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 |
|---|---|---|---|---|---|
| Amundi | 24,719 | $302.8K | 0.00% | −27,154−52.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 26,585 | $306.0K | 0.00% | −134−0.5% | Reduced |
| ProShare Advisors LLC | 26,786 | $308.3K | 0.00% | −4,455−14.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 27,331 | $314.6K | 0.00% | −2,587−8.6% | Reduced |
| State of Tennessee, Treasury Department | 27,472 | $316.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 28,703 | $330.4K | 0.04% | −3,496−10.9% | Reduced |
| KLP Kapitalforvaltning AS | 29,400 | $338.4K | 0.00% | +7,100+31.8% | Added |
| New York State Common Retirement Fund | 29,464 | $339.1K | 0.00% | −9,100−23.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 29,752 | $342.4K | 0.00% | +2,368+8.6% | Added |
| Virginia Retirement Systems Et Al | 32,500 | $374.1K | 0.00% | +900+2.8% | Added |
| Amalgamated Bank | 33,866 | $390.0K | 0.00% | +278+0.8% | Added |
| Maryland State Retirement & Pension System | 34,056 | $392.0K | 0.01% | +778+2.3% | Added |
| Alberta Investment Management Corp | 34,634 | $398.6K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 34,984 | $402.7K | 0.00% | +24,476+232.9% | Added |
| Arizona State Retirement System | 36,476 | $419.8K | 0.00% | +2,949+8.8% | Added |
| Comerica Bank | 39,521 | $454.9K | 0.00% | +238+0.6% | Added |
| Quest Partners LLC | 39,846 | $458.6K | 0.05% | −148,919−78.9% | Reduced |
| Park Avenue Securities LLC | 39,863 | $459.0K | 0.00% | +6,890+20.9% | Added |
| Yousif Capital Management, LLC | 43,160 | $496.8K | 0.01% | +457+1.1% | Added |
| Militia Capital Partners, LP | 47,600 | $547.9K | 0.26% | −9,200−16.2% | Reduced |
| Intech Investment Management LLC | 47,890 | $551.2K | 0.01% | −16,429−25.5% | Reduced |
| Benjamin Edwards Inc | 51,842 | $596.7K | 0.01% | +9,830+23.4% | Added |
| James Investment Research Inc | 53,971 | $621.2K | 0.07% | −10,235−15.9% | Reduced |
| Louisiana State Employees Retirement System | 54,100 | $622.7K | 0.01% | +200+0.4% | Added |
| Axq Capital, LP | 54,955 | $632.5K | 0.20% | +54,955 | New |
| Illinois Municipal Retirement Fund | 57,486 | $661.7K | 0.01% | −4,145−6.7% | Reduced |
| Manufacturers Life Insurance Company, The | 61,501 | $707.9K | 0.00% | −5,701−8.5% | Reduced |
| Tobam | 62,150 | $715.0K | 0.28% | +7,059+12.8% | Added |
| State Board of Administration of Florida Retirement System | 63,973 | $736.3K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 64,700 | $744.7K | 0.01% | −5,350−7.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 65,964 | $759.2K | 0.00% | −13,877−17.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 66,541 | $765.9K | 0.00% | +42,124+172.5% | Added |
| Graham Capital Management, L.P. | 66,565 | $766.2K | 0.02% | −212,857−76.2% | Reduced |
| State of Alaska, Department of Revenue | 68,973 | $793.0K | 0.01% | +5,568+8.8% | Added |
| North Star Investment Management Corp. | 69,313 | $797.8K | 0.06% | 00.0% | Unchanged |
| Heartland Advisors Inc | 69,650 | $801.7K | 0.04% | +69,650 | New |
| Winton Group Ltd | 70,248 | $808.6K | 0.04% | −294,493−80.7% | Reduced |
| MetLife Investment Management | 74,456 | $857.0K | 0.01% | −663−0.9% | Reduced |
| LPL Financial LLC | 74,955 | $862.7K | 0.00% | +23,902+46.8% | Added |
| BNP Paribas Arbitrage, SA | 81,455 | $937.5K | 0.00% | −271,049−76.9% | Reduced |
| SummitTX Capital, L.P. | 82,852 | $953.6K | 0.04% | −22,749−21.5% | Reduced |
| Cetera Investment Advisers | 85,958 | $989.4K | 0.00% | −4,545−5.0% | Reduced |
| Truist Financial Corp | 86,237 | $992.6K | 0.00% | +3,085+3.7% | Added |
| Advisor Group Holdings, Inc. | 87,126 | $1.00M | 0.00% | +1,266+1.5% | Added |
| Thrivent Financial for Lutherans | 89,484 | $1.03M | 0.00% | +5,432+6.5% | Added |
| SEI Investments Co | 93,039 | $1.07M | 0.00% | +81,243+688.7% | Added |
| Nebula Research & Development LLC | 94,374 | $1.09M | 0.09% | −46,758−33.1% | Reduced |
| Quantbot Technologies LP | 102,626 | $1.18M | 0.03% | −15,069−12.8% | Reduced |
| Engineers Gate Manager LP | 103,002 | $1.19M | 0.01% | −8,603−7.7% | Reduced |
