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Livermore
ZHEN

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.

Institutional holdersQ4 2024: 271 institutions
Q1 2021: 150 institutionsQ2 2021: 176 institutionsQ3 2021: 167 institutionsQ4 2021: 169 institutionsQ1 2022: 176 institutionsQ2 2022: 163 institutionsQ3 2022: 157 institutionsQ4 2022: 158 institutionsQ1 2023: 148 institutionsQ2 2023: 181 institutionsQ3 2023: 179 institutionsQ4 2023: 195 institutionsQ1 2024: 205 institutionsQ2 2024: 224 institutionsQ3 2024: 233 institutionsQ4 2024: 271 institutionsQ1 2025: 256 institutionsQ2 2025: 247 institutionsQ3 2025: 269 institutionsQ4 2025: 288 institutionsQ1 2026: 312 institutionsQ2 2026: 312 institutions
Value heldQ4 2024: $1.37B
Q1 2021: $659.1MQ2 2021: $659.7MQ3 2021: $588.7MQ4 2021: $642.4MQ1 2022: $634.9MQ2 2022: $560.7MQ3 2022: $517.7MQ4 2022: $606.6MQ1 2023: $632.3MQ2 2023: $720.3MQ3 2023: $748.8MQ4 2023: $792.0MQ1 2024: $1.05BQ2 2024: $1.16BQ3 2024: $1.23BQ4 2024: $1.37BQ1 2025: $1.15BQ2 2025: $1.48BQ3 2025: $2.15BQ4 2025: $1.93BQ1 2026: $2.35BQ2 2026: $2.71B
Institutions holding WT and their total value by quarter
QuarterHoldersValue
Q2 2026312$2.71B
Q1 2026312$2.35B
Q4 2025288$1.93B
Q3 2025269$2.15B
Q2 2025247$1.48B
Q1 2025256$1.15B
Q4 2024271$1.37B
Q3 2024233$1.23B
Q2 2024224$1.16B
Q1 2024205$1.05B
Q4 2023195$792.0M
Q3 2023179$748.8M
Q2 2023181$720.3M
Q1 2023148$632.3M
Q4 2022158$606.6M
Q3 2022157$517.7M
Q2 2022163$560.7M
Q1 2022176$634.9M
Q4 2021169$642.4M
Q3 2021167$588.7M
Q2 2021176$659.7M
Q1 2021150$659.1M

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q3 2024.

