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 |
|---|---|---|---|---|---|
| Twin Peaks Wealth Advisors, LLC | 2 | $27 | 0.00% | +2 | New |
| Ameritas Advisory Services, LLC | 9 | $109 | 0.00% | +9 | New |
| Larson Financial Group LLC | 14 | $161 | 0.00% | −119−89.5% | Reduced |
| Abound Wealth Management | 18 | $208 | 0.00% | −2−10.0% | Reduced |
| National Bank of Canada | 53 | $609 | 0.00% | +53 | New |
| True Wealth Design, LLC | 54 | $622 | 0.00% | +17+45.9% | Added |
| Essential Partners LLC | 55 | $633 | 0.00% | +55 | New |
| Jones Financial Companies LLLP | 68 | $777 | 0.00% | +68 | New |
| Koesten, Hirschmann & Crabtree, INC. | 70 | $806 | 0.00% | +70 | New |
| Atlantic Trust, LLC | 84 | $967 | 0.00% | +84 | New |
| Picton Mahoney Asset Management | 120 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 90 | $1.04K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 124 | $1.43K | 0.00% | −5,820−97.9% | Reduced |
| Huntington National Bank | 145 | $1.73K | 0.00% | −36−19.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 163 | $1.88K | 0.00% | +163 | New |
| Farther Finance Advisors, LLC | 164 | $1.89K | 0.00% | −412−71.5% | Reduced |
| IFP Advisors, Inc | 169 | $1.95K | 0.00% | +151+838.9% | Added |
| Covestor Ltd | 135 | $2.00K | 0.00% | −27−16.7% | Reduced |
| Whipplewood Advisors, LLC | 180 | $2.07K | 0.00% | +180 | New |
| Elequin Capital LP | 188 | $2.16K | 0.00% | +188 | New |
| Fifth Third Bancorp | 211 | $2.43K | 0.00% | −171−44.8% | Reduced |
| Massmutual Trust Co FSB | 235 | $2.71K | 0.00% | +129+121.7% | Added |
| MAI Capital Management | 236 | $2.72K | 0.00% | +35+17.4% | Added |
| Parkside Financial Bank & Trust | 241 | $2.77K | 0.00% | +220+1,047.6% | Added |
| Sterling Capital Management LLC | 291 | $3.35K | 0.00% | +153+110.9% | Added |
| Hantz Financial Services, Inc. | 356 | $4.00K | 0.00% | +356 | New |
| Clearstead Advisors, LLC | 398 | $4.58K | 0.00% | +398 | New |
| Ronald Blue Trust, Inc. | 400 | $4.60K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 420 | $4.83K | 0.00% | +2+0.5% | Added |
| Bessemer Group Inc | 454 | $5.00K | 0.00% | +162+55.5% | Added |
| Allworth Financial LP | 437 | $5.03K | 0.00% | +37+9.3% | Added |
| Skopos Labs, Inc. | 471 | $5.42K | 0.00% | −36−7.1% | Reduced |
| HM Payson & Co | 500 | $5.75K | 0.00% | −1,000−66.7% | Reduced |
| Group One Trading, L.P. | 555 | $6.39K | 0.00% | +555 | New |
| Adirondack Trust Co | 600 | $6.91K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 717 | $8.25K | 0.00% | +683+2,008.8% | Added |
| SBI Securities Co., Ltd. | 887 | $10.2K | 0.00% | +7+0.8% | Added |
| ORG Partners LLC | 1,000 | $11.5K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,277 | $15.0K | 0.00% | +1,277 | New |
| Nisa Investment Advisors, LLC | 1,322 | $15.2K | 0.00% | +1,172+781.3% | Added |
| EverSource Wealth Advisors, LLC | 1,338 | $15.4K | 0.00% | +1,094+448.4% | Added |
| Manchester Capital Management LLC | 1,351 | $15.6K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,464 | $16.9K | 0.00% | −581−28.4% | Reduced |
| Whittier Trust Co | 1,631 | $18.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,300 | $26.5K | 0.00% | −394−14.6% | Reduced |
| Smartleaf Asset Management LLC | 2,448 | $28.0K | 0.00% | −1,344−35.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,565 | $29.5K | 0.00% | +135+5.6% | Added |
| First Horizon Advisors, Inc. | 2,578 | $29.7K | 0.00% | +193+8.1% | Added |
| SRS Capital Advisors, Inc. | 3,743 | $43.1K | 0.00% | +3,669+4,958.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,008 | $46.1K | 0.01% | +4,008 | New |
| GAMMA Investing LLC | 4,380 | $50.4K | 0.00% | −149−3.3% | Reduced |
| KBC Group NV | 4,511 | $52.0K | 0.00% | −3,281−42.1% | Reduced |
