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 |
|---|---|---|---|---|---|
| Horizon Investment Services, LLC | 11,455 | $159.2K | 0.06% | +11,455 | New |
| Wedbush Securities Inc | 11,350 | $158.0K | 0.01% | +11,350 | New |
| Seizert Capital Partners, LLC | 11,211 | $155.8K | 0.01% | +11,211 | New |
| Sowell Financial Services LLC | 10,838 | $150.7K | 0.01% | +424+4.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,834 | $150.6K | 0.00% | −1,754−13.9% | Reduced |
| Corton Capital Inc. | 10,554 | $146.7K | 0.36% | +10,554 | New |
| Ameritas Investment Partners, Inc. | 10,056 | $139.8K | 0.00% | −2,234−18.2% | Reduced |
| LSV Asset Management | 8,900 | $124.0K | 0.00% | +8,900 | New |
| Wealth Enhancement Advisory Services, LLC | 8,714 | $118.1K | 0.00% | +8,714 | New |
| Versant Capital Management, Inc | 5,570 | $77.4K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 4,511 | $63.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,475 | $62.2K | 0.00% | +95+2.2% | Added |
| Tower Research Capital LLC (TRC) | 3,802 | $52.8K | 0.00% | −11,823−75.7% | Reduced |
| Federated Hermes, Inc. | 3,011 | $41.9K | 0.00% | +1,547+105.7% | Added |
| Smartleaf Asset Management LLC | 2,683 | $37.2K | 0.00% | +235+9.6% | Added |
| Neo Ivy Capital Management | 2,642 | $36.7K | 0.01% | +2,642 | New |
| Walleye Capital LLC | 2,629 | $36.5K | 0.00% | −17,167−86.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,565 | $35.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 2,267 | $31.5K | 0.00% | +2,267 | New |
| Quarry LP | 2,206 | $30.7K | 0.01% | +2,082+1,679.0% | Added |
| SRS Capital Advisors, Inc. | 2,032 | $28.2K | 0.00% | −1,711−45.7% | Reduced |
| Public Employees Retirement System of Ohio | 1,800 | $25.0K | 0.00% | −500−21.7% | Reduced |
| Point72 (DIFC) Ltd | 1,725 | $24.0K | 0.00% | +1,725 | New |
| Nisa Investment Advisors, LLC | 1,706 | $23.7K | 0.00% | +384+29.0% | Added |
| Whittier Trust Co | 1,631 | $22.2K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,591 | $22.0K | 0.00% | +1,235+346.9% | Added |
| Salomon & Ludwin, LLC | 1,458 | $19.8K | 0.00% | +1,458 | New |
| Transamerica Financial Advisors, Inc. | 1,392 | $19.3K | 0.00% | +1,392 | New |
| Manchester Capital Management LLC | 1,351 | $18.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,314 | $18.3K | 0.00% | −24−1.8% | Reduced |
| US Bancorp | 1,214 | $16.9K | 0.00% | +1,214 | New |
| Jones Financial Companies LLLP | 1,082 | $15.0K | 0.00% | +1,014+1,491.2% | Added |
| ORG Partners LLC | 1,000 | $13.9K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 933 | $13.0K | 0.01% | +933 | New |
| Bessemer Group Inc | 906 | $12.0K | 0.00% | +452+99.6% | Added |
| Umb Bank N A | 843 | $11.7K | 0.00% | +126+17.6% | Added |
| Advisory Services Network, LLC | 831 | $11.6K | 0.00% | +831 | New |
| SBI Securities Co., Ltd. | 804 | $11.2K | 0.00% | −83−9.4% | Reduced |
| Rockefeller Capital Management L.P. | 672 | $9.34K | 0.00% | +672 | New |
| Quadrant Capital Group LLC | 643 | $8.94K | 0.00% | +643 | New |
| Adirondack Trust Co | 600 | $8.34K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 533 | $7.41K | 0.00% | +96+22.0% | Added |
| HM Payson & Co | 500 | $6.95K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 420 | $5.84K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 400 | $5.56K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 398 | $5.53K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 393 | $5.46K | 0.00% | +393 | New |
| Caitlin John, LLC | 375 | $5.21K | 0.00% | +375 | New |
| Fifth Third Bancorp | 352 | $4.89K | 0.00% | +141+66.8% | Added |
| Sterling Capital Management LLC | 292 | $4.06K | 0.00% | +1+0.3% | Added |
| Halbert Hargrove Global Advisors, LLC | 251 | $3.49K | 0.00% | +251 | New |
| Parkside Financial Bank & Trust | 241 | $3.35K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 202 | $2.81K | 0.00% | +38+23.2% | Added |
| IFP Advisors, Inc | 178 | $2.47K | 0.00% | +9+5.3% | Added |
| Massmutual Trust Co FSB | 175 | $2.43K | 0.00% | −60−25.5% | Reduced |
| MAI Capital Management | 153 | $2.13K | 0.00% | −83−35.2% | Reduced |
| Huntington National Bank | 145 | $2.08K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 120 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 114 | $1.58K | 0.00% | +114 | New |
| Essential Partners LLC | 102 | $1.42K | 0.00% | +47+85.5% | Added |
| Farmers & Merchants Investments Inc | 90 | $1.25K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 84 | $1.17K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 96 | $1.00K | 0.00% | −39−28.9% | Reduced |
| National Bank of Canada | 61 | $847 | 0.00% | +8+15.1% | Added |
| True Wealth Design, LLC | 54 | $751 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 46 | $639 | 0.00% | +46 | New |
| Optiver Holding B.V. | 37 | $514 | 0.00% | +37 | New |
| Northwestern Mutual Wealth Management Co | 27 | $375 | 0.00% | +27 | New |
| Abound Wealth Management | 18 | $251 | 0.00% | 00.0% | Unchanged |
| 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 |