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 |
|---|---|---|---|---|---|
| Alberta Investment Management Corp | 34,634 | $346.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 34,806 | $348.6K | 0.00% | −12,740−26.8% | Reduced |
| Arizona State Retirement System | 34,972 | $349.4K | 0.00% | +963+2.8% | Added |
| Levin Capital Strategies, L.P. | 35,390 | $353.5K | 0.03% | −36,739−50.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 35,663 | $356.3K | 0.05% | +35,663 | New |
| Amalgamated Bank | 36,023 | $360.0K | 0.00% | +986+2.8% | Added |
| Alps Advisors Inc | 36,975 | $369.4K | 0.00% | −3,640−9.0% | Reduced |
| Quest Partners LLC | 37,688 | $376.5K | 0.03% | +37,688 | New |
| SG Americas Securities, LLC | 38,198 | $382.0K | 0.00% | −35,097−47.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 38,547 | $385.1K | 0.03% | +38,547 | New |
| Maryland State Retirement & Pension System | 40,195 | $401.5K | 0.01% | +1,272+3.3% | Added |
| Jupiter Asset Management Ltd | 40,769 | $407.3K | 0.00% | −14,433−26.1% | Reduced |
| Comerica Bank | 42,024 | $419.8K | 0.00% | +149+0.4% | Added |
| Verition Fund Management LLC | 42,552 | $425.1K | 0.00% | +30,158+243.3% | Added |
| State of Wyoming | 44,062 | $440.2K | 0.06% | +12,757+40.8% | Added |
| Yousif Capital Management, LLC | 45,029 | $449.8K | 0.00% | +86+0.2% | Added |
| MML Investors Services, LLC | 45,046 | $450.0K | 0.00% | +6,497+16.9% | Added |
| Advisor Group Holdings, Inc. | 45,337 | $452.9K | 0.00% | +34,529+319.5% | Added |
| Point72 (DIFC) Ltd | 45,625 | $455.8K | 0.04% | +45,625 | New |
| SRN Advisors, LLC | 52,316 | $522.6K | 0.46% | −33,189−38.8% | Reduced |
| Advisory Services Network, LLC | 54,377 | $538.9K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 56,542 | $564.9K | 0.00% | −18,385−24.5% | Reduced |
| Aigen Investment Management, LP | 57,160 | $571.0K | 0.11% | +57,160 | New |
| ProShare Advisors LLC | 57,412 | $573.5K | 0.00% | +36,688+177.0% | Added |
| Louisiana State Employees Retirement System | 57,500 | $574.4K | 0.01% | +1,300+2.3% | Added |
| Illinois Municipal Retirement Fund | 62,662 | $626.0K | 0.01% | +1,730+2.8% | Added |
| State of Alaska, Department of Revenue | 67,924 | $678.0K | 0.01% | +2,379+3.6% | Added |
| Manufacturers Life Insurance Company, The | 69,508 | $694.4K | 0.00% | −1,171−1.7% | Reduced |
| XTX Topco Ltd | 72,073 | $720.0K | 0.05% | +72,073 | New |
| MetLife Investment Management | 73,757 | $736.8K | 0.00% | −6,806−8.4% | Reduced |
| Caas Capital Management LP | 74,321 | $742.5K | 0.51% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 76,634 | $765.6K | 0.00% | +6,673+9.5% | Added |
| Main Management ETF Advisors, LLC | 77,600 | $775.0K | 0.04% | +77,600 | New |
| Edgestream Partners, L.P. | 78,172 | $780.9K | 0.03% | +78,172 | New |
| Level Four Advisory Services, LLC | 75,712 | $783.6K | 0.03% | +45,023+146.7% | Added |
| Stifel Financial Corp | 79,008 | $789.3K | 0.00% | +46,822+145.5% | Added |
| Corebridge Financial, Inc. | 79,285 | $792.1K | 0.00% | −479−0.6% | Reduced |
| James Investment Research Inc | 79,720 | $796.4K | 0.09% | +30,815+63.0% | Added |
| Norges Bank | 87,466 | $873.8K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 88,259 | $881.7K | 0.00% | −31,551−26.3% | Reduced |
| Engineers Gate Manager LP | 88,380 | $882.9K | 0.02% | +88,380 | New |
| Franklin Resources Inc | 87,839 | $888.1K | 0.00% | +87,839 | New |
| Thrivent Financial for Lutherans | 93,473 | $934.0K | 0.00% | +798+0.9% | Added |
| Aquatic Capital Management LLC | 96,800 | $967.0K | 0.03% | +84,400+680.6% | Added |
| Wakefield Asset Management LLLP | 98,845 | $987.5K | 0.32% | −961−1.0% | Reduced |
| Legato Capital Management LLC | 100,803 | $1.01M | 0.12% | +60,698+151.3% | Added |
| State Board of Administration of Florida Retirement System | 101,040 | $1.01M | 0.00% | −109,810−52.1% | Reduced |
| Credit Agricole S A | 104,804 | $1.05M | 0.01% | −42,370−28.8% | Reduced |
| M&T Bank Corp | 106,578 | $1.06M | 0.00% | −5,632−5.0% | Reduced |
| Graham Capital Management, L.P. | 108,781 | $1.09M | 0.04% | +54,977+102.2% | Added |
