WisdomTree, Inc.
WT- 交易所
- NYSE
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000880631
近 90 天，WisdomTree, Inc. 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 316 家機構在 13F 申報持有，市值合計 $27.5 億；沒有大師持有。
2026 年第 2 季 13F 持有人
WisdomTree, Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 316
- 較 2026 年第 1 季 0 家
- 持有股數
- 1.61 億
- 較 2026 年第 1 季 −881.4 萬 (−5.2%)
- 總市值
- $27.5 億
- 較 2026 年第 1 季 +$3.49 億 (+14.6%)
- 新進機構
- 55
- 另有 114 家加碼
- 清倉機構
- 55
- 另有 101 家減碼
另有 4 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 WT 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 316 | $27.5 億 |
| 2026 年第 1 季 | 320 | $24.2 億 |
| 2025 年第 4 季 | 309 | $22.6 億 |
| 2025 年第 3 季 | 288 | $25.2 億 |
| 2025 年第 2 季 | 247 | $14.9 億 |
| 2025 年第 1 季 | 256 | $11.6 億 |
| 2024 年第 4 季 | 271 | $13.7 億 |
| 2024 年第 3 季 | 233 | $12.4 億 |
| 2024 年第 2 季 | 224 | $11.7 億 |
| 2024 年第 1 季 | 205 | $10.8 億 |
| 2023 年第 4 季 | 195 | $8.07 億 |
| 2023 年第 3 季 | 179 | $7.53 億 |
| 2023 年第 2 季 | 181 | $7.20 億 |
| 2023 年第 1 季 | 148 | $6.34 億 |
| 2022 年第 4 季 | 158 | $6.07 億 |
| 2022 年第 3 季 | 157 | $5.18 億 |
| 2022 年第 2 季 | 163 | $5.61 億 |
| 2022 年第 1 季 | 176 | $6.35 億 |
| 2021 年第 4 季 | 169 | $6.44 億 |
| 2021 年第 3 季 | 167 | $5.89 億 |
| 2021 年第 2 季 | 176 | $6.60 億 |
| 2021 年第 1 季 | 150 | $6.59 億 |
2026 年第 2 季持有機構
每家機構持有 WisdomTree, Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 19,274,687 | $3.27 億 | 0.00% | +1,617,234+9.2% | 加碼 |
| FMR LLC | 13,565,042 | $2.34 億 | 0.01% | +842,143+6.6% | 加碼 |
| Invesco Ltd. | 9,975,256 | $1.69 億 | 0.01% | +4,162,041+71.6% | 加碼 |
| Wellington Management Group LLP | 8,407,113 | $1.42 億 | 0.02% | −2,178,846−20.6% | 減碼 |
| Vanguard Portfolio Management LLC | 8,123,363 | $1.38 億 | 0.01% | +75,721+0.9% | 加碼 |
| Capital World Investors | 7,547,094 | $1.28 億 | 0.02% | +736,035+10.8% | 加碼 |
| Azora Capital LP | 6,180,510 | $1.05 億 | 4.41% | +192,905+3.2% | 加碼 |
| Vanguard Capital Management LLC | 6,066,366 | $1.03 億 | 0.00% | +513,168+9.2% | 加碼 |
| State Street Corp | 5,610,044 | $9,503 萬 | 0.00% | +560,892+11.1% | 加碼 |
| Driehaus Capital Management LLC | 4,702,705 | $7,966 萬 | 0.46% | +3,058,463+186.0% | 加碼 |
| Dimensional Fund Advisors LP | 3,754,933 | $6,361 萬 | 0.01% | +130,537+3.6% | 加碼 |
| Geode Capital Management, LLC | 3,290,623 | $5,575 萬 | 0.00% | +441,270+15.5% | 加碼 |
| Simcoe Capital Management, LLC | 2,674,045 | $4,530 萬 | 8.79% | −1,991,940−42.7% | 減碼 |
| UBS Group AG | 2,658,995 | $4,504 萬 | 0.01% | +2,250,994+551.7% | 加碼 |
| Nomura Asset Management International Inc. | 2,107,798 | $4,063 萬 | 0.06% | −135,722−6.0% | 減碼 |
| Principal Financial Group Inc | 2,275,955 | $3,855 萬 | 0.02% | +266,399+13.3% | 加碼 |
| Loomis Sayles & Co L P | 2,190,641 | $3,711 萬 | 0.05% | +527,818+31.7% | 加碼 |
| Morgan Stanley | 2,003,391 | $3,394 萬 | 0.00% | −496,731−19.9% | 減碼 |
| Bank of America Corp | 1,991,898 | $3,374 萬 | 0.00% | −335,491−14.4% | 減碼 |
| Goldman Sachs Group Inc | 1,971,158 | $3,339 萬 | 0.00% | −2,607,432−56.9% | 減碼 |
| Lord, Abbett & Co. LLC | 1,792,735 | $3,037 萬 | 0.09% | +1,792,735 | 新進 |
| Charles Schwab Investment Management Inc | 1,686,776 | $2,857 萬 | 0.00% | +243,366+16.9% | 加碼 |
