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 |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 3 | $49 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $59 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5 | $73 | 0.00% | +5 | New |
| Northwestern Mutual Wealth Management Co | 6 | $88 | 0.00% | −8,745−99.9% | Reduced |
| Abound Wealth Management | 8 | $117 | 0.00% | −10−55.6% | Reduced |
| Caitlin John, LLC | 17 | $248 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 20 | $291 | 0.00% | +20 | New |
| Rossby Financial, LCC | 35 | $506 | 0.00% | +35 | New |
| Investors Portfolio Services LLC | 28 | $555 | 0.00% | +28 | New |
| Root Financial Partners, LLC | 39 | $568 | 0.00% | +39 | New |
| Cornerstone Planning Group LLC | 38 | $694 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 49 | $713 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 54 | $787 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 55 | $801 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 64 | $931 | 0.00% | +27+73.0% | Added |
| Farmers & Merchants Investments Inc | 65 | $946 | 0.00% | −25−27.8% | Reduced |
| Covestor Ltd | 51 | $1.00K | 0.00% | −25−32.9% | Reduced |
| Torren Management, LLC | 73 | $1.06K | 0.00% | −2,924−97.6% | Reduced |
| Assetmark, Inc | 86 | $1.25K | 0.00% | +86 | New |
| Keating Financial Advisory Services, Inc. | 90 | $1.31K | 0.00% | +90 | New |
| Twin Peaks Wealth Advisors, LLC | 93 | $1.35K | 0.00% | +93 | New |
| Quarry LP | 98 | $1.43K | 0.00% | −1,183−92.3% | Reduced |
| Ares Financial Consulting, LLC | 113 | $1.64K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 145 | $2.17K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 175 | $2.55K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 180 | $2.62K | 0.00% | +131+267.3% | Added |
| Elequin Capital LP | 193 | $2.81K | 0.00% | −346−64.2% | Reduced |
| MAI Capital Management | 228 | $3.32K | 0.00% | +48+26.7% | Added |
| IFP Advisors, Inc | 271 | $3.95K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 293 | $4.27K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 314 | $4.57K | 0.00% | +314 | New |
| J.Safra Asset Management Corp | 320 | $4.66K | 0.00% | +172+116.2% | Added |
| Signaturefd, LLC | 320 | $4.66K | 0.00% | +320 | New |
| Ronald Blue Trust, Inc. | 400 | $5.82K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 405 | $5.90K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 416 | $6.06K | 0.00% | +416 | New |
| Adirondack Trust Co | 600 | $8.74K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 600 | $9.00K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 701 | $10.2K | 0.00% | +701 | New |
| Sterling Capital Management LLC | 804 | $11.7K | 0.00% | +4+0.5% | Added |
| SBI Securities Co., Ltd. | 811 | $11.8K | 0.00% | +6+0.7% | Added |
| Advisory Services Network, LLC | 831 | $12.1K | 0.00% | +831 | New |
| Sound Income Strategies, LLC | 863 | $12.5K | 0.00% | +2+0.2% | Added |
| Smartleaf Asset Management LLC | 941 | $13.1K | 0.00% | −1,742−64.9% | Reduced |
| Allworth Financial LP | 936 | $13.6K | 0.00% | +40+4.5% | Added |
| Umb Bank N A | 937 | $13.6K | 0.00% | +72+8.3% | Added |
| Bessemer Group Inc | 1,138 | $17.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,249 | $18.2K | 0.00% | −23−1.8% | Reduced |
| US Bancorp | 1,271 | $18.5K | 0.00% | +57+4.7% | Added |
| EverSource Wealth Advisors, LLC | 1,393 | $20.3K | 0.00% | +16+1.2% | Added |
| Salomon & Ludwin, LLC | 1,458 | $21.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,499 | $21.8K | 0.00% | +366+32.3% | Added |
| Quadrant Capital Group LLC | 1,613 | $23.5K | 0.00% | +970+150.9% | Added |
