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 |
|---|---|---|---|---|---|
| Crestline Management, LP | 29,017 | $304.7K | 0.01% | +13,678+89.2% | Added |
| Park Avenue Securities LLC | 29,015 | $305.0K | 0.00% | +18,495+175.8% | Added |
| EntryPoint Capital, LLC | 29,622 | $311.0K | 0.13% | +1,870+6.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 29,918 | $314.1K | 0.00% | +29,918 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,451 | $319.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 32,105 | $337.1K | 0.05% | −3,558−10.0% | Reduced |
| Aigen Investment Management, LP | 32,402 | $340.2K | 0.06% | −24,758−43.3% | Reduced |
| Arizona State Retirement System | 33,934 | $356.3K | 0.00% | −1,038−3.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 33,962 | $356.6K | 0.01% | +35+0.1% | Added |
| Amalgamated Bank | 34,266 | $360.0K | 0.00% | −1,757−4.9% | Reduced |
| Alberta Investment Management Corp | 34,634 | $363.7K | 0.00% | 00.0% | Unchanged |
| Weiss Asset Management LP | 34,817 | $365.6K | 0.01% | +34,817 | New |
| Militia Capital Partners, LP | 35,200 | $369.6K | 0.17% | +35,200 | New |
| Alps Advisors Inc | 36,475 | $383.0K | 0.00% | −500−1.4% | Reduced |
| Tobam | 38,178 | $401.0K | 0.12% | +14,473+61.1% | Added |
| Maryland State Retirement & Pension System | 38,536 | $404.6K | 0.01% | −1,659−4.1% | Reduced |
| Foundry Partners, LLC | 40,146 | $421.5K | 0.02% | +26,296+189.9% | Added |
| Comerica Bank | 40,372 | $423.9K | 0.00% | −1,652−3.9% | Reduced |
| Impact Partnership Wealth, LLC | 41,084 | $431.4K | 0.09% | +6,617+19.2% | Added |
| Dynamic Technology Lab Private Ltd | 41,426 | $435.0K | 0.07% | −73,863−64.1% | Reduced |
| ProShare Advisors LLC | 41,555 | $436.3K | 0.00% | −15,857−27.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 41,753 | $438.4K | 0.04% | +3,206+8.3% | Added |
| Entropy Technologies, LP | 42,198 | $443.1K | 0.05% | +42,198 | New |
| Benjamin Edwards Inc | 42,881 | $450.3K | 0.01% | +12,126+39.4% | Added |
| Yousif Capital Management, LLC | 43,745 | $459.3K | 0.01% | −1,284−2.9% | Reduced |
| Levin Capital Strategies, L.P. | 46,519 | $488.4K | 0.05% | +11,129+31.4% | Added |
| Acadian Asset Management LLC | 49,496 | $519.0K | 0.00% | +37,048+297.6% | Added |
| Intech Investment Management LLC | 54,268 | $569.8K | 0.01% | +19,763+57.3% | Added |
| Twinbeech Capital LP | 54,479 | $572.0K | 0.01% | +54,479 | New |
| Louisiana State Employees Retirement System | 55,300 | $580.6K | 0.01% | −2,200−3.8% | Reduced |
| Amundi | 63,148 | $607.5K | 0.00% | +34,323+119.1% | Added |
| Point72 (DIFC) Ltd | 59,193 | $621.5K | 0.06% | +13,568+29.7% | Added |
| Campbell & CO Investment Adviser LLC | 60,613 | $636.4K | 0.05% | +60,613 | New |
| Gsa Capital Partners LLP | 62,472 | $656.0K | 0.05% | +29,165+87.6% | Added |
| Algert Global LLC | 63,923 | $671.2K | 0.02% | +63,923 | New |
| State Board of Administration of Florida Retirement System | 63,973 | $671.7K | 0.00% | −37,067−36.7% | Reduced |
| State of Alaska, Department of Revenue | 65,034 | $682.0K | 0.01% | −2,890−4.3% | Reduced |
| Illinois Municipal Retirement Fund | 65,395 | $686.6K | 0.01% | +2,733+4.4% | Added |
| Nebula Research & Development LLC | 65,993 | $692.9K | 0.08% | +50,713+331.9% | Added |
| Manufacturers Life Insurance Company, The | 66,396 | $697.2K | 0.00% | −3,112−4.5% | Reduced |
| SG Americas Securities, LLC | 66,552 | $699.0K | 0.00% | +28,354+74.2% | Added |
| Oppenheimer & Co Inc | 66,691 | $700.3K | 0.01% | +33,191+99.1% | Added |
| CoreCap Advisors, LLC | 66,954 | $703.0K | 0.03% | +66,954 | New |
| North Star Investment Management Corp. | 69,313 | $727.8K | 0.05% | +35,000+102.0% | Added |
| Cetera Investment Advisers | 69,779 | $732.7K | 0.00% | +13,237+23.4% | Added |
| Main Management ETF Advisors, LLC | 71,200 | $748.0K | 0.03% | −6,400−8.2% | Reduced |
| Jump Financial, LLC | 71,889 | $754.8K | 0.02% | −83,341−53.7% | Reduced |
| Corebridge Financial, Inc. | 73,406 | $770.8K | 0.00% | −5,879−7.4% | Reduced |
| Truist Financial Corp | 73,579 | $772.6K | 0.00% | +43,293+142.9% | Added |
