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, Q3 2024
Institutional positions in WisdomTree, Inc. as of Sep 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
- 233
- +12 vs. Q2 2024
- Shares held
- 123.5M
- +24.6M (+24.8%) vs. Q2 2024
- Total value
- $1.23B
- +$253.7M (+25.9%) vs. Q2 2024
- New holders
- 41
- 95 more added
- Sold out
- 29
- 65 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 19,102,799 | $190.8M | 0.00% | +19,102,799 | New |
| Vanguard Group Inc | 15,604,842 | $155.9M | 0.00% | +129,364+0.8% | Added |
| Azora Capital LP | 10,609,577 | $106.0M | 5.71% | +1,142,151+12.1% | Added |
| ArrowMark Colorado Holdings LLC | 7,059,712 | $70.5M | 0.90% | −1,377,350−16.3% | Reduced |
| State Street Corp | 5,678,905 | $56.7M | 0.00% | +399,839+7.6% | Added |
| Massachusetts Financial Services Co | 4,522,372 | $45.2M | 0.01% | −124,848−2.7% | Reduced |
| Wellington Management Group LLP | 4,374,695 | $43.7M | 0.01% | −1,518,479−25.8% | Reduced |
| Invesco Ltd. | 4,167,823 | $41.6M | 0.01% | +341,927+8.9% | Added |
| Dimensional Fund Advisors LP | 4,090,485 | $40.9M | 0.01% | −41,440−1.0% | Reduced |
| Geode Capital Management, LLC | 2,914,051 | $29.1M | 0.00% | +93,140+3.3% | Added |
| FMR LLC | 2,859,073 | $28.6M | 0.00% | +2,276,452+390.7% | Added |
| Bank of New York Mellon Corp | 2,599,537 | $26.0M | 0.00% | −443,278−14.6% | Reduced |
| Victory Capital Management Inc | 2,332,762 | $23.3M | 0.02% | +410,348+21.3% | Added |
| Janus Henderson Group PLC | 2,026,237 | $20.2M | 0.01% | −518,408−20.4% | Reduced |
| Macquarie Group Ltd | 1,821,738 | $18.2M | 0.02% | −53,790−2.9% | Reduced |
| Morgan Stanley | 1,670,002 | $16.7M | 0.00% | +32,843+2.0% | Added |
| Renaissance Technologies LLC | 1,512,079 | $15.1M | 0.02% | +250,200+19.8% | Added |
| Northern Trust Corp | 1,424,708 | $14.2M | 0.00% | −6620.0% | Reduced |
| Two Sigma Investments, LP | 1,358,145 | $13.6M | 0.03% | +113,476+9.1% | Added |
| Charles Schwab Investment Management Inc | 1,191,137 | $11.9M | 0.00% | +72,376+6.5% | Added |
| Voloridge Investment Management, LLC | 950,699 | $9.50M | 0.03% | +810,726+579.2% | Added |
| Kornitzer Capital Management Inc | 917,830 | $9.17M | 0.17% | +337,800+58.2% | Added |
| Two Sigma Advisers, LP | 902,600 | $9.02M | 0.02% | −139,000−13.3% | Reduced |
| Citadel Advisors LLC | 842,121 | $8.41M | 0.01% | +787,939+1,454.2% | Added |
| Principal Financial Group Inc | 708,842 | $7.08M | 0.00% | +150,257+26.9% | Added |
| Nicholas Investment Partners, LP | 694,981 | $6.94M | 0.64% | +380,070+120.7% | Added |
| Price T Rowe Associates Inc | 650,970 | $6.50M | 0.00% | −9,099−1.4% | Reduced |
| AQR Capital Management LLC | 639,140 | $6.39M | 0.01% | −80,992−11.2% | Reduced |
| Phase 2 Partners, LLC | 632,513 | $6.32M | 3.73% | −32,882−4.9% | Reduced |
| Cubist Systematic Strategies, LLC | 620,884 | $6.20M | 0.09% | +620,884 | New |