| Fisher Asset Management, LLC | 111,632 | $1.12M | 0.00% | −755−0.7% | Reduced |
| State of Wisconsin Investment Board | 115,283 | $1.15M | 0.00% | −2,100−1.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 115,289 | $1.15M | 0.12% | +74,173+180.4% | Added |
| California State Teachers Retirement System | 116,247 | $1.16M | 0.00% | −3,574−3.0% | Reduced |
| Globeflex Capital L P | 120,684 | $1.21M | 0.12% | +419+0.3% | Added |
| Options Solutions, LLC | 126,879 | $1.27M | 0.61% | +22,272+21.3% | Added |
| Prudential Financial Inc | 140,133 | $1.40M | 0.00% | +17,135+13.9% | Added |
| Alliancebernstein L.P. | 151,210 | $1.51M | 0.00% | −11,740−7.2% | Reduced |
| Great West Life Assurance Co | 152,694 | $1.52M | 0.00% | +5,704+3.9% | Added |
| Jump Financial, LLC | 155,230 | $1.55M | 0.03% | +155,230 | New |
| BNP Paribas Arbitrage, SA | 155,618 | $1.55M | 0.00% | +84,357+118.4% | Added |
| New York State Common Retirement Fund | 156,393 | $1.56M | 0.00% | +54,107+52.9% | Added |
| Bank of America Corp | 161,933 | $1.62M | 0.00% | +24,730+18.0% | Added |
| Wells Fargo & Company | 164,371 | $1.64M | 0.00% | +8,889+5.7% | Added |
| Jackson Creek Investment Advisors LLC | 181,139 | $1.81M | 0.54% | +40,462+28.8% | Added |
| Citigroup Inc | 190,016 | $1.90M | 0.00% | +98,588+107.8% | Added |
| Point72 Asset Management, L.P. | 193,024 | $1.93M | 0.01% | +193,024 | New |
| Caitlin John, LLC | 171,116 | $1.94M | 1.25% | +171,116 | New |
| Envestnet Asset Management Inc | 199,090 | $1.99M | 0.00% | +34,896+21.3% | Added |
| Horizon Kinetics Asset Management LLC | 206,302 | $2.06M | 0.03% | −5,271−2.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 212,425 | $2.12M | 0.00% | −6,888−3.1% | Reduced |
| New York State Teachers Retirement System | 213,205 | $2.13M | 0.00% | −2,400−1.1% | Reduced |
| Rothschild Investment LLC | 228,161 | $2.28M | 0.15% | +2,835+1.3% | Added |
| Qube Research & Technologies Ltd | 233,945 | $2.34M | 0.00% | +158,836+211.5% | Added |
| Swiss National Bank | 238,900 | $2.39M | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 249,249 | $2.49M | 0.02% | +213,086+589.2% | Added |
| Quantbot Technologies LP | 250,017 | $2.50M | 0.10% | +213,571+586.0% | Added |
| Arrowstreet Capital, Limited Partnership | 250,081 | $2.50M | 0.00% | +250,081 | New |
| Public Sector Pension Investment Board | 252,568 | $2.52M | 0.01% | +6,900+2.8% | Added |
| UBS Group AG | 268,402 | $2.68M | 0.00% | −133,275−33.2% | Reduced |
| Barclays PLC | 268,668 | $2.68M | 0.00% | +179,493+201.3% | Added |
| Deutsche Bank AG | 277,043 | $2.77M | 0.00% | +215,163+347.7% | Added |
| American Century Companies Inc | 290,667 | $2.90M | 0.00% | +59,185+25.6% | Added |
| Squarepoint Ops LLC | 301,253 | $3.01M | 0.01% | +275,935+1,089.9% | Added |
| Kennedy Capital Management, Inc. | 305,566 | $3.05M | 0.07% | +265,350+659.8% | Added |
| Ameriprise Financial Inc | 318,580 | $3.18M | 0.00% | −13,434−4.0% | Reduced |
| Millennium Management LLC | 321,125 | $3.21M | 0.00% | −596,084−65.0% | Reduced |
| Legal & General Group Plc | 337,303 | $3.37M | 0.00% | +9,826+3.0% | Added |
| JPMorgan Chase & Co | 342,104 | $3.42M | 0.00% | −318,090−48.2% | Reduced |
| Rhumbline Advisers | 373,006 | $3.73M | 0.00% | −2,760−0.7% | Reduced |
| Marshall Wace, LLP | 373,944 | $3.74M | 0.00% | −398,599−51.6% | Reduced |
| Nordea Investment Management AB | 381,296 | $3.82M | 0.00% | +21,705+6.0% | Added |
| Balyasny Asset Management LLC | 407,423 | $4.07M | 0.01% | +407,423 | New |
| UBS Asset Management Americas Inc | 412,079 | $4.12M | 0.00% | −15,666−3.7% | Reduced |
| ClariVest Asset Management LLC | 418,199 | $4.14M | 0.42% | 00.0% | Unchanged |
| Toroso Investments, LLC | 442,762 | $4.42M | 0.05% | −28,025−6.0% | Reduced |
| Guggenheim Capital LLC | 485,648 | $4.85M | 0.03% | −9,835−2.0% | Reduced |
| Crawford Fund Management, LLC | 499,874 | $4.99M | 3.68% | +126,700+34.0% | Added |
| First Trust Advisors LP | 500,289 | $5.00M | 0.00% | +57,828+13.1% | Added |
| Voya Investment Management LLC | 502,440 | $5.02M | 0.01% | +67,711+15.6% | Added |