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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 142,618 | $1.75M | 0.00% | +142,618 | New |
| Atom Investors LP | 153,919 | $1.88M | 0.15% | +153,919 | New |
| Graham Capital Management, L.P. | 154,264 | $1.88M | 0.06% | +110,963+256.3% | Added |
| Stifel Financial Corp | 155,329 | $1.89M | 0.00% | +7,799+5.3% | Added |
| Schroder Investment Management Group | 161,376 | $2.00M | 0.00% | −155,616−49.1% | Reduced |
| Virginia Retirement Systems Et Al | 165,050 | $2.01M | 0.01% | +31,350+23.4% | Added |
| SG Americas Securities, LLC | 165,862 | $2.02M | 0.00% | +114,980+226.0% | Added |
| Picton Mahoney Asset Management | 178,434 | $2.18M | 0.02% | +178,314+148,595.0% | Added |
| MML Investors Services, LLC | 188,133 | $2.29M | 0.01% | +19,454+11.5% | Added |
| New York State Teachers Retirement System | 192,339 | $2.35M | 0.00% | −4,155−2.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 193,644 | $2.36M | 0.00% | +193,644 | New |
| Quest Partners LLC | 194,425 | $2.37M | 0.13% | +6,044+3.2% | Added |
| SEI Investments Co | 195,453 | $2.38M | 0.00% | −32,800−14.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 198,477 | $2.42M | 0.03% | −2,561−1.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 231,110 | $2.82M | 0.02% | +4,363+1.9% | Added |
| Quantbot Technologies LP | 235,047 | $2.87M | 0.10% | +44,000+23.0% | Added |
| Raymond James Financial Inc | 239,552 | $2.92M | 0.00% | −228−0.1% | Reduced |
| Swiss National Bank | 261,100 | $3.18M | 0.00% | +18,800+7.8% | Added |
| Barclays PLC | 262,697 | $3.20M | 0.00% | +71,048+37.1% | Added |
| Rothschild Investment LLC | 264,041 | $3.22M | 0.18% | −5,363−2.0% | Reduced |
| Winton Group Ltd | 264,681 | $3.23M | 0.11% | +264,681 | New |
| Engineers Gate Manager LP | 268,217 | $3.27M | 0.04% | −88,538−24.8% | Reduced |
| SummitTX Capital, L.P. | 299,966 | $3.66M | 0.11% | +237,170+377.7% | Added |
| Legal & General Group Plc | 300,666 | $3.67M | 0.00% | −21,346−6.6% | Reduced |
| Deutsche Bank AG | 303,405 | $3.70M | 0.00% | +24,311+8.7% | Added |
| Wells Fargo & Company | 311,527 | $3.80M | 0.00% | +79,249+34.1% | Added |
| Rhumbline Advisers | 316,280 | $3.86M | 0.00% | −17,875−5.3% | Reduced |
| Franklin Resources Inc | 336,075 | $4.10M | 0.00% | +323,499+2,572.4% | Added |
| Ameriprise Financial Inc | 350,093 | $4.27M | 0.00% | −22,893−6.1% | Reduced |
| Bank of America Corp | 354,542 | $4.32M | 0.00% | −96,898−21.5% | Reduced |
| Price T Rowe Associates Inc | 370,422 | $4.52M | 0.00% | −521,288−58.5% | Reduced |
| Credit Agricole S A | 390,723 | $4.76M | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 393,215 | $4.79M | 0.02% | −380,743−49.2% | Reduced |
| Public Sector Pension Investment Board | 397,609 | $4.85M | 0.02% | −71,477−15.2% | Reduced |
| Nordea Investment Management AB | 457,483 | $5.62M | 0.00% | −66,531−12.7% | Reduced |
| Voya Investment Management LLC | 496,576 | $6.05M | 0.01% | −25,693−4.9% | Reduced |
| First Trust Advisors LP | 497,740 | $6.07M | 0.00% | −16,948−3.3% | Reduced |
| UBS Asset Management Americas Inc | 543,430 | $6.62M | 0.00% | +184,695+51.5% | Added |
| Capital Management Corp | 561,886 | $6.85M | 1.12% | +291,851+108.1% | Added |
| CSM Advisors, LLC | 562,493 | $6.86M | 0.19% | +56,961+11.3% | Added |
| Intrinsic Edge Capital Management LLC | 580,000 | $7.07M | 1.37% | +580,000 | New |
| Victory Capital Management Inc | 609,727 | $7.43M | 0.00% | −474,571−43.8% | Reduced |
| Two Sigma Advisers, LP | 679,400 | $8.28M | 0.02% | −909,000−57.2% | Reduced |
| JPMorgan Chase & Co | 701,137 | $8.55M | 0.00% | +268,252+62.0% | Added |
| Man Group plc | 708,971 | $8.64M | 0.02% | +292,626+70.3% | Added |
| AQR Capital Management LLC | 720,691 | $8.79M | 0.00% | +219,988+43.9% | Added |
| Millennium Management LLC | 747,094 | $9.11M | 0.01% | −1,764,373−70.3% | Reduced |
| Interval Partners, LP | 806,939 | $9.84M | 0.23% | +443,222+121.9% | Added |
| Invenomic Capital Management LP | 809,902 | $9.87M | 0.48% | +809,902 | New |
