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 |
|---|---|---|---|---|---|
| Abound Wealth Management | 18 | $251 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 27 | $375 | 0.00% | +27 | New |
| Optiver Holding B.V. | 37 | $514 | 0.00% | +37 | New |
| TD Private Client Wealth LLC | 46 | $639 | 0.00% | +46 | New |
| True Wealth Design, LLC | 54 | $751 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 61 | $847 | 0.00% | +8+15.1% | Added |
| Covestor Ltd | 96 | $1.00K | 0.00% | −39−28.9% | Reduced |
| Atlantic Trust, LLC | 84 | $1.17K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 90 | $1.25K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 102 | $1.42K | 0.00% | +47+85.5% | Added |
| Wealthspire Advisors, LLC | 114 | $1.58K | 0.00% | +114 | New |
| Picton Mahoney Asset Management | 120 | $2.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 145 | $2.08K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 153 | $2.13K | 0.00% | −83−35.2% | Reduced |
| Massmutual Trust Co FSB | 175 | $2.43K | 0.00% | −60−25.5% | Reduced |
| IFP Advisors, Inc | 178 | $2.47K | 0.00% | +9+5.3% | Added |
| Farther Finance Advisors, LLC | 202 | $2.81K | 0.00% | +38+23.2% | Added |
| Parkside Financial Bank & Trust | 241 | $3.35K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 251 | $3.49K | 0.00% | +251 | New |
| Sterling Capital Management LLC | 292 | $4.06K | 0.00% | +1+0.3% | Added |
| Fifth Third Bancorp | 352 | $4.89K | 0.00% | +141+66.8% | Added |
| Caitlin John, LLC | 375 | $5.21K | 0.00% | +375 | New |
| Sunbelt Securities, Inc. | 393 | $5.46K | 0.00% | +393 | New |
| Clearstead Advisors, LLC | 398 | $5.53K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 400 | $5.56K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 420 | $5.84K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $6.95K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 533 | $7.41K | 0.00% | +96+22.0% | Added |
| Adirondack Trust Co | 600 | $8.34K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 643 | $8.94K | 0.00% | +643 | New |
| Rockefeller Capital Management L.P. | 672 | $9.34K | 0.00% | +672 | New |
| SBI Securities Co., Ltd. | 804 | $11.2K | 0.00% | −83−9.4% | Reduced |
| Advisory Services Network, LLC | 831 | $11.6K | 0.00% | +831 | New |
| Umb Bank N A | 843 | $11.7K | 0.00% | +126+17.6% | Added |
| Bessemer Group Inc | 906 | $12.0K | 0.00% | +452+99.6% | Added |
| Caitong International Asset Management Co., Ltd | 933 | $13.0K | 0.01% | +933 | New |
| ORG Partners LLC | 1,000 | $13.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,082 | $15.0K | 0.00% | +1,014+1,491.2% | Added |
| US Bancorp | 1,214 | $16.9K | 0.00% | +1,214 | New |
| EverSource Wealth Advisors, LLC | 1,314 | $18.3K | 0.00% | −24−1.8% | Reduced |
| Manchester Capital Management LLC | 1,351 | $18.8K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,392 | $19.3K | 0.00% | +1,392 | New |
| Salomon & Ludwin, LLC | 1,458 | $19.8K | 0.00% | +1,458 | New |
| Hantz Financial Services, Inc. | 1,591 | $22.0K | 0.00% | +1,235+346.9% | Added |
| Whittier Trust Co | 1,631 | $22.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,706 | $23.7K | 0.00% | +384+29.0% | Added |
| Point72 (DIFC) Ltd | 1,725 | $24.0K | 0.00% | +1,725 | New |
| Public Employees Retirement System of Ohio | 1,800 | $25.0K | 0.00% | −500−21.7% | Reduced |
| SRS Capital Advisors, Inc. | 2,032 | $28.2K | 0.00% | −1,711−45.7% | Reduced |
| Quarry LP | 2,206 | $30.7K | 0.01% | +2,082+1,679.0% | Added |
| First Horizon Corp | 2,267 | $31.5K | 0.00% | +2,267 | New |
| Federation des caisses Desjardins du Quebec | 2,565 | $35.7K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,629 | $36.5K | 0.00% | −17,167−86.7% | Reduced |
