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, Q3 2025
Institutional positions in WisdomTree, Inc. as of Sep 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
- 269
- +26 vs. Q2 2025
- Shares held
- 155.2M
- +26.9M (+21.0%) vs. Q2 2025
- Total value
- $2.15B
- +$676.6M (+45.8%) vs. Q2 2025
- New holders
- 53
- 118 more added
- Sold out
- 27
- 67 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17,939,185 | $249.4M | 0.00% | +810,730+4.7% | Added |
| FMR LLC | 14,834,162 | $206.2M | 0.01% | +13,745,636+1,262.8% | Added |
| Vanguard Group Inc | 14,552,814 | $202.3M | 0.00% | −122,888−0.8% | Reduced |
| Wellington Management Group LLP | 9,674,630 | $134.5M | 0.02% | +6,799,654+236.5% | Added |
| Azora Capital LP | 5,628,932 | $78.2M | 3.62% | −1,440,928−20.4% | Reduced |
| State Street Corp | 5,315,183 | $73.9M | 0.00% | +28,570+0.5% | Added |
| Simcoe Capital Management, LLC | 4,718,325 | $65.6M | 9.51% | −206,225−4.2% | Reduced |
| Dimensional Fund Advisors LP | 3,580,343 | $49.8M | 0.01% | −32,911−0.9% | Reduced |
| Invesco Ltd. | 3,521,239 | $48.9M | 0.01% | +216,113+6.5% | Added |
| ArrowMark Colorado Holdings LLC | 3,292,145 | $45.8M | 0.85% | −1,048,747−24.2% | Reduced |
| Morgan Stanley | 3,275,817 | $45.5M | 0.00% | +901,271+38.0% | Added |
| Macquarie Group Ltd | 3,508,863 | $44.6M | 0.05% | +1,757,826+100.4% | Added |
| Geode Capital Management, LLC | 2,769,736 | $38.5M | 0.00% | +36,568+1.3% | Added |
| Massachusetts Financial Services Co | 2,565,704 | $35.7M | 0.01% | −1,012,895−28.3% | Reduced |
| Millennium Management LLC | 2,511,467 | $34.9M | 0.03% | −3,100,752−55.3% | Reduced |
| D. E. Shaw & Co., Inc. | 2,392,924 | $33.3M | 0.03% | +1,795,580+300.6% | Added |
| Select Equity Group, L.P. | 2,311,611 | $32.1M | 0.14% | +2,311,611 | New |
| Janus Henderson Group PLC | 2,194,186 | $30.5M | 0.01% | −568,245−20.6% | Reduced |
| American Century Companies Inc | 1,968,507 | $27.4M | 0.01% | +1,087,460+123.4% | Added |
| Nuveen, LLC | 1,744,170 | $24.2M | 0.01% | +27,396+1.6% | Added |
| Capitolis Liquid Global Markets LLC | 1,735,600 | $24.1M | 0.19% | +1,735,600 | New |
| Arrowstreet Capital, Limited Partnership | 1,697,707 | $23.6M | 0.01% | +1,396,569+463.8% | Added |
| Two Sigma Investments, LP | 1,624,237 | $22.6M | 0.03% | +392,532+31.9% | Added |
| Two Sigma Advisers, LP | 1,588,400 | $22.1M | 0.04% | +206,800+15.0% | Added |
| Goldman Sachs Group Inc | 1,565,876 | $21.8M | 0.00% | +569,123+57.1% | Added |
| Toroso Investments, LLC | 1,565,686 | $21.8M | 0.09% | +206,103+15.2% | Added |
| Voloridge Investment Management, LLC | 1,525,539 | $21.2M | 0.07% | +583,484+61.9% | Added |
| Loomis Sayles & Co L P | 1,401,694 | $19.5M | 0.02% | +1,401,694 | New |
| Charles Schwab Investment Management Inc | 1,352,335 | $18.8M | 0.00% | +62,001+4.8% | Added |
| Bank of New York Mellon Corp | 1,285,096 | $17.9M | 0.00% | −140,726−9.9% | Reduced |
