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, Q2 2026
Institutional positions in WisdomTree, Inc. as of Jun 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
- Institutional holders
- 312
- +4 vs. Q1 2026
- Shares held
- 160.2M
- +546.0K (+0.3%) vs. Q1 2026
- Total value
- $2.71B
- +$389.4M (+16.8%) vs. Q1 2026
- New holders
- 55
- 115 more added
- Sold out
- 51
- 100 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 22 | $0 | 0.00% | +22 | New |
| Mascoma Wealth Management LLC | 2 | $34 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 3 | $58 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5 | $85 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 6 | $102 | 0.00% | +6 | New |
| Abound Wealth Management | 8 | $136 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 9 | $161 | 0.00% | +9 | New |
| Gilpin Wealth Management, LLC | 12 | $204 | 0.00% | +12 | New |
| Plante Moran Financial Advisors, LLC | 15 | $254 | 0.00% | +15 | New |
| Caitlin John, LLC | 17 | $288 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 20 | $339 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $356 | 0.00% | +21 | New |
| Investors Portfolio Services LLC | 28 | $474 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 30 | $509 | 0.00% | +30 | New |
| Rossby Financial, LCC | 35 | $593 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 37 | $626 | 0.00% | −27−42.2% | Reduced |
| Zions Bancorporation, National Association | 39 | $661 | 0.00% | +39 | New |
| Cornerstone Planning Group LLC | 38 | $757 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 49 | $830 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 54 | $915 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 55 | $932 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $1.10K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 73 | $1.24K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 86 | $1.46K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 90 | $1.52K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 113 | $1.91K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 120 | $2.03K | 0.00% | +120 | New |
| Horizon Financial Services, LLC | 133 | $2.25K | 0.00% | +133 | New |
| Huntington National Bank | 145 | $2.52K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 175 | $2.96K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 238 | $4.03K | 0.00% | +234+5,850.0% | Added |
| Global Retirement Partners, LLC | 244 | $4.13K | 0.00% | +244 | New |
| IFP Advisors, Inc | 252 | $4.27K | 0.00% | −19−7.0% | Reduced |
| Parallel Advisors, LLC | 276 | $4.67K | 0.00% | −140−33.7% | Reduced |
| United Financial Planning Group LLC | 314 | $5.32K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 320 | $5.42K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 353 | $5.98K | 0.00% | −12,257−97.2% | Reduced |
| Ronald Blue Trust, Inc. | 400 | $6.78K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 405 | $6.86K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 479 | $8.11K | 0.00% | −325−40.4% | Reduced |
| Covestor Ltd | 555 | $9.00K | 0.01% | +504+988.2% | Added |
| Hazlett, Burt & Watson, Inc. | 600 | $10.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 600 | $10.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 602 | $10.2K | 0.00% | −17,008−96.6% | Reduced |
| EverSource Wealth Advisors, LLC | 629 | $10.7K | 0.00% | −764−54.8% | Reduced |
| Accent Capital Management, LLC | 657 | $11.1K | 0.00% | −44−6.3% | Reduced |
| Allworth Financial LP | 713 | $12.1K | 0.00% | −223−23.8% | Reduced |
| Smartleaf Asset Management LLC | 941 | $16.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 973 | $16.5K | 0.00% | +36+3.8% | Added |
| Spire Wealth Management | 1,000 | $16.9K | 0.00% | +1,000 | New |
