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, Q2 2025
Institutional positions in WisdomTree, Inc. as of Jun 30, 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
- 247
- −5 vs. Q1 2025
- Shares held
- 128.9M
- +273.6K (+0.2%) vs. Q1 2025
- Total value
- $1.48B
- +$336.1M (+29.3%) vs. Q1 2025
- New holders
- 34
- 104 more added
- Sold out
- 39
- 90 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17,128,455 | $197.1M | 0.00% | −1,241,628−6.8% | Reduced |
| Vanguard Group Inc | 14,675,702 | $168.9M | 0.00% | −76,545−0.5% | Reduced |
| Azora Capital LP | 7,069,860 | $81.4M | 3.68% | −1,999,782−22.0% | Reduced |
| Millennium Management LLC | 5,612,219 | $64.6M | 0.06% | +1,345,272+31.5% | Added |
| State Street Corp | 5,286,613 | $60.8M | 0.00% | −309,115−5.5% | Reduced |
| Simcoe Capital Management, LLC | 4,924,550 | $56.7M | 8.27% | +935,505+23.5% | Added |
| ArrowMark Colorado Holdings LLC | 4,340,892 | $50.0M | 0.90% | −299,393−6.5% | Reduced |
| Dimensional Fund Advisors LP | 3,613,254 | $41.6M | 0.01% | −144,110−3.8% | Reduced |
| Massachusetts Financial Services Co | 3,578,599 | $41.2M | 0.01% | −120,245−3.3% | Reduced |
| Invesco Ltd. | 3,305,126 | $38.0M | 0.01% | −206,543−5.9% | Reduced |
| Wellington Management Group LLP | 2,874,976 | $33.1M | 0.01% | +388,352+15.6% | Added |
| Janus Henderson Group PLC | 2,762,431 | $31.8M | 0.02% | +151,198+5.8% | Added |
| Geode Capital Management, LLC | 2,733,168 | $31.5M | 0.00% | −134,162−4.7% | Reduced |
| Morgan Stanley | 2,374,546 | $27.3M | 0.00% | +210,381+9.7% | Added |
| Victory Capital Management Inc | 2,313,849 | $26.6M | 0.02% | +234,236+11.3% | Added |
| Macquarie Group Ltd | 1,751,037 | $20.2M | 0.02% | −54,422−3.0% | Reduced |
| Nuveen, LLC | 1,716,774 | $19.8M | 0.01% | −189,446−9.9% | Reduced |
| Bank of New York Mellon Corp | 1,425,822 | $16.4M | 0.00% | +107,076+8.1% | Added |
| Prudential Financial Inc | 1,423,293 | $16.4M | 0.02% | +1,306,620+1,119.9% | Added |
| Two Sigma Advisers, LP | 1,381,600 | $15.9M | 0.03% | −261,500−15.9% | Reduced |
| Toroso Investments, LLC | 1,359,583 | $15.6M | 0.10% | +1,359,583 | New |
| Charles Schwab Investment Management Inc | 1,290,334 | $14.9M | 0.00% | +25,051+2.0% | Added |
| Northern Trust Corp | 1,264,626 | $14.6M | 0.00% | −111,875−8.1% | Reduced |
| Two Sigma Investments, LP | 1,231,705 | $14.2M | 0.03% | −355,772−22.4% | Reduced |
| Marshall Wace, LLP | 1,206,662 | $13.9M | 0.02% | −386,537−24.3% | Reduced |
| Balyasny Asset Management LLC | 1,202,765 | $13.8M | 0.03% | +1,124,293+1,432.7% | Added |
| FMR LLC | 1,088,526 | $12.5M | 0.00% | −275,139−20.2% | Reduced |
| Goldman Sachs Group Inc | 996,753 | $11.5M | 0.00% | −56,597−5.4% | Reduced |
| Kornitzer Capital Management Inc | 970,830 | $11.2M | 0.22% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 942,055 | $10.8M | 0.04% | −487,868−34.1% | Reduced |
