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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 269,404 | $3.74M | 0.21% | +416+0.2% | Added |
| Capital Management Corp | 270,035 | $3.75M | 0.59% | −56,235−17.2% | Reduced |
| Deutsche Bank AG | 279,094 | $3.88M | 0.00% | +2,109+0.8% | Added |
| Squarepoint Ops LLC | 294,014 | $4.09M | 0.01% | +114,429+63.7% | Added |
| Schroder Investment Management Group | 316,992 | $4.40M | 0.00% | +316,992 | New |
| Legal & General Group Plc | 322,012 | $4.48M | 0.00% | +1,473+0.5% | Added |
| Verition Fund Management LLC | 329,342 | $4.58M | 0.03% | −402,542−55.0% | Reduced |
| Rhumbline Advisers | 334,155 | $4.64M | 0.00% | −4,061−1.2% | Reduced |
| HRT Financial LP | 349,624 | $4.86M | 0.02% | +171,126+95.9% | Added |
| Engineers Gate Manager LP | 356,755 | $4.96M | 0.06% | +253,753+246.4% | Added |
| UBS Asset Management Americas Inc | 358,735 | $4.99M | 0.00% | −237,189−39.8% | Reduced |
| Interval Partners, LP | 363,717 | $5.06M | 0.11% | −229,472−38.7% | Reduced |
| Ameriprise Financial Inc | 372,986 | $5.18M | 0.00% | +16,780+4.7% | Added |
| Credit Agricole S A | 390,723 | $5.43M | 0.02% | +390,723 | New |
| Man Group plc | 416,345 | $5.79M | 0.01% | +228,091+121.2% | Added |
| EAM Investors, LLC | 427,571 | $5.85M | 0.67% | +427,571 | New |
| Royal Bank of Canada | 421,523 | $5.86M | 0.00% | +116,302+38.1% | Added |
| JPMorgan Chase & Co | 432,885 | $6.02M | 0.00% | +96,226+28.6% | Added |
| Bank of America Corp | 451,440 | $6.28M | 0.00% | +74,851+19.9% | Added |
| ExodusPoint Capital Management, LP | 457,224 | $6.36M | 0.09% | −356,968−43.8% | Reduced |
| Public Sector Pension Investment Board | 469,086 | $6.52M | 0.02% | +74,070+18.8% | Added |
| AQR Capital Management LLC | 500,703 | $6.96M | 0.00% | +18,390+3.8% | Added |
| CSM Advisors, LLC | 505,532 | $7.03M | 0.20% | −18,363−3.5% | Reduced |
| First Trust Advisors LP | 514,688 | $7.15M | 0.01% | +189,862+58.5% | Added |
| Voya Investment Management LLC | 522,269 | $7.26M | 0.01% | +28,082+5.7% | Added |
| Nordea Investment Management AB | 524,014 | $7.28M | 0.01% | +112,542+27.4% | Added |
| Renaissance Technologies LLC | 553,602 | $7.70M | 0.01% | −140,300−20.2% | Reduced |
| Tudor Investment Corp Et Al | 591,244 | $8.22M | 0.05% | +93,094+18.7% | Added |
| Crawford Fund Management, LLC | 693,174 | $9.64M | 5.21% | +120,000+20.9% | Added |
| Schonfeld Strategic Advisors LLC | 773,958 | $10.8M | 0.08% | +521,156+206.2% | Added |
| Citadel Advisors LLC | 799,210 | $11.1M | 0.01% | +59,679+8.1% | Added |
| Principal Financial Group Inc | 854,509 | $11.9M | 0.01% | +279,296+48.6% | Added |
| Price T Rowe Associates Inc | 891,710 | $12.4M | 0.00% | +773,339+653.3% | Added |
| Driehaus Capital Management LLC | 906,289 | $12.6M | 0.09% | +906,289 | New |
| Envestnet Asset Management Inc | 968,225 | $13.5M | 0.00% | +62,803+6.9% | Added |
| Kornitzer Capital Management Inc | 970,830 | $13.5M | 0.27% | 00.0% | Unchanged |
| Victory Capital Management Inc | 1,084,298 | $15.1M | 0.01% | −1,229,551−53.1% | Reduced |
| Cubist Systematic Strategies, LLC | 1,165,220 | $16.2M | 0.23% | +759,900+187.5% | Added |
| Northern Trust Corp | 1,266,306 | $17.6M | 0.00% | +1,680+0.1% | Added |
| Bank of New York Mellon Corp | 1,285,096 | $17.9M | 0.00% | −140,726−9.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,352,335 | $18.8M | 0.00% | +62,001+4.8% | Added |
| Loomis Sayles & Co L P | 1,401,694 | $19.5M | 0.02% | +1,401,694 | New |
