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, Q1 2025
Institutional positions in WisdomTree, Inc. as of Mar 31, 2025. 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
- 256
- −12 vs. Q4 2024
- Shares held
- 129.4M
- +613.0K (+0.5%) vs. Q4 2024
- Total value
- $1.15B
- −$197.8M (−14.6%) vs. Q4 2024
- New holders
- 33
- 86 more added
- Sold out
- 45
- 99 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,370,083 | $163.9M | 0.00% | −406,334−2.2% | Reduced |
| Vanguard Group Inc | 14,752,247 | $131.6M | 0.00% | −217,766−1.5% | Reduced |
| Azora Capital LP | 9,069,642 | $80.9M | 5.49% | −1,506,982−14.2% | Reduced |
| State Street Corp | 5,595,728 | $49.9M | 0.00% | −233,695−4.0% | Reduced |
| ArrowMark Colorado Holdings LLC | 4,640,285 | $41.4M | 0.67% | −331,220−6.7% | Reduced |
| Millennium Management LLC | 4,266,947 | $38.1M | 0.04% | +2,235,413+110.0% | Added |
| Simcoe Capital Management, LLC | 3,989,045 | $35.6M | 6.39% | +3,989,045 | New |
| Dimensional Fund Advisors LP | 3,757,364 | $33.5M | 0.01% | −191,280−4.8% | Reduced |
| Massachusetts Financial Services Co | 3,698,844 | $33.0M | 0.01% | +13,746+0.4% | Added |
| Invesco Ltd. | 3,511,669 | $31.3M | 0.01% | −524,688−13.0% | Reduced |
| Geode Capital Management, LLC | 2,867,330 | $25.6M | 0.00% | −5,644−0.2% | Reduced |
| Janus Henderson Group PLC | 2,611,233 | $23.4M | 0.01% | +690,230+35.9% | Added |
| Wellington Management Group LLP | 2,486,624 | $22.2M | 0.00% | −520,582−17.3% | Reduced |
| Morgan Stanley | 2,164,165 | $19.3M | 0.00% | −51,960−2.3% | Reduced |
| Victory Capital Management Inc | 2,079,613 | $18.6M | 0.02% | −246,775−10.6% | Reduced |
| Nuveen, LLC | 1,906,220 | $17.0M | 0.01% | +1,906,220 | New |
| Macquarie Group Ltd | 1,805,459 | $16.1M | 0.02% | −8,525−0.5% | Reduced |
| Two Sigma Advisers, LP | 1,643,100 | $14.7M | 0.03% | +406,100+32.8% | Added |
| Marshall Wace, LLP | 1,593,199 | $14.2M | 0.02% | +1,329,183+503.4% | Added |
| Two Sigma Investments, LP | 1,587,477 | $14.2M | 0.03% | +87,106+5.8% | Added |
| Qube Research & Technologies Ltd | 1,574,500 | $14.0M | 0.02% | +171,048+12.2% | Added |
| Voloridge Investment Management, LLC | 1,429,923 | $12.8M | 0.05% | +235,635+19.7% | Added |
| Northern Trust Corp | 1,376,501 | $12.3M | 0.00% | −63,696−4.4% | Reduced |
| FMR LLC | 1,363,665 | $12.2M | 0.00% | +492,831+56.6% | Added |
| Bank of New York Mellon Corp | 1,318,746 | $11.8M | 0.00% | −790,022−37.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,265,283 | $11.3M | 0.00% | −45,616−3.5% | Reduced |
| Cubist Systematic Strategies, LLC | 1,164,003 | $10.4M | 0.14% | +176,816+17.9% | Added |
| Goldman Sachs Group Inc | 1,053,350 | $9.40M | 0.00% | −511,592−32.7% | Reduced |
| Kornitzer Capital Management Inc | 970,830 | $8.66M | 0.18% | +53,000+5.8% | Added |
| Jane Street Group, LLC | 880,977 | $7.86M | 0.01% | +683,656+346.5% | Added |
