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, Q1 2026
Institutional positions in WisdomTree, Inc. as of Mar 31, 2026. 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
- 312
- +32 vs. Q4 2025
- Shares held
- 161.5M
- +17.5M (+12.2%) vs. Q4 2025
- Total value
- $2.35B
- +$594.0M (+33.8%) vs. Q4 2025
- New holders
- 64
- 111 more added
- Sold out
- 32
- 101 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17,657,453 | $257.1M | 0.00% | −1,381,981−7.3% | Reduced |
| FMR LLC | 12,722,899 | $185.2M | 0.01% | −4,026,194−24.0% | Reduced |
| Wellington Management Group LLP | 10,585,959 | $154.1M | 0.03% | −610,270−5.5% | Reduced |
| Vanguard Portfolio Management LLC | 8,047,642 | $117.2M | 0.01% | +8,047,642 | New |
| Capital World Investors | 6,811,059 | $99.2M | 0.01% | +4,281,548+169.3% | Added |
| Azora Capital LP | 5,987,605 | $87.2M | 5.73% | −162,506−2.6% | Reduced |
| Invesco Ltd. | 5,813,215 | $84.6M | 0.01% | +2,473,497+74.1% | Added |
| Vanguard Capital Management LLC | 5,553,198 | $80.9M | 0.00% | +5,553,198 | New |
| State Street Corp | 5,049,152 | $73.5M | 0.00% | −169,861−3.3% | Reduced |
| Simcoe Capital Management, LLC | 4,665,985 | $67.9M | 12.60% | −587,355−11.2% | Reduced |
| Goldman Sachs Group Inc | 4,578,590 | $66.7M | 0.01% | +1,188,937+35.1% | Added |
| Arrowstreet Capital, Limited Partnership | 4,134,430 | $60.2M | 0.03% | +1,205,097+41.1% | Added |
| Dimensional Fund Advisors LP | 3,624,396 | $52.8M | 0.01% | −17,646−0.5% | Reduced |
| Geode Capital Management, LLC | 2,849,353 | $41.5M | 0.00% | +52,841+1.9% | Added |
| Morgan Stanley | 2,500,122 | $36.4M | 0.00% | −188,353−7.0% | Reduced |
| Bank of America Corp | 2,327,389 | $33.9M | 0.00% | +1,972,847+556.4% | Added |
| Nomura Asset Management International Inc. | 2,243,520 | $32.7M | 0.06% | +546,641+32.2% | Added |
| ArrowMark Colorado Holdings LLC | 2,043,930 | $29.8M | 0.79% | −363,808−15.1% | Reduced |
| Principal Financial Group Inc | 2,009,556 | $29.3M | 0.02% | +1,013,658+101.8% | Added |
| Janus Henderson Group PLC | 1,742,489 | $25.4M | 0.01% | −385,369−18.1% | Reduced |
| Two Sigma Investments, LP | 1,674,494 | $24.4M | 0.02% | +422,913+33.8% | Added |
| Loomis Sayles & Co L P | 1,662,823 | $24.2M | 0.03% | +323,696+24.2% | Added |
| Driehaus Capital Management LLC | 1,644,242 | $23.9M | 0.18% | +768,468+87.7% | Added |
| Nuveen, LLC | 1,596,382 | $23.2M | 0.01% | −162,747−9.3% | Reduced |
| Jane Street Group, LLC | 1,509,732 | $22.0M | 0.02% | +1,509,732 | New |
| Charles Schwab Investment Management Inc | 1,443,410 | $21.0M | 0.00% | −40,416−2.7% | Reduced |
| Millennium Management LLC | 1,374,379 | $20.0M | 0.01% | +627,285+84.0% | Added |
| Massachusetts Financial Services Co | 1,344,172 | $19.6M | 0.01% | −1,017,793−43.1% | Reduced |
| Toroso Investments, LLC | 1,337,290 | $19.5M | 0.06% | −67,032−4.8% | Reduced |
| Voloridge Investment Management, LLC | 1,238,094 | $18.0M | 0.07% | −150,743−10.9% | Reduced |
