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 |
|---|---|---|---|---|---|
| Covestor Ltd | 13 | $0 | 0.00% | −1−7.1% | Reduced |
| Mendota Financial Group, LLC | 11 | $110 | 0.00% | +11 | New |
| Allspring Global Investments Holdings, LLC | 15 | $149 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $200 | 0.00% | −19−48.7% | Reduced |
| Parkside Financial Bank & Trust | 21 | $210 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 54 | $544 | 0.00% | −2,416−97.8% | Reduced |
| Allworth Financial LP | 65 | $650 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 90 | $899 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 120 | $1.00K | 0.00% | +120 | New |
| Massmutual Trust Co FSB | 106 | $1.06K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 118 | $1.18K | 0.00% | +27+29.7% | Added |
| Sterling Capital Management LLC | 141 | $1.41K | 0.00% | +141 | New |
| Ronald Blue Trust, Inc. | 150 | $1.49K | 0.00% | +150 | New |
| Quarry LP | 149 | $1.49K | 0.00% | +149 | New |
| Nisa Investment Advisors, LLC | 150 | $1.50K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 187 | $1.87K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 181 | $1.87K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 240 | $2.00K | 0.00% | −292−54.9% | Reduced |
| Lazard Asset Management LLC | 287 | $2.00K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 203 | $2.03K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 272 | $2.72K | 0.00% | +117+75.5% | Added |
| Capital Performance Advisors LLP | 337 | $3.37K | 0.00% | +337 | New |
| Farther Finance Advisors, LLC | 386 | $3.86K | 0.00% | +15+4.0% | Added |
| Venturi Wealth Management, LLC | 480 | $4.80K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 600 | $5.99K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 676 | $6.75K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 800 | $7.99K | 0.00% | +91+12.8% | Added |
| Aster Capital Management (DIFC) Ltd | 1,126 | $11.2K | 0.00% | +1,126 | New |
| Proequities, Inc. | 1,313 | $13.1K | 0.00% | +30+2.3% | Added |
| Manchester Capital Management LLC | 1,351 | $13.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,388 | $14.0K | 0.00% | +68+5.2% | Added |
| HM Payson & Co | 1,500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1,513 | $15.1K | 0.00% | +1,513 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,513 | $15.1K | 0.00% | +3+0.2% | Added |
| Versant Capital Management, Inc | 1,545 | $15.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,631 | $16.3K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 1,946 | $19.4K | 0.04% | −408−17.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,430 | $24.3K | 0.00% | +1,000+69.9% | Added |
| Gladius Capital Management LP | 2,701 | $27.0K | 0.02% | −548−16.9% | Reduced |
| Federated Hermes, Inc. | 2,928 | $29.3K | 0.00% | +2,928 | New |
| First Horizon Advisors, Inc. | 3,457 | $34.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,054 | $40.5K | 0.00% | +1,761+76.8% | Added |
| CWM, LLC | 4,195 | $42.0K | 0.00% | +1,449+52.8% | Added |
| KBC Group NV | 5,252 | $52.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 5,225 | $52.2K | 0.00% | +915+21.2% | Added |
| SEI Investments Co | 10,100 | $100.9K | 0.00% | −169,534−94.4% | Reduced |
| Miracle Mile Advisors, LLC | 10,124 | $101.1K | 0.00% | +31+0.3% | Added |
| Allianz Asset Management GmbH | 10,300 | $102.9K | 0.00% | −72,100−87.5% | Reduced |
| Two Sigma Securities, LLC | 10,335 | $103.2K | 0.01% | +10,335 | New |
| Park Avenue Securities LLC | 10,520 | $105.0K | 0.00% | +10,520 | New |
| Tower Research Capital LLC (TRC) | 10,539 | $105.3K | 0.00% | −15,164−59.0% | Reduced |
| Axq Capital, LP | 10,806 | $108.0K | 0.03% | +10,806 | New |
