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, Q2 2024
Institutional positions in WisdomTree, Inc. as of Jun 30, 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
- 224
- +21 vs. Q1 2024
- Shares held
- 117.5M
- +4.00M (+3.5%) vs. Q1 2024
- Total value
- $1.16B
- +$121.8M (+11.7%) vs. Q1 2024
- New holders
- 46
- 81 more added
- Sold out
- 25
- 65 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 18,479,490 | $183.1M | 0.00% | +237,799+1.3% | Added |
| Vanguard Group Inc | 15,475,478 | $153.4M | 0.00% | +969,798+6.7% | Added |
| Azora Capital LP | 9,467,426 | $93.8M | 5.35% | +876,254+10.2% | Added |
| ArrowMark Colorado Holdings LLC | 8,437,062 | $83.6M | 1.00% | −2,323,904−21.6% | Reduced |
| Wellington Management Group LLP | 5,893,174 | $58.4M | 0.01% | +1,587,503+36.9% | Added |
| State Street Corp | 5,279,066 | $52.3M | 0.00% | +67,326+1.3% | Added |
| Massachusetts Financial Services Co | 4,647,220 | $46.1M | 0.01% | −295,315−6.0% | Reduced |
| Dimensional Fund Advisors LP | 4,131,925 | $40.9M | 0.01% | −15,934−0.4% | Reduced |
| Invesco Ltd. | 3,825,896 | $37.9M | 0.01% | +1,590,297+71.1% | Added |
| Bank of New York Mellon Corp | 3,042,815 | $30.2M | 0.01% | +25,759+0.9% | Added |
| Geode Capital Management, LLC | 2,820,911 | $28.0M | 0.00% | +139,716+5.2% | Added |
| Janus Henderson Group PLC | 2,544,645 | $25.2M | 0.01% | −244,101−8.8% | Reduced |
| Victory Capital Management Inc | 1,922,414 | $19.1M | 0.02% | +923,994+92.5% | Added |
| Macquarie Group Ltd | 1,875,528 | $18.6M | 0.02% | +758,006+67.8% | Added |
| Morgan Stanley | 1,637,159 | $16.2M | 0.00% | −194,192−10.6% | Reduced |
| Northern Trust Corp | 1,425,370 | $14.1M | 0.00% | −31,332−2.2% | Reduced |
| Renaissance Technologies LLC | 1,261,879 | $12.5M | 0.02% | −300,000−19.2% | Reduced |
| Two Sigma Investments, LP | 1,244,669 | $12.3M | 0.03% | −274,879−18.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,118,761 | $11.1M | 0.00% | +53,912+5.1% | Added |
| Two Sigma Advisers, LP | 1,041,600 | $10.3M | 0.02% | −261,300−20.1% | Reduced |
| Millennium Management LLC | 917,209 | $9.09M | 0.01% | −136,551−13.0% | Reduced |
| Marshall Wace, LLP | 772,543 | $7.66M | 0.01% | +348,850+82.3% | Added |
| AQR Capital Management LLC | 720,132 | $7.14M | 0.01% | +245,041+51.6% | Added |
| Nuveen Asset Management, LLC | 697,460 | $6.91M | 0.00% | +177,132+34.0% | Added |
| Phase 2 Partners, LLC | 665,395 | $6.59M | 3.97% | −553,881−45.4% | Reduced |
| Price T Rowe Associates Inc | 660,069 | $6.54M | 0.00% | +31,676+5.0% | Added |
| JPMorgan Chase & Co | 660,194 | $6.54M | 0.00% | +429,191+185.8% | Added |
| FMR LLC | 582,621 | $5.77M | 0.00% | +180,119+44.7% | Added |
| Kornitzer Capital Management Inc | 580,030 | $5.75M | 0.11% | +580,030 | New |
| Principal Financial Group Inc | 558,585 | $5.54M | 0.00% | −20,608−3.6% | Reduced |
| Guggenheim Capital LLC | 495,483 | $4.91M | 0.04% | −3,266−0.7% | Reduced |
| Toroso Investments, LLC | 470,787 | $4.67M | 0.06% | −25,407−5.1% | Reduced |
| First Trust Advisors LP | 442,461 | $4.38M | 0.00% | +442,461 | New |
| Voya Investment Management LLC | 434,729 | $4.31M | 0.00% | −877−0.2% | Reduced |
| Acadian Asset Management LLC | 429,987 | $4.26M | 0.01% | +429,987 | New |
| UBS Asset Management Americas Inc | 427,745 | $4.24M | 0.00% | +230,508+116.9% | Added |
| ClariVest Asset Management LLC | 418,199 | $4.14M | 0.42% | +389+0.1% | Added |
| UBS Group AG | 401,677 | $3.98M | 0.00% | −1,938−0.5% | Reduced |
| Rhumbline Advisers | 375,766 | $3.72M | 0.00% | +677+0.2% | Added |
| ExodusPoint Capital Management, LP | 373,223 | $3.70M | 0.04% | +121,509+48.3% | Added |
| Crawford Fund Management, LLC | 373,174 | $3.70M | 2.93% | +127,200+51.7% | Added |
| EAM Investors, LLC | 361,621 | $3.58M | 0.58% | +361,621 | New |
| Nordea Investment Management AB | 359,591 | $3.53M | 0.00% | −54,264−13.1% | Reduced |
| Ameriprise Financial Inc | 332,014 | $3.29M | 0.00% | −34,425−9.4% | Reduced |
| Legal & General Group Plc | 327,477 | $3.25M | 0.00% | +6,523+2.0% | Added |
| Nicholas Investment Partners, LP | 314,911 | $3.12M | 0.32% | +2,931+0.9% | Added |
| Goldman Sachs Group Inc | 275,902 | $2.73M | 0.00% | −2,526−0.9% | Reduced |
| Public Sector Pension Investment Board | 245,668 | $2.43M | 0.02% | +16,528+7.2% | Added |