| Northern Trust Corp | 1,215,797 | $17.7M | 0.00% | +17,128+1.4% | Added |
| HRT Financial LP | 1,148,325 | $16.7M | 0.04% | −8,920−0.8% | Reduced |
| American Century Companies Inc | 1,087,833 | $15.8M | 0.01% | −426,539−28.2% | Reduced |
| Envestnet Asset Management Inc | 1,072,068 | $15.6M | 0.00% | +93,506+9.6% | Added |
| Crawford Fund Management, LLC | 1,025,834 | $14.9M | 4.87% | −215,435−17.4% | Reduced |
| Bank of New York Mellon Corp | 985,511 | $14.3M | 0.00% | +127,563+14.9% | Added |
| Kornitzer Capital Management Inc | 951,027 | $13.8M | 0.30% | −20,353−2.1% | Reduced |
| Man Group plc | 924,494 | $13.5M | 0.03% | +215,523+30.4% | Added |
| Vanguard Fiduciary Trust Co | 817,237 | $11.9M | 0.00% | +817,237 | New |
| Citigroup Inc | 810,639 | $11.8M | 0.01% | −54,627−6.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 801,304 | $11.7M | 0.01% | +801,304 | New |
| Squarepoint Ops LLC | 755,276 | $11.0M | 0.02% | −100,410−11.7% | Reduced |
| Intrinsic Edge Capital Management LLC | 700,000 | $10.2M | 1.86% | +120,000+20.7% | Added |
| Danske Bank A/S | 692,639 | $10.1M | 0.02% | +692,639 | New |
| JPMorgan Chase & Co | 713,158 | $9.93M | 0.00% | +12,021+1.7% | Added |
| Invenomic Capital Management LP | 581,543 | $8.47M | 0.39% | −228,359−28.2% | Reduced |
| CSM Advisors, LLC | 521,929 | $7.60M | 0.19% | −40,564−7.2% | Reduced |
| Qube Research & Technologies Ltd | 521,506 | $7.59M | 0.01% | +445,669+587.7% | Added |
| Jump Financial, LLC | 517,935 | $7.54M | 0.11% | +517,935 | New |
| Wolverine Asset Management LLC | 514,665 | $7.49M | 0.12% | +514,665 | New |
| Credit Agricole S A | 490,723 | $7.14M | 0.02% | +100,000+25.6% | Added |
| Voya Investment Management LLC | 476,311 | $6.94M | 0.01% | −20,265−4.1% | Reduced |
| Mutual of America Capital Management LLC | 459,989 | $6.70M | 0.08% | +446,858+3,403.1% | Added |
| AQR Capital Management LLC | 454,978 | $6.62M | 0.00% | −265,713−36.9% | Reduced |
| Nordea Investment Management AB | 440,989 | $6.33M | 0.01% | −16,494−3.6% | Reduced |
| First Trust Advisors LP | 427,822 | $6.23M | 0.00% | −69,918−14.0% | Reduced |
| UBS Asset Management Americas Inc | 425,984 | $6.20M | 0.00% | −117,446−21.6% | Reduced |
| Balyasny Asset Management LLC | 414,799 | $6.04M | 0.01% | +414,799 | New |
| Public Sector Pension Investment Board | 411,046 | $5.98M | 0.02% | +13,437+3.4% | Added |
| UBS Group AG | 408,001 | $5.94M | 0.00% | −725,253−64.0% | Reduced |
| Price T Rowe Associates Inc | 401,584 | $5.85M | 0.00% | +31,162+8.4% | Added |
| BNP Paribas Arbitrage, SA | 385,289 | $5.61M | 0.00% | +309,411+407.8% | Added |
| Ameriprise Financial Inc | 344,464 | $5.02M | 0.00% | −5,629−1.6% | Reduced |
| Victory Capital Management Inc | 334,890 | $4.88M | 0.00% | −274,837−45.1% | Reduced |
| D. E. Shaw & Co., Inc. | 325,708 | $4.74M | 0.00% | −1,796,382−84.7% | Reduced |
