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 |
|---|---|---|---|---|---|
| Impact Partnership Wealth, LLC | 33,359 | $330.6K | 0.09% | +27,775+497.4% | Added |
| NorthCrest Asset Manangement, LLC | 33,927 | $336.2K | 0.01% | +33,927 | New |
| Arizona State Retirement System | 34,009 | $337.0K | 0.00% | +3,022+9.8% | Added |
| Alberta Investment Management Corp | 34,634 | $343.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 35,037 | $347.0K | 0.00% | +629+1.8% | Added |
| Teachers Retirement System of the State of Kentucky | 36,163 | $358.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 36,446 | $361.2K | 0.02% | +36,446 | New |
| MML Investors Services, LLC | 38,549 | $382.0K | 0.00% | +38,549 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 38,612 | $382.6K | 0.00% | +23,163+149.9% | Added |
| Maryland State Retirement & Pension System | 38,923 | $385.7K | 0.01% | −1,210−3.0% | Reduced |
| Capital Management Corp | 39,630 | $392.7K | 0.08% | −582,820−93.6% | Reduced |
| Legato Capital Management LLC | 40,105 | $397.4K | 0.05% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 40,216 | $398.5K | 0.01% | +1,359+3.5% | Added |
| Alps Advisors Inc | 40,615 | $402.5K | 0.00% | −214−0.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 41,116 | $407.0K | 0.05% | +24,738+151.0% | Added |
| Comerica Bank | 41,875 | $415.0K | 0.00% | −4,744−10.2% | Reduced |
| Yousif Capital Management, LLC | 44,943 | $445.4K | 0.01% | −5,317−10.6% | Reduced |
| UniSuper Management Pty Ltd | 46,024 | $456.1K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 47,546 | $467.2K | 0.00% | +1,576+3.4% | Added |
| James Investment Research Inc | 48,905 | $484.6K | 0.06% | +48,905 | New |
| HighTower Advisors, LLC | 49,634 | $495.0K | 0.00% | −38,144−43.5% | Reduced |
| Jefferies Financial Group Inc. | 50,000 | $495.5K | 0.01% | −36,600−42.3% | Reduced |
| Alpha DNA Investment Management LLC | 52,827 | $523.5K | 0.30% | +52,827 | New |
| Graham Capital Management, L.P. | 53,804 | $533.2K | 0.02% | −26,395−32.9% | Reduced |
| Citadel Advisors LLC | 54,182 | $536.9K | 0.00% | −35,835−39.8% | Reduced |
| Advisory Services Network, LLC | 54,377 | $538.9K | 0.01% | −627−1.1% | Reduced |
| Jupiter Asset Management Ltd | 55,202 | $547.1K | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 56,200 | $556.9K | 0.01% | +1,500+2.7% | Added |
| Susquehanna International Group, LLP | 57,049 | $565.4K | 0.00% | −219,072−79.3% | Reduced |
| Illinois Municipal Retirement Fund | 60,932 | $603.8K | 0.01% | −581−0.9% | Reduced |
| Deutsche Bank AG | 61,880 | $613.2K | 0.00% | −11,322−15.5% | Reduced |
| State of Alaska, Department of Revenue | 65,545 | $649.0K | 0.01% | −1,721−2.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 69,961 | $693.3K | 0.00% | +69,961 | New |
| Manufacturers Life Insurance Company, The | 70,679 | $700.4K | 0.00% | +177+0.3% | Added |
| BNP Paribas Arbitrage, SA | 71,261 | $706.2K | 0.00% | −89,828−55.8% | Reduced |
| Levin Capital Strategies, L.P. | 72,129 | $714.8K | 0.08% | −18,871−20.7% | Reduced |
| SG Americas Securities, LLC | 73,295 | $726.0K | 0.00% | +62,644+588.2% | Added |
| Caas Capital Management LP | 74,321 | $736.5K | 1.38% | 00.0% | Unchanged |
| Cetera Investment Advisers | 74,927 | $742.5K | 0.00% | +9,911+15.2% | Added |
| Qube Research & Technologies Ltd | 75,109 | $744.3K | 0.00% | +75,109 | New |
| Corebridge Financial, Inc. | 79,764 | $790.5K | 0.00% | +79,764 | New |
| MetLife Investment Management | 80,563 | $798.4K | 0.00% | +10,040+14.2% | Added |
| Allianz Asset Management GmbH | 82,400 | $816.6K | 0.00% | +4,600+5.9% | Added |
| SRN Advisors, LLC | 85,505 | $847.4K | 0.70% | −32,010−27.2% | Reduced |
| Norges Bank | 87,466 | $866.8K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 88,735 | $879.4K | 0.02% | +75,938+593.4% | Added |
| Barclays PLC | 89,175 | $883.7K | 0.00% | −35,348−28.4% | Reduced |
| Citigroup Inc | 91,428 | $906.1K | 0.00% | +13,032+16.6% | Added |
| Thrivent Financial for Lutherans | 92,675 | $918.0K | 0.00% | −3,116−3.3% | Reduced |
| Wakefield Asset Management LLLP | 99,806 | $989.1K | 0.35% | +99,806 | New |