| Squarepoint Ops LLC | 855,686 | $10.4M | 0.02% | +561,672+191.0% | Added |
| Bank of New York Mellon Corp | 857,948 | $10.5M | 0.00% | −427,148−33.2% | Reduced |
| Citigroup Inc | 865,266 | $10.5M | 0.01% | +689,311+391.8% | Added |
| Driehaus Capital Management LLC | 875,774 | $10.7M | 0.07% | −30,515−3.4% | Reduced |
| Kornitzer Capital Management Inc | 971,380 | $11.8M | 0.25% | +550+0.1% | Added |
| Envestnet Asset Management Inc | 978,562 | $11.9M | 0.00% | +10,337+1.1% | Added |
| Principal Financial Group Inc | 995,898 | $12.1M | 0.01% | +141,389+16.5% | Added |
| Citadel Advisors LLC | 1,026,432 | $12.5M | 0.01% | +227,222+28.4% | Added |
| UBS Group AG | 1,133,254 | $13.8M | 0.00% | +983,070+654.6% | Added |
| HRT Financial LP | 1,157,245 | $14.1M | 0.04% | +807,621+231.0% | Added |
| Northern Trust Corp | 1,198,669 | $14.6M | 0.00% | −67,637−5.3% | Reduced |
| Crawford Fund Management, LLC | 1,241,269 | $15.1M | 4.85% | +548,095+79.1% | Added |
| Two Sigma Investments, LP | 1,251,581 | $15.3M | 0.02% | −372,656−22.9% | Reduced |
| Loomis Sayles & Co L P | 1,339,127 | $16.3M | 0.02% | −62,567−4.5% | Reduced |
| Voloridge Investment Management, LLC | 1,388,837 | $16.9M | 0.06% | −136,702−9.0% | Reduced |
| Toroso Investments, LLC | 1,404,322 | $17.1M | 0.07% | −161,364−10.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,483,826 | $18.1M | 0.00% | +131,491+9.7% | Added |
| American Century Companies Inc | 1,514,372 | $18.5M | 0.01% | −454,135−23.1% | Reduced |
| Point72 Asset Management, L.P. | 1,673,058 | $20.4M | 0.03% | +1,498,528+858.6% | Added |
| Nomura Asset Management International Inc. | 1,696,879 | $20.7M | 0.03% | +1,696,879 | New |
| Nuveen, LLC | 1,759,129 | $21.4M | 0.01% | +14,959+0.9% | Added |
| D. E. Shaw & Co., Inc. | 2,122,090 | $25.9M | 0.02% | −270,834−11.3% | Reduced |
| Janus Henderson Group PLC | 2,127,858 | $25.9M | 0.01% | −66,328−3.0% | Reduced |
| Massachusetts Financial Services Co | 2,361,965 | $28.8M | 0.01% | −203,739−7.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 2,407,738 | $29.4M | 0.65% | −884,407−26.9% | Reduced |
| Capital World Investors | 2,529,511 | $30.8M | 0.00% | +2,529,511 | New |
| Morgan Stanley | 2,688,475 | $32.8M | 0.00% | −587,342−17.9% | Reduced |
| Geode Capital Management, LLC | 2,796,512 | $34.1M | 0.00% | +26,776+1.0% | Added |
| Arrowstreet Capital, Limited Partnership | 2,929,333 | $35.7M | 0.02% | +1,231,626+72.5% | Added |
| Invesco Ltd. | 3,339,718 | $40.7M | 0.00% | −181,521−5.2% | Reduced |
| Goldman Sachs Group Inc | 3,389,653 | $41.3M | 0.01% | +1,823,777+116.5% | Added |
| Dimensional Fund Advisors LP | 3,642,042 | $44.4M | 0.01% | +61,699+1.7% | Added |
| State Street Corp | 5,219,013 | $63.6M | 0.00% | −96,170−1.8% | Reduced |
| Simcoe Capital Management, LLC | 5,253,340 | $64.0M | 11.46% | +535,015+11.3% | Added |
| Azora Capital LP | 6,150,111 | $75.0M | 4.72% | +521,179+9.3% | Added |
| Wellington Management Group LLP | 11,196,229 | $136.5M | 0.02% | +1,521,599+15.7% | Added |
| Vanguard Group Inc | 14,001,755 | $170.7M | 0.00% | −551,059−3.8% | Reduced |
| FMR LLC | 16,749,093 | $204.2M | 0.01% | +1,914,931+12.9% | Added |
| BlackRock, Inc. | 19,039,434 | $232.1M | 0.00% | +1,100,249+6.1% | Added |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −3,508,863−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −2,311,611−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −1,735,600−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −591,244−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −553,602−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −427,571−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −97,600−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −89,783−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −73,381−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −70,782−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −57,613−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −30,026−100.0% | Sold out |