| Rhumbline Advisers | 315,648 | $4.60M | 0.00% | −632−0.2% | Reduced |
| Interval Partners, LP | 307,777 | $4.48M | 0.15% | −499,162−61.9% | Reduced |
| Legal & General Group Plc | 270,191 | $3.93M | 0.00% | −30,475−10.1% | Reduced |
| Rothschild Investment LLC | 259,779 | $3.78M | 0.20% | −4,262−1.6% | Reduced |
| Swiss National Bank | 250,600 | $3.65M | 0.00% | −10,500−4.0% | Reduced |
| Wells Fargo & Company | 238,789 | $3.48M | 0.00% | −72,738−23.3% | Reduced |
| Raymond James Financial Inc | 232,766 | $3.39M | 0.00% | −6,786−2.8% | Reduced |
| Brevan Howard Capital Management LP | 233,951 | $3.36M | 0.03% | +122,445+109.8% | Added |
| Caxton Associates LLP | 224,042 | $3.26M | 0.08% | +149,145+199.1% | Added |
| Teachers Retirement System of the State of Kentucky | 220,183 | $3.21M | 0.02% | −10,927−4.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 218,272 | $3.18M | 0.01% | +218,272 | New |
| VARCOV Co. | 210,090 | $3.06M | 1.14% | +210,090 | New |
| Engineers Gate Manager LP | 207,725 | $3.02M | 0.04% | −60,492−22.6% | Reduced |
| SEI Investments Co | 203,442 | $2.96M | 0.00% | +7,989+4.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 194,450 | $2.83M | 0.05% | +162,933+517.0% | Added |
| Point72 Asset Management, L.P. | 189,374 | $2.76M | 0.00% | −1,483,684−88.7% | Reduced |
| Schroder Investment Management Group | 191,706 | $2.67M | 0.00% | +30,330+18.8% | Added |
| Intech Investment Management LLC | 180,154 | $2.62M | 0.03% | +133,324+284.7% | Added |
| Stifel Financial Corp | 178,317 | $2.60M | 0.00% | +22,988+14.8% | Added |
| New York State Teachers Retirement System | 177,626 | $2.59M | 0.01% | −14,713−7.6% | Reduced |
| Picton Mahoney Asset Management | 176,333 | $2.57M | 0.03% | −2,101−1.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 168,056 | $2.45M | 0.03% | −30,421−15.3% | Reduced |
| Quantinno Capital Management LP | 163,727 | $2.38M | 0.00% | +105,023+178.9% | Added |
| California State Teachers Retirement System | 158,271 | $2.30M | 0.00% | +32,495+25.8% | Added |
| MML Investors Services, LLC | 148,164 | $2.16M | 0.01% | −39,969−21.2% | Reduced |
| Kiker Wealth Management, LLC | 146,095 | $2.13M | 1.02% | +146,095 | New |
| Russell Investments Group, Ltd. | 145,145 | $2.11M | 0.00% | +124,540+604.4% | Added |
| Creative Planning | 142,765 | $2.08M | 0.00% | +25,091+21.3% | Added |
| Globeflex Capital L P | 136,547 | $1.99M | 0.30% | +34,317+33.6% | Added |
| LPL Financial LLC | 135,633 | $1.97M | 0.00% | +25,442+23.1% | Added |
| Level Four Advisory Services, LLC | 135,457 | $1.97M | 0.06% | −3,132−2.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 132,804 | $1.93M | 0.00% | +10,605+8.7% | Added |
| Virginia Retirement Systems Et Al | 126,350 | $1.84M | 0.01% | −38,700−23.4% | Reduced |
| Thrivent Financial for Lutherans | 120,490 | $1.75M | 0.00% | −2,259−1.8% | Reduced |
| Prudential Financial Inc | 120,188 | $1.75M | 0.00% | +11,894+11.0% | Added |