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 |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 3 | $42 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 4 | $49 | 0.00% | +4 | New |
| Caitlin John, LLC | 17 | $207 | 0.00% | −358−95.5% | Reduced |
| Abound Wealth Management | 18 | $220 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 28 | $341 | 0.00% | +28 | New |
| National Bank of Canada | 37 | $450 | 0.00% | −24−39.3% | Reduced |
| Optiver Holding B.V. | 49 | $597 | 0.00% | +12+32.4% | Added |
| Ankerstar Wealth, LLC | 49 | $597 | 0.00% | +49 | New |
| Cornerstone Planning Group LLC | 38 | $644 | 0.00% | +38 | New |
| True Wealth Design, LLC | 54 | $659 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 55 | $670 | 0.00% | −47−46.1% | Reduced |
| Covestor Ltd | 76 | $1.00K | 0.00% | −20−20.8% | Reduced |
| Farmers & Merchants Investments Inc | 90 | $1.10K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 113 | $1.38K | 0.00% | +113 | New |
| J.Safra Asset Management Corp | 148 | $1.80K | 0.00% | +148 | New |
| Huntington National Bank | 145 | $1.83K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 175 | $2.13K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 180 | $2.19K | 0.00% | +27+17.6% | Added |
| DV Trading LLC | 194 | $2.37K | 0.00% | +194 | New |
| Global Retirement Partners, LLC | 244 | $2.97K | 0.00% | +244 | New |
| IFP Advisors, Inc | 271 | $3.30K | 0.00% | +93+52.2% | Added |
| Sunbelt Securities, Inc. | 293 | $3.57K | 0.00% | −100−25.4% | Reduced |
| Fifth Third Bancorp | 309 | $3.77K | 0.00% | −43−12.2% | Reduced |
| Farther Finance Advisors, LLC | 381 | $4.64K | 0.00% | +179+88.6% | Added |
| Ronald Blue Trust, Inc. | 400 | $4.88K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 405 | $4.94K | 0.00% | +164+68.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 420 | $5.12K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 471 | $5.74K | 0.00% | −201−29.9% | Reduced |
| Elequin Capital LP | 539 | $6.57K | 0.00% | +539 | New |
| Hazlett, Burt & Watson, Inc. | 600 | $7.00K | 0.00% | +600 | New |
| Adirondack Trust Co | 600 | $7.31K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 643 | $7.84K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 800 | $9.75K | 0.00% | +508+174.0% | Added |
| SBI Securities Co., Ltd. | 805 | $9.81K | 0.00% | +1+0.1% | Added |
| Umb Bank N A | 865 | $10.5K | 0.00% | +22+2.6% | Added |
| Allworth Financial LP | 896 | $10.9K | 0.00% | +363+68.1% | Added |
| ORG Partners LLC | 1,000 | $12.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 861 | $13.1K | 0.00% | +861 | New |
| Jones Financial Companies LLLP | 1,085 | $13.2K | 0.00% | +3+0.3% | Added |
| SRS Capital Advisors, Inc. | 1,093 | $13.3K | 0.00% | −939−46.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,133 | $13.8K | 0.00% | −573−33.6% | Reduced |
| Bessemer Group Inc | 1,138 | $14.0K | 0.00% | +232+25.6% | Added |
| US Bancorp | 1,214 | $14.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,272 | $15.5K | 0.00% | −528−29.3% | Reduced |
| Quarry LP | 1,281 | $15.6K | 0.00% | −925−41.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,377 | $16.8K | 0.00% | +63+4.8% | Added |
| Salomon & Ludwin, LLC | 1,458 | $19.1K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,616 | $19.7K | 0.00% | +224+16.1% | Added |
| Whittier Trust Co | 1,631 | $22.3K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,903 | $23.2K | 0.00% | −1,108−36.8% | Reduced |
| First Horizon Corp | 2,191 | $26.7K | 0.00% | −76−3.4% | Reduced |
| Quattro Advisors LLC | 2,512 | $30.6K | 0.02% | +2,512 | New |
