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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 19,163 | $279.0K | 0.01% | +15,260+391.0% | Added |
| SMH Capital Advisors Inc | 18,894 | $275.1K | 0.78% | +1,003+5.6% | Added |
| Everence Capital Management Inc | 18,255 | $266.0K | 0.02% | −3,095−14.5% | Reduced |
| Neuberger Berman Group LLC | 18,129 | $264.0K | 0.00% | +2,211+13.9% | Added |
| The PNC Financial Services Group, Inc. | 17,666 | $257.2K | 0.00% | −715−3.9% | Reduced |
| Farther Finance Advisors, LLC | 17,610 | $254.8K | 0.00% | +17,229+4,522.0% | Added |
| CWM, LLC | 17,483 | $254.6K | 0.00% | +744+4.4% | Added |
| Exchange Traded Concepts, LLC | 17,204 | $250.5K | 0.00% | +17,204 | New |
| Centiva Capital, LP | 16,821 | $244.9K | 0.01% | −17,291−50.7% | Reduced |
| Maryland State Retirement & Pension System | 16,593 | $241.6K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 16,268 | $237.0K | 0.01% | +3,092+23.5% | Added |
| Stonebridge Wealth Management, LLC | 15,640 | $227.7K | 0.22% | 00.0% | Unchanged |
| Abel Hall, LLC | 14,324 | $208.6K | 0.04% | +14,324 | New |
| VestGen Advisors, LLC | 11,000 | $205.9K | 0.01% | +11,000 | New |
| Graham Capital Management, L.P. | 13,926 | $202.8K | 0.01% | −140,338−91.0% | Reduced |
| Bank of Montreal | 13,777 | $200.6K | 0.00% | +1,370+11.0% | Added |
| Winton Group Ltd | 13,600 | $198.0K | 0.01% | −251,081−94.9% | Reduced |
| Magnetar Financial LLC | 13,538 | $197.1K | 0.00% | +13,538 | New |
| HighTower Advisors, LLC | 13,203 | $192.2K | 0.00% | +13,203 | New |
| Wealth Enhancement Advisory Services, LLC | 45,934 | $192.2K | 0.00% | +31,348+214.9% | Added |
| Verition Fund Management LLC | 13,136 | $191.3K | 0.00% | −12,808−49.4% | Reduced |
| AlphaCore Capital LLC | 13,067 | $190.3K | 0.00% | +13,067 | New |
| BTG Pactual Asset Management US LLC | 12,794 | $186.3K | 0.02% | +12,794 | New |
| Franklin Resources Inc | 12,700 | $184.9K | 0.00% | −323,375−96.2% | Reduced |
| Los Angeles Capital Management LLC | 12,610 | $183.6K | 0.00% | −73,028−85.3% | Reduced |
| Federated Hermes, Inc. | 12,544 | $182.6K | 0.00% | +10,641+559.2% | Added |
| Bridgefront Capital, LLC | 12,478 | $181.7K | 0.05% | +12,478 | New |
| 9823 Capital, L.P. | 12,475 | $181.6K | 0.14% | +12,475 | New |
| SEB Asset Management AB | 11,989 | $174.6K | 0.00% | +11,989 | New |
| Xponance, Inc. | 11,973 | $174.3K | 0.00% | +1,951+19.5% | Added |
| Cooper Financial Group | 11,937 | $173.8K | 0.02% | −912−7.1% | Reduced |
| Pensionmark Financial Group, LLC | 11,931 | $173.7K | 0.00% | +1,457+13.9% | Added |
| Impact Partnership Wealth, LLC | 11,907 | $173.4K | 0.02% | −5,628−32.1% | Reduced |
| Sowell Financial Services LLC | 11,589 | $168.7K | 0.01% | +71+0.6% | Added |
| Caitong International Asset Management Co., Ltd | 11,531 | $167.9K | 0.03% | +8,581+290.9% | Added |
| NBC Securities, Inc. | 11,481 | $167.2K | 0.01% | +11,481 | New |
| Dynamic Technology Lab Private Ltd | 11,434 | $166.5K | 0.03% | −72,254−86.3% | Reduced |
| Seizert Capital Partners, LLC | 11,211 | $163.2K | 0.01% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 10,334 | $154.4K | 0.02% | 00.0% | Unchanged |
| Old National Bancorp | 10,110 | $147.2K | 0.00% | +10,110 | New |
| Round Rock Advisors, LLC | 10,078 | $146.7K | 0.02% | +10,078 | New |
| Ameritas Investment Partners, Inc. | 10,056 | $146.4K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 8,900 | $130.0K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 7,661 | $111.5K | 0.02% | +7,661 | New |
| Hantz Financial Services, Inc. | 6,952 | $101.0K | 0.00% | +4,023+137.4% | Added |
| Versant Capital Management, Inc | 5,843 | $85.1K | 0.01% | +239+4.3% | Added |
