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 |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 4,578,590 | $66.7M | 0.01% | +1,188,937+35.1% | Added |
| Simcoe Capital Management, LLC | 4,665,985 | $67.9M | 12.60% | −587,355−11.2% | Reduced |
| State Street Corp | 5,049,152 | $73.5M | 0.00% | −169,861−3.3% | Reduced |
| Vanguard Capital Management LLC | 5,553,198 | $80.9M | 0.00% | +5,553,198 | New |
| Invesco Ltd. | 5,813,215 | $84.6M | 0.01% | +2,473,497+74.1% | Added |
| Azora Capital LP | 5,987,605 | $87.2M | 5.73% | −162,506−2.6% | Reduced |
| Capital World Investors | 6,811,059 | $99.2M | 0.01% | +4,281,548+169.3% | Added |
| Vanguard Portfolio Management LLC | 8,047,642 | $117.2M | 0.01% | +8,047,642 | New |
| Wellington Management Group LLP | 10,585,959 | $154.1M | 0.03% | −610,270−5.5% | Reduced |
| FMR LLC | 12,722,899 | $185.2M | 0.01% | −4,026,194−24.0% | Reduced |
| BlackRock, Inc. | 17,657,453 | $257.1M | 0.00% | −1,381,981−7.3% | Reduced |
| Clear Point Advisors Inc. | 52,844 | – | – | +52,844 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,026,432−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −679,400−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −194,425−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −193,644−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −153,919−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −119,762−100.0% | Sold out |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −89,400−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −78,581−100.0% | Sold out |
| Indivisible Partners | 0 | $0 | 0.00% | −52,205−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −52,139−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −51,034−100.0% | Sold out |
| Advyzon Investment Management, LLC | 0 | $0 | 0.00% | −44,937−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −44,442−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −43,651−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −38,445−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −34,634−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −22,222−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −18,193−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −17,989−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −17,760−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −17,694−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −17,188−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −15,481−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −13,657−100.0% | Sold out |
| SCS Capital Management LLC | 0 | $0 | 0.00% | −13,028−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −11,447−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −9,228−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −2,927−100.0% | Sold out |
| Quattro Advisors LLC | 0 | $0 | 0.00% | −2,512−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Militia Capital Partners, LP | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Austin Private Wealth, LLC | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |