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 |
|---|---|---|---|---|---|
| Polen Capital Management LLC | 109,005 | $1.59M | 0.01% | +109,005 | New |
| Tudor Investment Corp Et Al | 109,451 | $1.59M | 0.01% | +109,451 | New |
| Vanguard Asset Management, Ltd | 110,788 | $1.61M | 0.00% | +110,788 | New |
| Truist Financial Corp | 110,856 | $1.61M | 0.00% | +12,520+12.7% | Added |
| Fisher Asset Management, LLC | 112,132 | $1.63M | 0.00% | +466+0.4% | Added |
| Lazard Asset Management LLC | 113,576 | $1.65M | 0.00% | +101,649+852.3% | Added |
| Deutsche Bank AG | 116,953 | $1.70M | 0.00% | −186,452−61.5% | Reduced |
| Quantbot Technologies LP | 117,694 | $1.71M | 0.07% | −117,353−49.9% | Reduced |
| Capital Management Corp | 118,060 | $1.72M | 0.29% | −443,826−79.0% | Reduced |
| Alliancebernstein L.P. | 141,929 | $1.73M | 0.00% | +1,464+1.0% | Added |
| Royal Bank of Canada | 119,607 | $1.74M | 0.00% | +33,196+38.4% | Added |
| Prudential Financial Inc | 120,188 | $1.75M | 0.00% | +11,894+11.0% | Added |
| Thrivent Financial for Lutherans | 120,490 | $1.75M | 0.00% | −2,259−1.8% | Reduced |
| Virginia Retirement Systems Et Al | 126,350 | $1.84M | 0.01% | −38,700−23.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 132,804 | $1.93M | 0.00% | +10,605+8.7% | Added |
| Level Four Advisory Services, LLC | 135,457 | $1.97M | 0.06% | −3,132−2.3% | Reduced |
| LPL Financial LLC | 135,633 | $1.97M | 0.00% | +25,442+23.1% | Added |
| Globeflex Capital L P | 136,547 | $1.99M | 0.30% | +34,317+33.6% | Added |
| Creative Planning | 142,765 | $2.08M | 0.00% | +25,091+21.3% | Added |
| Russell Investments Group, Ltd. | 145,145 | $2.11M | 0.00% | +124,540+604.4% | Added |
| Kiker Wealth Management, LLC | 146,095 | $2.13M | 1.02% | +146,095 | New |
| MML Investors Services, LLC | 148,164 | $2.16M | 0.01% | −39,969−21.2% | Reduced |
| California State Teachers Retirement System | 158,271 | $2.30M | 0.00% | +32,495+25.8% | Added |
| Quantinno Capital Management LP | 163,727 | $2.38M | 0.00% | +105,023+178.9% | Added |
| Horizon Kinetics Asset Management LLC | 168,056 | $2.45M | 0.03% | −30,421−15.3% | Reduced |
| Picton Mahoney Asset Management | 176,333 | $2.57M | 0.03% | −2,101−1.2% | Reduced |
| New York State Teachers Retirement System | 177,626 | $2.59M | 0.01% | −14,713−7.6% | Reduced |
| Stifel Financial Corp | 178,317 | $2.60M | 0.00% | +22,988+14.8% | Added |
| Intech Investment Management LLC | 180,154 | $2.62M | 0.03% | +133,324+284.7% | Added |
| Schroder Investment Management Group | 191,706 | $2.67M | 0.00% | +30,330+18.8% | Added |
| Point72 Asset Management, L.P. | 189,374 | $2.76M | 0.00% | −1,483,684−88.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 194,450 | $2.83M | 0.05% | +162,933+517.0% | Added |
| SEI Investments Co | 203,442 | $2.96M | 0.00% | +7,989+4.1% | Added |
| Engineers Gate Manager LP | 207,725 | $3.02M | 0.04% | −60,492−22.6% | Reduced |
| VARCOV Co. | 210,090 | $3.06M | 1.14% | +210,090 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 218,272 | $3.18M | 0.01% | +218,272 | New |
| Teachers Retirement System of the State of Kentucky | 220,183 | $3.21M | 0.02% | −10,927−4.7% | Reduced |
| Caxton Associates LLP | 224,042 | $3.26M | 0.08% | +149,145+199.1% | Added |
| Brevan Howard Capital Management LP | 233,951 | $3.36M | 0.03% | +122,445+109.8% | Added |
| Raymond James Financial Inc | 232,766 | $3.39M | 0.00% | −6,786−2.8% | Reduced |
| Wells Fargo & Company | 238,789 | $3.48M | 0.00% | −72,738−23.3% | Reduced |
| Swiss National Bank | 250,600 | $3.65M | 0.00% | −10,500−4.0% | Reduced |
| Rothschild Investment LLC | 259,779 | $3.78M | 0.20% | −4,262−1.6% | Reduced |
| Legal & General Group Plc | 270,191 | $3.93M | 0.00% | −30,475−10.1% | Reduced |
| Interval Partners, LP | 307,777 | $4.48M | 0.15% | −499,162−61.9% | Reduced |
| Rhumbline Advisers | 315,648 | $4.60M | 0.00% | −632−0.2% | Reduced |
| D. E. Shaw & Co., Inc. | 325,708 | $4.74M | 0.00% | −1,796,382−84.7% | Reduced |
| Victory Capital Management Inc | 334,890 | $4.88M | 0.00% | −274,837−45.1% | Reduced |
| Ameriprise Financial Inc | 344,464 | $5.02M | 0.00% | −5,629−1.6% | Reduced |
| BNP Paribas Arbitrage, SA | 385,289 | $5.61M | 0.00% | +309,411+407.8% | Added |