| Northern Trust Corp | 1,266,306 | $17.6M | 0.00% | +1,680+0.1% | Added |
| Cubist Systematic Strategies, LLC | 1,165,220 | $16.2M | 0.23% | +759,900+187.5% | Added |
| Victory Capital Management Inc | 1,084,298 | $15.1M | 0.01% | −1,229,551−53.1% | Reduced |
| Kornitzer Capital Management Inc | 970,830 | $13.5M | 0.27% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 968,225 | $13.5M | 0.00% | +62,803+6.9% | Added |
| Driehaus Capital Management LLC | 906,289 | $12.6M | 0.09% | +906,289 | New |
| Price T Rowe Associates Inc | 891,710 | $12.4M | 0.00% | +773,339+653.3% | Added |
| Principal Financial Group Inc | 854,509 | $11.9M | 0.01% | +279,296+48.6% | Added |
| Citadel Advisors LLC | 799,210 | $11.1M | 0.01% | +59,679+8.1% | Added |
| Schonfeld Strategic Advisors LLC | 773,958 | $10.8M | 0.08% | +521,156+206.2% | Added |
| Crawford Fund Management, LLC | 693,174 | $9.64M | 5.21% | +120,000+20.9% | Added |
| Tudor Investment Corp Et Al | 591,244 | $8.22M | 0.05% | +93,094+18.7% | Added |
| Renaissance Technologies LLC | 553,602 | $7.70M | 0.01% | −140,300−20.2% | Reduced |
| Nordea Investment Management AB | 524,014 | $7.28M | 0.01% | +112,542+27.4% | Added |
| Voya Investment Management LLC | 522,269 | $7.26M | 0.01% | +28,082+5.7% | Added |
| First Trust Advisors LP | 514,688 | $7.15M | 0.01% | +189,862+58.5% | Added |
| CSM Advisors, LLC | 505,532 | $7.03M | 0.20% | −18,363−3.5% | Reduced |
| AQR Capital Management LLC | 500,703 | $6.96M | 0.00% | +18,390+3.8% | Added |
| Public Sector Pension Investment Board | 469,086 | $6.52M | 0.02% | +74,070+18.8% | Added |
| ExodusPoint Capital Management, LP | 457,224 | $6.36M | 0.09% | −356,968−43.8% | Reduced |
| Bank of America Corp | 451,440 | $6.28M | 0.00% | +74,851+19.9% | Added |
| JPMorgan Chase & Co | 432,885 | $6.02M | 0.00% | +96,226+28.6% | Added |
| Royal Bank of Canada | 421,523 | $5.86M | 0.00% | +116,302+38.1% | Added |
| EAM Investors, LLC | 427,571 | $5.85M | 0.67% | +427,571 | New |
| Man Group plc | 416,345 | $5.79M | 0.01% | +228,091+121.2% | Added |
| Credit Agricole S A | 390,723 | $5.43M | 0.02% | +390,723 | New |
| Ameriprise Financial Inc | 372,986 | $5.18M | 0.00% | +16,780+4.7% | Added |
| Interval Partners, LP | 363,717 | $5.06M | 0.11% | −229,472−38.7% | Reduced |
| UBS Asset Management Americas Inc | 358,735 | $4.99M | 0.00% | −237,189−39.8% | Reduced |
| Engineers Gate Manager LP | 356,755 | $4.96M | 0.06% | +253,753+246.4% | Added |
| HRT Financial LP | 349,624 | $4.86M | 0.02% | +171,126+95.9% | Added |
| Rhumbline Advisers | 334,155 | $4.64M | 0.00% | −4,061−1.2% | Reduced |
| Verition Fund Management LLC | 329,342 | $4.58M | 0.03% | −402,542−55.0% | Reduced |
| Legal & General Group Plc | 322,012 | $4.48M | 0.00% | +1,473+0.5% | Added |
| Schroder Investment Management Group | 316,992 | $4.40M | 0.00% | +316,992 | New |
