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 |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $0 | 0.00% | +1+7.7% | Added |
| Skopos Labs, Inc. | 2 | $11 | 0.00% | +2 | New |
| True Wealth Design, LLC | 5 | $53 | 0.00% | +5 | New |
| Elequin Capital LP | 11 | $116 | 0.00% | −1,502−99.3% | Reduced |
| IFP Advisors, Inc | 18 | $189 | 0.00% | +18 | New |
| Abound Wealth Management | 20 | $210 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 21 | $221 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 54 | $562 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 90 | $945 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 90 | $945 | 0.00% | +90 | New |
| Picton Mahoney Asset Management | 120 | $1.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 96 | $1.01K | 0.00% | +96 | New |
| Massmutual Trust Co FSB | 106 | $1.11K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 117 | $1.23K | 0.00% | +117 | New |
| Headlands Technologies LLC | 121 | $1.27K | 0.00% | +121 | New |
| Fifth Third Bancorp | 136 | $1.43K | 0.00% | +18+15.3% | Added |
| Sterling Capital Management LLC | 141 | $1.48K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 150 | $1.57K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 150 | $1.57K | 0.00% | +150 | New |
| Huntington National Bank | 181 | $1.96K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 201 | $2.11K | 0.00% | +201 | New |
| Umb Bank N A | 272 | $2.86K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 240 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 287 | $3.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 304 | $3.19K | 0.00% | +304 | New |
| SBI Securities Co., Ltd. | 352 | $3.70K | 0.00% | +352 | New |
| Allworth Financial LP | 400 | $3.96K | 0.00% | +335+515.4% | Added |
| Ronald Blue Trust, Inc. | 400 | $4.20K | 0.00% | +250+166.7% | Added |
| Venturi Wealth Management, LLC | 480 | $5.04K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 523 | $5.49K | 0.00% | +137+35.5% | Added |
| Adirondack Trust Co | 600 | $6.30K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 676 | $7.10K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 814 | $8.54K | 0.00% | +14+1.8% | Added |
| ORG Partners LLC | 1,000 | $10.5K | 0.00% | +1,000 | New |
| Caitong International Asset Management Co., Ltd | 1,095 | $11.5K | 0.01% | +1,095 | New |
| Versant Capital Management, Inc | 1,282 | $13.5K | 0.00% | −263−17.0% | Reduced |
| Manchester Capital Management LLC | 1,351 | $14.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,500 | $15.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,516 | $15.9K | 0.00% | +3+0.2% | Added |
| R Squared Ltd | 1,600 | $16.8K | 0.02% | +1,600 | New |
| Northwestern Mutual Wealth Management Co | 1,606 | $16.9K | 0.00% | +1,606 | New |
| Whittier Trust Co | 1,631 | $17.1K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,800 | $18.9K | 0.01% | +1,800 | New |
| Federation des caisses Desjardins du Quebec | 2,430 | $25.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,799 | $29.4K | 0.01% | +2,650+1,778.5% | Added |
| First Horizon Advisors, Inc. | 3,279 | $34.4K | 0.00% | −178−5.1% | Reduced |
| Smartleaf Asset Management LLC | 3,793 | $39.4K | 0.00% | +2,405+173.3% | Added |
| Federated Hermes, Inc. | 4,705 | $49.4K | 0.00% | +1,777+60.7% | Added |
| CWM, LLC | 4,721 | $50.0K | 0.00% | +526+12.5% | Added |
| GAMMA Investing LLC | 4,873 | $51.2K | 0.00% | +819+20.2% | Added |
| Proequities, Inc. | 5,965 | $59.1K | 0.00% | +4,652+354.3% | Added |
| Stonebridge Financial Group, LLC | 5,713 | $60.0K | 0.01% | +5,713 | New |
| Royal Bank of Canada | 7,805 | $82.0K | 0.00% | −10,149−56.5% | Reduced |
