Skip to main content

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.

Institutional holdersQ4 2025: 288 institutions
Q1 2021: 150 institutionsQ2 2021: 176 institutionsQ3 2021: 167 institutionsQ4 2021: 169 institutionsQ1 2022: 176 institutionsQ2 2022: 163 institutionsQ3 2022: 157 institutionsQ4 2022: 158 institutionsQ1 2023: 148 institutionsQ2 2023: 181 institutionsQ3 2023: 179 institutionsQ4 2023: 195 institutionsQ1 2024: 205 institutionsQ2 2024: 224 institutionsQ3 2024: 233 institutionsQ4 2024: 271 institutionsQ1 2025: 256 institutionsQ2 2025: 247 institutionsQ3 2025: 269 institutionsQ4 2025: 288 institutionsQ1 2026: 312 institutionsQ2 2026: 312 institutions
Value heldQ4 2025: $1.93B
Q1 2021: $659.1MQ2 2021: $659.7MQ3 2021: $588.7MQ4 2021: $642.4MQ1 2022: $634.9MQ2 2022: $560.7MQ3 2022: $517.7MQ4 2022: $606.6MQ1 2023: $632.3MQ2 2023: $720.3MQ3 2023: $748.8MQ4 2023: $792.0MQ1 2024: $1.05BQ2 2024: $1.16BQ3 2024: $1.23BQ4 2024: $1.37BQ1 2025: $1.15BQ2 2025: $1.48BQ3 2025: $2.15BQ4 2025: $1.93BQ1 2026: $2.35BQ2 2026: $2.71B
Institutions holding WT and their total value by quarter
QuarterHoldersValue
Q2 2026312$2.71B
Q1 2026312$2.35B
Q4 2025288$1.93B
Q3 2025269$2.15B
Q2 2025247$1.48B
Q1 2025256$1.15B
Q4 2024271$1.37B
Q3 2024233$1.23B
Q2 2024224$1.16B
Q1 2024205$1.05B
Q4 2023195$792.0M
Q3 2023179$748.8M
Q2 2023181$720.3M
Q1 2023148$632.3M
Q4 2022158$606.6M
Q3 2022157$517.7M
Q2 2022163$560.7M
Q1 2022176$634.9M
Q4 2021169$642.4M
Q3 2021167$588.7M
Q2 2021176$659.7M
Q1 2021150$659.1M

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q3 2025.

Institutions holding WT in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Occudo Quantitative Strategies LP0$00.00%−29,888−100.0%Sold out
Versor Investments LP0$00.00%−26,000−100.0%Sold out
Gator Capital Management, LLC0$00.00%−24,074−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−23,861−100.0%Sold out
Oxford Asset Management LLP0$00.00%−17,255−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−16,325−100.0%Sold out
Horizon Investment Services, LLC0$00.00%−11,455−100.0%Sold out
Neo Ivy Capital Management0$00.00%−2,642−100.0%Sold out
Walleye Capital LLC0$00.00%−2,629−100.0%Sold out
Manchester Capital Management LLC0$00.00%−1,351−100.0%Sold out
Advisory Services Network, LLC0$00.00%−831−100.0%Sold out
HM Payson & Co0$00.00%−500−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−398−100.0%Sold out
Halbert Hargrove Global Advisors, LLC0$00.00%−251−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−114−100.0%Sold out
Atlantic Trust, LLC0$00.00%−84−100.0%Sold out
TD Private Client Wealth LLC0$00.00%−46−100.0%Sold out
Cubist Systematic Strategies, LLC––––Not filed
Abich Financial Wealth Management LLC––––Not filed
Wolverine Trading, LLC––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Corton Capital Inc.––––Not filed
Point72 (DIFC) Ltd––––Not filed