| Price T Rowe Associates Inc | 825,202 | $7.36M | 0.00% | −91,455−10.0% | Reduced |
| Envestnet Asset Management Inc | 808,352 | $7.21M | 0.00% | +273,626+51.2% | Added |
| Principal Financial Group Inc | 743,700 | $6.63M | 0.00% | +15,355+2.1% | Added |
| Verition Fund Management LLC | 698,187 | $6.23M | 0.04% | +565,768+427.3% | Added |
| Renaissance Technologies LLC | 673,702 | $6.01M | 0.01% | −510,305−43.1% | Reduced |
| Citadel Advisors LLC | 663,520 | $5.92M | 0.01% | −1,118,100−62.8% | Reduced |
| UBS Group AG | 652,082 | $5.82M | 0.00% | −22,196−3.3% | Reduced |
| ExodusPoint Capital Management, LP | 607,872 | $5.42M | 0.07% | −555,121−47.7% | Reduced |
| Squarepoint Ops LLC | 591,744 | $5.28M | 0.01% | −25,732−4.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 518,252 | $4.62M | 0.02% | +238,977+85.6% | Added |
| Voya Investment Management LLC | 497,432 | $4.44M | 0.00% | +40,485+8.9% | Added |
| Deutsche Bank AG | 483,099 | $4.31M | 0.00% | +166,622+52.6% | Added |
| UBS Asset Management Americas Inc | 456,990 | $4.08M | 0.00% | +12,402+2.8% | Added |
| Crawford Fund Management, LLC | 445,174 | $3.97M | 2.62% | −114,700−20.5% | Reduced |
| First Trust Advisors LP | 441,323 | $3.94M | 0.00% | +76,185+20.9% | Added |
| Foundry Partners, LLC | 438,947 | $3.92M | 0.21% | +398,801+993.4% | Added |
| Interval Partners, LP | 425,587 | $3.80M | 0.13% | +425,587 | New |
| Nordea Investment Management AB | 406,633 | $3.66M | 0.00% | +15,425+3.9% | Added |
| AQR Capital Management LLC | 401,952 | $3.59M | 0.00% | −129,183−24.3% | Reduced |
| American Century Companies Inc | 369,747 | $3.30M | 0.00% | +37,343+11.2% | Added |
| Rhumbline Advisers | 366,551 | $3.27M | 0.00% | +988+0.3% | Added |
| Winton Group Ltd | 364,741 | $3.25M | 0.20% | +364,741 | New |
| Public Sector Pension Investment Board | 362,931 | $3.24M | 0.01% | +77,787+27.3% | Added |
| JPMorgan Chase & Co | 356,187 | $3.18M | 0.00% | −524,302−59.5% | Reduced |
| BNP Paribas Arbitrage, SA | 352,504 | $3.14M | 0.00% | −361,506−50.6% | Reduced |
| Legal & General Group Plc | 328,714 | $2.93M | 0.00% | −14,703−4.3% | Reduced |
| D. E. Shaw & Co., Inc. | 312,540 | $2.79M | 0.00% | +41,861+15.5% | Added |
| Schonfeld Strategic Advisors LLC | 296,088 | $2.64M | 0.02% | +181,888+159.3% | Added |
| Graham Capital Management, L.P. | 279,422 | $2.49M | 0.08% | +87,398+45.5% | Added |
| Rothschild Investment LLC | 274,158 | $2.45M | 0.16% | +29,395+12.0% | Added |
| Ameriprise Financial Inc | 271,597 | $2.42M | 0.00% | −81,653−23.1% | Reduced |
| Bank of America Corp | 256,378 | $2.29M | 0.00% | −57,481−18.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 245,716 | $2.19M | 0.02% | +13,650+5.9% | Added |
| Swiss National Bank | 226,400 | $2.02M | 0.00% | −3,500−1.5% | Reduced |
| Los Angeles Capital Management LLC | 225,867 | $2.01M | 0.01% | −1010.0% | Reduced |
