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 |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 3 | $48 | 0.00% | +3 | New |
| IFP Advisors, Inc | 18 | $161 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $179 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 21 | $188 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 34 | $303 | 0.00% | −238−87.5% | Reduced |
| True Wealth Design, LLC | 37 | $331 | 0.00% | +32+640.0% | Added |
| Stephens Consulting, LLC | 40 | $357 | 0.00% | +40 | New |
| Northwestern Mutual Wealth Management Co | 61 | $544 | 0.00% | −1,545−96.2% | Reduced |
| SRS Capital Advisors, Inc. | 74 | $661 | 0.00% | +74 | New |
| Farmers & Merchants Investments Inc | 90 | $803 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 106 | $946 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 120 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 162 | $1.00K | 0.00% | +148+1,057.1% | Added |
| Larson Financial Group LLC | 133 | $1.19K | 0.00% | +133 | New |
| Sterling Capital Management LLC | 138 | $1.23K | 0.00% | −3−2.1% | Reduced |
| Boston Private Wealth LLC | 142 | $1.27K | 0.00% | +142 | New |
| Nisa Investment Advisors, LLC | 150 | $1.34K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 181 | $1.68K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 201 | $1.79K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 244 | $2.18K | 0.00% | +148+154.2% | Added |
| Bessemer Group Inc | 292 | $3.00K | 0.00% | +52+21.7% | Added |
| Fifth Third Bancorp | 382 | $3.41K | 0.00% | +246+180.9% | Added |
| Allworth Financial LP | 400 | $3.46K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 400 | $3.57K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 418 | $3.73K | 0.00% | +418 | New |
| Skopos Labs, Inc. | 507 | $4.52K | 0.00% | +505+25,250.0% | Added |
| Quadrant Capital Group LLC | 517 | $4.61K | 0.00% | −159−23.5% | Reduced |
| Farther Finance Advisors, LLC | 576 | $5.24K | 0.00% | +53+10.1% | Added |
| Adirondack Trust Co | 600 | $5.35K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 880 | $7.85K | 0.00% | +528+150.0% | Added |
| Coldstream Capital Management Inc | 1,001 | $8.93K | 0.00% | +1,001 | New |
| ORG Partners LLC | 1,000 | $9.10K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,351 | $12.1K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,500 | $13.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,631 | $14.5K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,045 | $18.2K | 0.00% | −2,660−56.5% | Reduced |
| First Horizon Advisors, Inc. | 2,385 | $21.3K | 0.00% | −894−27.3% | Reduced |
| Headlands Technologies LLC | 2,413 | $21.5K | 0.00% | +2,292+1,894.2% | Added |
| Federation des caisses Desjardins du Quebec | 2,430 | $21.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,694 | $24.0K | 0.00% | +2,694 | New |
| CWM, LLC | 3,011 | $27.0K | 0.00% | −1,710−36.2% | Reduced |
| Smartleaf Asset Management LLC | 3,792 | $34.0K | 0.00% | −10.0% | Reduced |
| Byrne Asset Management LLC | 3,852 | $34.4K | 0.03% | +2,052+114.0% | Added |
| GAMMA Investing LLC | 4,529 | $40.4K | 0.00% | −344−7.1% | Reduced |
| Versant Capital Management, Inc | 5,263 | $46.9K | 0.01% | +3,981+310.5% | Added |
| State of Wyoming | 5,312 | $47.4K | 0.01% | −20,668−79.6% | Reduced |
| Stonebridge Financial Group, LLC | 5,713 | $51.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 5,944 | $53.0K | 0.01% | +3,145+112.4% | Added |
| Russell Investments Group, Ltd. | 6,986 | $62.3K | 0.00% | +6,172+758.2% | Added |
| KBC Group NV | 7,792 | $70.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,342 | $83.3K | 0.00% | −11,553−55.3% | Reduced |
| Xponance, Inc. | 10,078 | $89.9K | 0.00% | +35+0.3% | Added |
| Miracle Mile Advisors, LLC | 10,184 | $90.8K | 0.00% | +33+0.3% | Added |
