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 |
|---|---|---|---|---|---|
| Picton Mahoney Asset Management | 20,510 | $347.4K | 0.00% | −155,823−88.4% | Reduced |
| Neuberger Berman Group LLC | 19,376 | $328.2K | 0.00% | +1,247+6.9% | Added |
| ProShare Advisors LLC | 19,327 | $327.4K | 0.00% | +160+0.8% | Added |
| Maryland State Retirement & Pension System | 18,264 | $309.4K | 0.01% | +1,671+10.1% | Added |
| Everence Capital Management Inc | 18,255 | $309.0K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 17,487 | $296.2K | 0.00% | −5,724−24.7% | Reduced |
| The PNC Financial Services Group, Inc. | 17,396 | $294.7K | 0.00% | −270−1.5% | Reduced |
| NBC Securities, Inc. | 16,809 | $284.7K | 0.02% | +5,328+46.4% | Added |
| State of Wisconsin Investment Board | 16,602 | $281.2K | 0.00% | −50,313−75.2% | Reduced |
| Captrust Financial Advisors | 16,563 | $280.6K | 0.00% | +16,563 | New |
| Stonebridge Wealth Management, LLC | 15,640 | $264.9K | 0.24% | 00.0% | Unchanged |
| Navellier & Associates Inc | 15,252 | $258.4K | 0.02% | −38,754−71.8% | Reduced |
| Wedbush Securities Inc | 15,130 | $256.0K | 0.01% | −1,138−7.0% | Reduced |
| Exchange Traded Concepts, LLC | 15,108 | $255.9K | 0.00% | −2,096−12.2% | Reduced |
| Round Rock Advisors, LLC | 15,062 | $255.2K | 0.03% | +4,984+49.5% | Added |
| Bank of Montreal | 15,059 | $255.1K | 0.00% | +1,282+9.3% | Added |
| Abel Hall, LLC | 14,420 | $244.3K | 0.04% | +96+0.7% | Added |
| Xponance, Inc. | 13,735 | $232.7K | 0.00% | +1,762+14.7% | Added |
| Synergy Financial Management, LLC | 13,236 | $224.2K | 0.02% | +13,236 | New |
| Pensionmark Financial Group, LLC | 14,814 | $223.9K | 0.00% | +2,883+24.2% | Added |
| Federated Hermes, Inc. | 13,102 | $221.9K | 0.00% | +558+4.4% | Added |
| Natixis Advisors, L.P. | 12,954 | $219.0K | 0.00% | +12,954 | New |
| Franklin Resources Inc | 12,832 | $217.4K | 0.00% | +132+1.0% | Added |
| Impact Partnership Wealth, LLC | 12,501 | $211.8K | 0.02% | +594+5.0% | Added |
| Ameritas Investment Partners, Inc. | 12,375 | $209.6K | 0.01% | +2,319+23.1% | Added |
| Cooper Financial Group | 12,192 | $206.5K | 0.02% | +255+2.1% | Added |
| SEB Asset Management AB | 12,080 | $204.6K | 0.00% | +91+0.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 44,256 | $199.2K | 0.00% | −1,678−3.7% | Reduced |
| Occudo Quantitative Strategies LP | 11,415 | $193.4K | 0.01% | +11,415 | New |
| VestGen Advisors, LLC | 10,794 | $182.8K | 0.01% | −206−1.9% | Reduced |
| Change Path, LLC | 10,123 | $171.5K | 0.00% | +10,123 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,112 | $171.3K | 0.00% | +10,112 | New |
| LSV Asset Management | 8,900 | $151.0K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 7,620 | $129.1K | 0.02% | −41−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 7,251 | $122.8K | 0.00% | +4,662+180.1% | Added |
| Hantz Financial Services, Inc. | 6,664 | $113.0K | 0.00% | −288−4.1% | Reduced |
| Versant Capital Management, Inc | 5,928 | $100.4K | 0.01% | +85+1.5% | Added |
| Tower Research Capital LLC (TRC) | 5,254 | $89.0K | 0.00% | −13,909−72.6% | Reduced |
| GAMMA Investing LLC | 5,122 | $86.8K | 0.00% | +141+2.8% | Added |
| KBC Group NV | 4,511 | $76.0K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 4,420 | $74.9K | 0.02% | +4,420 | New |
| SRS Capital Advisors, Inc. | 4,078 | $69.1K | 0.00% | +2,183+115.2% | Added |
| ZRC Wealth Management, LLC | 3,630 | $61.5K | 0.02% | +6+0.2% | Added |
| Quent Capital, LLC | 3,378 | $57.3K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 3,081 | $52.2K | 0.00% | +3,081 | New |
| Hollencrest Capital Management | 2,689 | $45.6K | 0.00% | +2,689 | New |
| Federation des caisses Desjardins du Quebec | 2,565 | $43.5K | 0.00% | −2,776−52.0% | Reduced |
