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 |
|---|---|---|---|---|---|
| State Street Corp | 5,211,740 | $47.9M | 0.00% | +222,825+4.5% | Added |
| Azora Capital LP | 8,591,172 | $79.0M | 5.72% | +797,851+10.2% | Added |
| ArrowMark Colorado Holdings LLC | 10,760,966 | $98.9M | 1.13% | −2,734,113−20.3% | Reduced |
| Vanguard Group Inc | 14,505,680 | $133.3M | 0.00% | −98,264−0.7% | Reduced |
| BlackRock Inc. | 18,241,691 | $167.6M | 0.00% | −93,449−0.5% | Reduced |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −1,164,196−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −516,800−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −375,267−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −231,551−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −190,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −89,015−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −67,957−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −65,300−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −46,051−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −37,012−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −33,355−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −30,766−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −29,678−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −28,400−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −26,309−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −25,680−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −19,329−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −14,370−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −13,233−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −10,102−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −3,427−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,174−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |