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 |
|---|---|---|---|---|---|
| HRT Financial LP | 87,004 | $776.0K | 0.00% | −195,695−69.2% | Reduced |
| Advisor Group Holdings, Inc. | 85,860 | $765.9K | 0.00% | −9,100−9.6% | Reduced |
| Thrivent Financial for Lutherans | 84,052 | $750.0K | 0.00% | −4,398−5.0% | Reduced |
| Truist Financial Corp | 83,152 | $741.7K | 0.00% | +9,573+13.0% | Added |
| Susquehanna Fundamental Investments, LLC | 81,418 | $726.2K | 0.01% | −14,757−15.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 79,841 | $712.2K | 0.00% | +498+0.6% | Added |
| Balyasny Asset Management LLC | 78,472 | $700.0K | 0.00% | −339,952−81.2% | Reduced |
| Royal Bank of Canada | 75,423 | $673.0K | 0.00% | +67,618+866.3% | Added |
| Aquatic Capital Management LLC | 75,434 | $672.9K | 0.02% | −10,182−11.9% | Reduced |
| MetLife Investment Management | 75,119 | $670.1K | 0.00% | −9,186−10.9% | Reduced |
| Oppenheimer & Co Inc | 70,050 | $624.8K | 0.01% | +3,359+5.0% | Added |
| Caitlin John, LLC | 69,708 | $621.8K | 0.61% | −106,344−60.4% | Reduced |
| Corebridge Financial, Inc. | 69,480 | $619.8K | 0.00% | −3,926−5.3% | Reduced |
| North Star Investment Management Corp. | 69,313 | $618.3K | 0.05% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 68,892 | $614.5K | 0.00% | −68,941−50.0% | Reduced |
| Manufacturers Life Insurance Company, The | 67,202 | $599.4K | 0.00% | +806+1.2% | Added |
| Intech Investment Management LLC | 64,319 | $573.7K | 0.01% | +10,051+18.5% | Added |
| James Investment Research Inc | 64,206 | $572.7K | 0.07% | −22,240−25.7% | Reduced |
| State Board of Administration of Florida Retirement System | 63,973 | $570.6K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 63,405 | $565.0K | 0.01% | −1,629−2.5% | Reduced |
| Mackenzie Financial Corp | 62,115 | $554.1K | 0.00% | −15,649−20.1% | Reduced |
| Illinois Municipal Retirement Fund | 61,631 | $549.7K | 0.01% | −3,764−5.8% | Reduced |
| SG Americas Securities, LLC | 61,231 | $546.0K | 0.00% | −5,321−8.0% | Reduced |
| Caxton Associates LLP | 59,774 | $533.2K | 0.02% | +59,774 | New |
| Omers Administration Corp | 59,300 | $529.0K | 0.00% | +59,300 | New |
| Militia Capital Partners, LP | 56,800 | $506.7K | 0.21% | +21,600+61.4% | Added |
| Tobam | 55,091 | $491.0K | 0.21% | +16,913+44.3% | Added |
| Louisiana State Employees Retirement System | 53,900 | $480.8K | 0.01% | −1,400−2.5% | Reduced |
| HighTower Advisors, LLC | 52,280 | $466.3K | 0.00% | +52,280 | New |
| LPL Financial LLC | 51,053 | $455.4K | 0.00% | +38,452+305.2% | Added |
| Trexquant Investment LP | 50,118 | $447.1K | 0.01% | −207,405−80.5% | Reduced |
| Maltese Capital Management LLC | 50,000 | $446.0K | 0.07% | +50,000 | New |
| Amundi | 51,873 | $442.5K | 0.00% | −11,275−17.9% | Reduced |
| Aigen Investment Management, LP | 44,466 | $396.6K | 0.06% | +12,064+37.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 42,908 | $382.7K | 0.04% | +1,155+2.8% | Added |
| Yousif Capital Management, LLC | 42,703 | $380.9K | 0.00% | −1,042−2.4% | Reduced |
| Benjamin Edwards Inc | 42,012 | $374.8K | 0.01% | −869−2.0% | Reduced |
| Comerica Bank | 39,283 | $350.4K | 0.00% | −1,089−2.7% | Reduced |
| New York State Common Retirement Fund | 38,564 | $344.0K | 0.00% | −122,629−76.1% | Reduced |
| Alberta Investment Management Corp | 34,634 | $308.9K | 0.00% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 34,324 | $306.2K | 0.01% | +362+1.1% | Added |
| Amalgamated Bank | 33,588 | $300.0K | 0.00% | −678−2.0% | Reduced |
| Arizona State Retirement System | 33,527 | $299.1K | 0.00% | −407−1.2% | Reduced |
| Maryland State Retirement & Pension System | 33,278 | $296.8K | 0.01% | −5,258−13.6% | Reduced |
| Park Avenue Securities LLC | 32,973 | $294.0K | 0.00% | +3,958+13.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 32,199 | $287.2K | 0.04% | +94+0.3% | Added |
| Brevan Howard Capital Management LP | 31,935 | $284.9K | 0.01% | +31,935 | New |
| Virginia Retirement Systems Et Al | 31,600 | $281.9K | 0.00% | +31,600 | New |
