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 |
|---|---|---|---|---|---|
| Nuveen Asset Management, LLC | 697,460 | $6.91M | 0.00% | +177,132+34.0% | Added |
| AQR Capital Management LLC | 720,132 | $7.14M | 0.01% | +245,041+51.6% | Added |
| Marshall Wace, LLP | 772,543 | $7.66M | 0.01% | +348,850+82.3% | Added |
| Millennium Management LLC | 917,209 | $9.09M | 0.01% | −136,551−13.0% | Reduced |
| Two Sigma Advisers, LP | 1,041,600 | $10.3M | 0.02% | −261,300−20.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,118,761 | $11.1M | 0.00% | +53,912+5.1% | Added |
| Two Sigma Investments, LP | 1,244,669 | $12.3M | 0.03% | −274,879−18.1% | Reduced |
| Renaissance Technologies LLC | 1,261,879 | $12.5M | 0.02% | −300,000−19.2% | Reduced |
| Northern Trust Corp | 1,425,370 | $14.1M | 0.00% | −31,332−2.2% | Reduced |
| Morgan Stanley | 1,637,159 | $16.2M | 0.00% | −194,192−10.6% | Reduced |
| Macquarie Group Ltd | 1,875,528 | $18.6M | 0.02% | +758,006+67.8% | Added |
| Victory Capital Management Inc | 1,922,414 | $19.1M | 0.02% | +923,994+92.5% | Added |
| Janus Henderson Group PLC | 2,544,645 | $25.2M | 0.01% | −244,101−8.8% | Reduced |
| Geode Capital Management, LLC | 2,820,911 | $28.0M | 0.00% | +139,716+5.2% | Added |
| Bank of New York Mellon Corp | 3,042,815 | $30.2M | 0.01% | +25,759+0.9% | Added |
| Invesco Ltd. | 3,825,896 | $37.9M | 0.01% | +1,590,297+71.1% | Added |
| Dimensional Fund Advisors LP | 4,131,925 | $40.9M | 0.01% | −15,934−0.4% | Reduced |
| Massachusetts Financial Services Co | 4,647,220 | $46.1M | 0.01% | −295,315−6.0% | Reduced |
| State Street Corp | 5,279,066 | $52.3M | 0.00% | +67,326+1.3% | Added |
| Wellington Management Group LLP | 5,893,174 | $58.4M | 0.01% | +1,587,503+36.9% | Added |
| ArrowMark Colorado Holdings LLC | 8,437,062 | $83.6M | 1.00% | −2,323,904−21.6% | Reduced |
| Azora Capital LP | 9,467,426 | $93.8M | 5.35% | +876,254+10.2% | Added |
| Vanguard Group Inc | 15,475,478 | $153.4M | 0.00% | +969,798+6.7% | Added |
| BlackRock Inc. | 18,479,490 | $183.1M | 0.00% | +237,799+1.3% | Added |
| Simcoe Capital Management, LLC | 0 | $0 | 0.00% | −1,163,720−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −392,258−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −217,758−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −96,638−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −73,172−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −69,585−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −53,300−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −43,196−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −40,337−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −55,743−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −20,757−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −19,194−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −16,159−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −12,693−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −10,841−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,642−100.0% | Sold out |
| Vantage Consulting Group Inc | 0 | $0 | 0.00% | −10,023−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −6,771−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −4,953−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −4,636−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Cipher Capital LP | – | – | – | – | Not filed |