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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, 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.

Institutional holdersQ3 2025: 269 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 heldQ3 2025: $2.15B
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, Q3 2025

Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q2 2025.

Institutions holding WT in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Principal Securities, Inc.22,619$314.4K0.01%+3,079+15.8%Added
ProShare Advisors LLC22,673$315.2K0.00%−4,113−15.4%Reduced
Pathstone Holdings, LLC23,031$320.1K0.00%+807+3.6%Added
Skandinaviska Enskilda Banken AB (publ)23,112$321.3K0.00%−3,473−13.1%Reduced
Amundi23,274$322.6K0.00%−1,445−5.8%Reduced
Two Sigma Securities, LLC23,861$331.7K0.05%+23,861New
Gator Capital Management, LLC24,074$334.6K0.09%00.0%Unchanged
R Squared Ltd24,794$344.6K0.15%+24,794New
KLP Kapitalforvaltning AS24,800$344.7K0.00%−4,600−15.6%Reduced
Versor Investments LP26,000$361.4K0.07%+26,000New
Dynamic Technology Lab Private Ltd26,038$362.0K0.06%+26,038New
Quantinno Capital Management LP26,216$364.4K0.00%+6,999+36.4%Added
Oregon Public Employees Retirement Fund27,056$376.1K0.00%+900+3.4%Added
State of Tennessee, Treasury Department27,472$381.9K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.28,677$398.6K0.05%−26−0.1%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH28,708$399.0K0.00%+5,751+25.1%Added
Jefferies Financial Group Inc.28,812$400.5K0.00%+28,812New
BNP Paribas Arbitrage, SA29,467$409.6K0.00%−51,988−63.8%Reduced
Occudo Quantitative Strategies LP29,888$415.4K0.05%+29,888New
Inceptionr LLC30,026$417.4K0.10%+30,026New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys30,624$425.7K0.00%+872+2.9%Added
NorthCrest Asset Manangement, LLC31,984$433.4K0.01%+14,373+81.6%Added
Comerica Bank33,148$460.8K0.00%−6,373−16.1%Reduced
Police & Firemen's Retirement System of New Jersey33,308$463.0K0.00%+5,977+21.9%Added
Amalgamated Bank34,045$473.0K0.00%+179+0.5%Added
Alberta Investment Management Corp34,634$481.4K0.00%00.0%Unchanged
Yousif Capital Management, LLC36,780$511.2K0.01%−6,380−14.8%Reduced
Arizona State Retirement System36,982$514.0K0.00%+506+1.4%Added
Numerai GP LLC37,288$518.3K0.07%+37,288New
New York State Common Retirement Fund38,264$531.9K0.00%+8,800+29.9%Added
Graham Capital Management, L.P.43,301$601.9K0.02%−23,264−34.9%Reduced
State of Wyoming44,365$616.7K0.07%+26,866+153.5%Added
Moran Wealth Management, LLC46,127$641.2K0.02%+46,127New
Intech Investment Management LLC46,830$650.9K0.01%−1,060−2.2%Reduced
Militia Capital Partners, LP47,600$661.6K0.31%00.0%Unchanged
Park Avenue Securities LLC49,112$683.0K0.01%+9,249+23.2%Added
SG Americas Securities, LLC50,882$707.0K0.00%+50,882New
Louisiana State Employees Retirement System55,300$768.7K0.01%+1,200+2.2%Added
Mirae Asset Global ETFs Holdings Ltd.55,655$773.6K0.00%−10,309−15.6%Reduced
Jane Street Group, LLC57,613$800.8K0.00%−191,582−76.9%Reduced
Benjamin Edwards Inc59,767$830.8K0.01%+7,925+15.3%Added
Manufacturers Life Insurance Company, The59,854$832.0K0.00%−1,647−2.7%Reduced
Illinois Municipal Retirement Fund60,518$841.2K0.01%+3,032+5.3%Added
Oppenheimer & Co Inc62,429$867.8K0.01%−2,271−3.5%Reduced
SummitTX Capital, L.P.62,796$872.9K0.04%−20,056−24.2%Reduced
James Investment Research Inc63,971$889.2K0.10%+10,000+18.5%Added