| State of Wisconsin Investment Board | 103,531 | $1.19M | 0.00% | +34,639+50.3% | Added |
| Brevan Howard Capital Management LP | 105,647 | $1.22M | 0.01% | +73,712+230.8% | Added |
| California State Teachers Retirement System | 108,251 | $1.25M | 0.00% | −2,703−2.4% | Reduced |
| Fisher Asset Management, LLC | 111,643 | $1.29M | 0.00% | +70.0% | Added |
| Price T Rowe Associates Inc | 118,371 | $1.36M | 0.00% | −706,831−85.7% | Reduced |
| Creative Planning | 118,563 | $1.36M | 0.00% | +5,309+4.7% | Added |
| Globeflex Capital L P | 120,684 | $1.39M | 0.11% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 120,940 | $1.39M | 0.03% | +45,506+60.3% | Added |
| Citigroup Inc | 122,696 | $1.41M | 0.00% | −56,394−31.5% | Reduced |
| Level Four Advisory Services, LLC | 124,851 | $1.44M | 0.05% | +24,767+24.7% | Added |
| Trexquant Investment LP | 127,731 | $1.47M | 0.02% | +77,613+154.9% | Added |
| Great West Life Assurance Co | 129,297 | $1.49M | 0.00% | +215+0.2% | Added |
| Stifel Financial Corp | 143,084 | $1.65M | 0.00% | +27,259+23.5% | Added |
| Los Angeles Capital Management LLC | 151,727 | $1.75M | 0.01% | −74,140−32.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 153,313 | $1.76M | 0.00% | −10,791−6.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 157,071 | $1.81M | 0.04% | +157,071 | New |
| Alliancebernstein L.P. | 157,428 | $1.81M | 0.00% | +13,200+9.2% | Added |
| MML Investors Services, LLC | 163,916 | $1.89M | 0.01% | +27,125+19.8% | Added |
| HRT Financial LP | 178,498 | $2.05M | 0.01% | +91,494+105.2% | Added |
| Squarepoint Ops LLC | 179,585 | $2.07M | 0.00% | −412,159−69.7% | Reduced |
| Algert Global LLC | 182,013 | $2.09M | 0.04% | +89,780+97.3% | Added |
| Man Group plc | 188,254 | $2.17M | 0.00% | +10,792+6.1% | Added |
| New York State Teachers Retirement System | 194,150 | $2.23M | 0.00% | −102−0.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 198,772 | $2.29M | 0.03% | −2,321−1.2% | Reduced |
| Wells Fargo & Company | 214,777 | $2.47M | 0.00% | +9,461+4.6% | Added |
| Weiss Asset Management LP | 219,605 | $2.53M | 0.04% | +219,605 | New |
| Susquehanna International Group, LLP | 221,902 | $2.55M | 0.00% | +45,652+25.9% | Added |
| Swiss National Bank | 238,800 | $2.75M | 0.00% | +12,400+5.5% | Added |
| Teachers Retirement System of the State of Kentucky | 245,716 | $2.83M | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 249,195 | $2.87M | 0.00% | −631,782−71.7% | Reduced |
| Cinctive Capital Management LP | 249,211 | $2.87M | 0.16% | +249,211 | New |
| Schonfeld Strategic Advisors LLC | 252,802 | $2.91M | 0.02% | −43,286−14.6% | Reduced |
| Rothschild Investment LLC | 268,988 | $3.10M | 0.19% | −5,170−1.9% | Reduced |
| Deutsche Bank AG | 276,985 | $3.19M | 0.00% | −206,114−42.7% | Reduced |
| Barclays PLC | 280,397 | $3.23M | 0.00% | +54,857+24.3% | Added |
| Arrowstreet Capital, Limited Partnership | 301,138 | $3.47M | 0.00% | +78,837+35.5% | Added |
| Royal Bank of Canada | 305,221 | $3.51M | 0.00% | +229,798+304.7% | Added |
| Maltese Capital Management LLC | 315,000 | $3.63M | 0.51% | +265,000+530.0% | Added |
| Legal & General Group Plc | 320,539 | $3.69M | 0.00% | −8,175−2.5% | Reduced |
| First Trust Advisors LP | 324,826 | $3.74M | 0.00% | −116,497−26.4% | Reduced |
| Capital Management Corp | 326,270 | $3.76M | 0.64% | +135,900+71.4% | Added |
| JPMorgan Chase & Co | 336,659 | $3.87M | 0.00% | −19,528−5.5% | Reduced |
| Rhumbline Advisers | 338,216 | $3.89M | 0.00% | −28,335−7.7% | Reduced |
| Ameriprise Financial Inc | 356,206 | $4.10M | 0.00% | +84,609+31.2% | Added |
| Bank of America Corp | 376,589 | $4.33M | 0.00% | +120,211+46.9% | Added |
| Public Sector Pension Investment Board | 395,016 | $4.55M | 0.02% | +32,085+8.8% | Added |
| Cubist Systematic Strategies, LLC | 405,320 | $4.67M | 0.05% | −758,683−65.2% | Reduced |
| Nordea Investment Management AB | 411,472 | $4.72M | 0.00% | +4,839+1.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 434,334 | $5.00M | 0.02% | −83,918−16.2% | Reduced |
| AQR Capital Management LLC | 482,313 | $5.55M | 0.00% | +80,361+20.0% | Added |
| Voya Investment Management LLC | 494,187 | $5.69M | 0.01% | −3,245−0.7% | Reduced |