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 |
|---|---|---|---|---|---|
| Wakefield Asset Management LLLP | 106,521 | $1.30M | 0.35% | +106,521 | New |
| Globeflex Capital L P | 102,230 | $1.25M | 0.19% | 00.0% | Unchanged |
| Great West Life Assurance Co | 100,831 | $1.23M | 0.00% | −40,428−28.6% | Reduced |
| Truist Financial Corp | 98,336 | $1.20M | 0.00% | +4,497+4.8% | Added |
| Integrated Quantitative Investments LLC | 97,567 | $1.19M | 0.26% | +17,387+21.7% | Added |
| Advisor Group Holdings, Inc. | 94,852 | $1.16M | 0.00% | +6,189+7.0% | Added |
| Heartland Advisors Inc | 89,400 | $1.09M | 0.06% | 00.0% | Unchanged |
| Algert Global LLC | 88,780 | $1.08M | 0.02% | +88,780 | New |
| Cetera Investment Advisers | 88,558 | $1.08M | 0.00% | −6,294−6.6% | Reduced |
| Royal Bank of Canada | 86,411 | $1.05M | 0.00% | −335,112−79.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 83,688 | $1.02M | 0.23% | +57,650+221.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 82,371 | $1.00M | 0.02% | −86,315−51.2% | Reduced |
| Los Angeles Capital Management LLC | 85,638 | $991.7K | 0.00% | −66,089−43.6% | Reduced |
| ExodusPoint Capital Management, LP | 78,581 | $957.9K | 0.01% | −378,643−82.8% | Reduced |
| Numerai GP LLC | 76,946 | $938.0K | 0.11% | +39,658+106.4% | Added |
| BNP Paribas Arbitrage, SA | 75,878 | $925.0K | 0.00% | +46,411+157.5% | Added |
| Qube Research & Technologies Ltd | 75,837 | $924.5K | 0.00% | −156,429−67.3% | Reduced |
| Oppenheimer & Co Inc | 74,929 | $913.4K | 0.01% | +12,500+20.0% | Added |
| Caxton Associates LLP | 74,897 | $913.0K | 0.02% | +2,896+4.0% | Added |
| Norges Bank | 74,019 | $902.3K | 0.00% | +74,019 | New |
| North Star Investment Management Corp. | 69,313 | $844.9K | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 67,382 | $821.4K | 0.00% | −3,192−4.5% | Reduced |
| Benjamin Edwards Inc | 65,734 | $801.3K | 0.01% | +5,967+10.0% | Added |
| State Board of Administration of Florida Retirement System | 63,973 | $779.8K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 61,799 | $753.3K | 0.01% | +1,281+2.1% | Added |
| James Investment Research Inc | 61,436 | $748.9K | 0.08% | −2,535−4.0% | Reduced |
| Natixis | 60,292 | $735.0K | 0.00% | +60,292 | New |
| Canada Pension Plan Investment Board | 60,200 | $733.8K | 0.00% | +60,200 | New |
| Dark Forest Capital Management LP | 59,165 | $721.2K | 0.03% | +59,165 | New |
| Quantinno Capital Management LP | 58,704 | $715.6K | 0.00% | +32,488+123.9% | Added |
| Capital Fund Management S.A. | 58,530 | $713.5K | 0.01% | −7,581−11.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 57,501 | $700.9K | 0.00% | +1,846+3.3% | Added |
| Capstone Investment Advisors, LLC | 56,358 | $687.0K | 0.01% | +56,358 | New |
| Marshall Wace, LLP | 56,093 | $683.8K | 0.00% | −104,596−65.1% | Reduced |
| Manufacturers Life Insurance Company, The | 55,770 | $679.8K | 0.00% | −4,084−6.8% | Reduced |
| Louisiana State Employees Retirement System | 52,600 | $641.2K | 0.01% | −2,700−4.9% | Reduced |
| Indivisible Partners | 52,205 | $636.4K | 0.07% | +52,205 | New |
| Aigen Investment Management, LP | 52,139 | $635.6K | 0.15% | +52,139 | New |
| Moran Wealth Management, LLC | 51,777 | $631.2K | 0.02% | +5,650+12.2% | Added |
| Park Avenue Securities LLC | 51,760 | $631.0K | 0.01% | +2,648+5.4% | Added |
| Freestone Grove Partners LP | 51,034 | $622.1K | 0.00% | +51,034 | New |
| XTX Topco Ltd | 50,138 | $611.2K | 0.02% | +50,138 | New |
| State of Wyoming | 48,292 | $588.7K | 0.06% | +3,927+8.9% | Added |
| R Squared Ltd | 47,796 | $582.6K | 0.27% | +23,002+92.8% | Added |
| Militia Capital Partners, LP | 47,600 | $580.2K | 0.22% | 00.0% | Unchanged |
| Intech Investment Management LLC | 46,830 | $570.9K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,742 | $557.6K | 0.00% | −20,799−31.3% | Reduced |
| Advyzon Investment Management, LLC | 44,937 | $547.8K | 0.06% | +29,466+190.5% | Added |
| Axq Capital, LP | 44,442 | $541.7K | 0.12% | +44,442 | New |
| Guggenheim Capital LLC | 43,651 | $532.1K | 0.00% | +43,651 | New |
