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, Q4 2024
Institutional positions in WisdomTree, Inc. as of Dec 31, 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
- 271
- +40 vs. Q3 2024
- Shares held
- 130.6M
- +7.55M (+6.1%) vs. Q3 2024
- Total value
- $1.37B
- +$141.7M (+11.5%) vs. Q3 2024
- New holders
- 56
- 113 more added
- Sold out
- 16
- 69 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,776,417 | $197.2M | 0.00% | −326,382−1.7% | Reduced |
| Vanguard Group Inc | 14,970,013 | $157.2M | 0.00% | −634,829−4.1% | Reduced |
| Azora Capital LP | 10,576,624 | $111.1M | 4.99% | −32,953−0.3% | Reduced |
| State Street Corp | 5,829,423 | $61.2M | 0.00% | +150,518+2.7% | Added |
| ArrowMark Colorado Holdings LLC | 4,971,505 | $52.2M | 0.70% | −2,088,207−29.6% | Reduced |
| Invesco Ltd. | 4,036,357 | $42.4M | 0.01% | −131,466−3.2% | Reduced |
| Dimensional Fund Advisors LP | 3,948,644 | $41.5M | 0.01% | −141,841−3.5% | Reduced |
| Massachusetts Financial Services Co | 3,685,098 | $38.7M | 0.01% | −837,274−18.5% | Reduced |
| Wellington Management Group LLP | 3,007,206 | $31.6M | 0.01% | −1,367,489−31.3% | Reduced |
| Geode Capital Management, LLC | 2,872,974 | $30.2M | 0.00% | −41,077−1.4% | Reduced |
| Victory Capital Management Inc | 2,326,388 | $24.4M | 0.02% | −6,374−0.3% | Reduced |
| Morgan Stanley | 2,216,125 | $23.3M | 0.00% | +546,123+32.7% | Added |
| Bank of New York Mellon Corp | 2,108,768 | $22.1M | 0.00% | −490,769−18.9% | Reduced |
| Millennium Management LLC | 2,031,534 | $21.3M | 0.02% | +1,710,409+532.6% | Added |
| Janus Henderson Group PLC | 1,921,003 | $20.2M | 0.01% | −105,234−5.2% | Reduced |
| Macquarie Group Ltd | 1,813,984 | $19.0M | 0.02% | −7,754−0.4% | Reduced |
| Citadel Advisors LLC | 1,781,620 | $18.7M | 0.02% | +939,499+111.6% | Added |
| Goldman Sachs Group Inc | 1,564,942 | $16.4M | 0.00% | +1,050,106+204.0% | Added |
| Two Sigma Investments, LP | 1,500,371 | $15.8M | 0.04% | +142,226+10.5% | Added |
| Northern Trust Corp | 1,440,197 | $15.1M | 0.00% | +15,489+1.1% | Added |
| Qube Research & Technologies Ltd | 1,403,452 | $14.7M | 0.02% | +1,169,507+499.9% | Added |
| Charles Schwab Investment Management Inc | 1,310,899 | $13.8M | 0.00% | +119,762+10.1% | Added |
| Nuveen Asset Management, LLC | 1,270,963 | $13.3M | 0.00% | +741,134+139.9% | Added |
| Two Sigma Advisers, LP | 1,237,000 | $13.0M | 0.03% | +334,400+37.0% | Added |
| Voloridge Investment Management, LLC | 1,194,288 | $12.5M | 0.04% | +243,589+25.6% | Added |
| Renaissance Technologies LLC | 1,184,007 | $12.4M | 0.02% | −328,072−21.7% | Reduced |
| ExodusPoint Capital Management, LP | 1,162,993 | $12.2M | 0.13% | +651,121+127.2% | Added |
| Cubist Systematic Strategies, LLC | 987,187 | $10.4M | 0.17% | +366,303+59.0% | Added |
| Kornitzer Capital Management Inc | 917,830 | $9.64M | 0.19% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 916,657 | $9.63M | 0.00% | +265,687+40.8% | Added |