| Nuveen Asset Management, LLC | 529,829 | $5.29M | 0.00% | −167,631−24.0% | Reduced |
| Goldman Sachs Group Inc | 514,836 | $5.14M | 0.00% | +238,934+86.6% | Added |
| ExodusPoint Capital Management, LP | 511,872 | $5.11M | 0.05% | +138,649+37.1% | Added |
| Voya Investment Management LLC | 502,440 | $5.02M | 0.01% | +67,711+15.6% | Added |
| First Trust Advisors LP | 500,289 | $5.00M | 0.00% | +57,828+13.1% | Added |
| Crawford Fund Management, LLC | 499,874 | $4.99M | 3.68% | +126,700+34.0% | Added |
| Guggenheim Capital LLC | 485,648 | $4.85M | 0.03% | −9,835−2.0% | Reduced |
| Toroso Investments, LLC | 442,762 | $4.42M | 0.05% | −28,025−6.0% | Reduced |
| ClariVest Asset Management LLC | 418,199 | $4.14M | 0.42% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 412,079 | $4.12M | 0.00% | −15,666−3.7% | Reduced |
| Balyasny Asset Management LLC | 407,423 | $4.07M | 0.01% | +407,423 | New |
| Nordea Investment Management AB | 381,296 | $3.82M | 0.00% | +21,705+6.0% | Added |
| Marshall Wace, LLP | 373,944 | $3.74M | 0.00% | −398,599−51.6% | Reduced |
| Rhumbline Advisers | 373,006 | $3.73M | 0.00% | −2,760−0.7% | Reduced |
| JPMorgan Chase & Co | 342,104 | $3.42M | 0.00% | −318,090−48.2% | Reduced |
| Legal & General Group Plc | 337,303 | $3.37M | 0.00% | +9,826+3.0% | Added |
| Millennium Management LLC | 321,125 | $3.21M | 0.00% | −596,084−65.0% | Reduced |
| Ameriprise Financial Inc | 318,580 | $3.18M | 0.00% | −13,434−4.0% | Reduced |
| Kennedy Capital Management, Inc. | 305,566 | $3.05M | 0.07% | +265,350+659.8% | Added |
| Squarepoint Ops LLC | 301,253 | $3.01M | 0.01% | +275,935+1,089.9% | Added |
| American Century Companies Inc | 290,667 | $2.90M | 0.00% | +59,185+25.6% | Added |
| Deutsche Bank AG | 277,043 | $2.77M | 0.00% | +215,163+347.7% | Added |
| Barclays PLC | 268,668 | $2.68M | 0.00% | +179,493+201.3% | Added |
| UBS Group AG | 268,402 | $2.68M | 0.00% | −133,275−33.2% | Reduced |
| Public Sector Pension Investment Board | 252,568 | $2.52M | 0.01% | +6,900+2.8% | Added |
| Arrowstreet Capital, Limited Partnership | 250,081 | $2.50M | 0.00% | +250,081 | New |
| Quantbot Technologies LP | 250,017 | $2.50M | 0.10% | +213,571+586.0% | Added |
| Teachers Retirement System of the State of Kentucky | 249,249 | $2.49M | 0.02% | +213,086+589.2% | Added |
| Swiss National Bank | 238,900 | $2.39M | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 233,945 | $2.34M | 0.00% | +158,836+211.5% | Added |
| Rothschild Investment LLC | 228,161 | $2.28M | 0.15% | +2,835+1.3% | Added |
| New York State Teachers Retirement System | 213,205 | $2.13M | 0.00% | −2,400−1.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 212,425 | $2.12M | 0.00% | −6,888−3.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 206,302 | $2.06M | 0.03% | −5,271−2.5% | Reduced |
