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.
Holders of 5% or more of WT
Holders whose latest Schedule 13D or 13G filing reports 5% or more of WisdomTree, Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| FMR LLC | 13G | 10.30%15.2M shares | New | Oct 7, 20251 filing | Oct 7, 2025 | SEC |
| Wellington Management Group LLP | 13G/A | 8.20%11.6M shares | +1.60 ppfrom 6.60% | Nov 12, 20252 filings | Feb 10, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
11 Schedule 13D and 13G filings on WisdomTree, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Mar 27, 20262:15 PM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | –Below 5% | Mar 13, 2026 | SEC |
| Feb 10, 202611:19 AM ET | Wellington Management Group LLPand 3 others | 13G/A | 8.20%11.6M shares | +1.60 ppfrom 6.60% | Dec 31, 2025 | SEC |
| Nov 12, 20259:33 AM ET | Wellington Management Group LLPand 3 others | 13G | 6.60%9.67M shares | New | Sep 30, 2025 | SEC |
| Oct 7, 20253:49 PM ET | FMR LLCand 1 other | 13G | 10.30%15.2M shares | New | Sep 30, 2025 | SEC |
| Aug 29, 20255:56 PM ET | ETFS Capital Limited.and 1 other | 13G/A | 3.60%5.25M shares | −2.70 ppfrom 6.30%Below 5% | Aug 20, 2025 | SEC |
| Aug 14, 20259:18 AM ET | Azora Capital LPand 2 others | 13G/A | 4.80%7.07M shares | −1.40 ppfrom 6.20%Below 5% | Jun 30, 2025 | SEC |
| May 15, 202510:03 AM ET | Azora Capital LPand 2 others | 13G/A | 6.20%9.07M shares | −1.00 ppfrom 7.20% | Mar 31, 2025 | SEC |
| Apr 8, 20254:01 PM ET | ETFS Capital Limited.and 1 other | 13G/A | 6.30%9.25M shares | −2.10 ppfrom 8.40% | Mar 31, 2025 | SEC |
| Feb 14, 20259:12 AM ET | Azora Capital LPand 2 others | 13G/A | 7.20%10.6M shares | −0.10 ppfrom 7.30% | Dec 31, 2024 | SEC |
| Feb 6, 20257:56 PM ET | Azora Capital LPand 2 others | 13G | 7.30%10.6M shares | New | Sep 30, 2024 | SEC |
| Feb 5, 20254:11 PM ET | ETFS Capital Limited.and 1 other | 13G/A | 8.40%12.3M shares | – | Dec 31, 2024 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell WisdomTree, Inc. shares.
No Form 144 notices for WisdomTree, Inc. are on file.