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 |
|---|---|---|---|---|---|
| Caxton Associates LP | 14,764 | $155.0K | 0.00% | +14,764 | New |
| Sciencast Management LP | 14,659 | $153.9K | 0.04% | +14,659 | New |
| Ameritas Investment Partners, Inc. | 13,617 | $143.0K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 13,271 | $139.3K | 0.06% | +2,465+22.8% | Added |
| CIBC World Markets Corp | 13,058 | $137.1K | 0.00% | +13,058 | New |
| Principal Securities, Inc. | 12,858 | $135.0K | 0.00% | +7,633+146.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 12,777 | $134.2K | 0.04% | +12,777 | New |
| LPL Financial LLC | 12,601 | $132.3K | 0.00% | +12,601 | New |
| PharVision Advisers, LLC | 11,854 | $124.5K | 0.11% | +11,854 | New |
| JGP Wealth Management, LLC | 11,828 | $124.2K | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 11,073 | $116.3K | 0.00% | +973+9.6% | Added |
| Cooper Financial Group | 10,581 | $111.1K | 0.01% | +10,581 | New |
| Dark Forest Capital Management LP | 10,331 | $108.5K | 0.02% | +10,331 | New |
| Allianz Asset Management GmbH | 10,300 | $108.2K | 0.00% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 10,151 | $106.6K | 0.00% | +27+0.3% | Added |
| Xponance, Inc. | 10,043 | $105.5K | 0.00% | +10,043 | New |
| Lord, Abbett & Co. LLC | 10,000 | $105.0K | 0.00% | +10,000 | 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 |
| Stonebridge Financial Group, LLC | 5,713 | $60.0K | 0.01% | +5,713 | New |
| Proequities, Inc. | 5,965 | $59.1K | 0.00% | +4,652+354.3% | Added |
| GAMMA Investing LLC | 4,873 | $51.2K | 0.00% | +819+20.2% | Added |
| CWM, LLC | 4,721 | $50.0K | 0.00% | +526+12.5% | Added |
| Federated Hermes, Inc. | 4,705 | $49.4K | 0.00% | +1,777+60.7% | Added |
| Smartleaf Asset Management LLC | 3,793 | $39.4K | 0.00% | +2,405+173.3% | Added |
| First Horizon Advisors, Inc. | 3,279 | $34.4K | 0.00% | −178−5.1% | Reduced |
| Quarry LP | 2,799 | $29.4K | 0.01% | +2,650+1,778.5% | Added |
| Federation des caisses Desjardins du Quebec | 2,430 | $25.5K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,800 | $18.9K | 0.01% | +1,800 | New |
| Whittier Trust Co | 1,631 | $17.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,606 | $16.9K | 0.00% | +1,606 | New |
| R Squared Ltd | 1,600 | $16.8K | 0.02% | +1,600 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,516 | $15.9K | 0.00% | +3+0.2% | Added |
| HM Payson & Co | 1,500 | $15.8K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,351 | $14.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,282 | $13.5K | 0.00% | −263−17.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,095 | $11.5K | 0.01% | +1,095 | New |
| ORG Partners LLC | 1,000 | $10.5K | 0.00% | +1,000 | New |
| Russell Investments Group, Ltd. | 814 | $8.54K | 0.00% | +14+1.8% | Added |
| Quadrant Capital Group LLC | 676 | $7.10K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 600 | $6.30K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 523 | $5.49K | 0.00% | +137+35.5% | Added |
| Venturi Wealth Management, LLC | 480 | $5.04K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 400 | $4.20K | 0.00% | +250+166.7% | Added |
| Allworth Financial LP | 400 | $3.96K | 0.00% | +335+515.4% | Added |
| SBI Securities Co., Ltd. | 352 | $3.70K | 0.00% | +352 | New |
| Optiver Holding B.V. | 304 | $3.19K | 0.00% | +304 | New |
| Bessemer Group Inc | 240 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 287 | $3.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 272 | $2.86K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 201 | $2.11K | 0.00% | +201 | New |
| Huntington National Bank | 181 | $1.96K | 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 |
| Sterling Capital Management LLC | 141 | $1.48K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 136 | $1.43K | 0.00% | +18+15.3% | Added |
| Headlands Technologies LLC | 121 | $1.27K | 0.00% | +121 | New |
| GeoWealth Management, LLC | 117 | $1.23K | 0.00% | +117 | New |
| Massmutual Trust Co FSB | 106 | $1.11K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 96 | $1.01K | 0.00% | +96 | New |
| Picton Mahoney Asset Management | 120 | $1.00K | 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 |
| Coppell Advisory Solutions LLC | 54 | $562 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 21 | $221 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $210 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 18 | $189 | 0.00% | +18 | New |
| Elequin Capital LP | 11 | $116 | 0.00% | −1,502−99.3% | Reduced |
| True Wealth Design, LLC | 5 | $53 | 0.00% | +5 | New |
| Skopos Labs, Inc. | 2 | $11 | 0.00% | +2 | New |
| Covestor Ltd | 14 | $0 | 0.00% | +1+7.7% | Added |
| 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 |