| Voloridge Investment Management, LLC | 1,525,539 | $21.2M | 0.07% | +583,484+61.9% | Added |
| Toroso Investments, LLC | 1,565,686 | $21.8M | 0.09% | +206,103+15.2% | Added |
| Goldman Sachs Group Inc | 1,565,876 | $21.8M | 0.00% | +569,123+57.1% | Added |
| Two Sigma Advisers, LP | 1,588,400 | $22.1M | 0.04% | +206,800+15.0% | Added |
| Two Sigma Investments, LP | 1,624,237 | $22.6M | 0.03% | +392,532+31.9% | Added |
| Arrowstreet Capital, Limited Partnership | 1,697,707 | $23.6M | 0.01% | +1,396,569+463.8% | Added |
| Capitolis Liquid Global Markets LLC | 1,735,600 | $24.1M | 0.19% | +1,735,600 | New |
| Nuveen, LLC | 1,744,170 | $24.2M | 0.01% | +27,396+1.6% | Added |
| American Century Companies Inc | 1,968,507 | $27.4M | 0.01% | +1,087,460+123.4% | Added |
| Janus Henderson Group PLC | 2,194,186 | $30.5M | 0.01% | −568,245−20.6% | Reduced |
| Select Equity Group, L.P. | 2,311,611 | $32.1M | 0.14% | +2,311,611 | New |
| D. E. Shaw & Co., Inc. | 2,392,924 | $33.3M | 0.03% | +1,795,580+300.6% | Added |
| Millennium Management LLC | 2,511,467 | $34.9M | 0.03% | −3,100,752−55.3% | Reduced |
| Massachusetts Financial Services Co | 2,565,704 | $35.7M | 0.01% | −1,012,895−28.3% | Reduced |
| Geode Capital Management, LLC | 2,769,736 | $38.5M | 0.00% | +36,568+1.3% | Added |
| Macquarie Group Ltd | 3,508,863 | $44.6M | 0.05% | +1,757,826+100.4% | Added |
| Morgan Stanley | 3,275,817 | $45.5M | 0.00% | +901,271+38.0% | Added |
| ArrowMark Colorado Holdings LLC | 3,292,145 | $45.8M | 0.85% | −1,048,747−24.2% | Reduced |
| Invesco Ltd. | 3,521,239 | $48.9M | 0.01% | +216,113+6.5% | Added |
| Dimensional Fund Advisors LP | 3,580,343 | $49.8M | 0.01% | −32,911−0.9% | Reduced |
| Simcoe Capital Management, LLC | 4,718,325 | $65.6M | 9.51% | −206,225−4.2% | Reduced |
| State Street Corp | 5,315,183 | $73.9M | 0.00% | +28,570+0.5% | Added |
| Azora Capital LP | 5,628,932 | $78.2M | 3.62% | −1,440,928−20.4% | Reduced |
| Wellington Management Group LLP | 9,674,630 | $134.5M | 0.02% | +6,799,654+236.5% | Added |
| Vanguard Group Inc | 14,552,814 | $202.3M | 0.00% | −122,888−0.8% | Reduced |
| FMR LLC | 14,834,162 | $206.2M | 0.01% | +13,745,636+1,262.8% | Added |
| BlackRock, Inc. | 17,939,185 | $249.4M | 0.00% | +810,730+4.7% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,202,765−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −434,334−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −249,211−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −219,605−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −182,013−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −127,731−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −94,374−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −70,248−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −54,955−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −22,619−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −20,351−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −17,426−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −16,153−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −15,696−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −10,923−100.0% | Sold out |
| Traub Capital Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −4,008−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −1,277−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −471−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |