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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 107,825 | $1.83M | 0.00% | −3,031−2.7% | Reduced |
| Susquehanna International Group, LLP | 110,210 | $1.87M | 0.00% | +61,778+127.6% | Added |
| Vanguard Asset Management, Ltd | 110,788 | $1.88M | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 113,951 | $1.93M | 0.00% | +8,709+8.3% | Added |
| Group One Trading, L.P. | 117,353 | $1.99M | 0.06% | +117,353 | New |
| CWM Advisors, LLC | 121,824 | $2.06M | 0.08% | +121,824 | New |
| Level Four Advisory Services, LLC | 131,102 | $2.22M | 0.06% | −4,355−3.2% | Reduced |
| Prudential Financial Inc | 131,948 | $2.24M | 0.00% | +11,760+9.8% | Added |
| Alliancebernstein L.P. | 153,529 | $2.24M | 0.00% | +11,600+8.2% | Added |
| Globeflex Capital L P | 136,640 | $2.31M | 0.30% | +93+0.1% | Added |
| Creative Planning | 137,799 | $2.33M | 0.00% | −4,966−3.5% | Reduced |
| Kiker Wealth Management, LLC | 138,005 | $2.34M | 0.91% | −8,090−5.5% | Reduced |
| Deutsche Bank AG | 139,195 | $2.36M | 0.00% | +22,242+19.0% | Added |
| LPL Financial LLC | 141,973 | $2.41M | 0.00% | +6,340+4.7% | Added |
| California State Teachers Retirement System | 143,309 | $2.43M | 0.00% | −14,962−9.5% | Reduced |
| Militia Capital Management LLC | 147,632 | $2.50M | 0.45% | +147,632 | New |
| Polen Capital Management LLC | 149,051 | $2.52M | 0.02% | +40,046+36.7% | Added |
| Maltese Capital Management LLC | 150,000 | $2.54M | 0.46% | +150,000 | New |
| BNP Paribas Arbitrage, SA | 155,595 | $2.64M | 0.00% | −229,694−59.6% | Reduced |
| Pacific Capital Partners Ltd | 162,457 | $2.75M | 2.38% | +162,457 | New |
| Odyssean, LLC | 165,432 | $2.80M | 0.46% | +77,923+89.0% | Added |
| Horizon Kinetics Asset Management LLC | 166,115 | $2.81M | 0.03% | −1,941−1.2% | Reduced |
| Schroder Investment Management Group | 167,586 | $2.84M | 0.00% | −24,120−12.6% | Reduced |
| Neo Ivy Capital Management | 171,295 | $2.90M | 0.67% | +171,295 | New |
| SummitTX Capital, L.P. | 172,948 | $2.93M | 0.08% | +77,276+80.8% | Added |
| Stifel Financial Corp | 173,648 | $2.94M | 0.00% | −4,669−2.6% | Reduced |
| New York State Teachers Retirement System | 174,026 | $2.95M | 0.01% | −3,600−2.0% | Reduced |
| Quantinno Capital Management LP | 181,548 | $3.08M | 0.00% | +17,821+10.9% | Added |
| Price T Rowe Associates Inc | 186,964 | $3.17M | 0.00% | −214,620−53.4% | Reduced |
| Intech Investment Management LLC | 191,514 | $3.24M | 0.03% | +11,360+6.3% | Added |
| Chase Investment Counsel Corp | 192,923 | $3.27M | 0.69% | +192,923 | New |
| Engineers Gate Manager LP | 203,153 | $3.44M | 0.04% | −4,572−2.2% | Reduced |
| MML Investors Services, LLC | 206,584 | $3.50M | 0.01% | +58,420+39.4% | Added |
| Teachers Retirement System of the State of Kentucky | 214,701 | $3.64M | 0.02% | −5,482−2.5% | Reduced |
| SEI Investments Co | 221,122 | $3.75M | 0.00% | +17,680+8.7% | Added |
| Raymond James Financial Inc | 222,628 | $3.77M | 0.00% | −10,138−4.4% | Reduced |
| Swiss National Bank | 249,100 | $4.22M | 0.00% | −1,500−0.6% | Reduced |
| Citadel Advisors LLC | 249,893 | $4.23M | 0.00% | +249,893 | New |
| Rothschild Investment LLC | 258,787 | $4.38M | 0.16% | −992−0.4% | Reduced |
| Point72 Asset Management, L.P. | 264,070 | $4.47M | 0.01% | +74,696+39.4% | Added |
| Royal Bank of Canada | 265,508 | $4.50M | 0.00% | +145,901+122.0% | Added |
| XTX Topco Ltd | 268,859 | $4.55M | 0.06% | +222,332+477.9% | Added |
| Russell Investments Group, Ltd. | 282,397 | $4.78M | 0.00% | +137,252+94.6% | Added |
| Legal & General Group Plc | 298,070 | $5.05M | 0.00% | +27,879+10.3% | Added |
| Brevan Howard Capital Management LP | 303,153 | $5.18M | 0.07% | +69,202+29.6% | Added |
| Rhumbline Advisers | 308,105 | $5.22M | 0.00% | −7,543−2.4% | Reduced |
| Ameriprise Financial Inc | 327,417 | $5.55M | 0.00% | −17,047−4.9% | Reduced |
| Voya Investment Management LLC | 342,935 | $5.81M | 0.01% | −133,376−28.0% | Reduced |
| Weiss Asset Management LP | 347,921 | $5.89M | 0.07% | +347,921 | New |
| AQR Capital Management LLC | 350,275 | $5.93M | 0.00% | −104,703−23.0% | Reduced |
| HSBC Holdings PLC | 362,700 | $6.15M | 0.00% | +309,078+576.4% | Added |
