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, Q4 2025
Institutional positions in WisdomTree, Inc. as of Dec 31, 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
- 288
- +25 vs. Q3 2025
- Shares held
- 158.1M
- +4.10M (+2.7%) vs. Q3 2025
- Total value
- $1.93B
- −$208.6M (−9.8%) vs. Q3 2025
- New holders
- 54
- 106 more added
- Sold out
- 29
- 96 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 19,039,434 | $232.1M | 0.00% | +1,100,249+6.1% | Added |
| FMR LLC | 16,749,093 | $204.2M | 0.01% | +1,914,931+12.9% | Added |
| Vanguard Group Inc | 14,001,755 | $170.7M | 0.00% | −551,059−3.8% | Reduced |
| Wellington Management Group LLP | 11,196,229 | $136.5M | 0.02% | +1,521,599+15.7% | Added |
| Azora Capital LP | 6,150,111 | $75.0M | 4.72% | +521,179+9.3% | Added |
| Simcoe Capital Management, LLC | 5,253,340 | $64.0M | 11.46% | +535,015+11.3% | Added |
| State Street Corp | 5,219,013 | $63.6M | 0.00% | −96,170−1.8% | Reduced |
| Dimensional Fund Advisors LP | 3,642,042 | $44.4M | 0.01% | +61,699+1.7% | Added |
| Goldman Sachs Group Inc | 3,389,653 | $41.3M | 0.01% | +1,823,777+116.5% | Added |
| Invesco Ltd. | 3,339,718 | $40.7M | 0.00% | −181,521−5.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,929,333 | $35.7M | 0.02% | +1,231,626+72.5% | Added |
| Geode Capital Management, LLC | 2,796,512 | $34.1M | 0.00% | +26,776+1.0% | Added |
| Morgan Stanley | 2,688,475 | $32.8M | 0.00% | −587,342−17.9% | Reduced |
| Capital World Investors | 2,529,511 | $30.8M | 0.00% | +2,529,511 | New |
| ArrowMark Colorado Holdings LLC | 2,407,738 | $29.4M | 0.65% | −884,407−26.9% | Reduced |
| Massachusetts Financial Services Co | 2,361,965 | $28.8M | 0.01% | −203,739−7.9% | Reduced |
| Janus Henderson Group PLC | 2,127,858 | $25.9M | 0.01% | −66,328−3.0% | Reduced |
| D. E. Shaw & Co., Inc. | 2,122,090 | $25.9M | 0.02% | −270,834−11.3% | Reduced |
| Nuveen, LLC | 1,759,129 | $21.4M | 0.01% | +14,959+0.9% | Added |
| Nomura Asset Management International Inc. | 1,696,879 | $20.7M | 0.03% | +1,696,879 | New |
| Point72 Asset Management, L.P. | 1,673,058 | $20.4M | 0.03% | +1,498,528+858.6% | Added |
| American Century Companies Inc | 1,514,372 | $18.5M | 0.01% | −454,135−23.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,483,826 | $18.1M | 0.00% | +131,491+9.7% | Added |
| Toroso Investments, LLC | 1,404,322 | $17.1M | 0.07% | −161,364−10.3% | Reduced |
| Voloridge Investment Management, LLC | 1,388,837 | $16.9M | 0.06% | −136,702−9.0% | Reduced |
| Loomis Sayles & Co L P | 1,339,127 | $16.3M | 0.02% | −62,567−4.5% | Reduced |
| Two Sigma Investments, LP | 1,251,581 | $15.3M | 0.02% | −372,656−22.9% | Reduced |
| Crawford Fund Management, LLC | 1,241,269 | $15.1M | 4.85% | +548,095+79.1% | Added |
| Northern Trust Corp | 1,198,669 | $14.6M | 0.00% | −67,637−5.3% | Reduced |
| HRT Financial LP | 1,157,245 | $14.1M | 0.04% | +807,621+231.0% | Added |
