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