| Price T Rowe Associates Inc | 401,584 | $5.85M | 0.00% | +31,162+8.4% | Added |
| UBS Group AG | 408,001 | $5.94M | 0.00% | −725,253−64.0% | Reduced |
| Public Sector Pension Investment Board | 411,046 | $5.98M | 0.02% | +13,437+3.4% | Added |
| Balyasny Asset Management LLC | 414,799 | $6.04M | 0.01% | +414,799 | New |
| UBS Asset Management Americas Inc | 425,984 | $6.20M | 0.00% | −117,446−21.6% | Reduced |
| First Trust Advisors LP | 427,822 | $6.23M | 0.00% | −69,918−14.0% | Reduced |
| Nordea Investment Management AB | 440,989 | $6.33M | 0.01% | −16,494−3.6% | Reduced |
| AQR Capital Management LLC | 454,978 | $6.62M | 0.00% | −265,713−36.9% | Reduced |
| Mutual of America Capital Management LLC | 459,989 | $6.70M | 0.08% | +446,858+3,403.1% | Added |
| Voya Investment Management LLC | 476,311 | $6.94M | 0.01% | −20,265−4.1% | Reduced |
| Credit Agricole S A | 490,723 | $7.14M | 0.02% | +100,000+25.6% | Added |
| Wolverine Asset Management LLC | 514,665 | $7.49M | 0.12% | +514,665 | New |
| Jump Financial, LLC | 517,935 | $7.54M | 0.11% | +517,935 | New |
| Qube Research & Technologies Ltd | 521,506 | $7.59M | 0.01% | +445,669+587.7% | Added |
| CSM Advisors, LLC | 521,929 | $7.60M | 0.19% | −40,564−7.2% | Reduced |
| Invenomic Capital Management LP | 581,543 | $8.47M | 0.39% | −228,359−28.2% | Reduced |
| JPMorgan Chase & Co | 713,158 | $9.93M | 0.00% | +12,021+1.7% | Added |
| Danske Bank A/S | 692,639 | $10.1M | 0.02% | +692,639 | New |
| Intrinsic Edge Capital Management LLC | 700,000 | $10.2M | 1.86% | +120,000+20.7% | Added |
| Squarepoint Ops LLC | 755,276 | $11.0M | 0.02% | −100,410−11.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 801,304 | $11.7M | 0.01% | +801,304 | New |
| Citigroup Inc | 810,639 | $11.8M | 0.01% | −54,627−6.3% | Reduced |
| Vanguard Fiduciary Trust Co | 817,237 | $11.9M | 0.00% | +817,237 | New |
| Man Group plc | 924,494 | $13.5M | 0.03% | +215,523+30.4% | Added |
| Kornitzer Capital Management Inc | 951,027 | $13.8M | 0.30% | −20,353−2.1% | Reduced |
| Bank of New York Mellon Corp | 985,511 | $14.3M | 0.00% | +127,563+14.9% | Added |
| Crawford Fund Management, LLC | 1,025,834 | $14.9M | 4.87% | −215,435−17.4% | Reduced |
| Envestnet Asset Management Inc | 1,072,068 | $15.6M | 0.00% | +93,506+9.6% | Added |
| American Century Companies Inc | 1,087,833 | $15.8M | 0.01% | −426,539−28.2% | Reduced |
| HRT Financial LP | 1,148,325 | $16.7M | 0.04% | −8,920−0.8% | Reduced |
| Northern Trust Corp | 1,215,797 | $17.7M | 0.00% | +17,128+1.4% | Added |
| Voloridge Investment Management, LLC | 1,238,094 | $18.0M | 0.07% | −150,743−10.9% | Reduced |
| Toroso Investments, LLC | 1,337,290 | $19.5M | 0.06% | −67,032−4.8% | Reduced |
| Massachusetts Financial Services Co | 1,344,172 | $19.6M | 0.01% | −1,017,793−43.1% | Reduced |
| Millennium Management LLC | 1,374,379 | $20.0M | 0.01% | +627,285+84.0% | Added |
| Charles Schwab Investment Management Inc | 1,443,410 | $21.0M | 0.00% | −40,416−2.7% | Reduced |
| Jane Street Group, LLC | 1,509,732 | $22.0M | 0.02% | +1,509,732 | New |
| Nuveen, LLC | 1,596,382 | $23.2M | 0.01% | −162,747−9.3% | Reduced |
| Driehaus Capital Management LLC | 1,644,242 | $23.9M | 0.18% | +768,468+87.7% | Added |
| Loomis Sayles & Co L P | 1,662,823 | $24.2M | 0.03% | +323,696+24.2% | Added |
| Two Sigma Investments, LP | 1,674,494 | $24.4M | 0.02% | +422,913+33.8% | Added |
| Janus Henderson Group PLC | 1,742,489 | $25.4M | 0.01% | −385,369−18.1% | Reduced |
| Principal Financial Group Inc | 2,009,556 | $29.3M | 0.02% | +1,013,658+101.8% | Added |
| ArrowMark Colorado Holdings LLC | 2,043,930 | $29.8M | 0.79% | −363,808−15.1% | Reduced |
| Nomura Asset Management International Inc. | 2,243,520 | $32.7M | 0.06% | +546,641+32.2% | Added |
| Bank of America Corp | 2,327,389 | $33.9M | 0.00% | +1,972,847+556.4% | Added |
| Morgan Stanley | 2,500,122 | $36.4M | 0.00% | −188,353−7.0% | Reduced |
| Geode Capital Management, LLC | 2,849,353 | $41.5M | 0.00% | +52,841+1.9% | Added |
| Dimensional Fund Advisors LP | 3,624,396 | $52.8M | 0.01% | −17,646−0.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 4,134,430 | $60.2M | 0.03% | +1,205,097+41.1% | Added |