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 |
|---|---|---|---|---|---|
| PharVision Advisers, LLC | 18,193 | $221.8K | 0.11% | +18,193 | New |
| The PNC Financial Services Group, Inc. | 18,381 | $224.1K | 0.00% | +73+0.4% | Added |
| Amundi | 18,620 | $227.0K | 0.00% | −4,654−20.0% | Reduced |
| Swiss Life Asset Management Ltd | 20,378 | $248.4K | 0.00% | +20,378 | New |
| Public Employees Retirement Association of Colorado | 20,529 | $250.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 20,605 | $251.2K | 0.00% | +778+3.9% | Added |
| Pictet Asset Management Holding SA | 20,839 | $254.0K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 20,953 | $255.4K | 0.01% | −65,709−75.8% | Reduced |
| Everence Capital Management Inc | 21,350 | $260.0K | 0.02% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 21,980 | $267.9K | 0.03% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 22,092 | $269.3K | 0.04% | +4,628+26.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 22,222 | $270.9K | 0.00% | −890−3.9% | Reduced |
| State of Wisconsin Investment Board | 22,349 | $272.4K | 0.00% | −62,683−73.7% | Reduced |
| Principal Securities, Inc. | 22,898 | $279.1K | 0.00% | +279+1.2% | Added |
| Pathstone Holdings, LLC | 22,956 | $279.8K | 0.00% | −75−0.3% | Reduced |
| Tobam | 23,607 | $288.0K | 0.07% | −60,201−71.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 23,735 | $289.3K | 0.03% | −4,942−17.2% | Reduced |
| ProShare Advisors LLC | 23,959 | $292.1K | 0.00% | +1,286+5.7% | Added |
| Comerica Bank | 25,397 | $309.6K | 0.00% | −7,751−23.4% | Reduced |
| Verition Fund Management LLC | 25,944 | $316.3K | 0.00% | −303,398−92.1% | Reduced |
| Oregon Public Employees Retirement Fund | 26,256 | $320.1K | 0.00% | −800−3.0% | Reduced |
| Mercer Global Advisors Inc | 26,425 | $322.1K | 0.00% | +7,223+37.6% | Added |
| KLP Kapitalforvaltning AS | 28,300 | $345.0K | 0.00% | +3,500+14.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,444 | $346.7K | 0.00% | −2,180−7.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 31,517 | $384.2K | 0.01% | +31,517 | New |
| Police & Firemen's Retirement System of New Jersey | 33,482 | $408.1K | 0.00% | +174+0.5% | Added |
| Amalgamated Bank | 33,671 | $410.0K | 0.00% | −374−1.1% | Reduced |
| State of Tennessee, Treasury Department | 25,460 | $412.5K | 0.00% | −2,012−7.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 33,453 | $412.7K | 0.00% | +4,745+16.5% | Added |
| Centiva Capital, LP | 34,112 | $415.8K | 0.03% | +34,112 | New |
| Alberta Investment Management Corp | 34,634 | $422.2K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 34,647 | $423.0K | 0.00% | +34,647 | New |
| Maltese Capital Management LLC | 35,000 | $426.6K | 0.08% | −165,000−82.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 32,624 | $427.7K | 0.01% | +640+2.0% | Added |
| Arizona State Retirement System | 36,835 | $449.0K | 0.00% | −147−0.4% | Reduced |
| New York State Common Retirement Fund | 38,264 | $466.4K | 0.00% | 00.0% | Unchanged |
| Weiss Asset Management LP | 38,445 | $468.6K | 0.01% | +38,445 | New |
| Yousif Capital Management, LLC | 30,962 | $469.7K | 0.01% | −5,818−15.8% | Reduced |
| Guggenheim Capital LLC | 43,651 | $532.1K | 0.00% | +43,651 | New |
| Axq Capital, LP | 44,442 | $541.7K | 0.12% | +44,442 | New |
| Advyzon Investment Management, LLC | 44,937 | $547.8K | 0.06% | +29,466+190.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,742 | $557.6K | 0.00% | −20,799−31.3% | Reduced |
| Intech Investment Management LLC | 46,830 | $570.9K | 0.01% | 00.0% | Unchanged |
| Militia Capital Partners, LP | 47,600 | $580.2K | 0.22% | 00.0% | Unchanged |
| R Squared Ltd | 47,796 | $582.6K | 0.27% | +23,002+92.8% | Added |
| State of Wyoming | 48,292 | $588.7K | 0.06% | +3,927+8.9% | Added |
| XTX Topco Ltd | 50,138 | $611.2K | 0.02% | +50,138 | New |
| Freestone Grove Partners LP | 51,034 | $622.1K | 0.00% | +51,034 | New |
| Park Avenue Securities LLC | 51,760 | $631.0K | 0.01% | +2,648+5.4% | Added |
| Moran Wealth Management, LLC | 51,777 | $631.2K | 0.02% | +5,650+12.2% | Added |
