WisdomTree, Inc.

Exchange: NYSE
Industry: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0000880631

SEC filings (opens in a new tab)

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.

Q2 2025 vs. Q1 2025

How the institutions holding WisdomTree, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025 All holders in Q1 2025

13F holders of WT: Q1 2025 compared with Q2 2025
Measure	Q1 2025	Of which not filed for Q2 2025	Q2 2025	Change
Holders	256	4	247	−5
Shares	129.4M	800.9K	128.9M	+273.6K (+0.2%)
Value	$1.15B	$7.14M	$1.48B	+$336.1M (+29.3%)

4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (34)

Institutions that held WisdomTree, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to WT in Q2 2025
Institution	Shares	Value	% of portfolio
Toroso Investments, LLC	1,359,583	$15.6M	0.10%
Portolan Capital Management, LLC	682,368	$7.85M	0.49%
CSM Advisors, LLC	523,895	$6.03M	0.18%
Cinctive Capital Management LP	249,211	$2.87M	0.16%
Weiss Asset Management LP	219,605	$2.53M	0.04%
Susquehanna Portfolio Strategies, LLC	157,071	$1.81M	0.04%
Heartland Advisors Inc	69,650	$801.7K	0.04%
Axq Capital, LP	54,955	$632.5K	0.20%
Gator Capital Management, LLC	24,074	$277.1K	0.09%
Walleye Capital LLC	19,796	$227.9K	0.00%
Stonebridge Wealth Management, LLC	16,140	$185.8K	0.18%
Kestra Advisory Services, LLC	13,768	$158.5K	0.00%
SCS Capital Management LLC	13,000	$149.6K	0.00%
Avantax Advisory Services, Inc.	11,662	$134.2K	0.00%
JustInvest LLC	11,152	$128.4K	0.00%
Sherbrooke Park Advisers LLC	10,923	$125.7K	0.05%
Wolverine Trading, LLC	10,592	$121.0K	0.00%
Sowell Financial Services LLC	10,414	$119.9K	0.00%
Traub Capital Management LLC	5,000	$57.5K	0.05%
Point72 Asia (Singapore) Pte. Ltd.	4,008	$46.1K	0.01%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	1,277	$15.0K	0.00%
Group One Trading, L.P.	555	$6.39K	0.00%
Clearstead Advisors, LLC	398	$4.58K	0.00%
Hantz Financial Services, Inc.	356	$4.00K	0.00%
Elequin Capital LP	188	$2.16K	0.00%
Whipplewood Advisors, LLC	180	$2.07K	0.00%
Aster Capital Management (DIFC) Ltd	163	$1.88K	0.00%
Atlantic Trust, LLC	84	$967	0.00%
Koesten, Hirschmann & Crabtree, INC.	70	$806	0.00%
Jones Financial Companies LLLP	68	$777	0.00%
Essential Partners LLC	55	$633	0.00%
National Bank of Canada	53	$609	0.00%
Ameritas Advisory Services, LLC	9	$109	0.00%
Twin Peaks Wealth Advisors, LLC	2	$27	0.00%

Sold out (39)

Institutions that held WisdomTree, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of WT in Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
XTX Topco Ltd	154,068	$1.37M
Integrated Quantitative Investments LLC	105,580	$941.8K
Kennedy Capital Management, Inc.	95,547	$852.3K
Gabelli Funds LLC	90,000	$802.8K
Susquehanna Fundamental Investments, LLC	81,418	$726.2K
Caitlin John, LLC	69,708	$621.8K
Corebridge Financial, Inc.	69,480	$619.8K
Mackenzie Financial Corp	62,115	$554.1K
SG Americas Securities, LLC	61,231	$546.0K
Caxton Associates LLP	59,774	$533.2K
Omers Administration Corp	59,300	$529.0K
HighTower Advisors, LLC	52,280	$466.3K
Point72 (DIFC) Ltd	30,748	$274.3K
Keebeck Alpha, LP	29,356	$261.9K
Y-Intercept (Hong Kong) Ltd	27,427	$244.6K
Petrus Trust Company, LTA	27,327	$243.8K
Point72 Asset Management, L.P.	26,906	$240.0K
Prelude Capital Management, LLC	23,484	$209.5K
Simplex Trading, LLC	21,318	$190.0K
AssuredPartners Investment Advisors, LLC	20,334	$181.4K
Dark Forest Capital Management LP	20,008	$178.5K
EntryPoint Capital, LLC	18,433	$164.4K
PharVision Advisers, LLC	18,095	$161.4K
Bayesian Capital Management, LP	13,500	$120.4K
Polymer Capital Management (US) LLC	13,018	$116.1K
Corton Capital Inc.	10,829	$96.6K
Catalyst Funds Management Pty Ltd	10,800	$96.3K
Allianz Asset Management GmbH	10,300	$91.9K
Miracle Mile Advisors, LLC	10,184	$90.8K
Xponance, Inc.	10,078	$89.9K
Stonebridge Financial Group, LLC	5,713	$51.0K
Byrne Asset Management LLC	3,852	$34.4K
Headlands Technologies LLC	2,413	$21.5K
Coldstream Capital Management Inc	1,001	$8.93K
Quadrant Capital Group LLC	517	$4.61K
Boston Private Wealth LLC	142	$1.27K
Northwestern Mutual Wealth Management Co	61	$544
Stephens Consulting, LLC	40	$357
Dunhill Financial, LLC	3	$48

Not filed for Q2 2025 yet (4)

Institutions that held WisdomTree, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WT in Q1 2025 that haven't filed for Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Foundry Partners, LLC	438,947	$3.92M
Credit Agricole S A	189,889	$1.69M
Caas Capital Management LP	129,184	$1.15M
Sheaff Brock Investment Advisors, LLC	42,908	$382.7K