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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 53,804 | $533.2K | 0.02% | −26,395−32.9% | Reduced |
| Alpha DNA Investment Management LLC | 52,827 | $523.5K | 0.30% | +52,827 | New |
| Jefferies Financial Group Inc. | 50,000 | $495.5K | 0.01% | −36,600−42.3% | Reduced |
| HighTower Advisors, LLC | 49,634 | $495.0K | 0.00% | −38,144−43.5% | Reduced |
| James Investment Research Inc | 48,905 | $484.6K | 0.06% | +48,905 | New |
| HSBC Holdings PLC | 47,546 | $467.2K | 0.00% | +1,576+3.4% | Added |
| UniSuper Management Pty Ltd | 46,024 | $456.1K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 44,943 | $445.4K | 0.01% | −5,317−10.6% | Reduced |
| Comerica Bank | 41,875 | $415.0K | 0.00% | −4,744−10.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 41,116 | $407.0K | 0.05% | +24,738+151.0% | Added |
| Alps Advisors Inc | 40,615 | $402.5K | 0.00% | −214−0.5% | Reduced |
| Kennedy Capital Management, Inc. | 40,216 | $398.5K | 0.01% | +1,359+3.5% | Added |
| Legato Capital Management LLC | 40,105 | $397.4K | 0.05% | 00.0% | Unchanged |
| Capital Management Corp | 39,630 | $392.7K | 0.08% | −582,820−93.6% | Reduced |
| Maryland State Retirement & Pension System | 38,923 | $385.7K | 0.01% | −1,210−3.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 38,612 | $382.6K | 0.00% | +23,163+149.9% | Added |
| MML Investors Services, LLC | 38,549 | $382.0K | 0.00% | +38,549 | New |
| Quantbot Technologies LP | 36,446 | $361.2K | 0.02% | +36,446 | New |
| Teachers Retirement System of the State of Kentucky | 36,163 | $358.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 35,037 | $347.0K | 0.00% | +629+1.8% | Added |
| Alberta Investment Management Corp | 34,634 | $343.2K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 34,009 | $337.0K | 0.00% | +3,022+9.8% | Added |
| NorthCrest Asset Manangement, LLC | 33,927 | $336.2K | 0.01% | +33,927 | New |
| Impact Partnership Wealth, LLC | 33,359 | $330.6K | 0.09% | +27,775+497.4% | 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 |
| Oppenheimer & Co Inc | 32,500 | $322.1K | 0.01% | +11,000+51.2% | Added |
| Stifel Financial Corp | 32,186 | $319.0K | 0.00% | +32,186 | New |
| Keebeck Alpha, LP | 31,858 | $315.7K | 0.23% | −10,717−25.2% | Reduced |
| Wolverine Trading, LLC | 31,466 | $311.8K | 0.01% | +1,777+6.0% | Added |
| State of Wyoming | 31,305 | $310.2K | 0.05% | −2,482−7.3% | Reduced |
| Quadrature Capital Ltd | 31,050 | $307.7K | 0.01% | −8,030−20.5% | Reduced |
| Level Four Advisory Services, LLC | 30,689 | $304.1K | 0.01% | +30,689 | New |
| Prelude Capital Management, LLC | 30,583 | $303.1K | 0.03% | −10,289−25.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,451 | $301.8K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 30,434 | $301.6K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 28,380 | $281.2K | 0.00% | −9,304−24.7% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 28,000 | $277.5K | 0.05% | −4,000−12.5% | Reduced |
| Oregon Public Employees Retirement Fund | 27,056 | $268.1K | 0.01% | −2,500−8.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 26,712 | $264.7K | 0.00% | +26,712 | New |
| Truist Financial Corp | 26,187 | $259.5K | 0.00% | +26,187 | New |
| Amundi | 25,921 | $257.4K | 0.00% | −64,677−71.4% | Reduced |
| Tower Research Capital LLC (TRC) | 25,703 | $254.7K | 0.00% | +19,022+284.7% | Added |
| The PNC Financial Services Group, Inc. | 25,650 | $254.2K | 0.00% | +16,656+185.2% | Added |
| Squarepoint Ops LLC | 25,318 | $250.9K | 0.00% | −171,044−87.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 25,219 | $249.9K | 0.02% | +13,922+123.2% | Added |
| Owen LaRue, LLC | 25,000 | $247.8K | 0.15% | +25,000 | New |
| GTS Securities LLC | 24,422 | $242.0K | 0.01% | +24,422 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,056 | $238.4K | 0.00% | +210+0.9% | Added |