| Envestnet Asset Management Inc | 199,090 | $1.99M | 0.00% | +34,896+21.3% | Added |
| Caitlin John, LLC | 171,116 | $1.94M | 1.25% | +171,116 | New |
| Point72 Asset Management, L.P. | 193,024 | $1.93M | 0.01% | +193,024 | New |
| Citigroup Inc | 190,016 | $1.90M | 0.00% | +98,588+107.8% | Added |
| Jackson Creek Investment Advisors LLC | 181,139 | $1.81M | 0.54% | +40,462+28.8% | Added |
| Wells Fargo & Company | 164,371 | $1.64M | 0.00% | +8,889+5.7% | Added |
| Bank of America Corp | 161,933 | $1.62M | 0.00% | +24,730+18.0% | Added |
| New York State Common Retirement Fund | 156,393 | $1.56M | 0.00% | +54,107+52.9% | Added |
| BNP Paribas Arbitrage, SA | 155,618 | $1.55M | 0.00% | +84,357+118.4% | Added |
| Jump Financial, LLC | 155,230 | $1.55M | 0.03% | +155,230 | New |
| Great West Life Assurance Co | 152,694 | $1.52M | 0.00% | +5,704+3.9% | Added |
| Alliancebernstein L.P. | 151,210 | $1.51M | 0.00% | −11,740−7.2% | Reduced |
| Prudential Financial Inc | 140,133 | $1.40M | 0.00% | +17,135+13.9% | Added |
| Options Solutions, LLC | 126,879 | $1.27M | 0.61% | +22,272+21.3% | Added |
| Globeflex Capital L P | 120,684 | $1.21M | 0.12% | +419+0.3% | Added |
| California State Teachers Retirement System | 116,247 | $1.16M | 0.00% | −3,574−3.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 115,289 | $1.15M | 0.12% | +74,173+180.4% | Added |
| State of Wisconsin Investment Board | 115,283 | $1.15M | 0.00% | −2,100−1.8% | Reduced |
| Fisher Asset Management, LLC | 111,632 | $1.12M | 0.00% | −755−0.7% | Reduced |
| Graham Capital Management, L.P. | 108,781 | $1.09M | 0.04% | +54,977+102.2% | Added |
| M&T Bank Corp | 106,578 | $1.06M | 0.00% | −5,632−5.0% | Reduced |
| Credit Agricole S A | 104,804 | $1.05M | 0.01% | −42,370−28.8% | Reduced |
| State Board of Administration of Florida Retirement System | 101,040 | $1.01M | 0.00% | −109,810−52.1% | Reduced |
| Legato Capital Management LLC | 100,803 | $1.01M | 0.12% | +60,698+151.3% | Added |
| Wakefield Asset Management LLLP | 98,845 | $987.5K | 0.32% | −961−1.0% | Reduced |
| Aquatic Capital Management LLC | 96,800 | $967.0K | 0.03% | +84,400+680.6% | Added |
| Thrivent Financial for Lutherans | 93,473 | $934.0K | 0.00% | +798+0.9% | Added |
| Franklin Resources Inc | 87,839 | $888.1K | 0.00% | +87,839 | New |
| Engineers Gate Manager LP | 88,380 | $882.9K | 0.02% | +88,380 | New |
| Jane Street Group, LLC | 88,259 | $881.7K | 0.00% | −31,551−26.3% | Reduced |
| Norges Bank | 87,466 | $873.8K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 79,720 | $796.4K | 0.09% | +30,815+63.0% | Added |
| Corebridge Financial, Inc. | 79,285 | $792.1K | 0.00% | −479−0.6% | Reduced |
| Stifel Financial Corp | 79,008 | $789.3K | 0.00% | +46,822+145.5% | Added |
| Level Four Advisory Services, LLC | 75,712 | $783.6K | 0.03% | +45,023+146.7% | Added |
| Edgestream Partners, L.P. | 78,172 | $780.9K | 0.03% | +78,172 | New |