| Neo Ivy Capital Management | 2,642 | $36.7K | 0.01% | +2,642 | New |
| Smartleaf Asset Management LLC | 2,683 | $37.2K | 0.00% | +235+9.6% | Added |
| Federated Hermes, Inc. | 3,011 | $41.9K | 0.00% | +1,547+105.7% | Added |
| Tower Research Capital LLC (TRC) | 3,802 | $52.8K | 0.00% | −11,823−75.7% | Reduced |
| GAMMA Investing LLC | 4,475 | $62.2K | 0.00% | +95+2.2% | Added |
| KBC Group NV | 4,511 | $63.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5,570 | $77.4K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 8,714 | $118.1K | 0.00% | +8,714 | New |
| LSV Asset Management | 8,900 | $124.0K | 0.00% | +8,900 | New |
| Ameritas Investment Partners, Inc. | 10,056 | $139.8K | 0.00% | −2,234−18.2% | Reduced |
| Corton Capital Inc. | 10,554 | $146.7K | 0.36% | +10,554 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,834 | $150.6K | 0.00% | −1,754−13.9% | Reduced |
| Sowell Financial Services LLC | 10,838 | $150.7K | 0.01% | +424+4.1% | Added |
| Seizert Capital Partners, LLC | 11,211 | $155.8K | 0.01% | +11,211 | New |
| Wedbush Securities Inc | 11,350 | $158.0K | 0.01% | +11,350 | New |
| Horizon Investment Services, LLC | 11,455 | $159.2K | 0.06% | +11,455 | New |
| Austin Private Wealth, LLC | 11,798 | $164.0K | 0.01% | +554+4.9% | Added |
| Cooper Financial Group | 12,050 | $167.5K | 0.02% | +67+0.6% | Added |
| JustInvest LLC | 12,220 | $169.9K | 0.00% | +1,068+9.6% | Added |
| Franklin Resources Inc | 12,576 | $174.8K | 0.00% | +12,576 | New |
| CIBC Bancorp USA Inc. | 12,831 | $178.4K | 0.00% | +12,831 | New |
| SCS Capital Management LLC | 13,000 | $180.7K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 13,009 | $180.8K | 0.00% | −9,760−42.9% | Reduced |
| CWM, LLC | 12,988 | $181.0K | 0.00% | +559+4.5% | Added |
| Wolverine Trading, LLC | 13,223 | $183.5K | 0.00% | +2,631+24.8% | Added |
| Mariner, LLC | 13,227 | $183.9K | 0.00% | −3,312−20.0% | Reduced |
| Mutual of America Capital Management LLC | 13,470 | $187.2K | 0.00% | −1,416−9.5% | Reduced |
| Navellier & Associates Inc | 13,825 | $192.2K | 0.02% | −233−1.7% | Reduced |
| Abich Financial Wealth Management LLC | 13,976 | $194.3K | 0.07% | +13,976 | New |
| Neuberger Berman Group LLC | 15,331 | $213.1K | 0.00% | −855−5.3% | Reduced |
| SMH Capital Advisors Inc | 17,885 | $213.9K | 0.44% | +992+5.9% | Added |
| Advyzon Investment Management, LLC | 15,471 | $215.1K | 0.04% | +15,471 | New |
| Stonebridge Wealth Management, LLC | 16,140 | $224.3K | 0.19% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 16,325 | $226.9K | 0.00% | −2,603−13.8% | Reduced |
| Oxford Asset Management LLP | 17,255 | $239.8K | 0.08% | +17,255 | New |
| Maryland State Retirement & Pension System | 17,287 | $240.3K | 0.01% | −16,769−49.2% | Reduced |
| Personal Cfo Solutions, LLC | 17,464 | $242.7K | 0.04% | +4,042+30.1% | Added |
| Impact Partnership Wealth, LLC | 17,539 | $243.8K | 0.04% | +4,008+29.6% | Added |
| The PNC Financial Services Group, Inc. | 18,308 | $254.5K | 0.00% | −3,982−17.9% | Reduced |
| Mercer Global Advisors Inc | 19,202 | $266.9K | 0.00% | +19,202 | New |
| Kestra Advisory Services, LLC | 19,243 | $267.5K | 0.00% | +5,475+39.8% | Added |
| Russell Investments Group, Ltd. | 19,827 | $275.6K | 0.00% | +12,759+180.5% | Added |
| Public Employees Retirement Association of Colorado | 20,529 | $285.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 20,839 | $289.7K | 0.00% | +2,607+14.3% | Added |
| Ieq Capital, LLC | 20,854 | $289.9K | 0.00% | −14,130−40.4% | Reduced |
| JGP Wealth Management, LLC | 21,980 | $293.2K | 0.03% | +10,152+85.8% | Added |
| Everence Capital Management Inc | 21,350 | $297.0K | 0.02% | 00.0% | Unchanged |