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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, Q3 2026

Institutional positions in WisdomTree, Inc. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
2
0 vs. Q2 2026
Shares held
6.10K
0 (0.0%) vs. Q2 2026
Total value
$148.2K
+$44.9K (+43.4%) vs. Q2 2026
New holders
0
0 more added
Sold out
0
0 more reduced

310 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 150 institutionsQ2 2021: 176 institutionsQ3 2021: 167 institutionsQ4 2021: 169 institutionsQ1 2022: 176 institutionsQ2 2022: 163 institutionsQ3 2022: 157 institutionsQ4 2022: 158 institutionsQ1 2023: 148 institutionsQ2 2023: 181 institutionsQ3 2023: 179 institutionsQ4 2023: 195 institutionsQ1 2024: 205 institutionsQ2 2024: 224 institutionsQ3 2024: 233 institutionsQ4 2024: 271 institutionsQ1 2025: 256 institutionsQ2 2025: 247 institutionsQ3 2025: 269 institutionsQ4 2025: 288 institutionsQ1 2026: 312 institutionsQ2 2026: 312 institutions
Value held
Q1 2021: $659.1MQ2 2021: $659.7MQ3 2021: $588.7MQ4 2021: $642.4MQ1 2022: $634.9MQ2 2022: $560.7MQ3 2022: $517.7MQ4 2022: $606.6MQ1 2023: $632.3MQ2 2023: $720.3MQ3 2023: $748.8MQ4 2023: $792.0MQ1 2024: $1.05BQ2 2024: $1.16BQ3 2024: $1.23BQ4 2024: $1.37BQ1 2025: $1.15BQ2 2025: $1.48BQ3 2025: $2.15BQ4 2025: $1.93BQ1 2026: $2.35BQ2 2026: $2.71B
Institutions holding WT and their total value by quarter
QuarterHoldersValue
Q2 2026312$2.71B
Q1 2026312$2.35B
Q4 2025288$1.93B
Q3 2025269$2.15B
Q2 2025247$1.48B
Q1 2025256$1.15B
Q4 2024271$1.37B
Q3 2024233$1.23B
Q2 2024224$1.16B
Q1 2024205$1.05B
Q4 2023195$792.0M
Q3 2023179$748.8M
Q2 2023181$720.3M
Q1 2023148$632.3M
Q4 2022158$606.6M
Q3 2022157$517.7M
Q2 2022163$560.7M
Q1 2022176$634.9M
Q4 2021169$642.4M
Q3 2021167$588.7M
Q2 2021176$659.7M
Q1 2021150$659.1M

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q2 2026.

Institutions holding WT in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Versant Capital Management, Inc5,928$144.0K0.01%00.0%Unchanged
Massmutual Trust Co FSB175$4.25K0.00%00.0%Unchanged
BlackRock, Inc.––––Not filed
FMR LLC––––Not filed
Invesco Ltd.––––Not filed
Wellington Management Group LLP––––Not filed
Vanguard Portfolio Management LLC––––Not filed
Capital World Investors––––Not filed
Azora Capital LP––––Not filed
Vanguard Capital Management LLC––––Not filed
State Street Corp––––Not filed
Driehaus Capital Management LLC––––Not filed
Dimensional Fund Advisors LP––––Not filed
Geode Capital Management, LLC––––Not filed
Simcoe Capital Management, LLC––––Not filed
UBS Group AG––––Not filed
Principal Financial Group Inc––––Not filed
Loomis Sayles & Co L P––––Not filed
Nomura Asset Management International Inc.––––Not filed
Morgan Stanley––––Not filed
Bank of America Corp––––Not filed
Goldman Sachs Group Inc––––Not filed
Lord, Abbett & Co. LLC––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Jupiter Topco LLC––––Not filed
Nuveen, LLC––––Not filed
Northern Trust Corp––––Not filed
Toroso Investments, LLC––––Not filed
Massachusetts Financial Services Co––––Not filed
Junto Capital Management LP––––Not filed
Envestnet Asset Management Inc––––Not filed
Bank of New York Mellon Corp––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
T. Rowe Price Investment Management, Inc.––––Not filed
Bessemer Group Inc––––Not filed
Kornitzer Capital Management Inc––––Not filed
Qube Research & Technologies Ltd––––Not filed
ArrowMark Colorado Holdings LLC––––Not filed
Danske Bank A/S––––Not filed
Two Sigma Investments, LP––––Not filed
Intrinsic Edge Capital Management LLC––––Not filed
First Trust Advisors LP––––Not filed
Citigroup Inc––––Not filed
Crawford Fund Management, LLC––––Not filed
CSM Advisors, LLC––––Not filed
Voloridge Investment Management, LLC––––Not filed
Wells Fargo & Company––––Not filed
Credit Agricole S A––––Not filed
Arrowstreet Capital, Limited Partnership––––Not filed
Connor, Clark & Lunn Investment Management Ltd.––––Not filed
Nordea Investment Management AB––––Not filed
Mutual of America Capital Management LLC––––Not filed
Public Sector Pension Investment Board––––Not filed
Interval Partners, LP––––Not filed
Victory Capital Management Inc––––Not filed
Barclays PLC––––Not filed
American Century Companies Inc––––Not filed
UBS Asset Management Americas Inc––––Not filed
Karl Kapital LLC––––Not filed
Universal- Beteiligungs- und Servicegesellschaft mbH––––Not filed
Healthcare of Ontario Pension Plan Trust Fund––––Not filed
Millennium Management LLC––––Not filed
HSBC Holdings PLC––––Not filed
AQR Capital Management LLC––––Not filed
Weiss Asset Management LP––––Not filed
Voya Investment Management LLC––––Not filed
Ameriprise Financial Inc––––Not filed
Rhumbline Advisers––––Not filed
Brevan Howard Capital Management LP––––Not filed
Legal & General Group Plc––––Not filed
Russell Investments Group, Ltd.––––Not filed
XTX Topco Ltd––––Not filed
Royal Bank of Canada––––Not filed
Point72 Asset Management, L.P.––––Not filed
Rothschild Investment LLC––––Not filed
Citadel Advisors LLC––––Not filed
Swiss National Bank––––Not filed
Raymond James Financial Inc––––Not filed
SEI Investments Co––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed
MML Investors Services, LLC––––Not filed
Engineers Gate Manager LP––––Not filed
Chase Investment Counsel Corp––––Not filed
Intech Investment Management LLC––––Not filed
Price T Rowe Associates Inc––––Not filed
Quantinno Capital Management LP––––Not filed
New York State Teachers Retirement System––––Not filed
Stifel Financial Corp––––Not filed
SummitTX Capital, L.P.––––Not filed
Neo Ivy Capital Management––––Not filed
Schroder Investment Management Group––––Not filed
Horizon Kinetics Asset Management LLC––––Not filed
Odyssean, LLC––––Not filed
Pacific Capital Partners Ltd––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
Maltese Capital Management LLC––––Not filed
Polen Capital Management LLC––––Not filed
Militia Capital Management LLC––––Not filed
California State Teachers Retirement System––––Not filed
LPL Financial LLC––––Not filed