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 |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 13 | $129 | 0.00% | +13 | New |
| Allspring Global Investments Holdings, LLC | 15 | $148 | 0.00% | −3,523−99.6% | Reduced |
| Parkside Financial Bank & Trust | 21 | $209 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 39 | $387 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 65 | $697 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 90 | $892 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 91 | $902 | 0.00% | +68+295.7% | Added |
| Innealta Capital, LLC | 101 | $1.00K | 0.00% | +101 | New |
| Massmutual Trust Co FSB | 106 | $1.05K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 125 | $1.24K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 150 | $1.49K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 155 | $1.54K | 0.00% | +99+176.8% | Added |
| SRS Capital Advisors, Inc. | 187 | $1.85K | 0.00% | +187 | New |
| Huntington National Bank | 181 | $1.86K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 287 | $2.00K | 0.00% | +122+73.9% | Added |
| Westend Capital Management, LLC | 203 | $2.02K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 207 | $2.05K | 0.00% | +207 | New |
| North Star Investment Management Corp. | 313 | $3.10K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 371 | $3.69K | 0.00% | +300+422.5% | Added |
| Venturi Wealth Management, LLC | 480 | $4.76K | 0.00% | −155−24.4% | Reduced |
| Bessemer Group Inc | 532 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 554 | $5.00K | 0.00% | +554 | New |
| Adirondack Trust Co | 600 | $5.95K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 676 | $6.70K | 0.00% | +159+30.8% | Added |
| Castleview Partners, LLC | 694 | $6.88K | 0.00% | +694 | New |
| Russell Investments Group, Ltd. | 709 | $7.02K | 0.00% | +1+0.1% | Added |
| Macroview Investment Management LLC | 822 | $8.15K | 0.01% | +822 | New |
| Wetzel Investment Advisors, Inc. | 1,200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,283 | $12.7K | 0.00% | +1,283 | New |
| Smartleaf Asset Management LLC | 1,320 | $13.1K | 0.00% | +1,320 | New |
| Manchester Capital Management LLC | 1,351 | $13.4K | 0.00% | +1,351 | New |
| Federation des caisses Desjardins du Quebec | 1,430 | $14.2K | 0.00% | +1,000+232.6% | Added |
| HM Payson & Co | 1,500 | $14.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,510 | $15.0K | 0.00% | −4,207−73.6% | Reduced |
| Versant Capital Management, Inc | 1,545 | $15.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,631 | $16.2K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,686 | $16.7K | 0.00% | +1,686 | New |
| GAMMA Investing LLC | 2,293 | $22.7K | 0.00% | +1,468+177.9% | Added |
| Abich Financial Wealth Management LLC | 2,354 | $23.3K | 0.02% | +1,480+169.3% | Added |
| Coppell Advisory Solutions LLC | 2,470 | $24.5K | 0.00% | +2,470 | New |
| Headlands Technologies LLC | 2,696 | $26.7K | 0.00% | +2,696 | New |
| CWM, LLC | 2,746 | $27.0K | 0.00% | +1,268+85.8% | Added |
| Gladius Capital Management LP | 3,249 | $32.2K | 0.03% | +3,249 | New |
| First Horizon Advisors, Inc. | 3,457 | $34.3K | 0.00% | +463+15.5% | Added |
| Principal Securities, Inc. | 4,310 | $42.7K | 0.00% | +4,216+4,485.1% | Added |
| KBC Group NV | 5,252 | $52.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 7,792 | $77.2K | 0.00% | +7,792 | New |
| Miracle Mile Advisors, LLC | 10,093 | $100.0K | 0.00% | +31+0.3% | Added |
| Advisor Group Holdings, Inc. | 10,808 | $107.1K | 0.00% | +1,914+21.5% | Added |
| O'Shaughnessy Asset Management, LLC | 10,869 | $107.7K | 0.00% | +10,869 | New |
| Benjamin Edwards Inc | 11,616 | $115.0K | 0.02% | +11,616 | New |