| JGP Wealth Management, LLC | 11,828 | $118.2K | 0.02% | +11,828 | New |
| Acadian Asset Management LLC | 12,448 | $124.0K | 0.00% | −417,539−97.1% | Reduced |
| Versor Investments LP | 13,400 | $133.9K | 0.02% | +13,400 | New |
| Ameritas Investment Partners, Inc. | 13,617 | $136.0K | 0.00% | 00.0% | Unchanged |
| Navellier & Associates Inc | 13,670 | $136.6K | 0.02% | −1,438−9.5% | Reduced |
| Foundry Partners, LLC | 13,850 | $138.4K | 0.01% | +1,900+15.9% | Added |
| Mercer Global Advisors Inc | 15,260 | $152.3K | 0.00% | +1,123+7.9% | Added |
| Nebula Research & Development LLC | 15,280 | $152.6K | 0.02% | +15,280 | New |
| Crestline Management, LP | 15,339 | $153.2K | 0.01% | +15,339 | New |
| Bank of Montreal | 16,751 | $168.8K | 0.00% | +600+3.7% | Added |
| SMH Capital Advisors Inc | 17,397 | $173.8K | 0.54% | −838−4.6% | Reduced |
| Eqis Capital Management, Inc. | 17,425 | $174.1K | 0.01% | −425−2.4% | Reduced |
| Mutual of America Capital Management LLC | 17,902 | $178.8K | 0.00% | −448−2.4% | Reduced |
| Royal Bank of Canada | 17,954 | $180.0K | 0.00% | +2,440+15.7% | Added |
| Pictet Asset Management Holding SA | 18,232 | $182.1K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 18,320 | $183.0K | 0.00% | −38,729−67.9% | Reduced |
| ISAM Funds (UK) Ltd | 18,322 | $183.0K | 0.10% | +18,322 | New |
| Pathstone Holdings, LLC | 18,979 | $189.6K | 0.00% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 19,462 | $194.4K | 0.00% | +19,462 | New |
| Gabelli Funds LLC | 20,000 | $199.8K | 0.00% | +20,000 | New |
| Bridgefront Capital, LLC | 20,444 | $204.2K | 0.08% | +20,444 | New |
| Mackenzie Financial Corp | 21,212 | $211.9K | 0.00% | +531+2.6% | Added |
| Everence Capital Management Inc | 21,350 | $213.0K | 0.01% | 00.0% | Unchanged |
| Man Group plc | 21,723 | $217.0K | 0.00% | −6,657−23.5% | Reduced |
| Capital Management Corp | 22,200 | $221.8K | 0.04% | −17,430−44.0% | Reduced |
| Public Employees Retirement Association of Colorado | 22,464 | $224.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 23,705 | $237.0K | 0.04% | +5,397+29.5% | Added |
| Occudo Quantitative Strategies LP | 24,764 | $247.4K | 0.05% | +24,764 | New |
| Keebeck Alpha, LP | 25,060 | $250.3K | 0.16% | −6,798−21.3% | Reduced |
| Prelude Capital Management, LLC | 25,060 | $250.3K | 0.02% | −5,523−18.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,442 | $254.2K | 0.00% | +1,386+5.8% | Added |
| Schonfeld Strategic Advisors LLC | 25,800 | $257.7K | 0.00% | −912−3.4% | Reduced |
| The PNC Financial Services Group, Inc. | 25,925 | $259.0K | 0.00% | +275+1.1% | Added |
| Petrus Trust Company, LTA | 27,327 | $273.0K | 0.03% | +10,327+60.7% | Added |
| EntryPoint Capital, LLC | 27,752 | $277.2K | 0.16% | +27,752 | New |
| Oregon Public Employees Retirement Fund | 28,056 | $280.3K | 0.01% | +1,000+3.7% | Added |
| Amundi | 28,825 | $284.2K | 0.00% | +2,904+11.2% | Added |
| State of Tennessee, Treasury Department | 28,675 | $286.5K | 0.00% | −1,759−5.8% | Reduced |
| Truist Financial Corp | 30,286 | $302.6K | 0.00% | +4,099+15.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,451 | $304.2K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 30,755 | $307.2K | 0.00% | +19,139+164.8% | Added |
| Los Angeles Capital Management LLC | 32,761 | $327.3K | 0.00% | +17,410+113.4% | Added |
| Gsa Capital Partners LLP | 33,307 | $333.0K | 0.03% | +33,307 | New |
| Oppenheimer & Co Inc | 33,500 | $334.7K | 0.01% | +1,000+3.1% | Added |
| NorthCrest Asset Manangement, LLC | 33,927 | $338.9K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 34,313 | $342.8K | 0.02% | +34,000+10,862.6% | Added |
| Impact Partnership Wealth, LLC | 34,467 | $344.3K | 0.08% | +1,108+3.3% | Added |
| Intech Investment Management LLC | 34,505 | $344.7K | 0.00% | +34,505 | New |