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 |
|---|---|---|---|---|---|
| Cedar Mountain Advisors, LLC | 20 | $339 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 17 | $288 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 15 | $254 | 0.00% | +15 | New |
| Gilpin Wealth Management, LLC | 12 | $204 | 0.00% | +12 | New |
| Ameritas Advisory Services, LLC | 9 | $161 | 0.00% | +9 | New |
| Abound Wealth Management | 8 | $136 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 6 | $102 | 0.00% | +6 | New |
| GHP Investment Advisors, Inc. | 5 | $85 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $58 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2 | $34 | 0.00% | +2 | New |
| Evolution Advisers, Inc. | 22 | $0 | 0.00% | +22 | New |
| Phillip James Consulting Co. | 89,570 | – | – | +89,570 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −1,509,732−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,148,325−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −581,543−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −517,935−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −514,665−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −414,799−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −224,042−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −210,090−100.0% | Sold out |
| Capital Management Corp | 0 | $0 | 0.00% | −118,060−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −113,576−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −109,451−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −100,349−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −84,279−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −47,927−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −42,620−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −41,575−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −33,093−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −32,868−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −32,840−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −32,788−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −32,500−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −28,826−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −28,412−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −23,975−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −20,031−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −16,821−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −13,926−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −13,203−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −13,136−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −13,067−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −12,794−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −12,478−100.0% | Sold out |
| 9823 Capital, L.P. | 0 | $0 | 0.00% | −12,475−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −11,589−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,434−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −11,211−100.0% | Sold out |
| AssuredPartners Investment Advisors, LLC | 0 | $0 | 0.00% | −10,334−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −10,110−100.0% | Sold out |
| Team Financial Group, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,613−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −863−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −831−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Clear Point Advisors Inc. | 0 | $0 | 0.00% | −52,844−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |