Bank Corp | 138,862 | $1.28M | 0.00% | −14,347−9.4% | Reduced |
| Credit Agricole S A | 147,174 | $1.29M | 0.02% | +147,174 | New |
| Jackson Creek Investment Advisors LLC | 140,934 | $1.29M | 0.46% | +140,934 | New |
| Alliancebernstein L.P. | 151,210 | $1.39M | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 161,089 | $1.48M | 0.00% | +48,996+43.7% | Added |
| Wells Fargo & Company | 176,735 | $1.62M | 0.00% | +21,430+13.8% | Added |
| Exchange Traded Concepts, LLC | 178,598 | $1.64M | 0.04% | +86,270+93.4% | Added |
| American Century Companies Inc | 185,392 | $1.70M | 0.00% | +45,049+32.1% | Added |
| Squarepoint Ops LLC | 196,362 | $1.80M | 0.01% | −118,642−37.7% | Reduced |
| UBS Asset Management Americas Inc | 197,237 | $1.81M | 0.00% | +16,209+9.0% | Added |
| Options Solutions, LLC | 201,651 | $1.85M | 1.06% | +201,651 | New |
| Horizon Kinetics Asset Management LLC | 210,811 | $1.94M | 0.04% | +5,078+2.5% | Added |
| Trexquant Investment LP | 217,758 | $2.00M | 0.04% | +18,815+9.5% | Added |
| Swiss National Bank | 222,200 | $2.04M | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 223,946 | $2.06M | 0.00% | +10,581+5.0% | Added |
| Public Sector Pension Investment Board | 229,140 | $2.11M | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 231,003 | $2.12M | 0.00% | −75,088−24.5% | Reduced |
| Voloridge Investment Management, LLC | 232,588 | $2.14M | 0.01% | −43,476−15.7% | Reduced |
| Envestnet Asset Management Inc | 237,392 | $2.18M | 0.00% | +38,916+19.6% | Added |
| Crawford Fund Management, LLC | 245,974 | $2.26M | 1.77% | +245,974 | New |
| ExodusPoint Capital Management, LP | 251,714 | $2.31M | 0.03% | −274,314−52.1% | Reduced |
| Credit Suisse AG | 273,990 | $2.52M | 0.00% | +965+0.4% | Added |
| Susquehanna International Group, LLP | 276,121 | $2.54M | 0.00% | +91,122+49.3% | Added |
| Goldman Sachs Group Inc | 278,428 | $2.56M | 0.00% | −52,637−15.9% | Reduced |
| Nicholas Investment Partners, LP | 311,980 | $2.87M | 0.29% | +311,980 | New |
| Legal & General Group Plc | 320,954 | $2.95M | 0.00% | +4,639+1.5% | Added |
| Ameriprise Financial Inc | 366,439 | $3.37M | 0.00% | −10,197−2.7% | Reduced |
| Rhumbline Advisers | 375,089 | $3.45M | 0.00% | +1,421+0.4% | Added |
| Point72 Asset Management, L.P. | 392,258 | $3.60M | 0.01% | +133,549+51.6% | Added |
| FMR LLC | 402,502 | $3.70M | 0.00% | +167,003+70.9% | Added |
| UBS Group AG | 403,615 | $3.71M | 0.00% | +360,390+833.8% | Added |
| Nordea Investment Management AB | 413,855 | $3.80M | 0.00% | −2,335−0.6% | Reduced |
| ClariVest Asset Management LLC | 417,810 | $3.84M | 0.40% | +417,810 | New |
| Marshall Wace, LLP | 423,693 | $3.89M | 0.01% | +97,350+29.8% | Added |
| Voya Investment Management LLC | 435,606 | $4.00M | 0.00% | +2,810+0.6% | Added |
| AQR Capital Management LLC | 475,091 | $4.37M | 0.01% | +318,568+203.5% | Added |
| Verition Fund Management LLC | 485,932 | $4.47M | 0.04% | +485,932 | New |
| Toroso Investments, LLC | 496,194 | $4.56M | 0.08% | −1,560,829−75.9% | Reduced |
| Guggenheim Capital LLC | 498,749 | $4.58M | 0.03% | +262,631+111.2% | Added |
| Nuveen Asset Management, LLC | 520,328 | $4.78M | 0.00% | +7,602+1.5% | Added |
| Principal Financial Group Inc | 579,193 | $5.32M | 0.00% | +1,542+0.3% | Added |
| Capital Management Corp | 622,450 | $5.72M | 1.09% | −581,327−48.3% | Reduced |
| Price T Rowe Associates Inc | 628,393 | $5.78M | 0.00% | +41,119+7.0% | Added |
| Victory Capital Management Inc | 998,420 | $9.18M | 0.01% | +976,217+4,396.8% | Added |
| Millennium Management LLC | 1,053,760 | $9.68M | 0.01% | +250,356+31.2% | Added |
| Charles Schwab Investment Management Inc | 1,064,849 | $9.79M | 0.00% | +56,813+5.6% | Added |
| Macquarie Group Ltd | 1,117,522 | $10.3M | 0.01% | +1,117,522 | New |
| Simcoe Capital Management, LLC | 1,163,720 | $10.7M | 1.46% | +1,163,720 | New |
| Phase 2 Partners, LLC | 1,219,276 | $11.2M | 5.86% | +133,528+12.3% | Added |
| Two Sigma Advisers, LP | 1,302,900 | $12.0M | 0.03% | +92,600+7.7% | Added |
| Northern Trust Corp | 1,456,702 | $13.4M | 0.00% | −25,676−1.7% | Reduced |
| Two Sigma Investments, LP | 1,519,548 | $14.0M | 0.03% | −42,161−2.7% | Reduced |
| Renaissance Technologies LLC | 1,561,879 | $14.4M | 0.02% | −354,000−18.5% | Reduced |
| Morgan Stanley | 1,831,351 | $16.8M | 0.00% | −12,913−0.7% | Reduced |
| Invesco Ltd. | 2,235,599 | $20.5M | 0.00% | +1,230,993+122.5% | Added |
| Geode Capital Management, LLC | 2,681,195 | $24.6M | 0.00% | +62,923+2.4% | Added |
| Janus Henderson Group PLC | 2,788,746 | $25.6M | 0.01% | +194,369+7.5% | Added |
| Bank of New York Mellon Corp | 3,017,056 | $27.7M | 0.01% | −94,658−3.0% | Reduced |
| Dimensional Fund Advisors LP | 4,147,859 | $38.1M | 0.01% | +149,599+3.7% | Added |
| Wellington Management Group LLP | 4,305,671 | $39.6M | 0.01% | +408,429+10.5% | Added |
| Massachusetts Financial Services Co | 4,942,535 | $45.4M | 0.01% | −24,016−0.5% | Reduced |