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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 119,607 | $1.74M | 0.00% | +33,196+38.4% | Added |
| Alliancebernstein L.P. | 141,929 | $1.73M | 0.00% | +1,464+1.0% | Added |
| Capital Management Corp | 118,060 | $1.72M | 0.29% | −443,826−79.0% | Reduced |
| Quantbot Technologies LP | 117,694 | $1.71M | 0.07% | −117,353−49.9% | Reduced |
| Deutsche Bank AG | 116,953 | $1.70M | 0.00% | −186,452−61.5% | Reduced |
| Lazard Asset Management LLC | 113,576 | $1.65M | 0.00% | +101,649+852.3% | Added |
| Fisher Asset Management, LLC | 112,132 | $1.63M | 0.00% | +466+0.4% | Added |
| Truist Financial Corp | 110,856 | $1.61M | 0.00% | +12,520+12.7% | Added |
| Vanguard Asset Management, Ltd | 110,788 | $1.61M | 0.00% | +110,788 | New |
| Tudor Investment Corp Et Al | 109,451 | $1.59M | 0.01% | +109,451 | New |
| Polen Capital Management LLC | 109,005 | $1.59M | 0.01% | +109,005 | New |
| State of Alaska, Department of Revenue | 107,510 | $1.56M | 0.02% | −1,383−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 105,242 | $1.53M | 0.00% | +10,390+11.0% | Added |
| CI Private Wealth, LLC | 105,087 | $1.53M | 0.00% | +105,087 | New |
| Numerai GP LLC | 103,019 | $1.50M | 0.15% | +26,073+33.9% | Added |
| Gsa Capital Partners LLP | 101,227 | $1.47M | 0.09% | +87,569+641.2% | Added |
| Campbell & CO Investment Adviser LLC | 100,349 | $1.46M | 0.08% | +86,245+611.5% | Added |
| Integrated Quantitative Investments LLC | 97,480 | $1.42M | 0.26% | −87−0.1% | Reduced |
| Great West Life Assurance Co | 96,550 | $1.41M | 0.00% | −4,281−4.2% | Reduced |
| SummitTX Capital, L.P. | 95,672 | $1.39M | 0.04% | −204,294−68.1% | Reduced |
| Algert Global LLC | 88,780 | $1.29M | 0.02% | 00.0% | Unchanged |
| Odyssean, LLC | 87,509 | $1.27M | 0.47% | +87,509 | New |
| Schonfeld Strategic Advisors LLC | 84,279 | $1.23M | 0.01% | −308,936−78.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 82,371 | $1.20M | 0.02% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 81,374 | $1.18M | 0.31% | −25,147−23.6% | Reduced |
| Benjamin Edwards Inc | 80,657 | $1.17M | 0.01% | +14,923+22.7% | Added |
| Cetera Investment Advisers | 80,466 | $1.17M | 0.00% | −8,092−9.1% | Reduced |
| Barclays PLC | 77,680 | $1.13M | 0.00% | −185,017−70.4% | Reduced |
| Marshall Wace, LLP | 77,299 | $1.13M | 0.00% | +21,206+37.8% | Added |
| Moran Wealth Management, LLC | 76,083 | $1.11M | 0.03% | +24,306+46.9% | Added |
| Oppenheimer & Co Inc | 73,264 | $1.07M | 0.01% | −1,665−2.2% | Reduced |
| Natixis | 72,909 | $1.06M | 0.00% | +12,617+20.9% | Added |
| State of Wisconsin Investment Board | 66,915 | $974.3K | 0.00% | +44,566+199.4% | Added |
| MetLife Investment Management | 65,459 | $953.1K | 0.00% | −1,923−2.9% | Reduced |
| Illinois Municipal Retirement Fund | 64,134 | $933.8K | 0.01% | +2,335+3.8% | Added |
| State Board of Administration of Florida Retirement System | 63,973 | $931.4K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 63,958 | $931.0K | 0.01% | +12,198+23.6% | Added |
| North Star Investment Management Corp. | 61,913 | $901.5K | 0.05% | −7,400−10.7% | Reduced |
| James Investment Research Inc | 61,515 | $895.7K | 0.10% | +79+0.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 58,013 | $844.7K | 0.00% | +12,271+26.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 58,007 | $844.6K | 0.00% | +506+0.9% | Added |
| State of Wyoming | 57,205 | $832.9K | 0.10% | +8,913+18.5% | Added |
| Manufacturers Life Insurance Company, The | 54,810 | $798.0K | 0.00% | −960−1.7% | Reduced |
| HSBC Holdings PLC | 53,622 | $789.1K | 0.00% | −88,996−62.4% | Reduced |
| Navellier & Associates Inc | 54,006 | $786.3K | 0.08% | +41,619+336.0% | Added |
| TT International Asset Management LTD | 52,718 | $767.6K | 0.08% | +52,718 | New |
| Susquehanna Fundamental Investments, LLC | 52,538 | $765.0K | 0.03% | +52,538 | New |
| SG Americas Securities, LLC | 51,656 | $752.0K | 0.00% | −114,206−68.9% | Reduced |
| Louisiana State Employees Retirement System | 51,000 | $742.6K | 0.01% | −1,600−3.0% | Reduced |
