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Livermore
ZHEN

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.

Institutional holdersQ2 2025: 247 institutions
Q1 2021: 150 institutionsQ2 2021: 176 institutionsQ3 2021: 167 institutionsQ4 2021: 169 institutionsQ1 2022: 176 institutionsQ2 2022: 163 institutionsQ3 2022: 157 institutionsQ4 2022: 158 institutionsQ1 2023: 148 institutionsQ2 2023: 181 institutionsQ3 2023: 179 institutionsQ4 2023: 195 institutionsQ1 2024: 205 institutionsQ2 2024: 224 institutionsQ3 2024: 233 institutionsQ4 2024: 271 institutionsQ1 2025: 256 institutionsQ2 2025: 247 institutionsQ3 2025: 269 institutionsQ4 2025: 288 institutionsQ1 2026: 312 institutionsQ2 2026: 312 institutions
Value heldQ2 2025: $1.48B
Q1 2021: $659.1MQ2 2021: $659.7MQ3 2021: $588.7MQ4 2021: $642.4MQ1 2022: $634.9MQ2 2022: $560.7MQ3 2022: $517.7MQ4 2022: $606.6MQ1 2023: $632.3MQ2 2023: $720.3MQ3 2023: $748.8MQ4 2023: $792.0MQ1 2024: $1.05BQ2 2024: $1.16BQ3 2024: $1.23BQ4 2024: $1.37BQ1 2025: $1.15BQ2 2025: $1.48BQ3 2025: $2.15BQ4 2025: $1.93BQ1 2026: $2.35BQ2 2026: $2.71B
Institutions holding WT and their total value by quarter
QuarterHoldersValue
Q2 2026312$2.71B
Q1 2026312$2.35B
Q4 2025288$1.93B
Q3 2025269$2.15B
Q2 2025247$1.48B
Q1 2025256$1.15B
Q4 2024271$1.37B
Q3 2024233$1.23B
Q2 2024224$1.16B
Q1 2024205$1.05B
Q4 2023195$792.0M
Q3 2023179$748.8M
Q2 2023181$720.3M
Q1 2023148$632.3M
Q4 2022158$606.6M
Q3 2022157$517.7M
Q2 2022163$560.7M
Q1 2022176$634.9M
Q4 2021169$642.4M
Q3 2021167$588.7M
Q2 2021176$659.7M
Q1 2021150$659.1M

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q1 2025.

