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 |
|---|---|---|---|---|---|
| Creative Planning | 137,799 | $2.33M | 0.00% | −4,966−3.5% | Reduced |
| Globeflex Capital L P | 136,640 | $2.31M | 0.30% | +93+0.1% | Added |
| Alliancebernstein L.P. | 153,529 | $2.24M | 0.00% | +11,600+8.2% | Added |
| Prudential Financial Inc | 131,948 | $2.24M | 0.00% | +11,760+9.8% | Added |
| Level Four Advisory Services, LLC | 131,102 | $2.22M | 0.06% | −4,355−3.2% | Reduced |
| CWM Advisors, LLC | 121,824 | $2.06M | 0.08% | +121,824 | New |
| Group One Trading, L.P. | 117,353 | $1.99M | 0.06% | +117,353 | New |
| Advisor Group Holdings, Inc. | 113,951 | $1.93M | 0.00% | +8,709+8.3% | Added |
| Vanguard Asset Management, Ltd | 110,788 | $1.88M | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 110,210 | $1.87M | 0.00% | +61,778+127.6% | Added |
| Truist Financial Corp | 107,825 | $1.83M | 0.00% | −3,031−2.7% | Reduced |
| CI Private Wealth, LLC | 104,830 | $1.78M | 0.00% | −257−0.2% | Reduced |
| JPMorgan Chase & Co | 96,900 | $1.74M | 0.00% | −616,258−86.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 101,392 | $1.72M | 0.03% | −93,058−47.9% | Reduced |
| Algert Global LLC | 100,590 | $1.70M | 0.02% | +11,810+13.3% | Added |
| Great West Life Assurance Co | 100,019 | $1.69M | 0.00% | +3,469+3.6% | Added |
| Amundi | 99,579 | $1.69M | 0.00% | +79,279+390.5% | Added |
| Integrated Quantitative Investments LLC | 92,150 | $1.56M | 0.26% | −5,330−5.5% | Reduced |
| State of Alaska, Department of Revenue | 91,829 | $1.55M | 0.02% | −15,681−14.6% | Reduced |
| D. E. Shaw & Co., Inc. | 91,295 | $1.55M | 0.00% | −234,413−72.0% | Reduced |
| Thrivent Financial for Lutherans | 90,080 | $1.53M | 0.00% | −30,410−25.2% | Reduced |
| Moran Wealth Management, LLC | 89,668 | $1.52M | 0.04% | +13,585+17.9% | Added |
| Cookson Peirce & Co Inc | 84,818 | $1.44M | 0.05% | +84,818 | New |
| Benjamin Edwards Inc | 82,934 | $1.40M | 0.01% | +2,277+2.8% | Added |
| Wakefield Asset Management LLLP | 82,900 | $1.40M | 0.32% | +1,526+1.9% | Added |
| MetLife Investment Management | 79,387 | $1.34M | 0.01% | +13,928+21.3% | Added |
| Quantbot Technologies LP | 77,903 | $1.32M | 0.05% | −39,791−33.8% | Reduced |
| Cetera Investment Advisers | 77,084 | $1.31M | 0.00% | −3,382−4.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 76,059 | $1.29M | 0.00% | −56,745−42.7% | Reduced |
| Calamos Advisors LLC | 75,415 | $1.28M | 0.00% | +25,085+49.8% | Added |
| Diametric Capital, LP | 73,575 | $1.25M | 0.13% | +73,575 | New |
| Oppenheimer & Co Inc | 72,765 | $1.23M | 0.01% | −499−0.7% | Reduced |
| Numerai GP LLC | 72,254 | $1.22M | 0.10% | −30,765−29.9% | Reduced |
| Squarepoint Ops LLC | 70,082 | $1.19M | 0.00% | −685,194−90.7% | Reduced |
| Illinois Municipal Retirement Fund | 69,003 | $1.17M | 0.01% | +4,869+7.6% | Added |
| Virginia Retirement Systems Et Al | 68,950 | $1.17M | 0.01% | −57,400−45.4% | Reduced |
| Natixis | 68,295 | $1.16M | 0.01% | −4,614−6.3% | Reduced |
| Park Avenue Securities LLC | 64,312 | $1.09M | 0.01% | +354+0.6% | Added |
| State Board of Administration of Florida Retirement System | 63,973 | $1.08M | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 62,620 | $1.06M | 0.00% | +7,810+14.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 62,526 | $1.06M | 0.00% | +4,519+7.8% | Added |
| North Star Investment Management Corp. | 61,913 | $1.05M | 0.06% | 00.0% | Unchanged |
| James Investment Research Inc | 61,515 | $1.04M | 0.11% | 00.0% | Unchanged |
| Toronto Dominion Bank | 60,840 | $1.03M | 0.00% | +60,840 | New |
| Fisher Asset Management, LLC | 60,150 | $1.02M | 0.00% | −51,982−46.4% | Reduced |
| State of New Jersey Common Pension Fund D | 59,819 | $1.01M | 0.00% | +59,819 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 58,013 | $982.7K | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 56,857 | $963.2K | 0.09% | +56,857 | New |
| Mangrove Partners | 55,585 | $941.6K | 0.06% | +55,585 | New |
| Louisiana State Employees Retirement System | 55,100 | $933.4K | 0.01% | +4,100+8.0% | Added |
