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 |
|---|---|---|---|---|---|
| Catalyst Funds Management Pty Ltd | 10,800 | $96.3K | 0.03% | +10,800 | New |
| Ieq Capital, LLC | 10,508 | $93.7K | 0.00% | +10,508 | New |
| Allianz Asset Management GmbH | 10,300 | $91.9K | 0.00% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 10,184 | $90.8K | 0.00% | +33+0.3% | Added |
| Xponance, Inc. | 10,078 | $89.9K | 0.00% | +35+0.3% | Added |
| Tower Research Capital LLC (TRC) | 9,342 | $83.3K | 0.00% | −11,553−55.3% | Reduced |
| KBC Group NV | 7,792 | $70.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 6,986 | $62.3K | 0.00% | +6,172+758.2% | Added |
| Quarry LP | 5,944 | $53.0K | 0.01% | +3,145+112.4% | Added |
| Stonebridge Financial Group, LLC | 5,713 | $51.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 5,312 | $47.4K | 0.01% | −20,668−79.6% | Reduced |
| Versant Capital Management, Inc | 5,263 | $46.9K | 0.01% | +3,981+310.5% | Added |
| GAMMA Investing LLC | 4,529 | $40.4K | 0.00% | −344−7.1% | Reduced |
| Byrne Asset Management LLC | 3,852 | $34.4K | 0.03% | +2,052+114.0% | Added |
| Smartleaf Asset Management LLC | 3,792 | $34.0K | 0.00% | −10.0% | Reduced |
| CWM, LLC | 3,011 | $27.0K | 0.00% | −1,710−36.2% | Reduced |
| Public Employees Retirement System of Ohio | 2,694 | $24.0K | 0.00% | +2,694 | New |
| Federation des caisses Desjardins du Quebec | 2,430 | $21.7K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,413 | $21.5K | 0.00% | +2,292+1,894.2% | Added |
| First Horizon Advisors, Inc. | 2,385 | $21.3K | 0.00% | −894−27.3% | Reduced |
| Federated Hermes, Inc. | 2,045 | $18.2K | 0.00% | −2,660−56.5% | Reduced |
| Whittier Trust Co | 1,631 | $14.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,500 | $13.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,351 | $12.1K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,000 | $9.10K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,001 | $8.93K | 0.00% | +1,001 | New |
| SBI Securities Co., Ltd. | 880 | $7.85K | 0.00% | +528+150.0% | Added |
| Adirondack Trust Co | 600 | $5.35K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 576 | $5.24K | 0.00% | +53+10.1% | Added |
| Quadrant Capital Group LLC | 517 | $4.61K | 0.00% | −159−23.5% | Reduced |
| Skopos Labs, Inc. | 507 | $4.52K | 0.00% | +505+25,250.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 418 | $3.73K | 0.00% | +418 | New |
| Ronald Blue Trust, Inc. | 400 | $3.57K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 400 | $3.46K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 382 | $3.41K | 0.00% | +246+180.9% | Added |
| Bessemer Group Inc | 292 | $3.00K | 0.00% | +52+21.7% | Added |
| EverSource Wealth Advisors, LLC | 244 | $2.18K | 0.00% | +148+154.2% | Added |
| MAI Capital Management | 201 | $1.79K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 181 | $1.68K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 150 | $1.34K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 142 | $1.27K | 0.00% | +142 | New |
| Sterling Capital Management LLC | 138 | $1.23K | 0.00% | −3−2.1% | Reduced |
| Larson Financial Group LLC | 133 | $1.19K | 0.00% | +133 | New |
| Picton Mahoney Asset Management | 120 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 162 | $1.00K | 0.00% | +148+1,057.1% | Added |
| Massmutual Trust Co FSB | 106 | $946 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 90 | $803 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 74 | $661 | 0.00% | +74 | New |
| Northwestern Mutual Wealth Management Co | 61 | $544 | 0.00% | −1,545−96.2% | Reduced |
| Stephens Consulting, LLC | 40 | $357 | 0.00% | +40 | New |
| True Wealth Design, LLC | 37 | $331 | 0.00% | +32+640.0% | Added |
| Umb Bank N A | 34 | $303 | 0.00% | −238−87.5% | Reduced |
| Parkside Financial Bank & Trust | 21 | $188 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $179 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 18 | $161 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $48 | 0.00% | +3 | New |
| 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 |