| Jupiter Topco LLC | 1,453,084 | $2,462 萬 | 0.01% | +1,453,084 | 新進 |
| Nuveen, LLC | 1,408,925 | $2,387 萬 | 0.01% | −187,457−11.7% | 減碼 |
| Northern Trust Corp | 1,392,555 | $2,359 萬 | 0.00% | +176,758+14.5% | 加碼 |
| Toroso Investments, LLC | 1,488,856 | $2,325 萬 | 0.06% | +23,566+1.6% | 加碼 |
| Massachusetts Financial Services Co | 1,256,855 | $2,129 萬 | 0.01% | −87,317−6.5% | 減碼 |
| Junto Capital Management LP | 1,171,066 | $1,984 萬 | 0.37% | +1,171,066 | 新進 |
| Envestnet Asset Management Inc | 1,107,956 | $1,826 萬 | 0.00% | +2,888+0.3% | 加碼 |
| Bank of New York Mellon Corp | 1,046,226 | $1,772 萬 | 0.00% | +60,715+6.2% | 加碼 |
| Vanguard Fiduciary Trust Co | 921,040 | $1,560 萬 | 0.00% | +103,803+12.7% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 897,561 | $1,521 萬 | 0.01% | +96,257+12.0% | 加碼 |
| Bessemer Group Inc | 894,454 | $1,515 萬 | 0.02% | +893,316+78,498.8% | 加碼 |
| Kornitzer Capital Management Inc | 865,117 | $1,466 萬 | 0.31% | −85,910−9.0% | 減碼 |
| Qube Research & Technologies Ltd | 767,085 | $1,299 萬 | 0.01% | +245,579+47.1% | 加碼 |
| ArrowMark Colorado Holdings LLC | 764,927 | $1,296 萬 | 0.54% | −1,279,003−62.6% | 減碼 |
| Danske Bank A/S | 668,432 | $1,132 萬 | 0.02% | −24,207−3.5% | 減碼 |
| Two Sigma Investments, LP | 646,210 | $1,095 萬 | 0.01% | −1,028,284−61.4% | 減碼 |
| Intrinsic Edge Capital Management LLC | 620,000 | $1,050 萬 | 1.29% | −80,000−11.4% | 減碼 |
| First Trust Advisors LP | 618,814 | $1,048 萬 | 0.01% | +190,992+44.6% | 加碼 |
| Citigroup Inc | 578,923 | $980.7 萬 | 0.00% | −231,716−28.6% | 減碼 |
| Crawford Fund Management, LLC | 575,654 | $975.2 萬 | 2.99% | −450,180−43.9% | 減碼 |
| CSM Advisors, LLC | 551,313 | $934.0 萬 | 0.20% | +29,384+5.6% | 加碼 |
| Wells Fargo & Company | 542,137 | $928.0 萬 | 0.00% | +303,348+127.0% | 加碼 |
| Voloridge Investment Management, LLC | 542,250 | $918.6 萬 | 0.04% | −695,844−56.2% | 減碼 |
| Voya Investment Management LLC | 342,935 | $883.1 萬 | 0.01% | −133,376−28.0% | 減碼 |
| Calamos Advisors LLC | 75,415 | $835.1 萬 | 0.03% | +25,085+49.8% | 加碼 |
| Credit Agricole S A | 490,723 | $831.3 萬 | 0.02% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 487,892 | $826.5 萬 | 0.00% | −3,646,538−88.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 487,766 | $826.3 萬 | 0.02% | +269,494+123.5% | 加碼 |
| Nordea Investment Management AB | 437,938 | $748.4 萬 | 0.01% | −3,051−0.7% | 減碼 |
| Mutual of America Capital Management LLC | 437,122 | $740.5 萬 | 0.07% | −22,867−5.0% | 減碼 |
| Public Sector Pension Investment Board | 432,286 | $732.3 萬 | 0.02% | +21,240+5.2% | 加碼 |
| Interval Partners, LP | 431,922 | $731.7 萬 | 0.24% | +124,145+40.3% | 加碼 |
| Victory Capital Management Inc | 424,165 | $718.5 萬 | 0.00% | +89,275+26.7% | 加碼 |
| Barclays PLC | 422,548 | $715.8 萬 | 0.00% | +344,868+444.0% | 加碼 |
| American Century Companies Inc | 420,354 | $712.1 萬 | 0.00% | −667,479−61.4% | 減碼 |
| UBS Asset Management Americas Inc | 407,769 | $690.8 萬 | 0.00% | −18,215−4.3% | 減碼 |
| Phillip James Consulting Co. | 89,570 | $668.1 萬 | 4.46% | +89,570 | 新進 |