Institutions holding WT in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Nebula Research & Development LLC94,374$1.09M0.09%−46,758−33.1%Reduced
SEI Investments Co93,039$1.07M0.00%+81,243+688.7%Added
Thrivent Financial for Lutherans89,484$1.03M0.00%+5,432+6.5%Added
Advisor Group Holdings, Inc.87,126$1.00M0.00%+1,266+1.5%Added
Truist Financial Corp86,237$992.6K0.00%+3,085+3.7%Added
Cetera Investment Advisers85,958$989.4K0.00%−4,545−5.0%Reduced
SummitTX Capital, L.P.82,852$953.6K0.04%−22,749−21.5%Reduced
BNP Paribas Arbitrage, SA81,455$937.5K0.00%−271,049−76.9%Reduced
LPL Financial LLC74,955$862.7K0.00%+23,902+46.8%Added
MetLife Investment Management74,456$857.0K0.01%−663−0.9%Reduced
Winton Group Ltd70,248$808.6K0.04%−294,493−80.7%Reduced
Heartland Advisors Inc69,650$801.7K0.04%+69,650New
North Star Investment Management Corp.69,313$797.8K0.06%00.0%Unchanged
State of Alaska, Department of Revenue68,973$793.0K0.01%+5,568+8.8%Added
Graham Capital Management, L.P.66,565$766.2K0.02%−212,857−76.2%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)66,541$765.9K0.00%+42,124+172.5%Added
Mirae Asset Global ETFs Holdings Ltd.65,964$759.2K0.00%−13,877−17.4%Reduced
Oppenheimer & Co Inc64,700$744.7K0.01%−5,350−7.6%Reduced
State Board of Administration of Florida Retirement System63,973$736.3K0.00%00.0%Unchanged
Tobam62,150$715.0K0.28%+7,059+12.8%Added
Manufacturers Life Insurance Company, The61,501$707.9K0.00%−5,701−8.5%Reduced
Illinois Municipal Retirement Fund57,486$661.7K0.01%−4,145−6.7%Reduced
Axq Capital, LP54,955$632.5K0.20%+54,955New
Louisiana State Employees Retirement System54,100$622.7K0.01%+200+0.4%Added
James Investment Research Inc53,971$621.2K0.07%−10,235−15.9%Reduced
Benjamin Edwards Inc51,842$596.7K0.01%+9,830+23.4%Added
Intech Investment Management LLC47,890$551.2K0.01%−16,429−25.5%Reduced
Militia Capital Partners, LP47,600$547.9K0.26%−9,200−16.2%Reduced
Yousif Capital Management, LLC43,160$496.8K0.01%+457+1.1%Added
Park Avenue Securities LLC39,863$459.0K0.00%+6,890+20.9%Added
Quest Partners LLC39,846$458.6K0.05%−148,919−78.9%Reduced
Comerica Bank39,521$454.9K0.00%+238+0.6%Added
Arizona State Retirement System36,476$419.8K0.00%+2,949+8.8%Added
Ieq Capital, LLC34,984$402.7K0.00%+24,476+232.9%Added
Alberta Investment Management Corp34,634$398.6K0.00%00.0%Unchanged
Maryland State Retirement & Pension System34,056$392.0K0.01%+778+2.3%Added
Amalgamated Bank33,866$390.0K0.00%+278+0.8%Added
Virginia Retirement Systems Et Al32,500$374.1K0.00%+900+2.8%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys29,752$342.4K0.00%+2,368+8.6%Added
New York State Common Retirement Fund29,464$339.1K0.00%−9,100−23.6%Reduced
KLP Kapitalforvaltning AS29,400$338.4K0.00%+7,100+31.8%Added
Pinnacle Wealth Planning Services, Inc.28,703$330.4K0.04%−3,496−10.9%Reduced
State of Tennessee, Treasury Department27,472$316.2K0.00%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey27,331$314.6K0.00%−2,587−8.6%Reduced
ProShare Advisors LLC26,786$308.3K0.00%−4,455−14.3%Reduced
Skandinaviska Enskilda Banken AB (publ)26,585$306.0K0.00%−134−0.5%Reduced
Amundi24,719$302.8K0.00%−27,154−52.3%Reduced
Oregon Public Employees Retirement Fund26,156$301.1K0.01%−100−0.4%Reduced
Gator Capital Management, LLC24,074$277.1K0.09%+24,074New
Raymond James Financial Inc23,515$270.7K0.00%+4,838+25.9%Added
Universal- Beteiligungs- und Servicegesellschaft mbH22,957$264.2K0.00%+927+4.2%Added
Bank of Montreal22,769$262.1K0.00%+12+0.1%Added
Jain Global LLC22,619$260.3K0.00%+8,600+61.3%Added
The PNC Financial Services Group, Inc.22,290$256.6K0.00%+2,119+10.5%Added
Pathstone Holdings, LLC22,224$255.8K0.00%+3,470+18.5%Added
Everence Capital Management Inc21,350$246.0K0.02%00.0%Unchanged
Public Employees Retirement Association of Colorado20,529$236.0K0.00%00.0%Unchanged
Freestone Grove Partners LP20,351$234.2K0.00%−296−1.4%Reduced
Walleye Capital LLC19,796$227.9K0.00%+19,796New
Principal Securities, Inc.19,540$224.9K0.00%+6,682+52.0%Added
Quantinno Capital Management LP19,217$221.2K0.00%+7,542+64.6%Added
NorthCrest Asset Manangement, LLC17,611$219.8K0.01%−16,713−48.7%Reduced
Teacher Retirement System of Texas18,928$217.9K0.00%+1,840+10.8%Added
Pictet Asset Management Holding SA18,232$209.8K0.00%00.0%Unchanged
State of Wyoming17,499$201.4K0.02%+12,187+229.4%Added
Eqis Capital Management, Inc.17,426$200.6K0.02%−617−3.4%Reduced
SMH Capital Advisors Inc16,893$194.4K0.44%−768−4.3%Reduced
Mariner, LLC16,539$190.4K0.00%+1,014+6.5%Added
Neuberger Berman Group LLC16,186$186.3K0.00%+704+4.5%Added
HSBC Holdings PLC16,153$185.8K0.00%−3,705−18.7%Reduced
Stonebridge Wealth Management, LLC16,140$185.8K0.18%+16,140New
Aigen Investment Management, LP15,696$180.7K0.02%−28,770−64.7%Reduced
Tower Research Capital LLC (TRC)15,625$179.8K0.00%+6,283+67.3%Added
Mutual of America Capital Management LLC14,886$171.3K0.00%−1,778−10.7%Reduced
CIBC World Markets Corp14,831$170.7K0.00%−14,965−50.2%Reduced
Navellier & Associates Inc14,058$161.8K0.02%00.0%Unchanged
Kestra Advisory Services, LLC13,768$158.5K0.00%+13,768New
Entropy Technologies, LP13,600$156.5K0.01%−7,200−34.6%Reduced
Impact Partnership Wealth, LLC13,531$155.7K0.03%−58−0.4%Reduced
Personal Cfo Solutions, LLC13,422$154.5K0.03%+986+7.9%Added
SCS Capital Management LLC13,000$149.6K0.00%+13,000New
Wiley Bros.-Aintree Capital, LLC12,588$146.7K0.00%−434−3.3%Reduced
CWM, LLC12,429$143.0K0.00%+9,418+312.8%Added
Ameritas Investment Partners, Inc.12,290$141.5K0.00%−1,327−9.7%Reduced
Cooper Financial Group11,983$137.9K0.02%+605+5.3%Added
JGP Wealth Management, LLC11,828$136.1K0.02%00.0%Unchanged
Avantax Advisory Services, Inc.11,662$134.2K0.00%+11,662New
Austin Private Wealth, LLC11,244$129.4K0.01%+368+3.4%Added
JustInvest LLC11,152$128.4K0.00%+11,152New
Sherbrooke Park Advisers LLC10,923$125.7K0.05%+10,923New
Wolverine Trading, LLC10,592$121.0K0.00%+10,592New
Sowell Financial Services LLC10,414$119.9K0.00%+10,414New
Russell Investments Group, Ltd.7,068$81.4K0.00%+82+1.2%Added
Versant Capital Management, Inc5,570$64.1K0.01%+307+5.8%Added
Traub Capital Management LLC5,000$57.5K0.05%+5,000New
KBC Group NV4,511$52.0K0.00%−3,281−42.1%Reduced
GAMMA Investing LLC4,380$50.4K0.00%−149−3.3%Reduced
Point72 Asia (Singapore) Pte. Ltd.4,008$46.1K0.01%+4,008New
SRS Capital Advisors, Inc.3,743$43.1K0.00%+3,669+4,958.1%Added
First Horizon Advisors, Inc.2,578$29.7K0.00%+193+8.1%Added