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 |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 16,268 | $237.0K | 0.01% | +3,092+23.5% | Added |
| Maryland State Retirement & Pension System | 16,593 | $241.6K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 16,821 | $244.9K | 0.01% | −17,291−50.7% | Reduced |
| Exchange Traded Concepts, LLC | 17,204 | $250.5K | 0.00% | +17,204 | New |
| CWM, LLC | 17,483 | $254.6K | 0.00% | +744+4.4% | Added |
| Farther Finance Advisors, LLC | 17,610 | $254.8K | 0.00% | +17,229+4,522.0% | Added |
| The PNC Financial Services Group, Inc. | 17,666 | $257.2K | 0.00% | −715−3.9% | Reduced |
| Neuberger Berman Group LLC | 18,129 | $264.0K | 0.00% | +2,211+13.9% | Added |
| Everence Capital Management Inc | 18,255 | $266.0K | 0.02% | −3,095−14.5% | Reduced |
| SMH Capital Advisors Inc | 18,894 | $275.1K | 0.78% | +1,003+5.6% | Added |
| Tower Research Capital LLC (TRC) | 19,163 | $279.0K | 0.01% | +15,260+391.0% | Added |
| ProShare Advisors LLC | 19,167 | $279.1K | 0.00% | −4,792−20.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 19,315 | $282.7K | 0.00% | +2,034+11.8% | Added |
| Atria Investments LLC | 19,716 | $287.1K | 0.00% | +2,212+12.6% | Added |
| Swiss Life Asset Management Ltd | 20,031 | $291.7K | 0.00% | −347−1.7% | Reduced |
| Amundi | 20,300 | $295.6K | 0.00% | +1,680+9.0% | Added |
| Public Employees Retirement Association of Colorado | 20,529 | $299.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 21,947 | $319.5K | 0.00% | +1,108+5.3% | Added |
| JGP Wealth Management, LLC | 21,980 | $320.0K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 23,211 | $338.0K | 0.00% | +23,211 | New |
| Pinnacle Wealth Planning Services, Inc. | 23,868 | $347.5K | 0.04% | +133+0.6% | Added |
| JustInvest LLC | 23,914 | $348.2K | 0.00% | +10,575+79.3% | Added |
| Capital Fund Management S.A. | 23,975 | $349.1K | 0.00% | −34,555−59.0% | Reduced |
| Tobam | 24,673 | $359.0K | 0.09% | +1,066+4.5% | Added |
| Fifth Third Bancorp | 25,100 | $365.5K | 0.00% | +24,791+8,023.0% | Added |
| State of Tennessee, Treasury Department | 25,460 | $370.7K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 25,906 | $377.2K | 0.01% | +25,906 | New |
| Principal Securities, Inc. | 26,267 | $382.4K | 0.01% | +3,369+14.7% | Added |
| Oregon Public Employees Retirement Fund | 26,304 | $383.0K | 0.01% | +48+0.2% | Added |
| TD Asset Management Inc | 27,094 | $394.5K | 0.00% | +27,094 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,768 | $404.3K | 0.00% | −5,685−17.0% | Reduced |
| KLP Kapitalforvaltning AS | 28,300 | $412.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,412 | $413.7K | 0.00% | −32−0.1% | Reduced |
| Personal Cfo Solutions, LLC | 28,413 | $413.7K | 0.06% | +6,321+28.6% | Added |
| Blackstone Group Inc. | 28,826 | $419.7K | 0.00% | +28,826 | New |
| Vanguard Investments Australia, Ltd. | 29,784 | $433.7K | 0.00% | +29,784 | New |
| Mercer Global Advisors Inc | 29,891 | $435.2K | 0.00% | +3,466+13.1% | Added |
| Yousif Capital Management, LLC | 30,811 | $448.6K | 0.01% | −151−0.5% | Reduced |
| R Squared Ltd | 30,895 | $449.8K | 0.25% | −16,901−35.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 32,634 | $471.6K | 0.01% | +100.0% | Added |
| Alps Advisors Inc | 32,450 | $472.5K | 0.00% | +32,450 | New |
| J. Goldman & Co LP | 32,500 | $473.2K | 0.02% | +32,500 | New |
| Unique Wealth Strategies, LLC | 32,788 | $477.4K | 0.20% | +32,788 | New |
| Jackson Creek Investment Advisors LLC | 32,840 | $478.0K | 0.14% | +32,840 | New |
| Capstone Investment Advisors, LLC | 32,868 | $478.6K | 0.00% | −23,490−41.7% | Reduced |
| Inceptionr LLC | 33,093 | $481.8K | 0.12% | +33,093 | New |
| Amalgamated Bank | 33,358 | $486.0K | 0.00% | −313−0.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 33,482 | $487.5K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 34,807 | $506.8K | 0.00% | −2,028−5.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 34,973 | $509.2K | 0.00% | +326+0.9% | Added |