| Point72 Asset Management, L.P. | 74,500 | $782.3K | 0.00% | −118,524−61.4% | Reduced |
| M&T Bank Corp | 77,518 | $814.0K | 0.00% | −29,060−27.3% | Reduced |
| Mackenzie Financial Corp | 77,764 | $816.5K | 0.00% | +56,552+266.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 79,343 | $833.1K | 0.00% | +2,709+3.5% | Added |
| Quest Partners LLC | 80,865 | $849.1K | 0.11% | +43,177+114.6% | Added |
| XTX Topco Ltd | 81,545 | $856.2K | 0.07% | +9,472+13.1% | Added |
| MetLife Investment Management | 84,305 | $885.2K | 0.00% | +10,548+14.3% | Added |
| Aquatic Capital Management LLC | 85,616 | $899.0K | 0.02% | −11,184−11.6% | Reduced |
| Man Group plc | 86,392 | $907.1K | 0.00% | +64,669+297.7% | Added |
| James Investment Research Inc | 86,446 | $907.7K | 0.11% | +6,726+8.4% | Added |
| Norges Bank | 87,466 | $918.4K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 87,839 | $922.3K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 88,450 | $929.0K | 0.00% | −5,023−5.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 93,269 | $979.3K | 0.07% | +93,269 | New |
| Advisor Group Holdings, Inc. | 94,960 | $997.1K | 0.00% | +49,623+109.5% | Added |
| Susquehanna Fundamental Investments, LLC | 96,175 | $1.01M | 0.02% | +96,175 | New |
| Wakefield Asset Management LLLP | 98,320 | $1.03M | 0.35% | −525−0.5% | Reduced |
| Level Four Advisory Services, LLC | 98,807 | $1.04M | 0.04% | +23,095+30.5% | Added |
| Creative Planning | 101,583 | $1.07M | 0.00% | +101,583 | New |
| Susquehanna International Group, LLP | 105,215 | $1.10M | 0.00% | +86,895+474.3% | Added |
| SRN Advisors, LLC | 106,000 | $1.11M | 0.99% | +53,684+102.6% | Added |
| Legato Capital Management LLC | 108,847 | $1.14M | 0.15% | +8,044+8.0% | Added |
| Gabelli Funds LLC | 109,717 | $1.15M | 0.01% | +89,717+448.6% | Added |
| California State Teachers Retirement System | 110,954 | $1.17M | 0.00% | −5,293−4.6% | Reduced |
| Fisher Asset Management, LLC | 111,632 | $1.17M | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 112,295 | $1.18M | 0.00% | +77,489+222.6% | Added |
| Schonfeld Strategic Advisors LLC | 114,200 | $1.20M | 0.01% | +88,400+342.6% | Added |
| Stifel Financial Corp | 114,405 | $1.20M | 0.00% | +35,397+44.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 118,110 | $1.24M | 0.00% | −94,315−44.4% | Reduced |
| Globeflex Capital L P | 120,684 | $1.27M | 0.11% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 123,888 | $1.30M | 0.64% | +123,888 | New |
| MML Investors Services, LLC | 127,211 | $1.34M | 0.00% | +82,165+182.4% | Added |
| Prudential Financial Inc | 127,433 | $1.34M | 0.00% | −12,700−9.1% | Reduced |
| Engineers Gate Manager LP | 128,242 | $1.35M | 0.02% | +39,862+45.1% | Added |
| Caas Capital Management LP | 129,184 | $1.36M | 1.12% | +54,863+73.8% | Added |
| Verition Fund Management LLC | 132,419 | $1.39M | 0.01% | +89,867+211.2% | Added |
| State of Wisconsin Investment Board | 137,833 | $1.45M | 0.00% | +22,550+19.6% | Added |
| Great West Life Assurance Co | 141,336 | $1.48M | 0.00% | −11,358−7.4% | Reduced |
| Options Solutions, LLC | 142,369 | $1.49M | 0.67% | +15,490+12.2% | Added |
| Alliancebernstein L.P. | 151,246 | $1.59M | 0.00% | +360.0% | Added |
| New York State Common Retirement Fund | 161,193 | $1.69M | 0.00% | +4,800+3.1% | Added |
| Jackson Creek Investment Advisors LLC | 175,681 | $1.84M | 0.56% | −5,458−3.0% | Reduced |
| Caitlin John, LLC | 176,052 | $1.85M | 1.26% | +4,936+2.9% | Added |
| Canada Pension Plan Investment Board | 176,400 | $1.85M | 0.00% | +176,400 | New |
| Citigroup Inc | 185,290 | $1.95M | 0.00% | −4,726−2.5% | Reduced |
| Graham Capital Management, L.P. | 192,024 | $2.02M | 0.06% | +83,243+76.5% | Added |
| Wells Fargo & Company | 192,868 | $2.03M | 0.00% | +28,497+17.3% | Added |
| Jane Street Group, LLC | 197,321 | $2.07M | 0.00% | +109,062+123.6% | Added |
| Horizon Kinetics Asset Management LLC | 204,338 | $2.15M | 0.03% | −1,964−1.0% | Reduced |
| New York State Teachers Retirement System | 213,380 | $2.24M | 0.00% | +175+0.1% | Added |
| Los Angeles Capital Management LLC | 225,968 | $2.37M | 0.01% | +193,207+589.7% | Added |