| Allianz Asset Management GmbH | 10,300 | $91.9K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 10,508 | $93.7K | 0.00% | +10,508 | New |
| Catalyst Funds Management Pty Ltd | 10,800 | $96.3K | 0.03% | +10,800 | New |
| Corton Capital Inc. | 10,829 | $96.6K | 0.32% | −18,156−62.6% | Reduced |
| Austin Private Wealth, LLC | 10,876 | $97.0K | 0.01% | +10,876 | New |
| Cooper Financial Group | 11,378 | $101.5K | 0.01% | +797+7.5% | Added |
| Quantinno Capital Management LP | 11,675 | $104.1K | 0.00% | +11,675 | New |
| SEI Investments Co | 11,796 | $105.2K | 0.00% | +723+6.5% | Added |
| JGP Wealth Management, LLC | 11,828 | $105.5K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 12,436 | $110.9K | 0.02% | +12,436 | New |
| Polymer Capital Management (US) LLC | 13,018 | $116.1K | 0.04% | +13,018 | New |
| Wiley Bros.-Aintree Capital, LLC | 13,022 | $116.7K | 0.00% | +13,022 | New |
| Bayesian Capital Management, LP | 13,500 | $120.4K | 0.02% | −2,779−17.1% | Reduced |
| Impact Partnership Wealth, LLC | 13,589 | $121.2K | 0.03% | −27,495−66.9% | Reduced |
| Ameritas Investment Partners, Inc. | 13,617 | $121.5K | 0.00% | 00.0% | Unchanged |
| Jain Global LLC | 14,019 | $125.0K | 0.00% | −11,092−44.2% | Reduced |
| Navellier & Associates Inc | 14,058 | $129.3K | 0.02% | −1,168−7.7% | Reduced |
| Principal Securities, Inc. | 12,858 | $135.0K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 15,482 | $138.1K | 0.00% | +15,482 | New |
| Mariner, LLC | 15,525 | $138.5K | 0.00% | +15,525 | New |
| Mutual of America Capital Management LLC | 16,664 | $148.6K | 0.00% | −670−3.9% | Reduced |
| Teacher Retirement System of Texas | 17,088 | $152.4K | 0.00% | +17,088 | New |
| SMH Capital Advisors Inc | 17,661 | $157.5K | 0.37% | +386+2.2% | Added |
| Eqis Capital Management, Inc. | 18,043 | $160.9K | 0.01% | +2,204+13.9% | Added |
| PharVision Advisers, LLC | 18,095 | $161.4K | 0.22% | +6,241+52.6% | Added |
| Pictet Asset Management Holding SA | 18,232 | $162.6K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 18,433 | $164.4K | 0.08% | −11,189−37.8% | Reduced |
| Raymond James Financial Inc | 18,677 | $166.6K | 0.00% | −387,269−95.4% | Reduced |
| Pathstone Holdings, LLC | 18,754 | $167.3K | 0.00% | +1,604+9.4% | Added |
| Dark Forest Capital Management LP | 20,008 | $178.5K | 0.01% | +9,677+93.7% | Added |
| HSBC Holdings PLC | 19,858 | $178.5K | 0.00% | −92,437−82.3% | Reduced |
| The PNC Financial Services Group, Inc. | 20,171 | $179.9K | 0.00% | −3,752−15.7% | Reduced |
| AssuredPartners Investment Advisors, LLC | 20,334 | $181.4K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 20,529 | $183.0K | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 20,647 | $184.2K | 0.00% | +20,647 | New |
| Entropy Technologies, LP | 20,800 | $185.5K | 0.02% | −21,398−50.7% | Reduced |
| Everence Capital Management Inc | 21,350 | $190.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 21,318 | $190.0K | 0.01% | +21,318 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 22,030 | $196.5K | 0.00% | +22,030 | New |
| KLP Kapitalforvaltning AS | 22,300 | $198.9K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 22,757 | $203.0K | 0.00% | +4,055+21.7% | Added |
| Prelude Capital Management, LLC | 23,484 | $209.5K | 0.02% | +5,262+28.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,417 | $217.8K | 0.00% | −6,034−19.8% | Reduced |
| Oregon Public Employees Retirement Fund | 26,256 | $234.2K | 0.00% | −700−2.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 26,719 | $238.3K | 0.00% | +26,719 | New |
| Point72 Asset Management, L.P. | 26,906 | $240.0K | 0.00% | −47,594−63.9% | Reduced |
| Petrus Trust Company, LTA | 27,327 | $243.8K | 0.02% | 00.0% | Unchanged |