| Dark Forest Capital Management LP | 53,431 | $905.1K | 0.06% | +7,727+16.9% | Added |
| Vanguard Global Advisers, LLC | 50,406 | $853.9K | 0.00% | +3,947+8.5% | Added |
| New York State Common Retirement Fund | 47,864 | $810.8K | 0.00% | +9,600+25.1% | Added |
| Jennison Associates LLC | 43,143 | $730.8K | 0.00% | +43,143 | New |
| Allstate Corp | 40,756 | $690.4K | 0.01% | +107+0.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 40,219 | $681.3K | 0.01% | +6,737+20.1% | Added |
| TT International Asset Management LTD | 38,661 | $654.9K | 0.08% | −14,057−26.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 32,800 | $651.4K | 0.02% | +166+0.5% | Added |
| Gsa Capital Partners LLP | 36,605 | $620.0K | 0.04% | −64,622−63.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 34,598 | $586.1K | 0.01% | −17,940−34.1% | Reduced |
| Arizona State Retirement System | 34,192 | $579.2K | 0.00% | −615−1.8% | Reduced |
| Amalgamated Bank | 34,086 | $577.0K | 0.00% | +728+2.2% | Added |
| Walleye Trading LLC | 33,440 | $566.5K | 0.01% | +33,440 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 33,398 | $565.8K | 0.00% | −1,575−4.5% | Reduced |
| Alps Advisors Inc | 33,108 | $560.9K | 0.00% | +658+2.0% | Added |
| State of Tennessee, Treasury Department | 32,299 | $547.1K | 0.00% | +6,839+26.9% | Added |
| Yousif Capital Management, LLC | 32,268 | $546.6K | 0.01% | +1,457+4.7% | Added |
| SG Americas Securities, LLC | 31,735 | $538.0K | 0.00% | −19,921−38.6% | Reduced |
| Mercer Global Advisors Inc | 31,336 | $530.8K | 0.00% | +1,445+4.8% | Added |
| State of Wyoming | 30,757 | $521.0K | 0.05% | −26,448−46.2% | Reduced |
| Aquatic Capital Management LLC | 30,749 | $520.9K | 0.02% | +30,749 | New |
| Simplex Trading, LLC | 30,676 | $519.7K | 0.01% | +30,676 | New |
| Man Group plc | 30,664 | $519.4K | 0.00% | −893,830−96.7% | Reduced |
| Canada Pension Plan Investment Board | 30,600 | $518.4K | 0.00% | −11,800−27.8% | Reduced |
| TD Asset Management Inc | 30,442 | $515.7K | 0.00% | +3,348+12.4% | Added |
| Vanguard Investments Australia, Ltd. | 29,784 | $504.5K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 29,199 | $494.6K | 0.00% | −48,100−62.2% | Reduced |
| Personal Cfo Solutions, LLC | 28,664 | $485.6K | 0.07% | +251+0.9% | Added |
| Oregon Public Employees Retirement Fund | 28,604 | $484.6K | 0.01% | +2,300+8.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 28,345 | $480.2K | 0.01% | −54,026−65.6% | Reduced |
| KLP Kapitalforvaltning AS | 28,300 | $479.4K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 27,662 | $468.6K | 0.00% | +27,662 | New |
| Ares Systematic Credit Ltd | 27,517 | $466.1K | 0.28% | +27,517 | New |
| Wiley Bros.-Aintree Capital, LLC | 26,872 | $455.2K | 0.00% | +7,557+39.1% | Added |
| Principal Securities, Inc. | 26,378 | $446.8K | 0.01% | +111+0.4% | Added |
| Fifth Third Bancorp | 25,946 | $439.5K | 0.00% | +846+3.4% | Added |
| Atria Investments LLC | 25,485 | $431.7K | 0.00% | +5,769+29.3% | Added |
| Guggenheim Capital LLC | 25,147 | $426.0K | 0.00% | +25,147 | New |
| Elo Mutual Pension Insurance Co | 24,238 | $410.6K | 0.01% | +24,238 | New |
| Tobam | 24,192 | $410.0K | 0.10% | −481−1.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 23,920 | $405.2K | 0.04% | +52+0.2% | Added |
| Jefferies Financial Group Inc. | 23,692 | $401.3K | 0.00% | +23,692 | New |
| Magnetar Financial LLC | 22,584 | $382.6K | 0.00% | +9,046+66.8% | Added |
| JGP Wealth Management, LLC | 21,980 | $372.3K | 0.03% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 21,947 | $371.8K | 0.00% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 21,888 | $370.8K | 1.45% | +2,994+15.8% | Added |
| R Squared Ltd | 21,174 | $358.7K | 0.19% | −9,721−31.5% | Reduced |
| Pathstone Holdings, LLC | 20,897 | $354.0K | 0.00% | −14,253−40.5% | Reduced |
| JustInvest LLC | 20,796 | $352.3K | 0.00% | −3,118−13.0% | Reduced |
| Public Employees Retirement Association of Colorado | 20,529 | $348.0K | 0.00% | 00.0% | Unchanged |