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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 50,260 | $461.9K | 0.01% | −10,763−17.6% | Reduced |
| Comerica Bank | 46,619 | $428.4K | 0.00% | −4,477−8.8% | Reduced |
| UniSuper Management Pty Ltd | 46,024 | $423.0K | 0.00% | +46,024 | New |
| HSBC Holdings PLC | 45,970 | $422.5K | 0.00% | +20,500+80.5% | Added |
| HRT Financial LP | 43,196 | $396.0K | 0.00% | −58,511−57.5% | Reduced |
| Keebeck Alpha, LP | 42,575 | $391.3K | 0.26% | +42,575 | New |
| Prelude Capital Management, LLC | 40,872 | $375.6K | 0.03% | +40,872 | New |
| Alps Advisors Inc | 40,829 | $375.2K | 0.00% | −4,185−9.3% | Reduced |
| State Board of Administration of Florida Retirement System | 63,883 | $374.4K | 0.00% | −4,942−7.2% | Reduced |
| New York Life Investment Management LLC | 40,337 | $370.7K | 0.00% | +40,337 | New |
| Legato Capital Management LLC | 40,105 | $368.6K | 0.04% | +40,105 | New |
| Quadrature Capital Ltd | 39,080 | $359.7K | 0.01% | −5,279−11.9% | Reduced |
| Kennedy Capital Management, Inc. | 38,857 | $357.1K | 0.01% | +1,383+3.7% | Added |
| Maryland State Retirement & Pension System | 40,133 | $350.0K | 0.01% | 00.0% | Unchanged |
| Man Group plc | 37,684 | $346.3K | 0.00% | +14,832+64.9% | Added |
| Jane Street Group, LLC | 37,549 | $345.1K | 0.00% | −109,785−74.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 36,163 | $332.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 55,743 | $321.1K | 0.00% | −6,380−10.3% | Reduced |
| Alberta Investment Management Corp | 34,634 | $318.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 34,408 | $316.0K | 0.00% | −15,062−30.4% | Reduced |
| State of Wyoming | 33,787 | $310.5K | 0.05% | −131−0.4% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 32,000 | $294.1K | 0.05% | −8,000−20.0% | Reduced |
| Arizona State Retirement System | 30,987 | $284.8K | 0.00% | −530−1.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,451 | $279.8K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 30,434 | $279.7K | 0.00% | −7,406−19.6% | Reduced |
| Wolverine Trading, LLC | 29,689 | $272.8K | 0.00% | +15,896+115.2% | Added |
| Oregon Public Employees Retirement Fund | 29,556 | $271.6K | 0.01% | −2,700−8.4% | Reduced |
| Public Employees Retirement Association of Colorado | 29,225 | $269.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 27,223 | $250.2K | 0.00% | +1,920+7.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,846 | $219.1K | 0.00% | +18+0.1% | Added |
| Oppenheimer & Co Inc | 21,500 | $197.6K | 0.00% | +21,500 | New |
| Everence Capital Management Inc | 21,350 | $196.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 20,877 | $191.9K | 0.00% | +20,877 | New |
| Virtu Financial LLC | 20,757 | $191.0K | 0.01% | +7,174+52.8% | Added |
| Cipher Capital LP | 20,256 | $186.2K | 0.09% | +20,256 | New |
| SMH Capital Advisors Inc | 19,878 | $182.7K | 0.49% | +1,500+8.2% | Added |
| Balyasny Asset Management LLC | 19,194 | $176.4K | 0.00% | −42,428−68.9% | Reduced |
| Mutual of America Capital Management LLC | 19,023 | $174.8K | 0.00% | −304−1.6% | Reduced |
| Pathstone Holdings, LLC | 18,354 | $168.7K | 0.00% | +18,354 | New |
| Pictet Asset Management Holding SA | 18,232 | $167.6K | 0.00% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 17,664 | $162.3K | 0.01% | −4,048−18.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 16,378 | $151.0K | 0.02% | −3,866−19.1% | Reduced |
| Raymond James & Associates | 16,159 | $148.5K | 0.00% | +667+4.3% | Added |
| Bank of Montreal | 15,411 | $142.2K | 0.00% | +400+2.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 15,449 | $142.0K | 0.00% | +15,449 | New |
| Navellier & Associates Inc | 15,168 | $139.4K | 0.02% | +1,157+8.3% | Added |
| Quinn Opportunity Partners LLC | 14,185 | $130.4K | 0.01% | −79,041−84.8% | Reduced |