| Swiss National Bank | 238,900 | $2.37M | 0.00% | +16,700+7.5% | Added |
| American Century Companies Inc | 231,482 | $2.29M | 0.00% | +46,090+24.9% | Added |
| Rothschild Investment LLC | 225,326 | $2.23M | 0.16% | +225,310+1,408,187.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 219,313 | $2.17M | 0.00% | +123,173+128.1% | Added |
| New York State Teachers Retirement System | 215,605 | $2.14M | 0.00% | −8,341−3.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 211,573 | $2.10M | 0.04% | +762+0.4% | Added |
| State Board of Administration of Florida Retirement System | 210,850 | $2.09M | 0.00% | +146,967+230.1% | Added |
| Exchange Traded Concepts, LLC | 188,851 | $1.87M | 0.05% | +10,253+5.7% | Added |
| SEI Investments Co | 179,634 | $1.78M | 0.00% | +179,634 | New |
| Envestnet Asset Management Inc | 164,194 | $1.63M | 0.00% | −73,198−30.8% | Reduced |
| Alliancebernstein L.P. | 162,950 | $1.61M | 0.00% | +11,740+7.8% | Added |
| Wells Fargo & Company | 155,482 | $1.54M | 0.00% | −21,253−12.0% | Reduced |
| Credit Agricole S A | 147,174 | $1.46M | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 146,990 | $1.46M | 0.00% | +49,729+51.1% | Added |
| Jackson Creek Investment Advisors LLC | 140,677 | $1.39M | 0.51% | −257−0.2% | Reduced |
| Voloridge Investment Management, LLC | 139,973 | $1.39M | 0.01% | −92,615−39.8% | Reduced |
| Bank of America Corp | 137,203 | $1.36M | 0.00% | +75,265+121.5% | Added |
| Prudential Financial Inc | 122,998 | $1.22M | 0.00% | −5,080−4.0% | Reduced |
| Globeflex Capital L P | 120,265 | $1.19M | 0.12% | +120,265 | New |
| California State Teachers Retirement System | 119,821 | $1.19M | 0.00% | +4,528+3.9% | Added |
| Jane Street Group, LLC | 119,810 | $1.19M | 0.00% | +82,261+219.1% | Added |
| State of Wisconsin Investment Board | 117,383 | $1.16M | 0.00% | +45,092+62.4% | Added |
| Fisher Asset Management, LLC | 112,387 | $1.11M | 0.00% | +755+0.7% | Added |
| M&T Bank Corp | 112,210 | $1.11M | 0.00% | −26,652−19.2% | Reduced |
| Options Solutions, LLC | 104,607 | $1.04M | 0.62% | −97,044−48.1% | Reduced |
| New York State Common Retirement Fund | 102,286 | $1.01M | 0.00% | +7,995+8.5% | Added |
| Wakefield Asset Management LLLP | 99,806 | $989.1K | 0.35% | +99,806 | New |
| Thrivent Financial for Lutherans | 92,675 | $918.0K | 0.00% | −3,116−3.3% | Reduced |
| Citigroup Inc | 91,428 | $906.1K | 0.00% | +13,032+16.6% | Added |
| Barclays PLC | 89,175 | $883.7K | 0.00% | −35,348−28.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 88,735 | $879.4K | 0.02% | +75,938+593.4% | Added |
| Norges Bank | 87,466 | $866.8K | 0.00% | 00.0% | Unchanged |
| SRN Advisors, LLC | 85,505 | $847.4K | 0.70% | −32,010−27.2% | Reduced |
| Allianz Asset Management GmbH | 82,400 | $816.6K | 0.00% | +4,600+5.9% | Added |
| MetLife Investment Management | 80,563 | $798.4K | 0.00% | +10,040+14.2% | Added |
| Corebridge Financial, Inc. | 79,764 | $790.5K | 0.00% | +79,764 | New |
| Qube Research & Technologies Ltd | 75,109 | $744.3K | 0.00% | +75,109 | New |
| Cetera Investment Advisers | 74,927 | $742.5K | 0.00% | +9,911+15.2% | Added |
| Caas Capital Management LP | 74,321 | $736.5K | 1.38% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 73,295 | $726.0K | 0.00% | +62,644+588.2% | Added |
| Levin Capital Strategies, L.P. | 72,129 | $714.8K | 0.08% | −18,871−20.7% | Reduced |
| BNP Paribas Arbitrage, SA | 71,261 | $706.2K | 0.00% | −89,828−55.8% | Reduced |
| Manufacturers Life Insurance Company, The | 70,679 | $700.4K | 0.00% | +177+0.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 69,961 | $693.3K | 0.00% | +69,961 | New |
| State of Alaska, Department of Revenue | 65,545 | $649.0K | 0.01% | −1,721−2.6% | Reduced |
| Deutsche Bank AG | 61,880 | $613.2K | 0.00% | −11,322−15.5% | Reduced |
| Illinois Municipal Retirement Fund | 60,932 | $603.8K | 0.01% | −581−0.9% | Reduced |
| Susquehanna International Group, LLP | 57,049 | $565.4K | 0.00% | −219,072−79.3% | Reduced |
| Louisiana State Employees Retirement System | 56,200 | $556.9K | 0.01% | +1,500+2.7% | Added |
| Jupiter Asset Management Ltd | 55,202 | $547.1K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 54,377 | $538.9K | 0.01% | −627−1.1% | Reduced |
| Citadel Advisors LLC | 54,182 | $536.9K | 0.00% | −35,835−39.8% | Reduced |