WisdomTree, Inc.

Exchange: NYSE
Industry: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0000880631

SEC filings (opens in a new tab)

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.

Q3 2025 vs. Q2 2025

How the institutions holding WisdomTree, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025 All holders in Q2 2025

13F holders of WT: Q2 2025 compared with Q3 2025
Measure	Q2 2025	Of which not filed for Q3 2025	Q3 2025	Change
Holders	247	4	269	+26
Shares	128.9M	568.2K	155.2M	+26.9M (+21.0%)
Value	$1.48B	$6.54M	$2.15B	+$676.6M (+45.8%)

4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (53)

Institutions that held WisdomTree, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to WT in Q3 2025
Institution	Shares	Value	% of portfolio
Select Equity Group, L.P.	2,311,611	$32.1M	0.14%
Capitolis Liquid Global Markets LLC	1,735,600	$24.1M	0.19%
Loomis Sayles & Co L P	1,401,694	$19.5M	0.02%
Driehaus Capital Management LLC	906,289	$12.6M	0.09%
EAM Investors, LLC	427,571	$5.85M	0.67%
Credit Agricole S A	390,723	$5.43M	0.02%
Schroder Investment Management Group	316,992	$4.40M	0.00%
Point72 Asset Management, L.P.	174,530	$2.43M	0.01%
Jump Financial, LLC	97,600	$1.36M	0.02%
Jupiter Asset Management Ltd	89,783	$1.25M	0.01%
Integrated Quantitative Investments LLC	80,180	$1.11M	0.32%
DRW Securities, LLC	73,381	$1.02M	0.05%
Caxton Associates LLP	72,001	$1.00M	0.03%
Capital Fund Management S.A.	66,111	$918.9K	0.01%
SG Americas Securities, LLC	50,882	$707.0K	0.00%
Moran Wealth Management, LLC	46,127	$641.2K	0.02%
Numerai GP LLC	37,288	$518.3K	0.07%
Inceptionr LLC	30,026	$417.4K	0.10%
Occudo Quantitative Strategies LP	29,888	$415.4K	0.05%
Jefferies Financial Group Inc.	28,812	$400.5K	0.00%
Dynamic Technology Lab Private Ltd	26,038	$362.0K	0.06%
Versor Investments LP	26,000	$361.4K	0.07%
R Squared Ltd	24,794	$344.6K	0.15%
Two Sigma Securities, LLC	23,861	$331.7K	0.05%
Mercer Global Advisors Inc	19,202	$266.9K	0.00%
Oxford Asset Management LLP	17,255	$239.8K	0.08%
Advyzon Investment Management, LLC	15,471	$215.1K	0.04%
Abich Financial Wealth Management LLC	13,976	$194.3K	0.07%
CIBC Bancorp USA Inc.	12,831	$178.4K	0.00%
Franklin Resources Inc	12,576	$174.8K	0.00%
Horizon Investment Services, LLC	11,455	$159.2K	0.06%
Wedbush Securities Inc	11,350	$158.0K	0.01%
Seizert Capital Partners, LLC	11,211	$155.8K	0.01%
Corton Capital Inc.	10,554	$146.7K	0.36%
LSV Asset Management	8,900	$124.0K	0.00%
Wealth Enhancement Advisory Services, LLC	8,714	$118.1K	0.00%
Neo Ivy Capital Management	2,642	$36.7K	0.01%
First Horizon Corp	2,267	$31.5K	0.00%
Point72 (DIFC) Ltd	1,725	$24.0K	0.00%
Salomon & Ludwin, LLC	1,458	$19.8K	0.00%
Transamerica Financial Advisors, Inc.	1,392	$19.3K	0.00%
US Bancorp	1,214	$16.9K	0.00%
Caitong International Asset Management Co., Ltd	933	$13.0K	0.01%
Advisory Services Network, LLC	831	$11.6K	0.00%
Rockefeller Capital Management L.P.	672	$9.34K	0.00%
Quadrant Capital Group LLC	643	$8.94K	0.00%
Sunbelt Securities, Inc.	393	$5.46K	0.00%
Caitlin John, LLC	375	$5.21K	0.00%
Halbert Hargrove Global Advisors, LLC	251	$3.49K	0.00%
Wealthspire Advisors, LLC	114	$1.58K	0.00%
TD Private Client Wealth LLC	46	$639	0.00%
Optiver Holding B.V.	37	$514	0.00%
Northwestern Mutual Wealth Management Co	27	$375	0.00%

Sold out (27)

Institutions that held WisdomTree, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of WT in Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Balyasny Asset Management LLC	1,202,765	$13.8M
Connor, Clark & Lunn Investment Management Ltd.	434,334	$5.00M
Cinctive Capital Management LP	249,211	$2.87M
Weiss Asset Management LP	219,605	$2.53M
Algert Global LLC	182,013	$2.09M
Trexquant Investment LP	127,731	$1.47M
Nebula Research & Development LLC	94,374	$1.09M
Winton Group Ltd	70,248	$808.6K
Axq Capital, LP	54,955	$632.5K
Jain Global LLC	22,619	$260.3K
Freestone Grove Partners LP	20,351	$234.2K
Eqis Capital Management, Inc.	17,426	$200.6K
HSBC Holdings PLC	16,153	$185.8K
Aigen Investment Management, LP	15,696	$180.7K
Sherbrooke Park Advisers LLC	10,923	$125.7K
Traub Capital Management LLC	5,000	$57.5K
Point72 Asia (Singapore) Pte. Ltd.	4,008	$46.1K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	1,277	$15.0K
Group One Trading, L.P.	555	$6.39K
Skopos Labs, Inc.	471	$5.42K
Elequin Capital LP	188	$2.16K
Whipplewood Advisors, LLC	180	$2.07K
Aster Capital Management (DIFC) Ltd	163	$1.88K
Koesten, Hirschmann & Crabtree, INC.	70	$806
Larson Financial Group LLC	14	$161
Ameritas Advisory Services, LLC	9	$109
Twin Peaks Wealth Advisors, LLC	2	$27

Not filed for Q3 2025 yet (4)

Institutions that held WisdomTree, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WT in Q2 2025 that haven't filed for Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Norges Bank	539,166	$6.21M
CIBC World Markets Corp	14,831	$170.7K
Avantax Advisory Services, Inc.	11,662	$134.2K
First Horizon Advisors, Inc.	2,578	$29.7K