| JPMorgan Chase & Co | 880,489 | $9.25M | 0.00% | +538,385+157.4% | Added |
| FMR LLC | 870,834 | $9.14M | 0.00% | −1,988,239−69.5% | Reduced |
| Principal Financial Group Inc | 728,345 | $7.65M | 0.00% | +19,503+2.8% | Added |
| Nicholas Investment Partners, LP | 726,427 | $7.63M | 0.67% | +31,446+4.5% | Added |
| Arrowstreet Capital, Limited Partnership | 722,586 | $7.59M | 0.01% | +472,505+188.9% | Added |
| BNP Paribas Arbitrage, SA | 714,010 | $7.50M | 0.01% | +558,392+358.8% | Added |
| UBS Group AG | 674,278 | $7.08M | 0.00% | +405,876+151.2% | Added |
| Squarepoint Ops LLC | 617,476 | $6.48M | 0.02% | +316,223+105.0% | Added |
| Phase 2 Partners, LLC | 591,129 | $6.21M | 4.66% | −41,384−6.5% | Reduced |
| Crawford Fund Management, LLC | 559,874 | $5.88M | 3.94% | +60,000+12.0% | Added |
| Kennedy Capital Management, Inc. | 545,505 | $5.73M | 0.13% | +239,939+78.5% | Added |
| Envestnet Asset Management Inc | 534,726 | $5.61M | 0.00% | +335,636+168.6% | Added |
| AQR Capital Management LLC | 531,135 | $5.58M | 0.01% | −108,005−16.9% | Reduced |
| Edgestream Partners, L.P. | 468,117 | $4.92M | 0.21% | +389,945+498.8% | Added |
| Toroso Investments, LLC | 458,923 | $4.82M | 0.04% | +16,161+3.7% | Added |
| Voya Investment Management LLC | 456,947 | $4.80M | 0.00% | −45,493−9.1% | Reduced |
| UBS Asset Management Americas Inc | 444,588 | $4.67M | 0.00% | +32,509+7.9% | Added |
| Danske Bank A/S | 438,490 | $4.60M | 0.01% | +438,490 | New |
| Balyasny Asset Management LLC | 418,424 | $4.39M | 0.01% | +11,001+2.7% | Added |
| Raymond James Financial Inc | 405,946 | $4.26M | 0.00% | +405,946 | New |
| Nordea Investment Management AB | 391,208 | $4.10M | 0.00% | +9,912+2.6% | Added |
| Rhumbline Advisers | 365,563 | $3.84M | 0.00% | −7,443−2.0% | Reduced |
| First Trust Advisors LP | 365,138 | $3.83M | 0.00% | −135,151−27.0% | Reduced |
| Ameriprise Financial Inc | 353,250 | $3.71M | 0.00% | +34,670+10.9% | Added |
| Legal & General Group Plc | 343,417 | $3.61M | 0.00% | +6,114+1.8% | Added |
| American Century Companies Inc | 332,404 | $3.49M | 0.00% | +41,737+14.4% | Added |
| Credit Agricole S A | 318,578 | $3.35M | 0.01% | +213,774+204.0% | Added |
| Deutsche Bank AG | 316,477 | $3.32M | 0.00% | +39,434+14.2% | Added |
| Bank of America Corp | 313,859 | $3.30M | 0.00% | +151,926+93.8% | Added |
| Public Sector Pension Investment Board | 285,144 | $2.99M | 0.01% | +32,576+12.9% | Added |
| HRT Financial LP | 282,699 | $2.97M | 0.02% | +282,699 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 279,275 | $2.93M | 0.01% | +279,275 | New |
| Barclays PLC | 272,380 | $2.86M | 0.00% | +3,712+1.4% | Added |
| D. E. Shaw & Co., Inc. | 270,679 | $2.84M | 0.00% | +270,679 | New |
| Marshall Wace, LLP | 264,016 | $2.77M | 0.00% | −109,928−29.4% | Reduced |