| UBS Group AG | 1,133,254 | $13.8M | 0.00% | +983,070+654.6% | Added |
| Citadel Advisors LLC | 1,026,432 | $12.5M | 0.01% | +227,222+28.4% | Added |
| Principal Financial Group Inc | 995,898 | $12.1M | 0.01% | +141,389+16.5% | Added |
| Envestnet Asset Management Inc | 978,562 | $11.9M | 0.00% | +10,337+1.1% | Added |
| Kornitzer Capital Management Inc | 971,380 | $11.8M | 0.25% | +550+0.1% | Added |
| Driehaus Capital Management LLC | 875,774 | $10.7M | 0.07% | −30,515−3.4% | Reduced |
| Citigroup Inc | 865,266 | $10.5M | 0.01% | +689,311+391.8% | Added |
| Bank of New York Mellon Corp | 857,948 | $10.5M | 0.00% | −427,148−33.2% | Reduced |
| Squarepoint Ops LLC | 855,686 | $10.4M | 0.02% | +561,672+191.0% | Added |
| Invenomic Capital Management LP | 809,902 | $9.87M | 0.48% | +809,902 | New |
| Interval Partners, LP | 806,939 | $9.84M | 0.23% | +443,222+121.9% | Added |
| Millennium Management LLC | 747,094 | $9.11M | 0.01% | −1,764,373−70.3% | Reduced |
| AQR Capital Management LLC | 720,691 | $8.79M | 0.00% | +219,988+43.9% | Added |
| Man Group plc | 708,971 | $8.64M | 0.02% | +292,626+70.3% | Added |
| JPMorgan Chase & Co | 701,137 | $8.55M | 0.00% | +268,252+62.0% | Added |
| Two Sigma Advisers, LP | 679,400 | $8.28M | 0.02% | −909,000−57.2% | Reduced |
| Victory Capital Management Inc | 609,727 | $7.43M | 0.00% | −474,571−43.8% | Reduced |
| Intrinsic Edge Capital Management LLC | 580,000 | $7.07M | 1.37% | +580,000 | New |
| CSM Advisors, LLC | 562,493 | $6.86M | 0.19% | +56,961+11.3% | Added |
| Capital Management Corp | 561,886 | $6.85M | 1.12% | +291,851+108.1% | Added |
| UBS Asset Management Americas Inc | 543,430 | $6.62M | 0.00% | +184,695+51.5% | Added |
| First Trust Advisors LP | 497,740 | $6.07M | 0.00% | −16,948−3.3% | Reduced |
| Voya Investment Management LLC | 496,576 | $6.05M | 0.01% | −25,693−4.9% | Reduced |
| Nordea Investment Management AB | 457,483 | $5.62M | 0.00% | −66,531−12.7% | Reduced |
| Public Sector Pension Investment Board | 397,609 | $4.85M | 0.02% | −71,477−15.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 393,215 | $4.79M | 0.02% | −380,743−49.2% | Reduced |
| Credit Agricole S A | 390,723 | $4.76M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 370,422 | $4.52M | 0.00% | −521,288−58.5% | Reduced |
| Bank of America Corp | 354,542 | $4.32M | 0.00% | −96,898−21.5% | Reduced |
| Ameriprise Financial Inc | 350,093 | $4.27M | 0.00% | −22,893−6.1% | Reduced |
| Franklin Resources Inc | 336,075 | $4.10M | 0.00% | +323,499+2,572.4% | Added |
| Rhumbline Advisers | 316,280 | $3.86M | 0.00% | −17,875−5.3% | Reduced |
| Wells Fargo & Company | 311,527 | $3.80M | 0.00% | +79,249+34.1% | Added |
| Deutsche Bank AG | 303,405 | $3.70M | 0.00% | +24,311+8.7% | Added |
| Legal & General Group Plc | 300,666 | $3.67M | 0.00% | −21,346−6.6% | Reduced |