| Squarepoint Ops LLC | 294,014 | $4.09M | 0.01% | +114,429+63.7% | Added |
| Deutsche Bank AG | 279,094 | $3.88M | 0.00% | +2,109+0.8% | Added |
| Capital Management Corp | 270,035 | $3.75M | 0.59% | −56,235−17.2% | Reduced |
| Rothschild Investment LLC | 269,404 | $3.74M | 0.21% | +416+0.2% | Added |
| Swiss National Bank | 242,300 | $3.37M | 0.00% | +3,500+1.5% | Added |
| Raymond James Financial Inc | 239,780 | $3.33M | 0.00% | +216,265+919.7% | Added |
| Wells Fargo & Company | 232,278 | $3.23M | 0.00% | +17,501+8.1% | Added |
| Qube Research & Technologies Ltd | 232,266 | $3.23M | 0.00% | −577,155−71.3% | Reduced |
| SEI Investments Co | 228,253 | $3.17M | 0.00% | +135,214+145.3% | Added |
| Teachers Retirement System of the State of Kentucky | 226,747 | $3.15M | 0.02% | −18,969−7.7% | Reduced |
| Alliancebernstein L.P. | 222,577 | $3.09M | 0.00% | +65,149+41.4% | Added |
| Horizon Kinetics Asset Management LLC | 201,038 | $2.79M | 0.03% | +2,266+1.1% | Added |
| Maltese Capital Management LLC | 200,000 | $2.78M | 0.42% | −115,000−36.5% | Reduced |
| New York State Teachers Retirement System | 196,494 | $2.73M | 0.01% | +2,344+1.2% | Added |
| Barclays PLC | 191,649 | $2.66M | 0.00% | −88,748−31.7% | Reduced |
| Quantbot Technologies LP | 191,047 | $2.66M | 0.07% | +88,421+86.2% | Added |
| Quest Partners LLC | 188,381 | $2.62M | 0.17% | +148,535+372.8% | Added |
| Citigroup Inc | 175,955 | $2.45M | 0.00% | +53,259+43.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 175,096 | $2.43M | 0.00% | +21,783+14.2% | Added |
| Point72 Asset Management, L.P. | 174,530 | $2.43M | 0.01% | +174,530 | New |
| Aquatic Capital Management LLC | 174,043 | $2.42M | 0.04% | +53,103+43.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 168,686 | $2.34M | 0.04% | +11,615+7.4% | Added |
| MML Investors Services, LLC | 168,679 | $2.34M | 0.01% | +4,763+2.9% | Added |
| Marshall Wace, LLP | 160,689 | $2.23M | 0.00% | −1,045,973−86.7% | Reduced |
| Los Angeles Capital Management LLC | 151,727 | $2.11M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 150,184 | $2.09M | 0.00% | −419,420−73.6% | Reduced |
| Stifel Financial Corp | 147,530 | $2.05M | 0.00% | +4,446+3.1% | Added |
| Great West Life Assurance Co | 141,259 | $1.96M | 0.00% | +11,962+9.3% | Added |
| Brevan Howard Capital Management LP | 135,439 | $1.88M | 0.03% | +29,792+28.2% | Added |
| Virginia Retirement Systems Et Al | 133,700 | $1.86M | 0.01% | +101,200+311.4% | Added |
| Creative Planning | 130,696 | $1.82M | 0.00% | +12,133+10.2% | Added |
| Thrivent Financial for Lutherans | 130,555 | $1.81M | 0.00% | +41,071+45.9% | Added |
| Level Four Advisory Services, LLC | 128,924 | $1.79M | 0.06% | +4,073+3.3% | Added |
| Prudential Financial Inc | 121,548 | $1.69M | 0.00% | −1,301,745−91.5% | Reduced |
| California State Teachers Retirement System | 116,763 | $1.62M | 0.00% | +8,512+7.9% | Added |