| New York State Common Retirement Fund | 102,286 | $1.01M | 0.00% | +7,995+8.5% | Added |
| Options Solutions, LLC | 104,607 | $1.04M | 0.62% | −97,044−48.1% | Reduced |
| M&T Bank Corp | 112,210 | $1.11M | 0.00% | −26,652−19.2% | Reduced |
| Fisher Asset Management, LLC | 112,387 | $1.11M | 0.00% | +755+0.7% | Added |
| State of Wisconsin Investment Board | 117,383 | $1.16M | 0.00% | +45,092+62.4% | Added |
| Jane Street Group, LLC | 119,810 | $1.19M | 0.00% | +82,261+219.1% | Added |
| California State Teachers Retirement System | 119,821 | $1.19M | 0.00% | +4,528+3.9% | Added |
| Globeflex Capital L P | 120,265 | $1.19M | 0.12% | +120,265 | New |
| Prudential Financial Inc | 122,998 | $1.22M | 0.00% | −5,080−4.0% | Reduced |
| Bank of America Corp | 137,203 | $1.36M | 0.00% | +75,265+121.5% | Added |
| Voloridge Investment Management, LLC | 139,973 | $1.39M | 0.01% | −92,615−39.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 140,677 | $1.39M | 0.51% | −257−0.2% | Reduced |
| Great West Life Assurance Co | 146,990 | $1.46M | 0.00% | +49,729+51.1% | Added |
| Credit Agricole S A | 147,174 | $1.46M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 155,482 | $1.54M | 0.00% | −21,253−12.0% | Reduced |
| Alliancebernstein L.P. | 162,950 | $1.61M | 0.00% | +11,740+7.8% | Added |
| Envestnet Asset Management Inc | 164,194 | $1.63M | 0.00% | −73,198−30.8% | Reduced |
| SEI Investments Co | 179,634 | $1.78M | 0.00% | +179,634 | New |
| Exchange Traded Concepts, LLC | 188,851 | $1.87M | 0.05% | +10,253+5.7% | Added |
| State Board of Administration of Florida Retirement System | 210,850 | $2.09M | 0.00% | +146,967+230.1% | Added |
| Horizon Kinetics Asset Management LLC | 211,573 | $2.10M | 0.04% | +762+0.4% | Added |
| New York State Teachers Retirement System | 215,605 | $2.14M | 0.00% | −8,341−3.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 219,313 | $2.17M | 0.00% | +123,173+128.1% | Added |
| Rothschild Investment LLC | 225,326 | $2.23M | 0.16% | +225,310+1,408,187.5% | Added |
| American Century Companies Inc | 231,482 | $2.29M | 0.00% | +46,090+24.9% | Added |
| Swiss National Bank | 238,900 | $2.37M | 0.00% | +16,700+7.5% | Added |
| Public Sector Pension Investment Board | 245,668 | $2.43M | 0.02% | +16,528+7.2% | Added |
| Goldman Sachs Group Inc | 275,902 | $2.73M | 0.00% | −2,526−0.9% | Reduced |
| Nicholas Investment Partners, LP | 314,911 | $3.12M | 0.32% | +2,931+0.9% | Added |
| Legal & General Group Plc | 327,477 | $3.25M | 0.00% | +6,523+2.0% | Added |
| Ameriprise Financial Inc | 332,014 | $3.29M | 0.00% | −34,425−9.4% | Reduced |
| Nordea Investment Management AB | 359,591 | $3.53M | 0.00% | −54,264−13.1% | Reduced |
| EAM Investors, LLC | 361,621 | $3.58M | 0.58% | +361,621 | New |
| Crawford Fund Management, LLC | 373,174 | $3.70M | 2.93% | +127,200+51.7% | Added |
| ExodusPoint Capital Management, LP | 373,223 | $3.70M | 0.04% | +121,509+48.3% | Added |
| Rhumbline Advisers | 375,766 | $3.72M | 0.00% | +677+0.2% | Added |
| UBS Group AG | 401,677 | $3.98M | 0.00% | −1,938−0.5% | Reduced |
| ClariVest Asset Management LLC | 418,199 | $4.14M | 0.42% | +389+0.1% | Added |
| UBS Asset Management Americas Inc | 427,745 | $4.24M | 0.00% | +230,508+116.9% | Added |
| Acadian Asset Management LLC | 429,987 | $4.26M | 0.01% | +429,987 | New |
| Voya Investment Management LLC | 434,729 | $4.31M | 0.00% | −877−0.2% | Reduced |
| First Trust Advisors LP | 442,461 | $4.38M | 0.00% | +442,461 | New |
| Toroso Investments, LLC | 470,787 | $4.67M | 0.06% | −25,407−5.1% | Reduced |
| Guggenheim Capital LLC | 495,483 | $4.91M | 0.04% | −3,266−0.7% | Reduced |
| Principal Financial Group Inc | 558,585 | $5.54M | 0.00% | −20,608−3.6% | Reduced |
| Kornitzer Capital Management Inc | 580,030 | $5.75M | 0.11% | +580,030 | New |
| FMR LLC | 582,621 | $5.77M | 0.00% | +180,119+44.7% | Added |
| JPMorgan Chase & Co | 660,194 | $6.54M | 0.00% | +429,191+185.8% | Added |
| Price T Rowe Associates Inc | 660,069 | $6.54M | 0.00% | +31,676+5.0% | Added |
| Phase 2 Partners, LLC | 665,395 | $6.59M | 3.97% | −553,881−45.4% | Reduced |