| Yousif Capital Management, LLC | 30,962 | $469.7K | 0.01% | −5,818−15.8% | Reduced |
| Weiss Asset Management LP | 38,445 | $468.6K | 0.01% | +38,445 | New |
| New York State Common Retirement Fund | 38,264 | $466.4K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 36,835 | $449.0K | 0.00% | −147−0.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 32,624 | $427.7K | 0.01% | +640+2.0% | Added |
| Maltese Capital Management LLC | 35,000 | $426.6K | 0.08% | −165,000−82.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 34,647 | $423.0K | 0.00% | +34,647 | New |
| Alberta Investment Management Corp | 34,634 | $422.2K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 34,112 | $415.8K | 0.03% | +34,112 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 33,453 | $412.7K | 0.00% | +4,745+16.5% | Added |
| State of Tennessee, Treasury Department | 25,460 | $412.5K | 0.00% | −2,012−7.3% | Reduced |
| Amalgamated Bank | 33,671 | $410.0K | 0.00% | −374−1.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 33,482 | $408.1K | 0.00% | +174+0.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 31,517 | $384.2K | 0.01% | +31,517 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,444 | $346.7K | 0.00% | −2,180−7.1% | Reduced |
| KLP Kapitalforvaltning AS | 28,300 | $345.0K | 0.00% | +3,500+14.1% | Added |
| Mercer Global Advisors Inc | 26,425 | $322.1K | 0.00% | +7,223+37.6% | Added |
| Oregon Public Employees Retirement Fund | 26,256 | $320.1K | 0.00% | −800−3.0% | Reduced |
| Verition Fund Management LLC | 25,944 | $316.3K | 0.00% | −303,398−92.1% | Reduced |
| Comerica Bank | 25,397 | $309.6K | 0.00% | −7,751−23.4% | Reduced |
| ProShare Advisors LLC | 23,959 | $292.1K | 0.00% | +1,286+5.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 23,735 | $289.3K | 0.03% | −4,942−17.2% | Reduced |
| Tobam | 23,607 | $288.0K | 0.07% | −60,201−71.8% | Reduced |
| Pathstone Holdings, LLC | 22,956 | $279.8K | 0.00% | −75−0.3% | Reduced |
| Principal Securities, Inc. | 22,898 | $279.1K | 0.00% | +279+1.2% | Added |
| State of Wisconsin Investment Board | 22,349 | $272.4K | 0.00% | −62,683−73.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 22,222 | $270.9K | 0.00% | −890−3.9% | Reduced |
| Personal Cfo Solutions, LLC | 22,092 | $269.3K | 0.04% | +4,628+26.5% | Added |
| JGP Wealth Management, LLC | 21,980 | $267.9K | 0.03% | 00.0% | Unchanged |
| Everence Capital Management Inc | 21,350 | $260.0K | 0.02% | 00.0% | Unchanged |
| Entropy Technologies, LP | 20,953 | $255.4K | 0.01% | −65,709−75.8% | Reduced |
| Pictet Asset Management Holding SA | 20,839 | $254.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 20,605 | $251.2K | 0.00% | +778+3.9% | Added |
| Public Employees Retirement Association of Colorado | 20,529 | $250.0K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 20,378 | $248.4K | 0.00% | +20,378 | New |
| Amundi | 18,620 | $227.0K | 0.00% | −4,654−20.0% | Reduced |
| The PNC Financial Services Group, Inc. | 18,381 | $224.1K | 0.00% | +73+0.4% | Added |
| PharVision Advisers, LLC | 18,193 | $221.8K | 0.11% | +18,193 | New |
| Kestra Advisory Services, LLC | 17,989 | $219.3K | 0.00% | −1,254−6.5% | Reduced |
| SMH Capital Advisors Inc | 17,891 | $218.1K | 0.44% | +60.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,586 | $217.2K | 0.00% | +5,872+67.4% | Added |
| Ieq Capital, LLC | 17,760 | $216.5K | 0.00% | −3,094−14.8% | Reduced |
| Mariner, LLC | 17,694 | $215.9K | 0.00% | +4,467+33.8% | Added |
| Impact Partnership Wealth, LLC | 17,535 | $213.8K | 0.03% | −40.0% | Reduced |
| Atria Investments LLC | 17,504 | $213.4K | 0.00% | +17,504 | New |
| Wiley Bros.-Aintree Capital, LLC | 17,281 | $213.0K | 0.00% | +6,447+59.5% | Added |
| nVerses Capital, LLC | 17,188 | $209.5K | 0.47% | +17,188 | New |
| CWM, LLC | 16,739 | $204.0K | 0.00% | +3,751+28.9% | Added |
| Susquehanna International Group, LLP | 16,648 | $202.9K | 0.00% | −94,058−85.0% | Reduced |
| Maryland State Retirement & Pension System | 16,593 | $202.3K | 0.00% | −694−4.0% | Reduced |