WisdomTree, Inc.

Exchange: NYSE
Industry: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0000880631

SEC filings (opens in a new tab)

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

Value held

Institutions holding WT and their total value by quarter
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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
JustInvest LLC	–	–	–	–	Not filed
Public Employees Retirement Association of Colorado	–	–	–	–	Not filed
Picton Mahoney Asset Management	–	–	–	–	Not filed
Neuberger Berman Group LLC	–	–	–	–	Not filed
ProShare Advisors LLC	–	–	–	–	Not filed
Maryland State Retirement & Pension System	–	–	–	–	Not filed
Everence Capital Management Inc	–	–	–	–	Not filed
Cerity Partners LLC	–	–	–	–	Not filed
The PNC Financial Services Group, Inc.	–	–	–	–	Not filed
NBC Securities, Inc.	–	–	–	–	Not filed
State of Wisconsin Investment Board	–	–	–	–	Not filed
Captrust Financial Advisors	–	–	–	–	Not filed
Stonebridge Wealth Management, LLC	–	–	–	–	Not filed
Navellier & Associates Inc	–	–	–	–	Not filed
Wedbush Securities Inc	–	–	–	–	Not filed
Exchange Traded Concepts, LLC	–	–	–	–	Not filed
Round Rock Advisors, LLC	–	–	–	–	Not filed
Bank of Montreal	–	–	–	–	Not filed
Abel Hall, LLC	–	–	–	–	Not filed
Xponance, Inc.	–	–	–	–	Not filed
Synergy Financial Management, LLC	–	–	–	–	Not filed
Pensionmark Financial Group, LLC	–	–	–	–	Not filed
Federated Hermes, Inc.	–	–	–	–	Not filed
Natixis Advisors, L.P.	–	–	–	–	Not filed
Franklin Resources Inc	–	–	–	–	Not filed
Impact Partnership Wealth, LLC	–	–	–	–	Not filed
Ameritas Investment Partners, Inc.	–	–	–	–	Not filed
Cooper Financial Group	–	–	–	–	Not filed
SEB Asset Management AB	–	–	–	–	Not filed
Wealth Enhancement Advisory Services, LLC	–	–	–	–	Not filed
Occudo Quantitative Strategies LP	–	–	–	–	Not filed
VestGen Advisors, LLC	–	–	–	–	Not filed
Change Path, LLC	–	–	–	–	Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	–	–	–	–	Not filed
LSV Asset Management	–	–	–	–	Not filed
Kemnay Advisory Services Inc.	–	–	–	–	Not filed
Rockefeller Capital Management L.P.	–	–	–	–	Not filed
Hantz Financial Services, Inc.	–	–	–	–	Not filed
Tower Research Capital LLC (TRC)	–	–	–	–	Not filed
GAMMA Investing LLC	–	–	–	–	Not filed
KBC Group NV	–	–	–	–	Not filed
Persistent Asset Partners Ltd	–	–	–	–	Not filed
SRS Capital Advisors, Inc.	–	–	–	–	Not filed
ZRC Wealth Management, LLC	–	–	–	–	Not filed
Quent Capital, LLC	–	–	–	–	Not filed
Walleye Capital LLC	–	–	–	–	Not filed
Hollencrest Capital Management	–	–	–	–	Not filed
Federation des caisses Desjardins du Quebec	–	–	–	–	Not filed
Nisa Investment Advisors, LLC	–	–	–	–	Not filed
Eurizon Capital SGR S.p.A.	–	–	–	–	Not filed
Bayforest Capital Ltd	–	–	–	–	Not filed
Transamerica Financial Advisors, Inc.	–	–	–	–	Not filed
First Horizon Corp	–	–	–	–	Not filed
Salomon & Ludwin, LLC	–	–	–	–	Not filed
Caitong International Asset Management Co., Ltd	–	–	–	–	Not filed
Jones Financial Companies LLLP	–	–	–	–	Not filed
Whittier Trust Co	–	–	–	–	Not filed
Nykredit A/S	–	–	–	–	Not filed
SBI Securities Co., Ltd.	–	–	–	–	Not filed
Public Employees Retirement System of Ohio	–	–	–	–	Not filed
Optiver Holding B.V.	–	–	–	–	Not filed
US Bancorp	–	–	–	–	Not filed
Spire Wealth Management	–	–	–	–	Not filed
Umb Bank N A	–	–	–	–	Not filed
Smartleaf Asset Management LLC	–	–	–	–	Not filed
Allworth Financial LP	–	–	–	–	Not filed
Accent Capital Management, LLC	–	–	–	–	Not filed
EverSource Wealth Advisors, LLC	–	–	–	–	Not filed
Farther Finance Advisors, LLC	–	–	–	–	Not filed
Adirondack Trust Co	–	–	–	–	Not filed
Hazlett, Burt & Watson, Inc.	–	–	–	–	Not filed
Covestor Ltd	–	–	–	–	Not filed
Sterling Capital Management LLC	–	–	–	–	Not filed
Parkside Financial Bank & Trust	–	–	–	–	Not filed
Ronald Blue Trust, Inc.	–	–	–	–	Not filed
Los Angeles Capital Management LLC	–	–	–	–	Not filed
J.Safra Asset Management Corp	–	–	–	–	Not filed
United Financial Planning Group LLC	–	–	–	–	Not filed
Parallel Advisors, LLC	–	–	–	–	Not filed
IFP Advisors, Inc	–	–	–	–	Not filed
Global Retirement Partners, LLC	–	–	–	–	Not filed
SJS Investment Consulting Inc.	–	–	–	–	Not filed
Huntington National Bank	–	–	–	–	Not filed
Horizon Financial Services, LLC	–	–	–	–	Not filed
West Paces Advisors Inc.	–	–	–	–	Not filed
Ares Financial Consulting, LLC	–	–	–	–	Not filed
Keating Financial Advisory Services, Inc.	–	–	–	–	Not filed
Assetmark, Inc	–	–	–	–	Not filed
Torren Management, LLC	–	–	–	–	Not filed
Farmers & Merchants Investments Inc	–	–	–	–	Not filed
Essential Partners LLC	–	–	–	–	Not filed
True Wealth Design, LLC	–	–	–	–	Not filed
Ankerstar Wealth, LLC	–	–	–	–	Not filed
Cornerstone Planning Group LLC	–	–	–	–	Not filed
Zions Bancorporation, National Association	–	–	–	–	Not filed
National Bank of Canada	–	–	–	–	Not filed
Rossby Financial, LCC	–	–	–	–	Not filed
Clearstead Advisors, LLC	–	–	–	–	Not filed
Investors Portfolio Services LLC	–	–	–	–	Not filed
JFS Wealth Advisors, LLC	–	–	–	–	Not filed