| SummitTX Capital, L.P. | 299,966 | $3.66M | 0.11% | +237,170+377.7% | Added |
| Engineers Gate Manager LP | 268,217 | $3.27M | 0.04% | −88,538−24.8% | Reduced |
| Winton Group Ltd | 264,681 | $3.23M | 0.11% | +264,681 | New |
| Rothschild Investment LLC | 264,041 | $3.22M | 0.18% | −5,363−2.0% | Reduced |
| Barclays PLC | 262,697 | $3.20M | 0.00% | +71,048+37.1% | Added |
| Swiss National Bank | 261,100 | $3.18M | 0.00% | +18,800+7.8% | Added |
| Raymond James Financial Inc | 239,552 | $2.92M | 0.00% | −228−0.1% | Reduced |
| Quantbot Technologies LP | 235,047 | $2.87M | 0.10% | +44,000+23.0% | Added |
| Teachers Retirement System of the State of Kentucky | 231,110 | $2.82M | 0.02% | +4,363+1.9% | Added |
| Horizon Kinetics Asset Management LLC | 198,477 | $2.42M | 0.03% | −2,561−1.3% | Reduced |
| SEI Investments Co | 195,453 | $2.38M | 0.00% | −32,800−14.4% | Reduced |
| Quest Partners LLC | 194,425 | $2.37M | 0.13% | +6,044+3.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 193,644 | $2.36M | 0.00% | +193,644 | New |
| New York State Teachers Retirement System | 192,339 | $2.35M | 0.00% | −4,155−2.1% | Reduced |
| MML Investors Services, LLC | 188,133 | $2.29M | 0.01% | +19,454+11.5% | Added |
| Picton Mahoney Asset Management | 178,434 | $2.18M | 0.02% | +178,314+148,595.0% | Added |
| SG Americas Securities, LLC | 165,862 | $2.02M | 0.00% | +114,980+226.0% | Added |
| Virginia Retirement Systems Et Al | 165,050 | $2.01M | 0.01% | +31,350+23.4% | Added |
| Schroder Investment Management Group | 161,376 | $2.00M | 0.00% | −155,616−49.1% | Reduced |
| Stifel Financial Corp | 155,329 | $1.89M | 0.00% | +7,799+5.3% | Added |
| Graham Capital Management, L.P. | 154,264 | $1.88M | 0.06% | +110,963+256.3% | Added |
| Atom Investors LP | 153,919 | $1.88M | 0.15% | +153,919 | New |
| HSBC Holdings PLC | 142,618 | $1.75M | 0.00% | +142,618 | New |
| Alliancebernstein L.P. | 140,465 | $1.71M | 0.00% | −82,112−36.9% | Reduced |
| Level Four Advisory Services, LLC | 138,589 | $1.69M | 0.06% | +9,665+7.5% | Added |
| California State Teachers Retirement System | 125,776 | $1.53M | 0.00% | +9,013+7.7% | Added |
| Thrivent Financial for Lutherans | 122,749 | $1.50M | 0.00% | −7,806−6.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 122,199 | $1.49M | 0.00% | −52,897−30.2% | Reduced |
| Aquatic Capital Management LLC | 119,762 | $1.46M | 0.04% | −54,281−31.2% | Reduced |
| Creative Planning | 117,674 | $1.43M | 0.00% | −13,022−10.0% | Reduced |
| Fisher Asset Management, LLC | 111,666 | $1.36M | 0.00% | +340.0% | Added |
| Brevan Howard Capital Management LP | 111,506 | $1.36M | 0.03% | −23,933−17.7% | Reduced |
| LPL Financial LLC | 110,191 | $1.34M | 0.00% | +12,463+12.8% | Added |
| State of Alaska, Department of Revenue | 108,893 | $1.33M | 0.01% | +42,561+64.2% | Added |
| Prudential Financial Inc | 108,294 | $1.32M | 0.00% | −13,254−10.9% | Reduced |