| Millennium Management LLC | 365,482 | $6.19M | 0.00% | −1,008,897−73.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 373,296 | $6.32M | 0.01% | +373,296 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 380,007 | $6.44M | 0.01% | +352,239+1,268.5% | Added |
| Karl Kapital LLC | 382,391 | $6.48M | 3.86% | +382,391 | New |
| UBS Asset Management Americas Inc | 407,769 | $6.91M | 0.00% | −18,215−4.3% | Reduced |
| American Century Companies Inc | 420,354 | $7.12M | 0.00% | −667,479−61.4% | Reduced |
| Barclays PLC | 422,548 | $7.16M | 0.00% | +344,868+444.0% | Added |
| Victory Capital Management Inc | 424,165 | $7.19M | 0.00% | +89,275+26.7% | Added |
| Interval Partners, LP | 431,922 | $7.32M | 0.24% | +124,145+40.3% | Added |
| Public Sector Pension Investment Board | 432,286 | $7.32M | 0.02% | +21,240+5.2% | Added |
| Mutual of America Capital Management LLC | 437,122 | $7.40M | 0.07% | −22,867−5.0% | Reduced |
| Nordea Investment Management AB | 437,938 | $7.48M | 0.01% | −3,051−0.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 487,766 | $8.26M | 0.02% | +269,494+123.5% | Added |
| Arrowstreet Capital, Limited Partnership | 487,892 | $8.26M | 0.00% | −3,646,538−88.2% | Reduced |
| Credit Agricole S A | 490,723 | $8.31M | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 542,137 | $9.18M | 0.00% | +303,348+127.0% | Added |
| Voloridge Investment Management, LLC | 542,250 | $9.19M | 0.04% | −695,844−56.2% | Reduced |
| CSM Advisors, LLC | 551,313 | $9.34M | 0.20% | +29,384+5.6% | Added |
| Crawford Fund Management, LLC | 575,654 | $9.75M | 2.99% | −450,180−43.9% | Reduced |
| Citigroup Inc | 578,923 | $9.81M | 0.00% | −231,716−28.6% | Reduced |
| First Trust Advisors LP | 618,814 | $10.5M | 0.01% | +190,992+44.6% | Added |
| Intrinsic Edge Capital Management LLC | 620,000 | $10.5M | 1.29% | −80,000−11.4% | Reduced |
| Two Sigma Investments, LP | 646,210 | $10.9M | 0.01% | −1,028,284−61.4% | Reduced |
| Danske Bank A/S | 668,432 | $11.3M | 0.02% | −24,207−3.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 764,927 | $13.0M | 0.54% | −1,279,003−62.6% | Reduced |
| Qube Research & Technologies Ltd | 767,085 | $13.0M | 0.01% | +245,579+47.1% | Added |
| Kornitzer Capital Management Inc | 865,117 | $14.7M | 0.31% | −85,910−9.0% | Reduced |
| Bessemer Group Inc | 894,454 | $15.2M | 0.02% | +893,316+78,498.8% | Added |
| T. Rowe Price Investment Management, Inc. | 897,561 | $15.2M | 0.01% | +96,257+12.0% | Added |
| Vanguard Fiduciary Trust Co | 921,040 | $15.6M | 0.00% | +103,803+12.7% | Added |
| Bank of New York Mellon Corp | 1,046,226 | $17.7M | 0.00% | +60,715+6.2% | Added |
| Envestnet Asset Management Inc | 1,074,956 | $18.2M | 0.00% | +2,888+0.3% | Added |
| Junto Capital Management LP | 1,171,066 | $19.8M | 0.37% | +1,171,066 | New |
| Massachusetts Financial Services Co | 1,256,855 | $21.3M | 0.01% | −87,317−6.5% | Reduced |
| Toroso Investments, LLC | 1,360,856 | $23.1M | 0.06% | +23,566+1.8% | Added |
| Northern Trust Corp | 1,392,555 | $23.6M | 0.00% | +176,758+14.5% | Added |
| Nuveen, LLC | 1,408,925 | $23.9M | 0.01% | −187,457−11.7% | Reduced |
| Jupiter Topco LLC | 1,453,084 | $24.6M | 0.01% | +1,453,084 | New |
| Charles Schwab Investment Management Inc | 1,686,776 | $28.6M | 0.00% | +243,366+16.9% | Added |
| Lord, Abbett & Co. LLC | 1,792,735 | $30.4M | 0.09% | +1,792,735 | New |
| Goldman Sachs Group Inc | 1,971,158 | $33.4M | 0.00% | −2,607,432−56.9% | Reduced |
| Bank of America Corp | 1,991,898 | $33.7M | 0.00% | −335,491−14.4% | Reduced |
| Morgan Stanley | 2,003,391 | $33.9M | 0.00% | −496,731−19.9% | Reduced |
| Nomura Asset Management International Inc. | 2,107,798 | $35.7M | 0.05% | −135,722−6.0% | Reduced |
| Loomis Sayles & Co L P | 2,190,641 | $37.1M | 0.05% | +527,818+31.7% | Added |
| Principal Financial Group Inc | 2,275,955 | $38.6M | 0.02% | +266,399+13.3% | Added |
| UBS Group AG | 2,658,995 | $45.0M | 0.01% | +2,250,994+551.7% | Added |
| Simcoe Capital Management, LLC | 2,674,045 | $45.3M | 8.79% | −1,991,940−42.7% | Reduced |
| Geode Capital Management, LLC | 3,290,623 | $55.8M | 0.00% | +441,270+15.5% | Added |