| Whittier Trust Co | 1,631 | $24.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,867 | $26.0K | 0.00% | +782+72.1% | Added |
| Team Financial Group, LLC | 2,000 | $29.1K | 0.01% | +2,000 | New |
| First Horizon Corp | 2,121 | $30.9K | 0.00% | −70−3.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,365 | $34.4K | 0.00% | +749+46.3% | Added |
| SRS Capital Advisors, Inc. | 1,895 | $35.3K | 0.00% | +802+73.4% | Added |
| Rockefeller Capital Management L.P. | 2,589 | $37.7K | 0.00% | +2,118+449.7% | Added |
| Quent Capital, LLC | 3,378 | $47.0K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 3,624 | $52.8K | 0.02% | +3,624 | New |
| KBC Group NV | 4,511 | $66.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,981 | $72.5K | 0.00% | +208+4.4% | Added |
| Federation des caisses Desjardins du Quebec | 5,341 | $77.7K | 0.00% | +2,776+108.2% | Added |
| Versant Capital Management, Inc | 5,843 | $85.1K | 0.01% | +239+4.3% | Added |
| Hantz Financial Services, Inc. | 6,952 | $101.0K | 0.00% | +4,023+137.4% | Added |
| Kemnay Advisory Services Inc. | 7,661 | $111.5K | 0.02% | +7,661 | New |
| LSV Asset Management | 8,900 | $130.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,056 | $146.4K | 0.00% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 10,078 | $146.7K | 0.02% | +10,078 | New |
| Old National Bancorp | 10,110 | $147.2K | 0.00% | +10,110 | New |
| AssuredPartners Investment Advisors, LLC | 10,334 | $154.4K | 0.02% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 11,211 | $163.2K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 11,434 | $166.5K | 0.03% | −72,254−86.3% | Reduced |
| NBC Securities, Inc. | 11,481 | $167.2K | 0.01% | +11,481 | New |
| Caitong International Asset Management Co., Ltd | 11,531 | $167.9K | 0.03% | +8,581+290.9% | Added |
| Sowell Financial Services LLC | 11,589 | $168.7K | 0.01% | +71+0.6% | Added |
| Impact Partnership Wealth, LLC | 11,907 | $173.4K | 0.02% | −5,628−32.1% | Reduced |
| Pensionmark Financial Group, LLC | 11,931 | $173.7K | 0.00% | +1,457+13.9% | Added |
| Cooper Financial Group | 11,937 | $173.8K | 0.02% | −912−7.1% | Reduced |
| Xponance, Inc. | 11,973 | $174.3K | 0.00% | +1,951+19.5% | Added |
| SEB Asset Management AB | 11,989 | $174.6K | 0.00% | +11,989 | New |
| 9823 Capital, L.P. | 12,475 | $181.6K | 0.14% | +12,475 | New |
| Bridgefront Capital, LLC | 12,478 | $181.7K | 0.05% | +12,478 | New |
| Federated Hermes, Inc. | 12,544 | $182.6K | 0.00% | +10,641+559.2% | Added |
| Los Angeles Capital Management LLC | 12,610 | $183.6K | 0.00% | −73,028−85.3% | Reduced |
| Franklin Resources Inc | 12,700 | $184.9K | 0.00% | −323,375−96.2% | Reduced |
| BTG Pactual Asset Management US LLC | 12,794 | $186.3K | 0.02% | +12,794 | New |
| AlphaCore Capital LLC | 13,067 | $190.3K | 0.00% | +13,067 | New |
| Verition Fund Management LLC | 13,136 | $191.3K | 0.00% | −12,808−49.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 45,934 | $192.2K | 0.00% | +31,348+214.9% | Added |
| HighTower Advisors, LLC | 13,203 | $192.2K | 0.00% | +13,203 | New |
| Magnetar Financial LLC | 13,538 | $197.1K | 0.00% | +13,538 | New |
| Winton Group Ltd | 13,600 | $198.0K | 0.01% | −251,081−94.9% | Reduced |
| Bank of Montreal | 13,777 | $200.6K | 0.00% | +1,370+11.0% | Added |
| Graham Capital Management, L.P. | 13,926 | $202.8K | 0.01% | −140,338−91.0% | Reduced |
| VestGen Advisors, LLC | 11,000 | $205.9K | 0.01% | +11,000 | New |
| Abel Hall, LLC | 14,324 | $208.6K | 0.04% | +14,324 | New |
| Stonebridge Wealth Management, LLC | 15,640 | $227.7K | 0.22% | 00.0% | Unchanged |