| Traub Capital Management LLC | 5,000 | $57.5K | 0.05% | +5,000 | New |
| Versant Capital Management, Inc | 5,570 | $64.1K | 0.01% | +307+5.8% | Added |
| Russell Investments Group, Ltd. | 7,068 | $81.4K | 0.00% | +82+1.2% | Added |
| Sowell Financial Services LLC | 10,414 | $119.9K | 0.00% | +10,414 | New |
| Wolverine Trading, LLC | 10,592 | $121.0K | 0.00% | +10,592 | New |
| Sherbrooke Park Advisers LLC | 10,923 | $125.7K | 0.05% | +10,923 | New |
| JustInvest LLC | 11,152 | $128.4K | 0.00% | +11,152 | New |
| Austin Private Wealth, LLC | 11,244 | $129.4K | 0.01% | +368+3.4% | Added |
| Avantax Advisory Services, Inc. | 11,662 | $134.2K | 0.00% | +11,662 | New |
| JGP Wealth Management, LLC | 11,828 | $136.1K | 0.02% | 00.0% | Unchanged |
| Cooper Financial Group | 11,983 | $137.9K | 0.02% | +605+5.3% | Added |
| Ameritas Investment Partners, Inc. | 12,290 | $141.5K | 0.00% | −1,327−9.7% | Reduced |
| CWM, LLC | 12,429 | $143.0K | 0.00% | +9,418+312.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,588 | $146.7K | 0.00% | −434−3.3% | Reduced |
| SCS Capital Management LLC | 13,000 | $149.6K | 0.00% | +13,000 | New |
| Personal Cfo Solutions, LLC | 13,422 | $154.5K | 0.03% | +986+7.9% | Added |
| Impact Partnership Wealth, LLC | 13,531 | $155.7K | 0.03% | −58−0.4% | Reduced |
| Entropy Technologies, LP | 13,600 | $156.5K | 0.01% | −7,200−34.6% | Reduced |
| Kestra Advisory Services, LLC | 13,768 | $158.5K | 0.00% | +13,768 | New |
| Navellier & Associates Inc | 14,058 | $161.8K | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Corp | 14,831 | $170.7K | 0.00% | −14,965−50.2% | Reduced |
| Mutual of America Capital Management LLC | 14,886 | $171.3K | 0.00% | −1,778−10.7% | Reduced |
| Tower Research Capital LLC (TRC) | 15,625 | $179.8K | 0.00% | +6,283+67.3% | Added |
| Aigen Investment Management, LP | 15,696 | $180.7K | 0.02% | −28,770−64.7% | Reduced |
| Stonebridge Wealth Management, LLC | 16,140 | $185.8K | 0.18% | +16,140 | New |
| HSBC Holdings PLC | 16,153 | $185.8K | 0.00% | −3,705−18.7% | Reduced |
| Neuberger Berman Group LLC | 16,186 | $186.3K | 0.00% | +704+4.5% | Added |
| Mariner, LLC | 16,539 | $190.4K | 0.00% | +1,014+6.5% | Added |
| SMH Capital Advisors Inc | 16,893 | $194.4K | 0.44% | −768−4.3% | Reduced |
| Eqis Capital Management, Inc. | 17,426 | $200.6K | 0.02% | −617−3.4% | Reduced |
| State of Wyoming | 17,499 | $201.4K | 0.02% | +12,187+229.4% | Added |
| Pictet Asset Management Holding SA | 18,232 | $209.8K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 18,928 | $217.9K | 0.00% | +1,840+10.8% | Added |
| NorthCrest Asset Manangement, LLC | 17,611 | $219.8K | 0.01% | −16,713−48.7% | Reduced |
| Quantinno Capital Management LP | 19,217 | $221.2K | 0.00% | +7,542+64.6% | Added |
| Principal Securities, Inc. | 19,540 | $224.9K | 0.00% | +6,682+52.0% | Added |
| Walleye Capital LLC | 19,796 | $227.9K | 0.00% | +19,796 | New |
| Freestone Grove Partners LP | 20,351 | $234.2K | 0.00% | −296−1.4% | Reduced |
| Public Employees Retirement Association of Colorado | 20,529 | $236.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 21,350 | $246.0K | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 22,224 | $255.8K | 0.00% | +3,470+18.5% | Added |
| The PNC Financial Services Group, Inc. | 22,290 | $256.6K | 0.00% | +2,119+10.5% | Added |
| Jain Global LLC | 22,619 | $260.3K | 0.00% | +8,600+61.3% | Added |
| Bank of Montreal | 22,769 | $262.1K | 0.00% | +12+0.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 22,957 | $264.2K | 0.00% | +927+4.2% | Added |
| Raymond James Financial Inc | 23,515 | $270.7K | 0.00% | +4,838+25.9% | Added |
| Gator Capital Management, LLC | 24,074 | $277.1K | 0.09% | +24,074 | New |
| Oregon Public Employees Retirement Fund | 26,156 | $301.1K | 0.01% | −100−0.4% | Reduced |