| Federation des caisses Desjardins du Quebec | 2,565 | $31.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,683 | $33.3K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,927 | $35.7K | 0.00% | +2,927 | New |
| Caitong International Asset Management Co., Ltd | 2,950 | $36.0K | 0.01% | +2,017+216.2% | Added |
| Hantz Financial Services, Inc. | 2,929 | $36.0K | 0.00% | +1,338+84.1% | Added |
| Torren Management, LLC | 2,997 | $36.5K | 0.02% | +2,997 | New |
| Quent Capital, LLC | 3,378 | $41.2K | 0.00% | +3,378 | New |
| Tower Research Capital LLC (TRC) | 3,903 | $47.6K | 0.00% | +101+2.7% | Added |
| KBC Group NV | 4,511 | $55.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,773 | $58.2K | 0.00% | +298+6.7% | Added |
| Versant Capital Management, Inc | 5,604 | $68.3K | 0.01% | +34+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 8,751 | $106.7K | 0.00% | +8,724+32,311.1% | Added |
| LSV Asset Management | 8,900 | $108.0K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 9,228 | $112.5K | 0.00% | −19,584−68.0% | Reduced |
| Xponance, Inc. | 10,022 | $122.2K | 0.00% | +10,022 | New |
| Ameritas Investment Partners, Inc. | 10,056 | $122.6K | 0.00% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 10,334 | $126.0K | 0.02% | +10,334 | New |
| Pensionmark Financial Group, LLC | 10,474 | $127.7K | 0.00% | +10,474 | New |
| Seizert Capital Partners, LLC | 11,211 | $136.7K | 0.01% | 00.0% | Unchanged |
| Sciencast Management LP | 11,447 | $139.5K | 0.02% | +11,447 | New |
| Sowell Financial Services LLC | 11,518 | $140.4K | 0.01% | +680+6.3% | Added |
| Lazard Asset Management LLC | 11,927 | $145.4K | 0.00% | +11,927 | New |
| Austin Private Wealth, LLC | 12,051 | $146.9K | 0.01% | +253+2.1% | Added |
| Navellier & Associates Inc | 12,387 | $151.0K | 0.02% | −1,438−10.4% | Reduced |
| Bank of Montreal | 12,407 | $151.2K | 0.00% | −602−4.6% | Reduced |
| Cooper Financial Group | 12,849 | $156.6K | 0.02% | +799+6.6% | Added |
| SCS Capital Management LLC | 13,028 | $158.8K | 0.00% | +28+0.2% | Added |
| Mutual of America Capital Management LLC | 13,131 | $160.1K | 0.00% | −339−2.5% | Reduced |
| Wedbush Securities Inc | 13,176 | $161.0K | 0.00% | +1,826+16.1% | Added |
| JustInvest LLC | 13,339 | $162.6K | 0.00% | +1,119+9.2% | Added |
| Gsa Capital Partners LLP | 13,658 | $166.0K | 0.01% | +13,658 | New |
| Headlands Technologies LLC | 13,657 | $166.5K | 0.01% | +13,657 | New |
| Campbell & CO Investment Adviser LLC | 14,104 | $171.9K | 0.01% | +14,104 | New |
| Bayforest Capital Ltd | 15,481 | $188.7K | 0.14% | +15,481 | New |
| Stonebridge Wealth Management, LLC | 15,640 | $190.7K | 0.18% | −500−3.1% | Reduced |
| Neuberger Berman Group LLC | 15,918 | $194.0K | 0.00% | +587+3.8% | Added |
| Maryland State Retirement & Pension System | 16,593 | $202.3K | 0.00% | −694−4.0% | Reduced |
| Susquehanna International Group, LLP | 16,648 | $202.9K | 0.00% | −94,058−85.0% | Reduced |
| CWM, LLC | 16,739 | $204.0K | 0.00% | +3,751+28.9% | Added |
| nVerses Capital, LLC | 17,188 | $209.5K | 0.47% | +17,188 | New |
| Wiley Bros.-Aintree Capital, LLC | 17,281 | $213.0K | 0.00% | +6,447+59.5% | Added |
| Atria Investments LLC | 17,504 | $213.4K | 0.00% | +17,504 | New |
| Impact Partnership Wealth, LLC | 17,535 | $213.8K | 0.03% | −40.0% | Reduced |
| Mariner, LLC | 17,694 | $215.9K | 0.00% | +4,467+33.8% | Added |
| Ieq Capital, LLC | 17,760 | $216.5K | 0.00% | −3,094−14.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 14,586 | $217.2K | 0.00% | +5,872+67.4% | Added |
| SMH Capital Advisors Inc | 17,891 | $218.1K | 0.44% | +60.0% | Added |
| Kestra Advisory Services, LLC | 17,989 | $219.3K | 0.00% | −1,254−6.5% | Reduced |