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 |
|---|---|---|---|---|---|
| Tudor Investment Corp Et Al | 498,150 | $5.73M | 0.04% | +323,177+184.7% | Added |
| CSM Advisors, LLC | 523,895 | $6.03M | 0.18% | +523,895 | New |
| Norges Bank | 539,166 | $6.21M | 0.00% | +451,700+516.4% | Added |
| UBS Group AG | 569,604 | $6.56M | 0.00% | −82,478−12.6% | Reduced |
| Crawford Fund Management, LLC | 573,174 | $6.60M | 3.88% | +128,000+28.8% | Added |
| Principal Financial Group Inc | 575,213 | $6.62M | 0.00% | −168,487−22.7% | Reduced |
| Interval Partners, LP | 593,189 | $6.83M | 0.16% | +167,602+39.4% | Added |
| UBS Asset Management Americas Inc | 595,924 | $6.86M | 0.00% | +138,934+30.4% | Added |
| D. E. Shaw & Co., Inc. | 597,344 | $6.88M | 0.01% | +284,804+91.1% | Added |
| Portolan Capital Management, LLC | 682,368 | $7.85M | 0.49% | +682,368 | New |
| Renaissance Technologies LLC | 693,902 | $7.99M | 0.01% | +20,200+3.0% | Added |
| Verition Fund Management LLC | 731,884 | $8.42M | 0.05% | +33,697+4.8% | Added |
| Citadel Advisors LLC | 739,531 | $8.51M | 0.01% | +76,011+11.5% | Added |
| Qube Research & Technologies Ltd | 809,421 | $9.32M | 0.01% | −765,079−48.6% | Reduced |
| ExodusPoint Capital Management, LP | 814,192 | $9.37M | 0.11% | +206,320+33.9% | Added |
| American Century Companies Inc | 881,047 | $10.1M | 0.01% | +511,300+138.3% | Added |
| Envestnet Asset Management Inc | 905,422 | $10.4M | 0.00% | +97,070+12.0% | Added |
| Voloridge Investment Management, LLC | 942,055 | $10.8M | 0.04% | −487,868−34.1% | Reduced |
| Kornitzer Capital Management Inc | 970,830 | $11.2M | 0.22% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 996,753 | $11.5M | 0.00% | −56,597−5.4% | Reduced |
| FMR LLC | 1,088,526 | $12.5M | 0.00% | −275,139−20.2% | Reduced |
| Balyasny Asset Management LLC | 1,202,765 | $13.8M | 0.03% | +1,124,293+1,432.7% | Added |
| Marshall Wace, LLP | 1,206,662 | $13.9M | 0.02% | −386,537−24.3% | Reduced |
| Two Sigma Investments, LP | 1,231,705 | $14.2M | 0.03% | −355,772−22.4% | Reduced |
| Northern Trust Corp | 1,264,626 | $14.6M | 0.00% | −111,875−8.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,290,334 | $14.9M | 0.00% | +25,051+2.0% | Added |
| Toroso Investments, LLC | 1,359,583 | $15.6M | 0.10% | +1,359,583 | New |
| Two Sigma Advisers, LP | 1,381,600 | $15.9M | 0.03% | −261,500−15.9% | Reduced |
| Prudential Financial Inc | 1,423,293 | $16.4M | 0.02% | +1,306,620+1,119.9% | Added |
| Bank of New York Mellon Corp | 1,425,822 | $16.4M | 0.00% | +107,076+8.1% | Added |
| Nuveen, LLC | 1,716,774 | $19.8M | 0.01% | −189,446−9.9% | Reduced |
| Macquarie Group Ltd | 1,751,037 | $20.2M | 0.02% | −54,422−3.0% | Reduced |
| Victory Capital Management Inc | 2,313,849 | $26.6M | 0.02% | +234,236+11.3% | Added |
| Morgan Stanley | 2,374,546 | $27.3M | 0.00% | +210,381+9.7% | Added |
| Geode Capital Management, LLC | 2,733,168 | $31.5M | 0.00% | −134,162−4.7% | Reduced |
| Janus Henderson Group PLC | 2,762,431 | $31.8M | 0.02% | +151,198+5.8% | Added |
| Wellington Management Group LLP | 2,874,976 | $33.1M | 0.01% | +388,352+15.6% | Added |
| Invesco Ltd. | 3,305,126 | $38.0M | 0.01% | −206,543−5.9% | Reduced |
| Massachusetts Financial Services Co | 3,578,599 | $41.2M | 0.01% | −120,245−3.3% | Reduced |
| Dimensional Fund Advisors LP | 3,613,254 | $41.6M | 0.01% | −144,110−3.8% | Reduced |
| ArrowMark Colorado Holdings LLC | 4,340,892 | $50.0M | 0.90% | −299,393−6.5% | Reduced |
| Simcoe Capital Management, LLC | 4,924,550 | $56.7M | 8.27% | +935,505+23.5% | Added |
| State Street Corp | 5,286,613 | $60.8M | 0.00% | −309,115−5.5% | Reduced |
| Millennium Management LLC | 5,612,219 | $64.6M | 0.06% | +1,345,272+31.5% | Added |
| Azora Capital LP | 7,069,860 | $81.4M | 3.68% | −1,999,782−22.0% | Reduced |
| Vanguard Group Inc | 14,675,702 | $168.9M | 0.00% | −76,545−0.5% | Reduced |
| BlackRock, Inc. | 17,128,455 | $197.1M | 0.00% | −1,241,628−6.8% | Reduced |
| XTX Topco Ltd | 0 | $0 | 0.00% | −154,068−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −105,580−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −95,547−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −81,418−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −69,708−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −69,480−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −62,115−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −61,231−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −59,774−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −59,300−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −52,280−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −30,748−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −29,356−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −27,427−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −27,327−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −26,906−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −23,484−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −21,318−100.0% | Sold out |
| AssuredPartners Investment Advisors, LLC | 0 | $0 | 0.00% | −20,334−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −20,008−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −18,433−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −18,095−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −13,018−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −10,829−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −10,184−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −10,078−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −5,713−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −3,852−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,413−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −517−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Foundry Partners, LLC | – | – | – | – | Not filed |
| Credit Agricole S A | – | – | – | – | Not filed |
| Caas Capital Management LP | – | – | – | – | Not filed |
| Sheaff Brock Investment Advisors, LLC | – | – | – | – | Not filed |