| Envestnet Asset Management Inc | 905,422 | $10.4M | 0.00% | +97,070+12.0% | Added |
| American Century Companies Inc | 881,047 | $10.1M | 0.01% | +511,300+138.3% | Added |
| ExodusPoint Capital Management, LP | 814,192 | $9.37M | 0.11% | +206,320+33.9% | Added |
| Qube Research & Technologies Ltd | 809,421 | $9.32M | 0.01% | −765,079−48.6% | Reduced |
| Citadel Advisors LLC | 739,531 | $8.51M | 0.01% | +76,011+11.5% | Added |
| Verition Fund Management LLC | 731,884 | $8.42M | 0.05% | +33,697+4.8% | Added |
| Renaissance Technologies LLC | 693,902 | $7.99M | 0.01% | +20,200+3.0% | Added |
| Portolan Capital Management, LLC | 682,368 | $7.85M | 0.49% | +682,368 | New |
| D. E. Shaw & Co., Inc. | 597,344 | $6.88M | 0.01% | +284,804+91.1% | Added |
| UBS Asset Management Americas Inc | 595,924 | $6.86M | 0.00% | +138,934+30.4% | Added |
| Interval Partners, LP | 593,189 | $6.83M | 0.16% | +167,602+39.4% | Added |
| Principal Financial Group Inc | 575,213 | $6.62M | 0.00% | −168,487−22.7% | Reduced |
| Crawford Fund Management, LLC | 573,174 | $6.60M | 3.88% | +128,000+28.8% | Added |
| UBS Group AG | 569,604 | $6.56M | 0.00% | −82,478−12.6% | Reduced |
| Norges Bank | 539,166 | $6.21M | 0.00% | +451,700+516.4% | Added |
| CSM Advisors, LLC | 523,895 | $6.03M | 0.18% | +523,895 | New |
| Tudor Investment Corp Et Al | 498,150 | $5.73M | 0.04% | +323,177+184.7% | Added |
| Voya Investment Management LLC | 494,187 | $5.69M | 0.01% | −3,245−0.7% | Reduced |
| AQR Capital Management LLC | 482,313 | $5.55M | 0.00% | +80,361+20.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 434,334 | $5.00M | 0.02% | −83,918−16.2% | Reduced |
| Nordea Investment Management AB | 411,472 | $4.72M | 0.00% | +4,839+1.2% | Added |
| Cubist Systematic Strategies, LLC | 405,320 | $4.67M | 0.05% | −758,683−65.2% | Reduced |
| Public Sector Pension Investment Board | 395,016 | $4.55M | 0.02% | +32,085+8.8% | Added |
| Bank of America Corp | 376,589 | $4.33M | 0.00% | +120,211+46.9% | Added |
| Ameriprise Financial Inc | 356,206 | $4.10M | 0.00% | +84,609+31.2% | Added |
| Rhumbline Advisers | 338,216 | $3.89M | 0.00% | −28,335−7.7% | Reduced |
| JPMorgan Chase & Co | 336,659 | $3.87M | 0.00% | −19,528−5.5% | Reduced |
| Capital Management Corp | 326,270 | $3.76M | 0.64% | +135,900+71.4% | Added |
| First Trust Advisors LP | 324,826 | $3.74M | 0.00% | −116,497−26.4% | Reduced |
| Legal & General Group Plc | 320,539 | $3.69M | 0.00% | −8,175−2.5% | Reduced |
| Maltese Capital Management LLC | 315,000 | $3.63M | 0.51% | +265,000+530.0% | Added |
| Royal Bank of Canada | 305,221 | $3.51M | 0.00% | +229,798+304.7% | Added |
| Arrowstreet Capital, Limited Partnership | 301,138 | $3.47M | 0.00% | +78,837+35.5% | Added |
| Barclays PLC | 280,397 | $3.23M | 0.00% | +54,857+24.3% | Added |
| Deutsche Bank AG | 276,985 | $3.19M | 0.00% | −206,114−42.7% | Reduced |
