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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
Fisher Asset Management, LLC111,632$1.55M0.00%−110.0%Reduced
Susquehanna International Group, LLP110,706$1.54M0.00%−111,196−50.1%Reduced
Globeflex Capital L P102,230$1.42M0.22%−18,454−15.3%Reduced
LPL Financial LLC97,728$1.36M0.00%+22,773+30.4%Added
Jump Financial, LLC97,600$1.36M0.02%+97,600New
Cetera Investment Advisers94,852$1.32M0.00%+8,894+10.3%Added
Truist Financial Corp93,839$1.30M0.00%+7,602+8.8%Added
Jupiter Asset Management Ltd89,783$1.25M0.01%+89,783New
Heartland Advisors Inc89,400$1.24M0.07%+19,750+28.4%Added
Advisor Group Holdings, Inc.88,663$1.23M0.00%+1,537+1.8%Added
Entropy Technologies, LP86,662$1.20M0.09%+73,062+537.2%Added
State of Wisconsin Investment Board85,032$1.18M0.00%−18,499−17.9%Reduced
Tobam83,808$1.17M0.42%+21,658+34.8%Added
Integrated Quantitative Investments LLC80,180$1.11M0.32%+80,180New
DRW Securities, LLC73,381$1.02M0.05%+73,381New
Caxton Associates LLP72,001$1.00M0.03%+72,001New
Portolan Capital Management, LLC70,782$983.9K0.05%−611,586−89.6%Reduced
MetLife Investment Management70,574$981.0K0.00%−3,882−5.2%Reduced
North Star Investment Management Corp.69,313$963.5K0.06%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)66,541$924.9K0.00%00.0%Unchanged
State of Alaska, Department of Revenue66,332$921.0K0.01%−2,641−3.8%Reduced
Capital Fund Management S.A.66,111$918.9K0.01%+66,111New
State Board of Administration of Florida Retirement System63,973$889.2K0.00%00.0%Unchanged
James Investment Research Inc63,971$889.2K0.10%+10,000+18.5%Added
SummitTX Capital, L.P.62,796$872.9K0.04%−20,056−24.2%Reduced
Oppenheimer & Co Inc62,429$867.8K0.01%−2,271−3.5%Reduced
Illinois Municipal Retirement Fund60,518$841.2K0.01%+3,032+5.3%Added
Manufacturers Life Insurance Company, The59,854$832.0K0.00%−1,647−2.7%Reduced
Benjamin Edwards Inc59,767$830.8K0.01%+7,925+15.3%Added
Jane Street Group, LLC57,613$800.8K0.00%−191,582−76.9%Reduced
Mirae Asset Global ETFs Holdings Ltd.55,655$773.6K0.00%−10,309−15.6%Reduced
Louisiana State Employees Retirement System55,300$768.7K0.01%+1,200+2.2%Added
SG Americas Securities, LLC50,882$707.0K0.00%+50,882New
Park Avenue Securities LLC49,112$683.0K0.01%+9,249+23.2%Added
Militia Capital Partners, LP47,600$661.6K0.31%00.0%Unchanged
Intech Investment Management LLC46,830$650.9K0.01%−1,060−2.2%Reduced
Moran Wealth Management, LLC46,127$641.2K0.02%+46,127New
State of Wyoming44,365$616.7K0.07%+26,866+153.5%Added
Graham Capital Management, L.P.43,301$601.9K0.02%−23,264−34.9%Reduced
New York State Common Retirement Fund38,264$531.9K0.00%+8,800+29.9%Added
Numerai GP LLC37,288$518.3K0.07%+37,288New
Arizona State Retirement System36,982$514.0K0.00%+506+1.4%Added
Yousif Capital Management, LLC36,780$511.2K0.01%−6,380−14.8%Reduced
Alberta Investment Management Corp34,634$481.4K0.00%00.0%Unchanged
Amalgamated Bank34,045$473.0K0.00%+179+0.5%Added
Police & Firemen's Retirement System of New Jersey33,308$463.0K0.00%+5,977+21.9%Added
Comerica Bank33,148$460.8K0.00%−6,373−16.1%Reduced
NorthCrest Asset Manangement, LLC31,984$433.4K0.01%+14,373+81.6%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys30,624$425.7K0.00%+872+2.9%Added
