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 |
|---|---|---|---|---|---|
| Stonebridge Wealth Management, LLC | 15,640 | $264.9K | 0.24% | 00.0% | Unchanged |
| Captrust Financial Advisors | 16,563 | $280.6K | 0.00% | +16,563 | New |
| State of Wisconsin Investment Board | 16,602 | $281.2K | 0.00% | −50,313−75.2% | Reduced |
| NBC Securities, Inc. | 16,809 | $284.7K | 0.02% | +5,328+46.4% | Added |
| The PNC Financial Services Group, Inc. | 17,396 | $294.7K | 0.00% | −270−1.5% | Reduced |
| Cerity Partners LLC | 17,487 | $296.2K | 0.00% | −5,724−24.7% | Reduced |
| Everence Capital Management Inc | 18,255 | $309.0K | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 18,264 | $309.4K | 0.01% | +1,671+10.1% | Added |
| ProShare Advisors LLC | 19,327 | $327.4K | 0.00% | +160+0.8% | Added |
| Neuberger Berman Group LLC | 19,376 | $328.2K | 0.00% | +1,247+6.9% | Added |
| Picton Mahoney Asset Management | 20,510 | $347.4K | 0.00% | −155,823−88.4% | Reduced |
| Public Employees Retirement Association of Colorado | 20,529 | $348.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 20,796 | $352.3K | 0.00% | −3,118−13.0% | Reduced |
| Pathstone Holdings, LLC | 20,897 | $354.0K | 0.00% | −14,253−40.5% | Reduced |
| R Squared Ltd | 21,174 | $358.7K | 0.19% | −9,721−31.5% | Reduced |
| SMH Capital Advisors Inc | 21,888 | $370.8K | 1.45% | +2,994+15.8% | Added |
| Pictet Asset Management Holding SA | 21,947 | $371.8K | 0.00% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 21,980 | $372.3K | 0.03% | 00.0% | Unchanged |
| Magnetar Financial LLC | 22,584 | $382.6K | 0.00% | +9,046+66.8% | Added |
| Jefferies Financial Group Inc. | 23,692 | $401.3K | 0.00% | +23,692 | New |
| Pinnacle Wealth Planning Services, Inc. | 23,920 | $405.2K | 0.04% | +52+0.2% | Added |
| Tobam | 24,192 | $410.0K | 0.10% | −481−1.9% | Reduced |
| Elo Mutual Pension Insurance Co | 24,238 | $410.6K | 0.01% | +24,238 | New |
| Guggenheim Capital LLC | 25,147 | $426.0K | 0.00% | +25,147 | New |
| Atria Investments LLC | 25,485 | $431.7K | 0.00% | +5,769+29.3% | Added |
| Fifth Third Bancorp | 25,946 | $439.5K | 0.00% | +846+3.4% | Added |
| Principal Securities, Inc. | 26,378 | $446.8K | 0.01% | +111+0.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 26,872 | $455.2K | 0.00% | +7,557+39.1% | Added |
| Ares Systematic Credit Ltd | 27,517 | $466.1K | 0.28% | +27,517 | New |
| Asset Management One Co.,Ltd. | 27,662 | $468.6K | 0.00% | +27,662 | New |
| KLP Kapitalforvaltning AS | 28,300 | $479.4K | 0.00% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 28,345 | $480.2K | 0.01% | −54,026−65.6% | Reduced |
| Oregon Public Employees Retirement Fund | 28,604 | $484.6K | 0.01% | +2,300+8.7% | Added |
| Personal Cfo Solutions, LLC | 28,664 | $485.6K | 0.07% | +251+0.9% | Added |
| Marshall Wace, LLP | 29,199 | $494.6K | 0.00% | −48,100−62.2% | Reduced |
| Vanguard Investments Australia, Ltd. | 29,784 | $504.5K | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 30,442 | $515.7K | 0.00% | +3,348+12.4% | Added |
| Canada Pension Plan Investment Board | 30,600 | $518.4K | 0.00% | −11,800−27.8% | Reduced |
| Man Group plc | 30,664 | $519.4K | 0.00% | −893,830−96.7% | Reduced |
| Simplex Trading, LLC | 30,676 | $519.7K | 0.01% | +30,676 | New |
| Aquatic Capital Management LLC | 30,749 | $520.9K | 0.02% | +30,749 | New |
| State of Wyoming | 30,757 | $521.0K | 0.05% | −26,448−46.2% | Reduced |
| Mercer Global Advisors Inc | 31,336 | $530.8K | 0.00% | +1,445+4.8% | Added |
| SG Americas Securities, LLC | 31,735 | $538.0K | 0.00% | −19,921−38.6% | Reduced |
| Yousif Capital Management, LLC | 32,268 | $546.6K | 0.01% | +1,457+4.7% | Added |
| State of Tennessee, Treasury Department | 32,299 | $547.1K | 0.00% | +6,839+26.9% | Added |
| Alps Advisors Inc | 33,108 | $560.9K | 0.00% | +658+2.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 33,398 | $565.8K | 0.00% | −1,575−4.5% | Reduced |
| Walleye Trading LLC | 33,440 | $566.5K | 0.01% | +33,440 | New |
| Amalgamated Bank | 34,086 | $577.0K | 0.00% | +728+2.2% | Added |
