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 |
|---|---|---|---|---|---|
| Swiss National Bank | 229,900 | $2.41M | 0.00% | −9,000−3.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 232,066 | $2.44M | 0.02% | −17,183−6.9% | Reduced |
| Rothschild Investment LLC | 244,763 | $2.57M | 0.17% | +16,602+7.3% | Added |
| Tudor Investment Corp Et Al | 245,325 | $2.58M | 0.03% | +245,325 | New |
| Trexquant Investment LP | 257,523 | $2.70M | 0.03% | +257,523 | New |
| Quantbot Technologies LP | 263,456 | $2.77M | 0.10% | +13,439+5.4% | Added |
| Marshall Wace, LLP | 264,016 | $2.77M | 0.00% | −109,928−29.4% | Reduced |
| D. E. Shaw & Co., Inc. | 270,679 | $2.84M | 0.00% | +270,679 | New |
| Barclays PLC | 272,380 | $2.86M | 0.00% | +3,712+1.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 279,275 | $2.93M | 0.01% | +279,275 | New |
| HRT Financial LP | 282,699 | $2.97M | 0.02% | +282,699 | New |
| Public Sector Pension Investment Board | 285,144 | $2.99M | 0.01% | +32,576+12.9% | Added |
| Bank of America Corp | 313,859 | $3.30M | 0.00% | +151,926+93.8% | Added |
| Deutsche Bank AG | 316,477 | $3.32M | 0.00% | +39,434+14.2% | Added |
| Credit Agricole S A | 318,578 | $3.35M | 0.01% | +213,774+204.0% | Added |
| American Century Companies Inc | 332,404 | $3.49M | 0.00% | +41,737+14.4% | Added |
| Legal & General Group Plc | 343,417 | $3.61M | 0.00% | +6,114+1.8% | Added |
| Ameriprise Financial Inc | 353,250 | $3.71M | 0.00% | +34,670+10.9% | Added |
| First Trust Advisors LP | 365,138 | $3.83M | 0.00% | −135,151−27.0% | Reduced |
| Rhumbline Advisers | 365,563 | $3.84M | 0.00% | −7,443−2.0% | Reduced |
| Nordea Investment Management AB | 391,208 | $4.10M | 0.00% | +9,912+2.6% | Added |
| Raymond James Financial Inc | 405,946 | $4.26M | 0.00% | +405,946 | New |
| Balyasny Asset Management LLC | 418,424 | $4.39M | 0.01% | +11,001+2.7% | Added |
| Danske Bank A/S | 438,490 | $4.60M | 0.01% | +438,490 | New |
| UBS Asset Management Americas Inc | 444,588 | $4.67M | 0.00% | +32,509+7.9% | Added |
| Voya Investment Management LLC | 456,947 | $4.80M | 0.00% | −45,493−9.1% | Reduced |
| Toroso Investments, LLC | 458,923 | $4.82M | 0.04% | +16,161+3.7% | Added |
| Edgestream Partners, L.P. | 468,117 | $4.92M | 0.21% | +389,945+498.8% | Added |
| AQR Capital Management LLC | 531,135 | $5.58M | 0.01% | −108,005−16.9% | Reduced |
| Envestnet Asset Management Inc | 534,726 | $5.61M | 0.00% | +335,636+168.6% | Added |
| Kennedy Capital Management, Inc. | 545,505 | $5.73M | 0.13% | +239,939+78.5% | Added |
| Crawford Fund Management, LLC | 559,874 | $5.88M | 3.94% | +60,000+12.0% | Added |
| Phase 2 Partners, LLC | 591,129 | $6.21M | 4.66% | −41,384−6.5% | Reduced |
| Squarepoint Ops LLC | 617,476 | $6.48M | 0.02% | +316,223+105.0% | Added |
| UBS Group AG | 674,278 | $7.08M | 0.00% | +405,876+151.2% | Added |
| BNP Paribas Arbitrage, SA | 714,010 | $7.50M | 0.01% | +558,392+358.8% | Added |
| Arrowstreet Capital, Limited Partnership | 722,586 | $7.59M | 0.01% | +472,505+188.9% | Added |
| Nicholas Investment Partners, LP | 726,427 | $7.63M | 0.67% | +31,446+4.5% | Added |
| Principal Financial Group Inc | 728,345 | $7.65M | 0.00% | +19,503+2.8% | Added |
| FMR LLC | 870,834 | $9.14M | 0.00% | −1,988,239−69.5% | Reduced |
| JPMorgan Chase & Co | 880,489 | $9.25M | 0.00% | +538,385+157.4% | Added |
| Price T Rowe Associates Inc | 916,657 | $9.63M | 0.00% | +265,687+40.8% | Added |