| Public Employees Retirement Association of Colorado | 22,464 | $223.0K | 0.00% | −6,761−23.1% | Reduced |
| ProShare Advisors LLC | 20,724 | $205.4K | 0.00% | −6,499−23.9% | Reduced |
| Mackenzie Financial Corp | 20,681 | $204.9K | 0.00% | −196−0.9% | Reduced |
| Everence Capital Management Inc | 21,350 | $190.0K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 18,979 | $188.1K | 0.00% | +625+3.4% | Added |
| Mutual of America Capital Management LLC | 18,350 | $181.8K | 0.00% | −673−3.5% | Reduced |
| Tobam | 18,308 | $181.0K | 0.03% | +18,308 | New |
| SMH Capital Advisors Inc | 18,235 | $180.7K | 0.55% | −1,643−8.3% | Reduced |
| Pictet Asset Management Holding SA | 18,232 | $180.7K | 0.00% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 17,850 | $176.9K | 0.01% | +186+1.1% | Added |
| Petrus Trust Company, LTA | 17,000 | $168.5K | 0.02% | +17,000 | New |
| Bank of Montreal | 16,151 | $160.5K | 0.00% | +740+4.8% | Added |
| Royal Bank of Canada | 15,514 | $154.0K | 0.00% | +8,412+118.4% | Added |
| Los Angeles Capital Management LLC | 15,351 | $152.1K | 0.00% | +15,351 | New |
| Navellier & Associates Inc | 15,108 | $149.7K | 0.02% | −60−0.4% | Reduced |
| Quinn Opportunity Partners LLC | 14,185 | $140.6K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 14,137 | $140.1K | 0.00% | +14,137 | New |
| Ameritas Investment Partners, Inc. | 13,617 | $134.9K | 0.00% | 00.0% | Unchanged |
| Omers Administration Corp | 12,700 | $125.9K | 0.00% | +12,700 | New |
| Aquatic Capital Management LLC | 12,400 | $122.9K | 0.00% | +12,400 | New |
| Verition Fund Management LLC | 12,394 | $122.8K | 0.00% | −473,538−97.4% | Reduced |
| Algert Global LLC | 12,218 | $121.1K | 0.00% | +12,218 | New |
| Foundry Partners, LLC | 11,950 | $118.4K | 0.01% | +11,950 | New |
| Benjamin Edwards Inc | 11,616 | $115.0K | 0.02% | +11,616 | New |
| O'Shaughnessy Asset Management, LLC | 10,869 | $107.7K | 0.00% | +10,869 | New |
| Advisor Group Holdings, Inc. | 10,808 | $107.1K | 0.00% | +1,914+21.5% | Added |
| Miracle Mile Advisors, LLC | 10,093 | $100.0K | 0.00% | +31+0.3% | Added |
| Group One Trading, L.P. | 7,792 | $77.2K | 0.00% | +7,792 | New |
| KBC Group NV | 5,252 | $52.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 4,310 | $42.7K | 0.00% | +4,216+4,485.1% | Added |
| First Horizon Advisors, Inc. | 3,457 | $34.3K | 0.00% | +463+15.5% | Added |
| Gladius Capital Management LP | 3,249 | $32.2K | 0.03% | +3,249 | New |
| CWM, LLC | 2,746 | $27.0K | 0.00% | +1,268+85.8% | Added |
| Headlands Technologies LLC | 2,696 | $26.7K | 0.00% | +2,696 | New |
| Coppell Advisory Solutions LLC | 2,470 | $24.5K | 0.00% | +2,470 | New |
| Abich Financial Wealth Management LLC | 2,354 | $23.3K | 0.02% | +1,480+169.3% | Added |
| GAMMA Investing LLC | 2,293 | $22.7K | 0.00% | +1,468+177.9% | Added |
| Optiver Holding B.V. | 1,686 | $16.7K | 0.00% | +1,686 | New |
| Whittier Trust Co | 1,631 | $16.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,545 | $15.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,510 | $15.0K | 0.00% | −4,207−73.6% | Reduced |
| HM Payson & Co | 1,500 | $14.9K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,430 | $14.2K | 0.00% | +1,000+232.6% | Added |
| Manchester Capital Management LLC | 1,351 | $13.4K | 0.00% | +1,351 | New |
| Smartleaf Asset Management LLC | 1,320 | $13.1K | 0.00% | +1,320 | New |
| Proequities, Inc. | 1,283 | $12.7K | 0.00% | +1,283 | New |
| Wetzel Investment Advisors, Inc. | 1,200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 822 | $8.15K | 0.01% | +822 | New |
| Russell Investments Group, Ltd. | 709 | $7.02K | 0.00% | +1+0.1% | Added |
| Castleview Partners, LLC | 694 | $6.88K | 0.00% | +694 | New |
| Quadrant Capital Group LLC | 676 | $6.70K | 0.00% | +159+30.8% | Added |