| Barclays PLC | 225,540 | $2.01M | 0.00% | −46,840−17.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 222,301 | $1.98M | 0.00% | −500,285−69.2% | Reduced |
| Wells Fargo & Company | 205,316 | $1.83M | 0.00% | +12,448+6.5% | Added |
| Horizon Kinetics Asset Management LLC | 201,093 | $1.79M | 0.02% | −3,245−1.6% | Reduced |
| New York State Teachers Retirement System | 194,252 | $1.73M | 0.00% | −19,128−9.0% | Reduced |
| Capital Management Corp | 190,370 | $1.70M | 0.29% | +168,170+757.5% | Added |
| Credit Agricole S A | 189,889 | $1.69M | 0.01% | −128,689−40.4% | Reduced |
| Quest Partners LLC | 188,765 | $1.68M | 0.18% | +107,900+133.4% | Added |
| Citigroup Inc | 179,090 | $1.60M | 0.00% | −6,200−3.3% | Reduced |
| Man Group plc | 177,462 | $1.58M | 0.00% | +91,070+105.4% | Added |
| Susquehanna International Group, LLP | 176,250 | $1.57M | 0.00% | +71,035+67.5% | Added |
| Tudor Investment Corp Et Al | 174,973 | $1.56M | 0.01% | −70,352−28.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 164,104 | $1.46M | 0.00% | +45,994+38.9% | Added |
| XTX Topco Ltd | 154,068 | $1.37M | 0.07% | +72,523+88.9% | Added |
| Alliancebernstein L.P. | 144,228 | $1.29M | 0.00% | −7,018−4.6% | Reduced |
| Nebula Research & Development LLC | 141,132 | $1.26M | 0.12% | +75,139+113.9% | Added |
| MML Investors Services, LLC | 136,791 | $1.22M | 0.00% | +9,580+7.5% | Added |
| Caas Capital Management LP | 129,184 | $1.15M | 0.55% | 00.0% | Unchanged |
| Great West Life Assurance Co | 129,082 | $1.15M | 0.00% | −12,254−8.7% | Reduced |
| Globeflex Capital L P | 120,684 | $1.08M | 0.10% | 00.0% | Unchanged |
| Quantbot Technologies LP | 117,695 | $1.05M | 0.03% | −145,761−55.3% | Reduced |
| Prudential Financial Inc | 116,673 | $1.04M | 0.00% | −10,760−8.4% | Reduced |
| Stifel Financial Corp | 115,825 | $1.03M | 0.00% | +1,420+1.2% | Added |
| Creative Planning | 113,254 | $1.01M | 0.00% | +11,671+11.5% | Added |
| Fisher Asset Management, LLC | 111,636 | $995.8K | 0.00% | +40.0% | Added |
| Engineers Gate Manager LP | 111,605 | $995.5K | 0.02% | −16,637−13.0% | Reduced |
| California State Teachers Retirement System | 110,954 | $989.7K | 0.00% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 105,601 | $942.0K | 0.04% | +105,601 | New |
| Integrated Quantitative Investments LLC | 105,580 | $941.8K | 0.46% | −18,308−14.8% | Reduced |
| Level Four Advisory Services, LLC | 100,084 | $892.8K | 0.04% | +1,277+1.3% | Added |
| Kennedy Capital Management, Inc. | 95,547 | $852.3K | 0.02% | −449,958−82.5% | Reduced |
| Algert Global LLC | 92,233 | $822.7K | 0.02% | +28,310+44.3% | Added |
| Cetera Investment Advisers | 90,503 | $807.3K | 0.00% | +20,724+29.7% | Added |
| Gabelli Funds LLC | 90,000 | $802.8K | 0.01% | −19,717−18.0% | Reduced |
| Norges Bank | 87,466 | $780.2K | 0.00% | 00.0% | Unchanged |