| Quantbot Technologies LP | 263,456 | $2.77M | 0.10% | +13,439+5.4% | Added |
| Trexquant Investment LP | 257,523 | $2.70M | 0.03% | +257,523 | New |
| Tudor Investment Corp Et Al | 245,325 | $2.58M | 0.03% | +245,325 | New |
| Rothschild Investment LLC | 244,763 | $2.57M | 0.17% | +16,602+7.3% | Added |
| Teachers Retirement System of the State of Kentucky | 232,066 | $2.44M | 0.02% | −17,183−6.9% | Reduced |
| Swiss National Bank | 229,900 | $2.41M | 0.00% | −9,000−3.8% | Reduced |
| Los Angeles Capital Management LLC | 225,968 | $2.37M | 0.01% | +193,207+589.7% | Added |
| New York State Teachers Retirement System | 213,380 | $2.24M | 0.00% | +175+0.1% | Added |
| Horizon Kinetics Asset Management LLC | 204,338 | $2.15M | 0.03% | −1,964−1.0% | Reduced |
| Jane Street Group, LLC | 197,321 | $2.07M | 0.00% | +109,062+123.6% | Added |
| Wells Fargo & Company | 192,868 | $2.03M | 0.00% | +28,497+17.3% | Added |
| Graham Capital Management, L.P. | 192,024 | $2.02M | 0.06% | +83,243+76.5% | Added |
| Citigroup Inc | 185,290 | $1.95M | 0.00% | −4,726−2.5% | Reduced |
| Canada Pension Plan Investment Board | 176,400 | $1.85M | 0.00% | +176,400 | New |
| Caitlin John, LLC | 176,052 | $1.85M | 1.26% | +4,936+2.9% | Added |
| Jackson Creek Investment Advisors LLC | 175,681 | $1.84M | 0.56% | −5,458−3.0% | Reduced |
| New York State Common Retirement Fund | 161,193 | $1.69M | 0.00% | +4,800+3.1% | Added |
| Alliancebernstein L.P. | 151,246 | $1.59M | 0.00% | +360.0% | Added |
| Options Solutions, LLC | 142,369 | $1.49M | 0.67% | +15,490+12.2% | Added |
| Great West Life Assurance Co | 141,336 | $1.48M | 0.00% | −11,358−7.4% | Reduced |
| State of Wisconsin Investment Board | 137,833 | $1.45M | 0.00% | +22,550+19.6% | Added |
| Verition Fund Management LLC | 132,419 | $1.39M | 0.01% | +89,867+211.2% | Added |
| Caas Capital Management LP | 129,184 | $1.36M | 1.12% | +54,863+73.8% | Added |
| Engineers Gate Manager LP | 128,242 | $1.35M | 0.02% | +39,862+45.1% | Added |
| Prudential Financial Inc | 127,433 | $1.34M | 0.00% | −12,700−9.1% | Reduced |
| MML Investors Services, LLC | 127,211 | $1.34M | 0.00% | +82,165+182.4% | Added |
| Integrated Quantitative Investments LLC | 123,888 | $1.30M | 0.64% | +123,888 | New |
| Globeflex Capital L P | 120,684 | $1.27M | 0.11% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 118,110 | $1.24M | 0.00% | −94,315−44.4% | Reduced |
| Stifel Financial Corp | 114,405 | $1.20M | 0.00% | +35,397+44.8% | Added |
| Schonfeld Strategic Advisors LLC | 114,200 | $1.20M | 0.01% | +88,400+342.6% | Added |
| HSBC Holdings PLC | 112,295 | $1.18M | 0.00% | +77,489+222.6% | Added |
| Fisher Asset Management, LLC | 111,632 | $1.17M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 110,954 | $1.17M | 0.00% | −5,293−4.6% | Reduced |
| Gabelli Funds LLC | 109,717 | $1.15M | 0.01% | +89,717+448.6% | Added |