| Aigen Investment Management, LP | 52,139 | $635.6K | 0.15% | +52,139 | New |
| Indivisible Partners | 52,205 | $636.4K | 0.07% | +52,205 | New |
| Louisiana State Employees Retirement System | 52,600 | $641.2K | 0.01% | −2,700−4.9% | Reduced |
| Manufacturers Life Insurance Company, The | 55,770 | $679.8K | 0.00% | −4,084−6.8% | Reduced |
| Marshall Wace, LLP | 56,093 | $683.8K | 0.00% | −104,596−65.1% | Reduced |
| Capstone Investment Advisors, LLC | 56,358 | $687.0K | 0.01% | +56,358 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 57,501 | $700.9K | 0.00% | +1,846+3.3% | Added |
| Capital Fund Management S.A. | 58,530 | $713.5K | 0.01% | −7,581−11.5% | Reduced |
| Quantinno Capital Management LP | 58,704 | $715.6K | 0.00% | +32,488+123.9% | Added |
| Dark Forest Capital Management LP | 59,165 | $721.2K | 0.03% | +59,165 | New |
| Canada Pension Plan Investment Board | 60,200 | $733.8K | 0.00% | +60,200 | New |
| Natixis | 60,292 | $735.0K | 0.00% | +60,292 | New |
| James Investment Research Inc | 61,436 | $748.9K | 0.08% | −2,535−4.0% | Reduced |
| Illinois Municipal Retirement Fund | 61,799 | $753.3K | 0.01% | +1,281+2.1% | Added |
| State Board of Administration of Florida Retirement System | 63,973 | $779.8K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 65,734 | $801.3K | 0.01% | +5,967+10.0% | Added |
| MetLife Investment Management | 67,382 | $821.4K | 0.00% | −3,192−4.5% | Reduced |
| North Star Investment Management Corp. | 69,313 | $844.9K | 0.05% | 00.0% | Unchanged |
| Norges Bank | 74,019 | $902.3K | 0.00% | +74,019 | New |
| Caxton Associates LLP | 74,897 | $913.0K | 0.02% | +2,896+4.0% | Added |
| Oppenheimer & Co Inc | 74,929 | $913.4K | 0.01% | +12,500+20.0% | Added |
| Qube Research & Technologies Ltd | 75,837 | $924.5K | 0.00% | −156,429−67.3% | Reduced |
| BNP Paribas Arbitrage, SA | 75,878 | $925.0K | 0.00% | +46,411+157.5% | Added |
| Numerai GP LLC | 76,946 | $938.0K | 0.11% | +39,658+106.4% | Added |
| ExodusPoint Capital Management, LP | 78,581 | $957.9K | 0.01% | −378,643−82.8% | Reduced |
| Los Angeles Capital Management LLC | 85,638 | $991.7K | 0.00% | −66,089−43.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 82,371 | $1.00M | 0.02% | −86,315−51.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 83,688 | $1.02M | 0.23% | +57,650+221.4% | Added |
| Royal Bank of Canada | 86,411 | $1.05M | 0.00% | −335,112−79.5% | Reduced |
| Cetera Investment Advisers | 88,558 | $1.08M | 0.00% | −6,294−6.6% | Reduced |
| Algert Global LLC | 88,780 | $1.08M | 0.02% | +88,780 | New |
| Heartland Advisors Inc | 89,400 | $1.09M | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 94,852 | $1.16M | 0.00% | +6,189+7.0% | Added |
| Integrated Quantitative Investments LLC | 97,567 | $1.19M | 0.26% | +17,387+21.7% | Added |
| Truist Financial Corp | 98,336 | $1.20M | 0.00% | +4,497+4.8% | Added |
| Great West Life Assurance Co | 100,831 | $1.23M | 0.00% | −40,428−28.6% | Reduced |
| Globeflex Capital L P | 102,230 | $1.25M | 0.19% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 106,521 | $1.30M | 0.35% | +106,521 | New |
| Prudential Financial Inc | 108,294 | $1.32M | 0.00% | −13,254−10.9% | Reduced |
| State of Alaska, Department of Revenue | 108,893 | $1.33M | 0.01% | +42,561+64.2% | Added |
| LPL Financial LLC | 110,191 | $1.34M | 0.00% | +12,463+12.8% | Added |
| Brevan Howard Capital Management LP | 111,506 | $1.36M | 0.03% | −23,933−17.7% | Reduced |
| Fisher Asset Management, LLC | 111,666 | $1.36M | 0.00% | +340.0% | Added |
| Creative Planning | 117,674 | $1.43M | 0.00% | −13,022−10.0% | Reduced |
| Aquatic Capital Management LLC | 119,762 | $1.46M | 0.04% | −54,281−31.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 122,199 | $1.49M | 0.00% | −52,897−30.2% | Reduced |
| Thrivent Financial for Lutherans | 122,749 | $1.50M | 0.00% | −7,806−6.0% | Reduced |
| California State Teachers Retirement System | 125,776 | $1.53M | 0.00% | +9,013+7.7% | Added |
| Level Four Advisory Services, LLC | 138,589 | $1.69M | 0.06% | +9,665+7.5% | Added |
| Alliancebernstein L.P. | 140,465 | $1.71M | 0.00% | −82,112−36.9% | Reduced |