| Pathstone Holdings, LLC | 35,150 | $511.8K | 0.00% | +12,194+53.1% | Added |
| New York State Common Retirement Fund | 38,264 | $557.1K | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 40,649 | $591.8K | 0.01% | +40,649 | New |
| Caption Management, LLC | 41,575 | $605.3K | 0.03% | +41,575 | New |
| Canada Pension Plan Investment Board | 42,400 | $617.3K | 0.00% | −17,800−29.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 42,620 | $620.5K | 0.01% | +42,620 | New |
| Dark Forest Capital Management LP | 45,704 | $665.5K | 0.06% | −13,461−22.8% | Reduced |
| Vanguard Global Advisers, LLC | 46,459 | $676.4K | 0.00% | +46,459 | New |
| XTX Topco Ltd | 46,527 | $677.4K | 0.01% | −3,611−7.2% | Reduced |
| Entropy Technologies, LP | 47,927 | $697.8K | 0.03% | +26,974+128.7% | Added |
| Susquehanna International Group, LLP | 48,432 | $705.2K | 0.00% | +31,784+190.9% | Added |
| Calamos Advisors LLC | 50,330 | $732.8K | 0.00% | +50,330 | New |
| Louisiana State Employees Retirement System | 51,000 | $742.6K | 0.01% | −1,600−3.0% | Reduced |
| SG Americas Securities, LLC | 51,656 | $752.0K | 0.00% | −114,206−68.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 52,538 | $765.0K | 0.03% | +52,538 | New |
| TT International Asset Management LTD | 52,718 | $767.6K | 0.08% | +52,718 | New |
| Navellier & Associates Inc | 54,006 | $786.3K | 0.08% | +41,619+336.0% | Added |
| HSBC Holdings PLC | 53,622 | $789.1K | 0.00% | −88,996−62.4% | Reduced |
| Manufacturers Life Insurance Company, The | 54,810 | $798.0K | 0.00% | −960−1.7% | Reduced |
| State of Wyoming | 57,205 | $832.9K | 0.10% | +8,913+18.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 58,007 | $844.6K | 0.00% | +506+0.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 58,013 | $844.7K | 0.00% | +12,271+26.8% | Added |
| James Investment Research Inc | 61,515 | $895.7K | 0.10% | +79+0.1% | Added |
| North Star Investment Management Corp. | 61,913 | $901.5K | 0.05% | −7,400−10.7% | Reduced |
| Park Avenue Securities LLC | 63,958 | $931.0K | 0.01% | +12,198+23.6% | Added |
| State Board of Administration of Florida Retirement System | 63,973 | $931.4K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 64,134 | $933.8K | 0.01% | +2,335+3.8% | Added |
| MetLife Investment Management | 65,459 | $953.1K | 0.00% | −1,923−2.9% | Reduced |
| State of Wisconsin Investment Board | 66,915 | $974.3K | 0.00% | +44,566+199.4% | Added |
| Natixis | 72,909 | $1.06M | 0.00% | +12,617+20.9% | Added |
| Oppenheimer & Co Inc | 73,264 | $1.07M | 0.01% | −1,665−2.2% | Reduced |
| Moran Wealth Management, LLC | 76,083 | $1.11M | 0.03% | +24,306+46.9% | Added |
| Marshall Wace, LLP | 77,299 | $1.13M | 0.00% | +21,206+37.8% | Added |
| Barclays PLC | 77,680 | $1.13M | 0.00% | −185,017−70.4% | Reduced |
| Cetera Investment Advisers | 80,466 | $1.17M | 0.00% | −8,092−9.1% | Reduced |
| Benjamin Edwards Inc | 80,657 | $1.17M | 0.01% | +14,923+22.7% | Added |
| Wakefield Asset Management LLLP | 81,374 | $1.18M | 0.31% | −25,147−23.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 82,371 | $1.20M | 0.02% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 84,279 | $1.23M | 0.01% | −308,936−78.6% | Reduced |
| Odyssean, LLC | 87,509 | $1.27M | 0.47% | +87,509 | New |
| Algert Global LLC | 88,780 | $1.29M | 0.02% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 95,672 | $1.39M | 0.04% | −204,294−68.1% | Reduced |
| Great West Life Assurance Co | 96,550 | $1.41M | 0.00% | −4,281−4.2% | Reduced |
| Integrated Quantitative Investments LLC | 97,480 | $1.42M | 0.26% | −87−0.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 100,349 | $1.46M | 0.08% | +86,245+611.5% | Added |
| Gsa Capital Partners LLP | 101,227 | $1.47M | 0.09% | +87,569+641.2% | Added |
| Numerai GP LLC | 103,019 | $1.50M | 0.15% | +26,073+33.9% | Added |
| CI Private Wealth, LLC | 105,087 | $1.53M | 0.00% | +105,087 | New |
| Advisor Group Holdings, Inc. | 105,242 | $1.53M | 0.00% | +10,390+11.0% | Added |
| State of Alaska, Department of Revenue | 107,510 | $1.56M | 0.02% | −1,383−1.3% | Reduced |