| Rothschild Investment LLC | 268,988 | $3.10M | 0.19% | −5,170−1.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 252,802 | $2.91M | 0.02% | −43,286−14.6% | Reduced |
| Cinctive Capital Management LP | 249,211 | $2.87M | 0.16% | +249,211 | New |
| Jane Street Group, LLC | 249,195 | $2.87M | 0.00% | −631,782−71.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 245,716 | $2.83M | 0.02% | 00.0% | Unchanged |
| Swiss National Bank | 238,800 | $2.75M | 0.00% | +12,400+5.5% | Added |
| Susquehanna International Group, LLP | 221,902 | $2.55M | 0.00% | +45,652+25.9% | Added |
| Weiss Asset Management LP | 219,605 | $2.53M | 0.04% | +219,605 | New |
| Wells Fargo & Company | 214,777 | $2.47M | 0.00% | +9,461+4.6% | Added |
| Horizon Kinetics Asset Management LLC | 198,772 | $2.29M | 0.03% | −2,321−1.2% | Reduced |
| New York State Teachers Retirement System | 194,150 | $2.23M | 0.00% | −102−0.1% | Reduced |
| Man Group plc | 188,254 | $2.17M | 0.00% | +10,792+6.1% | Added |
| Algert Global LLC | 182,013 | $2.09M | 0.04% | +89,780+97.3% | Added |
| Squarepoint Ops LLC | 179,585 | $2.07M | 0.00% | −412,159−69.7% | Reduced |
| HRT Financial LP | 178,498 | $2.05M | 0.01% | +91,494+105.2% | Added |
| MML Investors Services, LLC | 163,916 | $1.89M | 0.01% | +27,125+19.8% | Added |
| Alliancebernstein L.P. | 157,428 | $1.81M | 0.00% | +13,200+9.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 157,071 | $1.81M | 0.04% | +157,071 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 153,313 | $1.76M | 0.00% | −10,791−6.6% | Reduced |
| Los Angeles Capital Management LLC | 151,727 | $1.75M | 0.01% | −74,140−32.8% | Reduced |
| Stifel Financial Corp | 143,084 | $1.65M | 0.00% | +27,259+23.5% | Added |
| Great West Life Assurance Co | 129,297 | $1.49M | 0.00% | +215+0.2% | Added |
| Trexquant Investment LP | 127,731 | $1.47M | 0.02% | +77,613+154.9% | Added |
| Level Four Advisory Services, LLC | 124,851 | $1.44M | 0.05% | +24,767+24.7% | Added |
| Citigroup Inc | 122,696 | $1.41M | 0.00% | −56,394−31.5% | Reduced |
| Aquatic Capital Management LLC | 120,940 | $1.39M | 0.03% | +45,506+60.3% | Added |
| Globeflex Capital L P | 120,684 | $1.39M | 0.11% | 00.0% | Unchanged |
| Creative Planning | 118,563 | $1.36M | 0.00% | +5,309+4.7% | Added |
| Price T Rowe Associates Inc | 118,371 | $1.36M | 0.00% | −706,831−85.7% | Reduced |
| Fisher Asset Management, LLC | 111,643 | $1.29M | 0.00% | +70.0% | Added |
| California State Teachers Retirement System | 108,251 | $1.25M | 0.00% | −2,703−2.4% | Reduced |
| Brevan Howard Capital Management LP | 105,647 | $1.22M | 0.01% | +73,712+230.8% | Added |
| State of Wisconsin Investment Board | 103,531 | $1.19M | 0.00% | +34,639+50.3% | Added |
| Engineers Gate Manager LP | 103,002 | $1.19M | 0.01% | −8,603−7.7% | Reduced |
| Quantbot Technologies LP | 102,626 | $1.18M | 0.03% | −15,069−12.8% | Reduced |