| Arizona State Retirement System | 34,192 | $579.2K | 0.00% | −615−1.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 34,598 | $586.1K | 0.01% | −17,940−34.1% | Reduced |
| Gsa Capital Partners LLP | 36,605 | $620.0K | 0.04% | −64,622−63.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 32,800 | $651.4K | 0.02% | +166+0.5% | Added |
| TT International Asset Management LTD | 38,661 | $654.9K | 0.08% | −14,057−26.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 40,219 | $681.3K | 0.01% | +6,737+20.1% | Added |
| Allstate Corp | 40,756 | $690.4K | 0.01% | +107+0.3% | Added |
| Jennison Associates LLC | 43,143 | $730.8K | 0.00% | +43,143 | New |
| New York State Common Retirement Fund | 47,864 | $810.8K | 0.00% | +9,600+25.1% | Added |
| Vanguard Global Advisers, LLC | 50,406 | $853.9K | 0.00% | +3,947+8.5% | Added |
| Dark Forest Capital Management LP | 53,431 | $905.1K | 0.06% | +7,727+16.9% | Added |
| Louisiana State Employees Retirement System | 55,100 | $933.4K | 0.01% | +4,100+8.0% | Added |
| Mangrove Partners | 55,585 | $941.6K | 0.06% | +55,585 | New |
| Atom Investors LP | 56,857 | $963.2K | 0.09% | +56,857 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 58,013 | $982.7K | 0.00% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 59,819 | $1.01M | 0.00% | +59,819 | New |
| Fisher Asset Management, LLC | 60,150 | $1.02M | 0.00% | −51,982−46.4% | Reduced |
| Toronto Dominion Bank | 60,840 | $1.03M | 0.00% | +60,840 | New |
| James Investment Research Inc | 61,515 | $1.04M | 0.11% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 61,913 | $1.05M | 0.06% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 62,526 | $1.06M | 0.00% | +4,519+7.8% | Added |
| Manufacturers Life Insurance Company, The | 62,620 | $1.06M | 0.00% | +7,810+14.2% | Added |
| State Board of Administration of Florida Retirement System | 63,973 | $1.08M | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 64,312 | $1.09M | 0.01% | +354+0.6% | Added |
| Natixis | 68,295 | $1.16M | 0.01% | −4,614−6.3% | Reduced |
| Virginia Retirement Systems Et Al | 68,950 | $1.17M | 0.01% | −57,400−45.4% | Reduced |
| Illinois Municipal Retirement Fund | 69,003 | $1.17M | 0.01% | +4,869+7.6% | Added |
| Squarepoint Ops LLC | 70,082 | $1.19M | 0.00% | −685,194−90.7% | Reduced |
| Numerai GP LLC | 72,254 | $1.22M | 0.10% | −30,765−29.9% | Reduced |
| Oppenheimer & Co Inc | 72,765 | $1.23M | 0.01% | −499−0.7% | Reduced |
| Diametric Capital, LP | 73,575 | $1.25M | 0.13% | +73,575 | New |
| Calamos Advisors LLC | 75,415 | $1.28M | 0.00% | +25,085+49.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 76,059 | $1.29M | 0.00% | −56,745−42.7% | Reduced |
| Cetera Investment Advisers | 77,084 | $1.31M | 0.00% | −3,382−4.2% | Reduced |
| Quantbot Technologies LP | 77,903 | $1.32M | 0.05% | −39,791−33.8% | Reduced |
| MetLife Investment Management | 79,387 | $1.34M | 0.01% | +13,928+21.3% | Added |
| Wakefield Asset Management LLLP | 82,900 | $1.40M | 0.32% | +1,526+1.9% | Added |
| Benjamin Edwards Inc | 82,934 | $1.40M | 0.01% | +2,277+2.8% | Added |
| Cookson Peirce & Co Inc | 84,818 | $1.44M | 0.05% | +84,818 | New |
| Moran Wealth Management, LLC | 89,668 | $1.52M | 0.04% | +13,585+17.9% | Added |
| Thrivent Financial for Lutherans | 90,080 | $1.53M | 0.00% | −30,410−25.2% | Reduced |
| D. E. Shaw & Co., Inc. | 91,295 | $1.55M | 0.00% | −234,413−72.0% | Reduced |
| State of Alaska, Department of Revenue | 91,829 | $1.55M | 0.02% | −15,681−14.6% | Reduced |
| Integrated Quantitative Investments LLC | 92,150 | $1.56M | 0.26% | −5,330−5.5% | Reduced |
| Amundi | 99,579 | $1.69M | 0.00% | +79,279+390.5% | Added |
| Great West Life Assurance Co | 100,019 | $1.69M | 0.00% | +3,469+3.6% | Added |
| Algert Global LLC | 100,590 | $1.70M | 0.02% | +11,810+13.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 101,392 | $1.72M | 0.03% | −93,058−47.9% | Reduced |
| JPMorgan Chase & Co | 96,900 | $1.74M | 0.00% | −616,258−86.4% | Reduced |
| CI Private Wealth, LLC | 104,830 | $1.78M | 0.00% | −257−0.2% | Reduced |