State Board of Administration of Florida Retirement System63,973$889.2K0.00%00.0%Unchanged
Capital Fund Management S.A.66,111$918.9K0.01%+66,111New
State of Alaska, Department of Revenue66,332$921.0K0.01%−2,641−3.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)66,541$924.9K0.00%00.0%Unchanged
North Star Investment Management Corp.69,313$963.5K0.06%00.0%Unchanged
MetLife Investment Management70,574$981.0K0.00%−3,882−5.2%Reduced
Portolan Capital Management, LLC70,782$983.9K0.05%−611,586−89.6%Reduced
Caxton Associates LLP72,001$1.00M0.03%+72,001New
DRW Securities, LLC73,381$1.02M0.05%+73,381New
Integrated Quantitative Investments LLC80,180$1.11M0.32%+80,180New
Tobam83,808$1.17M0.42%+21,658+34.8%Added
State of Wisconsin Investment Board85,032$1.18M0.00%−18,499−17.9%Reduced
Entropy Technologies, LP86,662$1.20M0.09%+73,062+537.2%Added
Advisor Group Holdings, Inc.88,663$1.23M0.00%+1,537+1.8%Added
Heartland Advisors Inc89,400$1.24M0.07%+19,750+28.4%Added
Jupiter Asset Management Ltd89,783$1.25M0.01%+89,783New
Truist Financial Corp93,839$1.30M0.00%+7,602+8.8%Added
Cetera Investment Advisers94,852$1.32M0.00%+8,894+10.3%Added
Jump Financial, LLC97,600$1.36M0.02%+97,600New
LPL Financial LLC97,728$1.36M0.00%+22,773+30.4%Added
Globeflex Capital L P102,230$1.42M0.22%−18,454−15.3%Reduced
Susquehanna International Group, LLP110,706$1.54M0.00%−111,196−50.1%Reduced
Fisher Asset Management, LLC111,632$1.55M0.00%−110.0%Reduced
California State Teachers Retirement System116,763$1.62M0.00%+8,512+7.9%Added
Prudential Financial Inc121,548$1.69M0.00%−1,301,745−91.5%Reduced
Level Four Advisory Services, LLC128,924$1.79M0.06%+4,073+3.3%Added
Thrivent Financial for Lutherans130,555$1.81M0.00%+41,071+45.9%Added
Creative Planning130,696$1.82M0.00%+12,133+10.2%Added
Virginia Retirement Systems Et Al133,700$1.86M0.01%+101,200+311.4%Added
Brevan Howard Capital Management LP135,439$1.88M0.03%+29,792+28.2%Added
Great West Life Assurance Co141,259$1.96M0.00%+11,962+9.3%Added
Stifel Financial Corp147,530$2.05M0.00%+4,446+3.1%Added
UBS Group AG150,184$2.09M0.00%−419,420−73.6%Reduced
Los Angeles Capital Management LLC151,727$2.11M0.01%00.0%Unchanged
Marshall Wace, LLP160,689$2.23M0.00%−1,045,973−86.7%Reduced
MML Investors Services, LLC168,679$2.34M0.01%+4,763+2.9%Added
Susquehanna Portfolio Strategies, LLC168,686$2.34M0.04%+11,615+7.4%Added
Aquatic Capital Management LLC174,043$2.42M0.04%+53,103+43.9%Added
Point72 Asset Management, L.P.174,530$2.43M0.01%+174,530New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main175,096$2.43M0.00%+21,783+14.2%Added
Citigroup Inc175,955$2.45M0.00%+53,259+43.4%Added
Quest Partners LLC188,381$2.62M0.17%+148,535+372.8%Added
Quantbot Technologies LP191,047$2.66M0.07%+88,421+86.2%Added
Barclays PLC191,649$2.66M0.00%−88,748−31.7%Reduced
New York State Teachers Retirement System196,494$2.73M0.01%+2,344+1.2%Added
Maltese Capital Management LLC200,000$2.78M0.42%−115,000−36.5%Reduced
Horizon Kinetics Asset Management LLC201,038$2.79M0.03%+2,266+1.1%Added
Alliancebernstein L.P.222,577$3.09M0.00%+65,149+41.4%Added
Teachers Retirement System of the State of Kentucky226,747$3.15M0.02%−18,969−7.7%Reduced
SEI Investments Co228,253$3.17M0.00%+135,214+145.3%Added
Qube Research & Technologies Ltd232,266$3.23M0.00%−577,155−71.3%Reduced
Wells Fargo & Company232,278$3.23M0.00%+17,501+8.1%Added
Raymond James Financial Inc239,780$3.33M0.00%+216,265+919.7%Added
Swiss National Bank242,300$3.37M0.00%+3,500+1.5%Added