| Nisa Investment Advisors, LLC | 2,458 | $41.6K | 0.00% | +959+64.0% | Added |
| Eurizon Capital SGR S.p.A. | 2,210 | $37.5K | 0.00% | +2,210 | New |
| Bayforest Capital Ltd | 2,169 | $36.7K | 0.03% | +2,169 | New |
| Transamerica Financial Advisors, Inc. | 2,128 | $36.0K | 0.00% | −237−10.0% | Reduced |
| First Horizon Corp | 2,126 | $36.0K | 0.00% | +5+0.2% | Added |
| Salomon & Ludwin, LLC | 2,006 | $35.3K | 0.00% | +548+37.6% | Added |
| Caitong International Asset Management Co., Ltd | 1,931 | $32.7K | 0.00% | −9,600−83.3% | Reduced |
| Jones Financial Companies LLLP | 1,850 | $31.8K | 0.00% | −17−0.9% | Reduced |
| Whittier Trust Co | 1,631 | $30.1K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 1,572 | $26.6K | 0.00% | +1,572 | New |
| SBI Securities Co., Ltd. | 1,402 | $23.8K | 0.00% | +591+72.9% | Added |
| Public Employees Retirement System of Ohio | 1,231 | $20.9K | 0.00% | −18−1.4% | Reduced |
| Optiver Holding B.V. | 1,198 | $20.3K | 0.00% | +1,018+565.6% | Added |
| US Bancorp | 1,094 | $18.5K | 0.00% | −177−13.9% | Reduced |
| Spire Wealth Management | 1,000 | $16.9K | 0.00% | +1,000 | New |
| Umb Bank N A | 973 | $16.5K | 0.00% | +36+3.8% | Added |
| Smartleaf Asset Management LLC | 941 | $16.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 713 | $12.1K | 0.00% | −223−23.8% | Reduced |
| Accent Capital Management, LLC | 657 | $11.1K | 0.00% | −44−6.3% | Reduced |
| EverSource Wealth Advisors, LLC | 629 | $10.7K | 0.00% | −764−54.8% | Reduced |
| Farther Finance Advisors, LLC | 602 | $10.2K | 0.00% | −17,008−96.6% | Reduced |
| Adirondack Trust Co | 600 | $10.2K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 600 | $10.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 555 | $9.00K | 0.01% | +504+988.2% | Added |
| Sterling Capital Management LLC | 479 | $8.11K | 0.00% | −325−40.4% | Reduced |
| Parkside Financial Bank & Trust | 405 | $6.86K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 400 | $6.78K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 353 | $5.98K | 0.00% | −12,257−97.2% | Reduced |
| J.Safra Asset Management Corp | 320 | $5.42K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 314 | $5.32K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 276 | $4.67K | 0.00% | −140−33.7% | Reduced |
| IFP Advisors, Inc | 252 | $4.27K | 0.00% | −19−7.0% | Reduced |
| Global Retirement Partners, LLC | 244 | $4.13K | 0.00% | +244 | New |
| SJS Investment Consulting Inc. | 238 | $4.03K | 0.00% | +234+5,850.0% | Added |
| Massmutual Trust Co FSB | 175 | $2.96K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 145 | $2.52K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 133 | $2.25K | 0.00% | +133 | New |
| West Paces Advisors Inc. | 120 | $2.03K | 0.00% | +120 | New |
| Ares Financial Consulting, LLC | 113 | $1.91K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 90 | $1.52K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 86 | $1.46K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 73 | $1.24K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $1.10K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 55 | $932 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 54 | $915 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 49 | $830 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 38 | $757 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 39 | $661 | 0.00% | +39 | New |
| National Bank of Canada | 37 | $626 | 0.00% | −27−42.2% | Reduced |
| Rossby Financial, LCC | 35 | $593 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 30 | $509 | 0.00% | +30 | New |
| Investors Portfolio Services LLC | 28 | $474 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $356 | 0.00% | +21 | New |