| US Bancorp | 1,094 | $18.5K | 0.00% | −177−13.9% | Reduced |
| Optiver Holding B.V. | 1,198 | $20.3K | 0.00% | +1,018+565.6% | Added |
| Public Employees Retirement System of Ohio | 1,231 | $20.9K | 0.00% | −18−1.4% | Reduced |
| SBI Securities Co., Ltd. | 1,402 | $23.8K | 0.00% | +591+72.9% | Added |
| Nykredit A/S | 1,572 | $26.6K | 0.00% | +1,572 | New |
| Whittier Trust Co | 1,631 | $30.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,850 | $31.8K | 0.00% | −17−0.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,931 | $32.7K | 0.00% | −9,600−83.3% | Reduced |
| Salomon & Ludwin, LLC | 2,006 | $35.3K | 0.00% | +548+37.6% | Added |
| First Horizon Corp | 2,126 | $36.0K | 0.00% | +5+0.2% | Added |
| Transamerica Financial Advisors, Inc. | 2,128 | $36.0K | 0.00% | −237−10.0% | Reduced |
| Bayforest Capital Ltd | 2,169 | $36.7K | 0.03% | +2,169 | New |
| Eurizon Capital SGR S.p.A. | 2,210 | $37.5K | 0.00% | +2,210 | New |
| Nisa Investment Advisors, LLC | 2,458 | $41.6K | 0.00% | +959+64.0% | Added |
| Federation des caisses Desjardins du Quebec | 2,565 | $43.5K | 0.00% | −2,776−52.0% | Reduced |
| Hollencrest Capital Management | 2,689 | $45.6K | 0.00% | +2,689 | New |
| Walleye Capital LLC | 3,081 | $52.2K | 0.00% | +3,081 | New |
| Quent Capital, LLC | 3,378 | $57.3K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 3,630 | $61.5K | 0.02% | +6+0.2% | Added |
| SRS Capital Advisors, Inc. | 4,078 | $69.1K | 0.00% | +2,183+115.2% | Added |
| Persistent Asset Partners Ltd | 4,420 | $74.9K | 0.02% | +4,420 | New |
| KBC Group NV | 4,511 | $76.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,122 | $86.8K | 0.00% | +141+2.8% | Added |
| Tower Research Capital LLC (TRC) | 5,254 | $89.0K | 0.00% | −13,909−72.6% | Reduced |
| Versant Capital Management, Inc | 5,928 | $100.4K | 0.01% | +85+1.5% | Added |
| Hantz Financial Services, Inc. | 6,664 | $113.0K | 0.00% | −288−4.1% | Reduced |
| Rockefeller Capital Management L.P. | 7,251 | $122.8K | 0.00% | +4,662+180.1% | Added |
| Kemnay Advisory Services Inc. | 7,620 | $129.1K | 0.02% | −41−0.5% | Reduced |
| LSV Asset Management | 8,900 | $151.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,112 | $171.3K | 0.00% | +10,112 | New |
| Change Path, LLC | 10,123 | $171.5K | 0.00% | +10,123 | New |
| VestGen Advisors, LLC | 10,794 | $182.8K | 0.01% | −206−1.9% | Reduced |
| Occudo Quantitative Strategies LP | 11,415 | $193.4K | 0.01% | +11,415 | New |
| Wealth Enhancement Advisory Services, LLC | 44,256 | $199.2K | 0.00% | −1,678−3.7% | Reduced |
| SEB Asset Management AB | 12,080 | $204.6K | 0.00% | +91+0.8% | Added |
| Cooper Financial Group | 12,192 | $206.5K | 0.02% | +255+2.1% | Added |
| Ameritas Investment Partners, Inc. | 12,375 | $209.6K | 0.01% | +2,319+23.1% | Added |
| Impact Partnership Wealth, LLC | 12,501 | $211.8K | 0.02% | +594+5.0% | Added |
| Franklin Resources Inc | 12,832 | $217.4K | 0.00% | +132+1.0% | Added |
| Natixis Advisors, L.P. | 12,954 | $219.0K | 0.00% | +12,954 | New |
| Federated Hermes, Inc. | 13,102 | $221.9K | 0.00% | +558+4.4% | Added |
| Pensionmark Financial Group, LLC | 14,814 | $223.9K | 0.00% | +2,883+24.2% | Added |
| Synergy Financial Management, LLC | 13,236 | $224.2K | 0.02% | +13,236 | New |
| Xponance, Inc. | 13,735 | $232.7K | 0.00% | +1,762+14.7% | Added |
| Abel Hall, LLC | 14,420 | $244.3K | 0.04% | +96+0.7% | Added |
| Bank of Montreal | 15,059 | $255.1K | 0.00% | +1,282+9.3% | Added |
| Round Rock Advisors, LLC | 15,062 | $255.2K | 0.03% | +4,984+49.5% | Added |
| Exchange Traded Concepts, LLC | 15,108 | $255.9K | 0.00% | −2,096−12.2% | Reduced |
| Wedbush Securities Inc | 15,130 | $256.0K | 0.01% | −1,138−7.0% | Reduced |
| Navellier & Associates Inc | 15,252 | $258.4K | 0.02% | −38,754−71.8% | Reduced |