| Kornitzer Capital Management Inc | 917,830 | $9.64M | 0.19% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 987,187 | $10.4M | 0.17% | +366,303+59.0% | Added |
| ExodusPoint Capital Management, LP | 1,162,993 | $12.2M | 0.13% | +651,121+127.2% | Added |
| Renaissance Technologies LLC | 1,184,007 | $12.4M | 0.02% | −328,072−21.7% | Reduced |
| Voloridge Investment Management, LLC | 1,194,288 | $12.5M | 0.04% | +243,589+25.6% | Added |
| Two Sigma Advisers, LP | 1,237,000 | $13.0M | 0.03% | +334,400+37.0% | Added |
| Nuveen Asset Management, LLC | 1,270,963 | $13.3M | 0.00% | +741,134+139.9% | Added |
| Charles Schwab Investment Management Inc | 1,310,899 | $13.8M | 0.00% | +119,762+10.1% | Added |
| Qube Research & Technologies Ltd | 1,403,452 | $14.7M | 0.02% | +1,169,507+499.9% | Added |
| Northern Trust Corp | 1,440,197 | $15.1M | 0.00% | +15,489+1.1% | Added |
| Two Sigma Investments, LP | 1,500,371 | $15.8M | 0.04% | +142,226+10.5% | Added |
| Goldman Sachs Group Inc | 1,564,942 | $16.4M | 0.00% | +1,050,106+204.0% | Added |
| Citadel Advisors LLC | 1,781,620 | $18.7M | 0.02% | +939,499+111.6% | Added |
| Macquarie Group Ltd | 1,813,984 | $19.0M | 0.02% | −7,754−0.4% | Reduced |
| Janus Henderson Group PLC | 1,921,003 | $20.2M | 0.01% | −105,234−5.2% | Reduced |
| Millennium Management LLC | 2,031,534 | $21.3M | 0.02% | +1,710,409+532.6% | Added |
| Bank of New York Mellon Corp | 2,108,768 | $22.1M | 0.00% | −490,769−18.9% | Reduced |
| Morgan Stanley | 2,216,125 | $23.3M | 0.00% | +546,123+32.7% | Added |
| Victory Capital Management Inc | 2,326,388 | $24.4M | 0.02% | −6,374−0.3% | Reduced |
| Geode Capital Management, LLC | 2,872,974 | $30.2M | 0.00% | −41,077−1.4% | Reduced |
| Wellington Management Group LLP | 3,007,206 | $31.6M | 0.01% | −1,367,489−31.3% | Reduced |
| Massachusetts Financial Services Co | 3,685,098 | $38.7M | 0.01% | −837,274−18.5% | Reduced |
| Dimensional Fund Advisors LP | 3,948,644 | $41.5M | 0.01% | −141,841−3.5% | Reduced |
| Invesco Ltd. | 4,036,357 | $42.4M | 0.01% | −131,466−3.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 4,971,505 | $52.2M | 0.70% | −2,088,207−29.6% | Reduced |
| State Street Corp | 5,829,423 | $61.2M | 0.00% | +150,518+2.7% | Added |
| Azora Capital LP | 10,576,624 | $111.1M | 4.99% | −32,953−0.3% | Reduced |
| Vanguard Group Inc | 14,970,013 | $157.2M | 0.00% | −634,829−4.1% | Reduced |
| BlackRock, Inc. | 18,776,417 | $197.2M | 0.00% | −326,382−1.7% | Reduced |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −485,648−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −54,377−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −40,769−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −24,764−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −19,462−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −18,322−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −15,260−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −13,400−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,335−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −2,701−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,126−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −337−100.0% | Sold out |
| Westend Capital Management, LLC | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −187−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| Abich Financial Wealth Management LLC | – | – | – | – | Not filed |