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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 328,714 | $2.93M | 0.00% | −14,703−4.3% | Reduced |
| BNP Paribas Arbitrage, SA | 352,504 | $3.14M | 0.00% | −361,506−50.6% | Reduced |
| JPMorgan Chase & Co | 356,187 | $3.18M | 0.00% | −524,302−59.5% | Reduced |
| Public Sector Pension Investment Board | 362,931 | $3.24M | 0.01% | +77,787+27.3% | Added |
| Winton Group Ltd | 364,741 | $3.25M | 0.20% | +364,741 | New |
| Rhumbline Advisers | 366,551 | $3.27M | 0.00% | +988+0.3% | Added |
| American Century Companies Inc | 369,747 | $3.30M | 0.00% | +37,343+11.2% | Added |
| AQR Capital Management LLC | 401,952 | $3.59M | 0.00% | −129,183−24.3% | Reduced |
| Nordea Investment Management AB | 406,633 | $3.66M | 0.00% | +15,425+3.9% | Added |
| Interval Partners, LP | 425,587 | $3.80M | 0.13% | +425,587 | New |
| Foundry Partners, LLC | 438,947 | $3.92M | 0.21% | +398,801+993.4% | Added |
| First Trust Advisors LP | 441,323 | $3.94M | 0.00% | +76,185+20.9% | Added |
| Crawford Fund Management, LLC | 445,174 | $3.97M | 2.62% | −114,700−20.5% | Reduced |
| UBS Asset Management Americas Inc | 456,990 | $4.08M | 0.00% | +12,402+2.8% | Added |
| Deutsche Bank AG | 483,099 | $4.31M | 0.00% | +166,622+52.6% | Added |
| Voya Investment Management LLC | 497,432 | $4.44M | 0.00% | +40,485+8.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 518,252 | $4.62M | 0.02% | +238,977+85.6% | Added |
| Squarepoint Ops LLC | 591,744 | $5.28M | 0.01% | −25,732−4.2% | Reduced |
| ExodusPoint Capital Management, LP | 607,872 | $5.42M | 0.07% | −555,121−47.7% | Reduced |
| UBS Group AG | 652,082 | $5.82M | 0.00% | −22,196−3.3% | Reduced |
| Citadel Advisors LLC | 663,520 | $5.92M | 0.01% | −1,118,100−62.8% | Reduced |
| Renaissance Technologies LLC | 673,702 | $6.01M | 0.01% | −510,305−43.1% | Reduced |
| Verition Fund Management LLC | 698,187 | $6.23M | 0.04% | +565,768+427.3% | Added |
| Principal Financial Group Inc | 743,700 | $6.63M | 0.00% | +15,355+2.1% | Added |
| Envestnet Asset Management Inc | 808,352 | $7.21M | 0.00% | +273,626+51.2% | Added |
| Price T Rowe Associates Inc | 825,202 | $7.36M | 0.00% | −91,455−10.0% | Reduced |
| Jane Street Group, LLC | 880,977 | $7.86M | 0.01% | +683,656+346.5% | Added |
| Kornitzer Capital Management Inc | 970,830 | $8.66M | 0.18% | +53,000+5.8% | Added |
| Goldman Sachs Group Inc | 1,053,350 | $9.40M | 0.00% | −511,592−32.7% | Reduced |
| Cubist Systematic Strategies, LLC | 1,164,003 | $10.4M | 0.14% | +176,816+17.9% | Added |
| Charles Schwab Investment Management Inc | 1,265,283 | $11.3M | 0.00% | −45,616−3.5% | Reduced |
| Bank of New York Mellon Corp | 1,318,746 | $11.8M | 0.00% | −790,022−37.5% | Reduced |
| FMR LLC | 1,363,665 | $12.2M | 0.00% | +492,831+56.6% | Added |
| Northern Trust Corp | 1,376,501 | $12.3M | 0.00% | −63,696−4.4% | Reduced |
| Voloridge Investment Management, LLC | 1,429,923 | $12.8M | 0.05% | +235,635+19.7% | Added |
| Qube Research & Technologies Ltd | 1,574,500 | $14.0M | 0.02% | +171,048+12.2% | Added |
| Two Sigma Investments, LP | 1,587,477 | $14.2M | 0.03% | +87,106+5.8% | Added |
| Marshall Wace, LLP | 1,593,199 | $14.2M | 0.02% | +1,329,183+503.4% | Added |
| Two Sigma Advisers, LP | 1,643,100 | $14.7M | 0.03% | +406,100+32.8% | Added |
| Macquarie Group Ltd | 1,805,459 | $16.1M | 0.02% | −8,525−0.5% | Reduced |
| Nuveen, LLC | 1,906,220 | $17.0M | 0.01% | +1,906,220 | New |
| Victory Capital Management Inc | 2,079,613 | $18.6M | 0.02% | −246,775−10.6% | Reduced |
| Morgan Stanley | 2,164,165 | $19.3M | 0.00% | −51,960−2.3% | Reduced |
| Wellington Management Group LLP | 2,486,624 | $22.2M | 0.00% | −520,582−17.3% | Reduced |
| Janus Henderson Group PLC | 2,611,233 | $23.4M | 0.01% | +690,230+35.9% | Added |
| Geode Capital Management, LLC | 2,867,330 | $25.6M | 0.00% | −5,644−0.2% | Reduced |
| Invesco Ltd. | 3,511,669 | $31.3M | 0.01% | −524,688−13.0% | Reduced |
| Massachusetts Financial Services Co | 3,698,844 | $33.0M | 0.01% | +13,746+0.4% | Added |
| Dimensional Fund Advisors LP | 3,757,364 | $33.5M | 0.01% | −191,280−4.8% | Reduced |
| Simcoe Capital Management, LLC | 3,989,045 | $35.6M | 6.39% | +3,989,045 | New |
| Millennium Management LLC | 4,266,947 | $38.1M | 0.04% | +2,235,413+110.0% | Added |
| ArrowMark Colorado Holdings LLC | 4,640,285 | $41.4M | 0.67% | −331,220−6.7% | Reduced |
| State Street Corp | 5,595,728 | $49.9M | 0.00% | −233,695−4.0% | Reduced |
| Azora Capital LP | 9,069,642 | $80.9M | 5.49% | −1,506,982−14.2% | Reduced |
| Vanguard Group Inc | 14,752,247 | $131.6M | 0.00% | −217,766−1.5% | Reduced |
| BlackRock, Inc. | 18,370,083 | $163.9M | 0.00% | −406,334−2.2% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −5,965−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −726,427−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −468,117−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −458,923−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −438,490−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −176,400−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −175,681−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −142,369−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −108,847−100.0% | Sold out |
| SRN Advisors, LLC | 0 | $0 | 0.00% | −106,000−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −98,320−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −87,839−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −77,518−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −71,889−100.0% | Sold out |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −71,200−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −66,954−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −62,472−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −60,613−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −54,479−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −49,496−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −46,519−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −41,426−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −36,475−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −34,817−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −29,017−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −26,500−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −26,466−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −17,825−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −17,193−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −16,353−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −14,659−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −13,271−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −12,777−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,516−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,095−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −287−100.0% | Sold out |
| Aspect Partners, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |