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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 2,565 | $29.5K | 0.00% | +135+5.6% | Added |
| Smartleaf Asset Management LLC | 2,448 | $28.0K | 0.00% | −1,344−35.4% | Reduced |
| Public Employees Retirement System of Ohio | 2,300 | $26.5K | 0.00% | −394−14.6% | Reduced |
| Whittier Trust Co | 1,631 | $18.8K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,464 | $16.9K | 0.00% | −581−28.4% | Reduced |
| Manchester Capital Management LLC | 1,351 | $15.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,338 | $15.4K | 0.00% | +1,094+448.4% | Added |
| Nisa Investment Advisors, LLC | 1,322 | $15.2K | 0.00% | +1,172+781.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,277 | $15.0K | 0.00% | +1,277 | New |
| ORG Partners LLC | 1,000 | $11.5K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 887 | $10.2K | 0.00% | +7+0.8% | Added |
| Umb Bank N A | 717 | $8.25K | 0.00% | +683+2,008.8% | Added |
| Adirondack Trust Co | 600 | $6.91K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 555 | $6.39K | 0.00% | +555 | New |
| HM Payson & Co | 500 | $5.75K | 0.00% | −1,000−66.7% | Reduced |
| Skopos Labs, Inc. | 471 | $5.42K | 0.00% | −36−7.1% | Reduced |
| Allworth Financial LP | 437 | $5.03K | 0.00% | +37+9.3% | Added |
| Bessemer Group Inc | 454 | $5.00K | 0.00% | +162+55.5% | Added |
| Vermillion & White Wealth Management Group, LLC | 420 | $4.83K | 0.00% | +2+0.5% | Added |
| Ronald Blue Trust, Inc. | 400 | $4.60K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 398 | $4.58K | 0.00% | +398 | New |
| Hantz Financial Services, Inc. | 356 | $4.00K | 0.00% | +356 | New |
| Sterling Capital Management LLC | 291 | $3.35K | 0.00% | +153+110.9% | Added |
| Parkside Financial Bank & Trust | 241 | $2.77K | 0.00% | +220+1,047.6% | Added |
| MAI Capital Management | 236 | $2.72K | 0.00% | +35+17.4% | Added |
| Massmutual Trust Co FSB | 235 | $2.71K | 0.00% | +129+121.7% | Added |
| Fifth Third Bancorp | 211 | $2.43K | 0.00% | −171−44.8% | Reduced |
| Elequin Capital LP | 188 | $2.16K | 0.00% | +188 | New |
| Whipplewood Advisors, LLC | 180 | $2.07K | 0.00% | +180 | New |
| Covestor Ltd | 135 | $2.00K | 0.00% | −27−16.7% | Reduced |
| IFP Advisors, Inc | 169 | $1.95K | 0.00% | +151+838.9% | Added |
| Farther Finance Advisors, LLC | 164 | $1.89K | 0.00% | −412−71.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 163 | $1.88K | 0.00% | +163 | New |
| Huntington National Bank | 145 | $1.73K | 0.00% | −36−19.9% | Reduced |
| Quarry LP | 124 | $1.43K | 0.00% | −5,820−97.9% | Reduced |
| Farmers & Merchants Investments Inc | 90 | $1.04K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 120 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 84 | $967 | 0.00% | +84 | New |
| Koesten, Hirschmann & Crabtree, INC. | 70 | $806 | 0.00% | +70 | New |
| Jones Financial Companies LLLP | 68 | $777 | 0.00% | +68 | New |
| Essential Partners LLC | 55 | $633 | 0.00% | +55 | New |
| True Wealth Design, LLC | 54 | $622 | 0.00% | +17+45.9% | Added |
| National Bank of Canada | 53 | $609 | 0.00% | +53 | New |
| Abound Wealth Management | 18 | $208 | 0.00% | −2−10.0% | Reduced |
| Larson Financial Group LLC | 14 | $161 | 0.00% | −119−89.5% | Reduced |
| Ameritas Advisory Services, LLC | 9 | $109 | 0.00% | +9 | New |
| Twin Peaks Wealth Advisors, LLC | 2 | $27 | 0.00% | +2 | New |
| 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 |