Institutions holding WT in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Legato Capital Management LLC108,847$1.14M0.15%+8,044+8.0%Added
SRN Advisors, LLC106,000$1.11M0.99%+53,684+102.6%Added
Susquehanna International Group, LLP105,215$1.10M0.00%+86,895+474.3%Added
Creative Planning101,583$1.07M0.00%+101,583New
Level Four Advisory Services, LLC98,807$1.04M0.04%+23,095+30.5%Added
Wakefield Asset Management LLLP98,320$1.03M0.35%−525−0.5%Reduced
Susquehanna Fundamental Investments, LLC96,175$1.01M0.02%+96,175New
Advisor Group Holdings, Inc.94,960$997.1K0.00%+49,623+109.5%Added
Y-Intercept (Hong Kong) Ltd93,269$979.3K0.07%+93,269New
Thrivent Financial for Lutherans88,450$929.0K0.00%−5,023−5.4%Reduced
Franklin Resources Inc87,839$922.3K0.00%00.0%Unchanged
Norges Bank87,466$918.4K0.00%00.0%Unchanged
James Investment Research Inc86,446$907.7K0.11%+6,726+8.4%Added
Man Group plc86,392$907.1K0.00%+64,669+297.7%Added
Aquatic Capital Management LLC85,616$899.0K0.02%−11,184−11.6%Reduced
MetLife Investment Management84,305$885.2K0.00%+10,548+14.3%Added
XTX Topco Ltd81,545$856.2K0.07%+9,472+13.1%Added
Quest Partners LLC80,865$849.1K0.11%+43,177+114.6%Added
Mirae Asset Global ETFs Holdings Ltd.79,343$833.1K0.00%+2,709+3.5%Added
Mackenzie Financial Corp77,764$816.5K0.00%+56,552+266.6%Added
M&T Bank Corp77,518$814.0K0.00%−29,060−27.3%Reduced
Point72 Asset Management, L.P.74,500$782.3K0.00%−118,524−61.4%Reduced
Truist Financial Corp73,579$772.6K0.00%+43,293+142.9%Added
Corebridge Financial, Inc.73,406$770.8K0.00%−5,879−7.4%Reduced
Jump Financial, LLC71,889$754.8K0.02%−83,341−53.7%Reduced
Main Management ETF Advisors, LLC71,200$748.0K0.03%−6,400−8.2%Reduced
Cetera Investment Advisers69,779$732.7K0.00%+13,237+23.4%Added
North Star Investment Management Corp.69,313$727.8K0.05%+35,000+102.0%Added
CoreCap Advisors, LLC66,954$703.0K0.03%+66,954New
Oppenheimer & Co Inc66,691$700.3K0.01%+33,191+99.1%Added
SG Americas Securities, LLC66,552$699.0K0.00%+28,354+74.2%Added
Manufacturers Life Insurance Company, The66,396$697.2K0.00%−3,112−4.5%Reduced
Nebula Research & Development LLC65,993$692.9K0.08%+50,713+331.9%Added
Illinois Municipal Retirement Fund65,395$686.6K0.01%+2,733+4.4%Added
State of Alaska, Department of Revenue65,034$682.0K0.01%−2,890−4.3%Reduced
State Board of Administration of Florida Retirement System63,973$671.7K0.00%−37,067−36.7%Reduced
Algert Global LLC63,923$671.2K0.02%+63,923New
Gsa Capital Partners LLP62,472$656.0K0.05%+29,165+87.6%Added
Campbell & CO Investment Adviser LLC60,613$636.4K0.05%+60,613New
Point72 (DIFC) Ltd59,193$621.5K0.06%+13,568+29.7%Added
Amundi63,148$607.5K0.00%+34,323+119.1%Added
Louisiana State Employees Retirement System55,300$580.6K0.01%−2,200−3.8%Reduced
Twinbeech Capital LP54,479$572.0K0.01%+54,479New
Intech Investment Management LLC54,268$569.8K0.01%+19,763+57.3%Added
Acadian Asset Management LLC49,496$519.0K0.00%+37,048+297.6%Added
Levin Capital Strategies, L.P.46,519$488.4K0.05%+11,129+31.4%Added
Yousif Capital Management, LLC43,745$459.3K0.01%−1,284−2.9%Reduced
Benjamin Edwards Inc42,881$450.3K0.01%+12,126+39.4%Added
Entropy Technologies, LP42,198$443.1K0.05%+42,198New
Sheaff Brock Investment Advisors, LLC41,753$438.4K0.04%+3,206+8.3%Added
ProShare Advisors LLC41,555$436.3K0.00%−15,857−27.6%Reduced
Dynamic Technology Lab Private Ltd41,426$435.0K0.07%−73,863−64.1%Reduced
Impact Partnership Wealth, LLC41,084$431.4K0.09%+6,617+19.2%Added
Comerica Bank40,372$423.9K0.00%−1,652−3.9%Reduced
Foundry Partners, LLC40,146$421.5K0.02%+26,296+189.9%Added
Maryland State Retirement & Pension System38,536$404.6K0.01%−1,659−4.1%Reduced
Tobam38,178$401.0K0.12%+14,473+61.1%Added
Alps Advisors Inc36,475$383.0K0.00%−500−1.4%Reduced
Militia Capital Partners, LP35,200$369.6K0.17%+35,200New
Weiss Asset Management LP34,817$365.6K0.01%+34,817New
Alberta Investment Management Corp34,634$363.7K0.00%00.0%Unchanged
Amalgamated Bank34,266$360.0K0.00%−1,757−4.9%Reduced
NorthCrest Asset Manangement, LLC33,962$356.6K0.01%+35+0.1%Added
Arizona State Retirement System33,934$356.3K0.00%−1,038−3.0%Reduced
Aigen Investment Management, LP32,402$340.2K0.06%−24,758−43.3%Reduced
Pinnacle Wealth Planning Services, Inc.32,105$337.1K0.05%−3,558−10.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)30,451$319.7K0.00%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey29,918$314.1K0.00%+29,918New
EntryPoint Capital, LLC29,622$311.0K0.13%+1,870+6.7%Added
Park Avenue Securities LLC29,015$305.0K0.00%+18,495+175.8%Added
Crestline Management, LP29,017$304.7K0.01%+13,678+89.2%Added
Corton Capital Inc.28,985$304.3K0.17%+28,985New
State of Tennessee, Treasury Department27,472$288.5K0.00%−1,203−4.2%Reduced
Petrus Trust Company, LTA27,327$286.9K0.03%00.0%Unchanged
Oregon Public Employees Retirement Fund26,956$283.0K0.01%−1,100−3.9%Reduced
Toth Financial Advisory Corp26,500$278.3K0.03%+26,500New
Centiva Capital, LP26,466$277.9K0.01%+26,466New
State of Wyoming25,980$272.8K0.03%−18,082−41.0%Reduced
Jain Global LLC25,111$263.7K0.01%+25,111New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys24,429$256.5K0.00%−1,013−4.0%Reduced
The PNC Financial Services Group, Inc.23,923$251.2K0.00%−2,002−7.7%Reduced
Keebeck Alpha, LP22,778$239.2K0.25%−2,282−9.1%Reduced
KLP Kapitalforvaltning AS22,300$234.2K0.00%+22,300New
Capital Management Corp22,200$233.1K0.04%00.0%Unchanged
Everence Capital Management Inc21,350$224.0K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)20,895$219.4K0.00%+10,356+98.3%Added
Public Employees Retirement Association of Colorado20,529$216.0K0.00%−1,935−8.6%Reduced
AssuredPartners Investment Advisors, LLC20,334$213.5K0.04%+20,334New
Bank of Montreal18,702$196.4K0.00%+1,951+11.6%Added
Pictet Asset Management Holding SA18,232$191.4K0.00%00.0%Unchanged
Prelude Capital Management, LLC18,222$191.3K0.02%−6,838−27.3%Reduced
Bridgefront Capital, LLC17,825$187.2K0.06%−2,619−12.8%Reduced
Mutual of America Capital Management LLC17,334$182.0K0.00%−568−3.2%Reduced
SMH Capital Advisors Inc17,275$181.4K0.44%−122−0.7%Reduced
Group One Trading, L.P.17,193$180.5K0.01%+17,193New
Pathstone Holdings, LLC17,150$180.1K0.00%−1,829−9.6%Reduced
Envestnet Portfolio Solutions, Inc.16,353$171.7K0.00%+16,353New
Bayesian Capital Management, LP16,279$170.9K0.02%+16,279New
Eqis Capital Management, Inc.15,839$166.3K0.01%−1,586−9.1%Reduced
Navellier & Associates Inc15,226$159.9K0.02%+1,556+11.4%Added