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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.

Q1 2025 vs. Q4 2024

How the institutions holding WisdomTree, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of WT: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders2713256−12
Shares130.6M1.88M129.4M+613.0K (+0.5%)
Value$1.37B$19.7M$1.15B−$197.8M (−14.6%)

3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held WisdomTree, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to WT in Q1 2025
InstitutionSharesValue% of portfolio
Simcoe Capital Management, LLC3,989,045$35.6M6.39%
Nuveen, LLC1,906,220$17.0M0.01%
Interval Partners, LP425,587$3.80M0.13%
Winton Group Ltd364,741$3.25M0.20%
SummitTX Capital, L.P.105,601$942.0K0.04%
Caxton Associates LLP59,774$533.2K0.02%
Omers Administration Corp59,300$529.0K0.00%
HighTower Advisors, LLC52,280$466.3K0.00%
Maltese Capital Management LLC50,000$446.0K0.07%
Brevan Howard Capital Management LP31,935$284.9K0.01%
Virginia Retirement Systems Et Al31,600$281.9K0.00%
Skandinaviska Enskilda Banken AB (publ)26,719$238.3K0.00%
Universal- Beteiligungs- und Servicegesellschaft mbH22,030$196.5K0.00%
Simplex Trading, LLC21,318$190.0K0.01%
Freestone Grove Partners LP20,647$184.2K0.00%
Teacher Retirement System of Texas17,088$152.4K0.00%
Mariner, LLC15,525$138.5K0.00%
Neuberger Berman Group LLC15,482$138.1K0.00%
Wiley Bros.-Aintree Capital, LLC13,022$116.7K0.00%
Polymer Capital Management (US) LLC13,018$116.1K0.04%
Personal Cfo Solutions, LLC12,436$110.9K0.02%
Quantinno Capital Management LP11,675$104.1K0.00%
Austin Private Wealth, LLC10,876$97.0K0.01%
Catalyst Funds Management Pty Ltd10,800$96.3K0.03%
Ieq Capital, LLC10,508$93.7K0.00%
Public Employees Retirement System of Ohio2,694$24.0K0.00%
Coldstream Capital Management Inc1,001$8.93K0.00%
Vermillion & White Wealth Management Group, LLC418$3.73K0.00%
Boston Private Wealth LLC142$1.27K0.00%
Larson Financial Group LLC133$1.19K0.00%
SRS Capital Advisors, Inc.74$6610.00%
Stephens Consulting, LLC40$3570.00%
Dunhill Financial, LLC3$480.00%

Sold out (45)

Institutions that held WisdomTree, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of WT in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nicholas Investment Partners, LP726,427$7.63M
Edgestream Partners, L.P.468,117$4.92M
Toroso Investments, LLC458,923$4.82M
Danske Bank A/S438,490$4.60M
Canada Pension Plan Investment Board176,400$1.85M
Jackson Creek Investment Advisors LLC175,681$1.84M
Options Solutions, LLC142,369$1.49M
Legato Capital Management LLC108,847$1.14M
SRN Advisors, LLC106,000$1.11M
Wakefield Asset Management LLLP98,320$1.03M
Franklin Resources Inc87,839$922.3K
M&T Bank Corp77,518$814.0K
Jump Financial, LLC71,889$754.8K
Main Management ETF Advisors, LLC71,200$748.0K
CoreCap Advisors, LLC66,954$703.0K
Gsa Capital Partners LLP62,472$656.0K
Campbell & CO Investment Adviser LLC60,613$636.4K
Twinbeech Capital LP54,479$572.0K
Acadian Asset Management LLC49,496$519.0K
Levin Capital Strategies, L.P.46,519$488.4K
Dynamic Technology Lab Private Ltd41,426$435.0K
Alps Advisors Inc36,475$383.0K
Weiss Asset Management LP34,817$365.6K
Crestline Management, LP29,017$304.7K
Toth Financial Advisory Corp26,500$278.3K
Centiva Capital, LP26,466$277.9K
Bridgefront Capital, LLC17,825$187.2K
Group One Trading, L.P.17,193$180.5K
Envestnet Portfolio Solutions, Inc.16,353$171.7K
Sciencast Management LP14,659$153.9K
Axq Capital, LP13,271$139.3K
Point72 Asia (Singapore) Pte. Ltd.12,777$134.2K
Lord, Abbett & Co. LLC10,000$105.0K
Proequities, Inc.5,965$59.1K
R Squared Ltd1,600$16.8K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,516$15.9K
Caitong International Asset Management Co., Ltd1,095$11.5K
Venturi Wealth Management, LLC480$5.04K
Optiver Holding B.V.304$3.19K
Lazard Asset Management LLC287$3.00K
Aspect Partners, LLC150$1.57K
GeoWealth Management, LLC117$1.23K
Cullen/Frost Bankers, Inc.90$945
Coppell Advisory Solutions LLC54$562
Elequin Capital LP11$116

Not filed for Q1 2025 yet (3)

Institutions that held WisdomTree, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WT in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC1,270,963$13.3M
Phase 2 Partners, LLC591,129$6.21M
Caxton Associates LP14,764$155.0K