| Ameritas Investment Partners, Inc. | 13,617 | $125.1K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 12,869 | $118.0K | 0.00% | +4,899+61.5% | Added |
| Susquehanna Fundamental Investments, LLC | 12,797 | $117.6K | 0.01% | +12,797 | New |
| Corton Capital Inc. | 12,693 | $116.6K | 0.04% | −9,765−43.5% | Reduced |
| Teacher Retirement System of Texas | 12,615 | $116.0K | 0.00% | −1,020−7.5% | Reduced |
| Bayesian Capital Management, LP | 11,400 | $104.8K | 0.01% | +11,400 | New |
| Campbell & CO Investment Adviser LLC | 11,297 | $103.8K | 0.01% | +130+1.2% | Added |
| D. E. Shaw & Co., Inc. | 10,841 | $99.6K | 0.00% | −112,149−91.2% | Reduced |
| SG Americas Securities, LLC | 10,651 | $98.0K | 0.00% | −38,063−78.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,642 | $97.8K | 0.01% | +10,642 | New |
| Miracle Mile Advisors, LLC | 10,062 | $92.5K | 0.00% | +37+0.4% | Added |
| Vantage Consulting Group Inc | 10,023 | $92.1K | 0.06% | −2,129−17.5% | Reduced |
| The PNC Financial Services Group, Inc. | 8,994 | $82.7K | 0.00% | −80−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 8,894 | $81.7K | 0.00% | −143,999−94.2% | Reduced |
| Royal Bank of Canada | 7,102 | $65.0K | 0.00% | −35,396−83.3% | Reduced |
| Metropolitan Life Insurance Co | 6,771 | $62.2K | 0.00% | −115−1.7% | Reduced |
| Tower Research Capital LLC (TRC) | 6,681 | $61.4K | 0.00% | −36,777−84.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,717 | $52.5K | 0.00% | +3+0.1% | Added |
| Impact Partnership Wealth, LLC | 5,584 | $51.3K | 0.02% | −409−6.8% | Reduced |
| KBC Group NV | 5,252 | $48.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 4,953 | $45.5K | 0.04% | −19,765−80.0% | Reduced |
| CIBC Private Wealth Group, LLC | 4,636 | $42.1K | 0.00% | +4,636 | New |
| Allspring Global Investments Holdings, LLC | 3,538 | $32.5K | 0.00% | −3,079−46.5% | Reduced |
| First Horizon Advisors, Inc. | 2,994 | $27.5K | 0.00% | −306−9.3% | Reduced |
| Whittier Trust Co | 1,631 | $15.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,545 | $14.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,478 | $14.0K | 0.00% | +1,043+239.8% | Added |
| HM Payson & Co | 1,500 | $13.8K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,200 | $10.5K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 874 | $8.03K | 0.01% | +826+1,720.8% | Added |
| GAMMA Investing LLC | 825 | $7.58K | 0.00% | +197+31.4% | Added |
| Russell Investments Group, Ltd. | 708 | $6.50K | 0.00% | +1+0.1% | Added |
| Venturi Wealth Management, LLC | 635 | $5.84K | 0.00% | +155+32.3% | Added |
| Adirondack Trust Co | 600 | $5.51K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 532 | $5.00K | 0.00% | −106−16.6% | Reduced |
| Quadrant Capital Group LLC | 517 | $4.75K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 430 | $3.95K | 0.00% | +430 | New |
| North Star Investment Management Corp. | 313 | $2.88K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 203 | $1.87K | 0.00% | +203 | New |
| Huntington National Bank | 181 | $1.73K | 0.00% | +36+24.8% | Added |
| Nisa Investment Advisors, LLC | 150 | $1.38K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 125 | $1.13K | 0.00% | +125 | New |
| Quest Partners LLC | 120 | $1.10K | 0.00% | +120 | New |
| Lazard Asset Management LLC | 165 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 106 | $974 | 0.00% | +23+27.7% | Added |
| Principal Securities, Inc. | 94 | $864 | 0.00% | −11−10.5% | Reduced |
| Farmers & Merchants Investments Inc | 90 | $827 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 71 | $645 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 65 | $598 | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 57 | $524 | 0.00% | −384,125−100.0% | Reduced |
| Umb Bank N A | 56 | $515 | 0.00% | +56 | New |
| Abound Wealth Management | 39 | $359 | 0.00% | −27−40.9% | Reduced |
| Fifth Third Bancorp | 23 | $211 | 0.00% | +23 | New |