Inceptionr LLC30,026$417.4K0.10%+30,026New
Occudo Quantitative Strategies LP29,888$415.4K0.05%+29,888New
BNP Paribas Arbitrage, SA29,467$409.6K0.00%−51,988−63.8%Reduced
Jefferies Financial Group Inc.28,812$400.5K0.00%+28,812New
Universal- Beteiligungs- und Servicegesellschaft mbH28,708$399.0K0.00%+5,751+25.1%Added
Pinnacle Wealth Planning Services, Inc.28,677$398.6K0.05%−26−0.1%Reduced
State of Tennessee, Treasury Department27,472$381.9K0.00%00.0%Unchanged
Oregon Public Employees Retirement Fund27,056$376.1K0.00%+900+3.4%Added
Quantinno Capital Management LP26,216$364.4K0.00%+6,999+36.4%Added
Dynamic Technology Lab Private Ltd26,038$362.0K0.06%+26,038New
Versor Investments LP26,000$361.4K0.07%+26,000New
KLP Kapitalforvaltning AS24,800$344.7K0.00%−4,600−15.6%Reduced
R Squared Ltd24,794$344.6K0.15%+24,794New
Gator Capital Management, LLC24,074$334.6K0.09%00.0%Unchanged
Two Sigma Securities, LLC23,861$331.7K0.05%+23,861New
Amundi23,274$322.6K0.00%−1,445−5.8%Reduced
Skandinaviska Enskilda Banken AB (publ)23,112$321.3K0.00%−3,473−13.1%Reduced
Pathstone Holdings, LLC23,031$320.1K0.00%+807+3.6%Added
ProShare Advisors LLC22,673$315.2K0.00%−4,113−15.4%Reduced
Principal Securities, Inc.22,619$314.4K0.01%+3,079+15.8%Added
Everence Capital Management Inc21,350$297.0K0.02%00.0%Unchanged
JGP Wealth Management, LLC21,980$293.2K0.03%+10,152+85.8%Added
Ieq Capital, LLC20,854$289.9K0.00%−14,130−40.4%Reduced
Pictet Asset Management Holding SA20,839$289.7K0.00%+2,607+14.3%Added
Public Employees Retirement Association of Colorado20,529$285.0K0.00%00.0%Unchanged
Russell Investments Group, Ltd.19,827$275.6K0.00%+12,759+180.5%Added
Kestra Advisory Services, LLC19,243$267.5K0.00%+5,475+39.8%Added
Mercer Global Advisors Inc19,202$266.9K0.00%+19,202New
The PNC Financial Services Group, Inc.18,308$254.5K0.00%−3,982−17.9%Reduced
Impact Partnership Wealth, LLC17,539$243.8K0.04%+4,008+29.6%Added
Personal Cfo Solutions, LLC17,464$242.7K0.04%+4,042+30.1%Added
Maryland State Retirement & Pension System17,287$240.3K0.01%−16,769−49.2%Reduced
Oxford Asset Management LLP17,255$239.8K0.08%+17,255New
Teacher Retirement System of Texas16,325$226.9K0.00%−2,603−13.8%Reduced
Stonebridge Wealth Management, LLC16,140$224.3K0.19%00.0%Unchanged
Advyzon Investment Management, LLC15,471$215.1K0.04%+15,471New
SMH Capital Advisors Inc17,885$213.9K0.44%+992+5.9%Added
Neuberger Berman Group LLC15,331$213.1K0.00%−855−5.3%Reduced
Abich Financial Wealth Management LLC13,976$194.3K0.07%+13,976New
Navellier & Associates Inc13,825$192.2K0.02%−233−1.7%Reduced
Mutual of America Capital Management LLC13,470$187.2K0.00%−1,416−9.5%Reduced
Mariner, LLC13,227$183.9K0.00%−3,312−20.0%Reduced
Wolverine Trading, LLC13,223$183.5K0.00%+2,631+24.8%Added
CWM, LLC12,988$181.0K0.00%+559+4.5%Added
Bank of Montreal13,009$180.8K0.00%−9,760−42.9%Reduced
SCS Capital Management LLC13,000$180.7K0.00%00.0%Unchanged
CIBC Bancorp USA Inc.12,831$178.4K0.00%+12,831New
Franklin Resources Inc12,576$174.8K0.00%+12,576New
JustInvest LLC12,220$169.9K0.00%+1,068+9.6%Added
Cooper Financial Group12,050$167.5K0.02%+67+0.6%Added
Austin Private Wealth, LLC11,798$164.0K0.01%+554+4.9%Added