| KBC Group NV | 7,792 | $82.0K | 0.00% | +2,540+48.4% | Added |
| Lord, Abbett & Co. LLC | 10,000 | $105.0K | 0.00% | +10,000 | New |
| Xponance, Inc. | 10,043 | $105.5K | 0.00% | +10,043 | New |
| Miracle Mile Advisors, LLC | 10,151 | $106.6K | 0.00% | +27+0.3% | Added |
| Allianz Asset Management GmbH | 10,300 | $108.2K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 10,331 | $108.5K | 0.02% | +10,331 | New |
| Cooper Financial Group | 10,581 | $111.1K | 0.01% | +10,581 | New |
| SEI Investments Co | 11,073 | $116.3K | 0.00% | +973+9.6% | Added |
| JGP Wealth Management, LLC | 11,828 | $124.2K | 0.02% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 11,854 | $124.5K | 0.11% | +11,854 | New |
| LPL Financial LLC | 12,601 | $132.3K | 0.00% | +12,601 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 12,777 | $134.2K | 0.04% | +12,777 | New |
| Principal Securities, Inc. | 12,858 | $135.0K | 0.00% | +7,633+146.1% | Added |
| CIBC World Markets Corp | 13,058 | $137.1K | 0.00% | +13,058 | New |
| Axq Capital, LP | 13,271 | $139.3K | 0.06% | +2,465+22.8% | Added |
| Ameritas Investment Partners, Inc. | 13,617 | $143.0K | 0.00% | 00.0% | Unchanged |
| Sciencast Management LP | 14,659 | $153.9K | 0.04% | +14,659 | New |
| Caxton Associates LP | 14,764 | $155.0K | 0.00% | +14,764 | New |
| Navellier & Associates Inc | 15,226 | $159.9K | 0.02% | +1,556+11.4% | Added |
| Eqis Capital Management, Inc. | 15,839 | $166.3K | 0.01% | −1,586−9.1% | Reduced |
| Bayesian Capital Management, LP | 16,279 | $170.9K | 0.02% | +16,279 | New |
| Envestnet Portfolio Solutions, Inc. | 16,353 | $171.7K | 0.00% | +16,353 | New |
| Pathstone Holdings, LLC | 17,150 | $180.1K | 0.00% | −1,829−9.6% | Reduced |
| Group One Trading, L.P. | 17,193 | $180.5K | 0.01% | +17,193 | New |
| SMH Capital Advisors Inc | 17,275 | $181.4K | 0.44% | −122−0.7% | Reduced |
| Mutual of America Capital Management LLC | 17,334 | $182.0K | 0.00% | −568−3.2% | Reduced |
| Bridgefront Capital, LLC | 17,825 | $187.2K | 0.06% | −2,619−12.8% | Reduced |
| Prelude Capital Management, LLC | 18,222 | $191.3K | 0.02% | −6,838−27.3% | Reduced |
| Pictet Asset Management Holding SA | 18,232 | $191.4K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 18,702 | $196.4K | 0.00% | +1,951+11.6% | Added |
| AssuredPartners Investment Advisors, LLC | 20,334 | $213.5K | 0.04% | +20,334 | New |
| Public Employees Retirement Association of Colorado | 20,529 | $216.0K | 0.00% | −1,935−8.6% | Reduced |
| Tower Research Capital LLC (TRC) | 20,895 | $219.4K | 0.00% | +10,356+98.3% | Added |
| Everence Capital Management Inc | 21,350 | $224.0K | 0.01% | 00.0% | Unchanged |
| Capital Management Corp | 22,200 | $233.1K | 0.04% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 22,300 | $234.2K | 0.00% | +22,300 | New |
| Keebeck Alpha, LP | 22,778 | $239.2K | 0.25% | −2,282−9.1% | Reduced |
| The PNC Financial Services Group, Inc. | 23,923 | $251.2K | 0.00% | −2,002−7.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,429 | $256.5K | 0.00% | −1,013−4.0% | Reduced |
| Jain Global LLC | 25,111 | $263.7K | 0.01% | +25,111 | New |
| State of Wyoming | 25,980 | $272.8K | 0.03% | −18,082−41.0% | Reduced |
| Centiva Capital, LP | 26,466 | $277.9K | 0.01% | +26,466 | New |
| Toth Financial Advisory Corp | 26,500 | $278.3K | 0.03% | +26,500 | New |
| Oregon Public Employees Retirement Fund | 26,956 | $283.0K | 0.01% | −1,100−3.9% | Reduced |
| Petrus Trust Company, LTA | 27,327 | $286.9K | 0.03% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 27,472 | $288.5K | 0.00% | −1,203−4.2% | Reduced |
| Corton Capital Inc. | 28,985 | $304.3K | 0.17% | +28,985 | New |