| Federation des caisses Desjardins du Quebec | 5,341 | $77.7K | 0.00% | +2,776+108.2% | Added |
| GAMMA Investing LLC | 4,981 | $72.5K | 0.00% | +208+4.4% | Added |
| KBC Group NV | 4,511 | $66.0K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 3,624 | $52.8K | 0.02% | +3,624 | New |
| Quent Capital, LLC | 3,378 | $47.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,589 | $37.7K | 0.00% | +2,118+449.7% | Added |
| SRS Capital Advisors, Inc. | 1,895 | $35.3K | 0.00% | +802+73.4% | Added |
| Transamerica Financial Advisors, Inc. | 2,365 | $34.4K | 0.00% | +749+46.3% | Added |
| First Horizon Corp | 2,121 | $30.9K | 0.00% | −70−3.2% | Reduced |
| Team Financial Group, LLC | 2,000 | $29.1K | 0.01% | +2,000 | New |
| Jones Financial Companies LLLP | 1,867 | $26.0K | 0.00% | +782+72.1% | Added |
| Whittier Trust Co | 1,631 | $24.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,613 | $23.5K | 0.00% | +970+150.9% | Added |
| Nisa Investment Advisors, LLC | 1,499 | $21.8K | 0.00% | +366+32.3% | Added |
| Salomon & Ludwin, LLC | 1,458 | $21.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,393 | $20.3K | 0.00% | +16+1.2% | Added |
| US Bancorp | 1,271 | $18.5K | 0.00% | +57+4.7% | Added |
| Public Employees Retirement System of Ohio | 1,249 | $18.2K | 0.00% | −23−1.8% | Reduced |
| Bessemer Group Inc | 1,138 | $17.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 937 | $13.6K | 0.00% | +72+8.3% | Added |
| Allworth Financial LP | 936 | $13.6K | 0.00% | +40+4.5% | Added |
| Smartleaf Asset Management LLC | 941 | $13.1K | 0.00% | −1,742−64.9% | Reduced |
| Sound Income Strategies, LLC | 863 | $12.5K | 0.00% | +2+0.2% | Added |
| Advisory Services Network, LLC | 831 | $12.1K | 0.00% | +831 | New |
| SBI Securities Co., Ltd. | 811 | $11.8K | 0.00% | +6+0.7% | Added |
| Sterling Capital Management LLC | 804 | $11.7K | 0.00% | +4+0.5% | Added |
| Accent Capital Management, LLC | 701 | $10.2K | 0.00% | +701 | New |
| Hazlett, Burt & Watson, Inc. | 600 | $9.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 600 | $8.74K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 416 | $6.06K | 0.00% | +416 | New |
| Parkside Financial Bank & Trust | 405 | $5.90K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 400 | $5.82K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 320 | $4.66K | 0.00% | +172+116.2% | Added |
| Signaturefd, LLC | 320 | $4.66K | 0.00% | +320 | New |
| United Financial Planning Group LLC | 314 | $4.57K | 0.00% | +314 | New |
| Sunbelt Securities, Inc. | 293 | $4.27K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 271 | $3.95K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 228 | $3.32K | 0.00% | +48+26.7% | Added |
| Elequin Capital LP | 193 | $2.81K | 0.00% | −346−64.2% | Reduced |
| Optiver Holding B.V. | 180 | $2.62K | 0.00% | +131+267.3% | Added |
| Massmutual Trust Co FSB | 175 | $2.55K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 145 | $2.17K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 113 | $1.64K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 98 | $1.43K | 0.00% | −1,183−92.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 93 | $1.35K | 0.00% | +93 | New |
| Keating Financial Advisory Services, Inc. | 90 | $1.31K | 0.00% | +90 | New |
| Assetmark, Inc | 86 | $1.25K | 0.00% | +86 | New |
| Torren Management, LLC | 73 | $1.06K | 0.00% | −2,924−97.6% | Reduced |
| Covestor Ltd | 51 | $1.00K | 0.00% | −25−32.9% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $946 | 0.00% | −25−27.8% | Reduced |
| National Bank of Canada | 64 | $931 | 0.00% | +27+73.0% | Added |
| Essential Partners LLC | 55 | $801 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 54 | $787 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 49 | $713 | 0.00% | 00.0% | Unchanged |