| Calamos Advisors LLC | 50,330 | $732.8K | 0.00% | +50,330 | New |
| Susquehanna International Group, LLP | 48,432 | $705.2K | 0.00% | +31,784+190.9% | Added |
| Entropy Technologies, LP | 47,927 | $697.8K | 0.03% | +26,974+128.7% | Added |
| XTX Topco Ltd | 46,527 | $677.4K | 0.01% | −3,611−7.2% | Reduced |
| Vanguard Global Advisers, LLC | 46,459 | $676.4K | 0.00% | +46,459 | New |
| Dark Forest Capital Management LP | 45,704 | $665.5K | 0.06% | −13,461−22.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 42,620 | $620.5K | 0.01% | +42,620 | New |
| Canada Pension Plan Investment Board | 42,400 | $617.3K | 0.00% | −17,800−29.6% | Reduced |
| Caption Management, LLC | 41,575 | $605.3K | 0.03% | +41,575 | New |
| Allstate Corp | 40,649 | $591.8K | 0.01% | +40,649 | New |
| New York State Common Retirement Fund | 38,264 | $557.1K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 35,150 | $511.8K | 0.00% | +12,194+53.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 34,973 | $509.2K | 0.00% | +326+0.9% | Added |
| Arizona State Retirement System | 34,807 | $506.8K | 0.00% | −2,028−5.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 33,482 | $487.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 33,358 | $486.0K | 0.00% | −313−0.9% | Reduced |
| Inceptionr LLC | 33,093 | $481.8K | 0.12% | +33,093 | New |
| Capstone Investment Advisors, LLC | 32,868 | $478.6K | 0.00% | −23,490−41.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 32,840 | $478.0K | 0.14% | +32,840 | New |
| Unique Wealth Strategies, LLC | 32,788 | $477.4K | 0.20% | +32,788 | New |
| J. Goldman & Co LP | 32,500 | $473.2K | 0.02% | +32,500 | New |
| Alps Advisors Inc | 32,450 | $472.5K | 0.00% | +32,450 | New |
| NorthCrest Asset Manangement, LLC | 32,634 | $471.6K | 0.01% | +100.0% | Added |
| R Squared Ltd | 30,895 | $449.8K | 0.25% | −16,901−35.4% | Reduced |
| Yousif Capital Management, LLC | 30,811 | $448.6K | 0.01% | −151−0.5% | Reduced |
| Mercer Global Advisors Inc | 29,891 | $435.2K | 0.00% | +3,466+13.1% | Added |
| Vanguard Investments Australia, Ltd. | 29,784 | $433.7K | 0.00% | +29,784 | New |
| Blackstone Group Inc. | 28,826 | $419.7K | 0.00% | +28,826 | New |
| Personal Cfo Solutions, LLC | 28,413 | $413.7K | 0.06% | +6,321+28.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,412 | $413.7K | 0.00% | −32−0.1% | Reduced |
| KLP Kapitalforvaltning AS | 28,300 | $412.0K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,768 | $404.3K | 0.00% | −5,685−17.0% | Reduced |
| TD Asset Management Inc | 27,094 | $394.5K | 0.00% | +27,094 | New |
| Oregon Public Employees Retirement Fund | 26,304 | $383.0K | 0.01% | +48+0.2% | Added |
| Principal Securities, Inc. | 26,267 | $382.4K | 0.01% | +3,369+14.7% | Added |
| Skopos Labs, Inc. | 25,906 | $377.2K | 0.01% | +25,906 | New |
| State of Tennessee, Treasury Department | 25,460 | $370.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 25,100 | $365.5K | 0.00% | +24,791+8,023.0% | Added |
| Tobam | 24,673 | $359.0K | 0.09% | +1,066+4.5% | Added |
| Capital Fund Management S.A. | 23,975 | $349.1K | 0.00% | −34,555−59.0% | Reduced |
| JustInvest LLC | 23,914 | $348.2K | 0.00% | +10,575+79.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 23,868 | $347.5K | 0.04% | +133+0.6% | Added |
| Cerity Partners LLC | 23,211 | $338.0K | 0.00% | +23,211 | New |
| JGP Wealth Management, LLC | 21,980 | $320.0K | 0.03% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 21,947 | $319.5K | 0.00% | +1,108+5.3% | Added |
| Public Employees Retirement Association of Colorado | 20,529 | $299.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 20,300 | $295.6K | 0.00% | +1,680+9.0% | Added |
| Swiss Life Asset Management Ltd | 20,031 | $291.7K | 0.00% | −347−1.7% | Reduced |
| Atria Investments LLC | 19,716 | $287.1K | 0.00% | +2,212+12.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 19,315 | $282.7K | 0.00% | +2,034+11.8% | Added |
| ProShare Advisors LLC | 19,167 | $279.1K | 0.00% | −4,792−20.0% | Reduced |