| Foundry Partners, LLC | 11,950 | $118.4K | 0.01% | +11,950 | New |
| Algert Global LLC | 12,218 | $121.1K | 0.00% | +12,218 | New |
| Verition Fund Management LLC | 12,394 | $122.8K | 0.00% | −473,538−97.4% | Reduced |
| Aquatic Capital Management LLC | 12,400 | $122.9K | 0.00% | +12,400 | New |
| Omers Administration Corp | 12,700 | $125.9K | 0.00% | +12,700 | New |
| Ameritas Investment Partners, Inc. | 13,617 | $134.9K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 14,137 | $140.1K | 0.00% | +14,137 | New |
| Quinn Opportunity Partners LLC | 14,185 | $140.6K | 0.02% | 00.0% | Unchanged |
| Navellier & Associates Inc | 15,108 | $149.7K | 0.02% | −60−0.4% | Reduced |
| Los Angeles Capital Management LLC | 15,351 | $152.1K | 0.00% | +15,351 | New |
| Royal Bank of Canada | 15,514 | $154.0K | 0.00% | +8,412+118.4% | Added |
| Bank of Montreal | 16,151 | $160.5K | 0.00% | +740+4.8% | Added |
| Petrus Trust Company, LTA | 17,000 | $168.5K | 0.02% | +17,000 | New |
| Eqis Capital Management, Inc. | 17,850 | $176.9K | 0.01% | +186+1.1% | Added |
| Pictet Asset Management Holding SA | 18,232 | $180.7K | 0.00% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 18,235 | $180.7K | 0.55% | −1,643−8.3% | Reduced |
| Tobam | 18,308 | $181.0K | 0.03% | +18,308 | New |
| Mutual of America Capital Management LLC | 18,350 | $181.8K | 0.00% | −673−3.5% | Reduced |
| Pathstone Holdings, LLC | 18,979 | $188.1K | 0.00% | +625+3.4% | Added |
| Everence Capital Management Inc | 21,350 | $190.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 20,681 | $204.9K | 0.00% | −196−0.9% | Reduced |
| ProShare Advisors LLC | 20,724 | $205.4K | 0.00% | −6,499−23.9% | Reduced |
| Public Employees Retirement Association of Colorado | 22,464 | $223.0K | 0.00% | −6,761−23.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,056 | $238.4K | 0.00% | +210+0.9% | Added |
| GTS Securities LLC | 24,422 | $242.0K | 0.01% | +24,422 | New |
| Owen LaRue, LLC | 25,000 | $247.8K | 0.15% | +25,000 | New |
| Campbell & CO Investment Adviser LLC | 25,219 | $249.9K | 0.02% | +13,922+123.2% | Added |
| Squarepoint Ops LLC | 25,318 | $250.9K | 0.00% | −171,044−87.1% | Reduced |
| The PNC Financial Services Group, Inc. | 25,650 | $254.2K | 0.00% | +16,656+185.2% | Added |
| Tower Research Capital LLC (TRC) | 25,703 | $254.7K | 0.00% | +19,022+284.7% | Added |
| Amundi | 25,921 | $257.4K | 0.00% | −64,677−71.4% | Reduced |
| Truist Financial Corp | 26,187 | $259.5K | 0.00% | +26,187 | New |
| Schonfeld Strategic Advisors LLC | 26,712 | $264.7K | 0.00% | +26,712 | New |
| Oregon Public Employees Retirement Fund | 27,056 | $268.1K | 0.01% | −2,500−8.5% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 28,000 | $277.5K | 0.05% | −4,000−12.5% | Reduced |
| Man Group plc | 28,380 | $281.2K | 0.00% | −9,304−24.7% | Reduced |
| State of Tennessee, Treasury Department | 30,434 | $301.6K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,451 | $301.8K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 30,583 | $303.1K | 0.03% | −10,289−25.2% | Reduced |
| Level Four Advisory Services, LLC | 30,689 | $304.1K | 0.01% | +30,689 | New |
| Quadrature Capital Ltd | 31,050 | $307.7K | 0.01% | −8,030−20.5% | Reduced |
| State of Wyoming | 31,305 | $310.2K | 0.05% | −2,482−7.3% | Reduced |
| Wolverine Trading, LLC | 31,466 | $311.8K | 0.01% | +1,777+6.0% | Added |
| Keebeck Alpha, LP | 31,858 | $315.7K | 0.23% | −10,717−25.2% | Reduced |
| Stifel Financial Corp | 32,186 | $319.0K | 0.00% | +32,186 | New |
| Oppenheimer & Co Inc | 32,500 | $322.1K | 0.01% | +11,000+51.2% | Added |
| Simplex Trading, LLC | 32,975 | $326.0K | 0.01% | +20,106+156.2% | Added |
| Teacher Retirement System of Texas | 32,888 | $326.0K | 0.00% | +20,273+160.7% | Added |