| ProShare Advisors LLC | 31,241 | $278.7K | 0.00% | −10,314−24.8% | Reduced |
| Point72 (DIFC) Ltd | 30,748 | $274.3K | 0.03% | −28,445−48.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 29,918 | $266.9K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 29,796 | $265.8K | 0.00% | +16,738+128.2% | Added |
| Keebeck Alpha, LP | 29,356 | $261.9K | 0.31% | +6,578+28.9% | Added |
| State of Tennessee, Treasury Department | 27,472 | $245.1K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 27,427 | $244.6K | 0.02% | −65,842−70.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,384 | $244.3K | 0.00% | +2,955+12.1% | Added |
| Petrus Trust Company, LTA | 27,327 | $243.8K | 0.02% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 26,906 | $240.0K | 0.00% | −47,594−63.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 26,719 | $238.3K | 0.00% | +26,719 | New |
| Oregon Public Employees Retirement Fund | 26,256 | $234.2K | 0.00% | −700−2.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,417 | $217.8K | 0.00% | −6,034−19.8% | Reduced |
| Prelude Capital Management, LLC | 23,484 | $209.5K | 0.02% | +5,262+28.9% | Added |
| Bank of Montreal | 22,757 | $203.0K | 0.00% | +4,055+21.7% | Added |
| KLP Kapitalforvaltning AS | 22,300 | $198.9K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 22,030 | $196.5K | 0.00% | +22,030 | New |
| 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 |
| Entropy Technologies, LP | 20,800 | $185.5K | 0.02% | −21,398−50.7% | Reduced |
| Freestone Grove Partners LP | 20,647 | $184.2K | 0.00% | +20,647 | New |
| Public Employees Retirement Association of Colorado | 20,529 | $183.0K | 0.00% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 20,334 | $181.4K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 20,171 | $179.9K | 0.00% | −3,752−15.7% | Reduced |
| HSBC Holdings PLC | 19,858 | $178.5K | 0.00% | −92,437−82.3% | Reduced |
| Dark Forest Capital Management LP | 20,008 | $178.5K | 0.01% | +9,677+93.7% | Added |
| Pathstone Holdings, LLC | 18,754 | $167.3K | 0.00% | +1,604+9.4% | Added |
| Raymond James Financial Inc | 18,677 | $166.6K | 0.00% | −387,269−95.4% | Reduced |
| EntryPoint Capital, LLC | 18,433 | $164.4K | 0.08% | −11,189−37.8% | Reduced |
| Pictet Asset Management Holding SA | 18,232 | $162.6K | 0.00% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 18,095 | $161.4K | 0.22% | +6,241+52.6% | Added |
| Eqis Capital Management, Inc. | 18,043 | $160.9K | 0.01% | +2,204+13.9% | Added |
| SMH Capital Advisors Inc | 17,661 | $157.5K | 0.37% | +386+2.2% | Added |
| Teacher Retirement System of Texas | 17,088 | $152.4K | 0.00% | +17,088 | New |
| Mutual of America Capital Management LLC | 16,664 | $148.6K | 0.00% | −670−3.9% | Reduced |
| Mariner, LLC | 15,525 | $138.5K | 0.00% | +15,525 | New |
| Neuberger Berman Group LLC | 15,482 | $138.1K | 0.00% | +15,482 | New |
| Principal Securities, Inc. | 12,858 | $135.0K | 0.00% | 00.0% | Unchanged |
| Navellier & Associates Inc | 14,058 | $129.3K | 0.02% | −1,168−7.7% | Reduced |
| Jain Global LLC | 14,019 | $125.0K | 0.00% | −11,092−44.2% | Reduced |
| Ameritas Investment Partners, Inc. | 13,617 | $121.5K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 13,589 | $121.2K | 0.03% | −27,495−66.9% | Reduced |
| Bayesian Capital Management, LP | 13,500 | $120.4K | 0.02% | −2,779−17.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,022 | $116.7K | 0.00% | +13,022 | New |
| Polymer Capital Management (US) LLC | 13,018 | $116.1K | 0.04% | +13,018 | New |
| Personal Cfo Solutions, LLC | 12,436 | $110.9K | 0.02% | +12,436 | New |
| JGP Wealth Management, LLC | 11,828 | $105.5K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 11,796 | $105.2K | 0.00% | +723+6.5% | Added |
| Quantinno Capital Management LP | 11,675 | $104.1K | 0.00% | +11,675 | New |
| Cooper Financial Group | 11,378 | $101.5K | 0.01% | +797+7.5% | Added |
| Austin Private Wealth, LLC | 10,876 | $97.0K | 0.01% | +10,876 | New |
| Corton Capital Inc. | 10,829 | $96.6K | 0.32% | −18,156−62.6% | Reduced |