| Karl Kapital LLC | 382,391 | $647.8 萬 | 3.86% | +382,391 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 380,007 | $643.7 萬 | 0.01% | +352,239+1,268.5% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 373,296 | $632.4 萬 | 0.01% | +373,296 | 新進 |
| Millennium Management LLC | 365,482 | $619.1 萬 | 0.00% | −1,008,897−73.4% | 減碼 |
| HSBC Holdings PLC | 362,700 | $614.8 萬 | 0.00% | +309,078+576.4% | 加碼 |
| AQR Capital Management LLC | 350,275 | $593.4 萬 | 0.00% | −104,703−23.0% | 減碼 |
| Weiss Asset Management LP | 347,921 | $589.4 萬 | 0.07% | +347,921 | 新進 |
| Ameriprise Financial Inc | 327,417 | $554.6 萬 | 0.00% | −17,047−4.9% | 減碼 |
| Rhumbline Advisers | 308,105 | $521.9 萬 | 0.00% | −7,543−2.4% | 減碼 |
| Brevan Howard Capital Management LP | 303,153 | $517.9 萬 | 0.07% | +69,202+29.6% | 加碼 |
| Legal & General Group Plc | 298,070 | $504.9 萬 | 0.00% | +27,879+10.3% | 加碼 |
| Russell Investments Group, Ltd. | 282,397 | $478.4 萬 | 0.00% | +137,252+94.6% | 加碼 |
| XTX Topco Ltd | 268,859 | $455.4 萬 | 0.06% | +222,332+477.9% | 加碼 |
| Royal Bank of Canada | 265,508 | $449.8 萬 | 0.00% | +145,901+122.0% | 加碼 |
| Point72 Asset Management, L.P. | 264,070 | $447.3 萬 | 0.01% | +74,696+39.4% | 加碼 |
| Rothschild Investment LLC | 258,787 | $438.4 萬 | 0.16% | −992−0.4% | 減碼 |
| Citadel Advisors LLC | 249,893 | $423.3 萬 | 0.00% | +249,893 | 新進 |
| Swiss National Bank | 249,100 | $422.0 萬 | 0.00% | −1,500−0.6% | 減碼 |
| Raymond James Financial Inc | 222,628 | $377.1 萬 | 0.00% | −10,138−4.4% | 減碼 |
| SEI Investments Co | 221,122 | $374.6 萬 | 0.00% | +17,680+8.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 214,701 | $363.7 萬 | 0.02% | −5,482−2.5% | 減碼 |
| MML Investors Services, LLC | 206,584 | $350.0 萬 | 0.01% | +58,420+39.4% | 加碼 |
| Engineers Gate Manager LP | 203,153 | $344.1 萬 | 0.04% | −4,572−2.2% | 減碼 |
| Chase Investment Counsel Corp | 192,923 | $326.8 萬 | 0.69% | +192,923 | 新進 |
| Intech Investment Management LLC | 191,514 | $324.4 萬 | 0.03% | +11,360+6.3% | 加碼 |
| Price T Rowe Associates Inc | 186,964 | $316.8 萬 | 0.00% | −214,620−53.4% | 減碼 |
| Quantinno Capital Management LP | 181,548 | $307.5 萬 | 0.00% | +17,821+10.9% | 加碼 |
| Mint Tower Capital Management B.V. | – | $306.8 萬 | 0.36% | – | – |
| New York State Teachers Retirement System | 174,026 | $294.8 萬 | 0.01% | −3,600−2.0% | 減碼 |
| Stifel Financial Corp | 173,648 | $294.2 萬 | 0.00% | −4,669−2.6% | 減碼 |
| SummitTX Capital, L.P. | 172,948 | $293.0 萬 | 0.08% | +77,276+80.8% | 加碼 |
| Neo Ivy Capital Management | 171,295 | $290.2 萬 | 0.67% | +171,295 | 新進 |
| Schroder Investment Management Group | 167,586 | $284.2 萬 | 0.00% | −24,120−12.6% | 減碼 |
| Horizon Kinetics Asset Management LLC | 166,115 | $281.4 萬 | 0.03% | −1,941−1.2% | 減碼 |
| Odyssean, LLC | 165,432 | $280.2 萬 | 0.46% | +77,923+89.0% | 加碼 |
| Pacific Capital Partners Ltd | 162,457 | $275.2 萬 | 2.38% | +162,457 | 新進 |
| BNP Paribas Arbitrage, SA | 155,595 | $263.6 萬 | 0.00% | −229,694−59.6% | 減碼 |
| Maltese Capital Management LLC | 150,000 | $254.1 萬 | 0.46% | +150,000 | 新進 |
| Polen Capital Management LLC | 149,051 | $252.5 萬 | 0.02% | +40,046+36.7% | 加碼 |
| Militia Capital Management LLC | 147,632 | $250.1 萬 | 0.45% | +147,632 | 新進 |
| LPL Financial LLC | 141,973 | $247.5 萬 | 0.00% | +6,340+4.7% | 加碼 |