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 312 家機構在 13F 申報持有，市值合計 $27.1 億；沒有大師持有。
2025 年第 4 季 13F 持有人
WisdomTree, Inc. 在 2025/12/31 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
- 288
- 較 2025 年第 3 季 +25 家
- 持有股數
- 1.58 億
- 較 2025 年第 3 季 +410.5 萬 (+2.7%)
- 總市值
- $19.3 億
- 較 2025 年第 3 季 −$2.09 億 (−9.8%)
- 新進機構
- 54
- 另有 106 家加碼
- 清倉機構
- 29
- 另有 96 家減碼
另有 6 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 | 312 | $27.1 億 |
| 2026 年第 1 季 | 312 | $23.5 億 |
| 2025 年第 4 季 | 288 | $19.3 億 |
| 2025 年第 3 季 | 269 | $21.5 億 |
| 2025 年第 2 季 | 247 | $14.8 億 |
| 2025 年第 1 季 | 256 | $11.5 億 |
| 2024 年第 4 季 | 271 | $13.7 億 |
| 2024 年第 3 季 | 233 | $12.3 億 |
| 2024 年第 2 季 | 224 | $11.6 億 |
| 2024 年第 1 季 | 205 | $10.5 億 |
| 2023 年第 4 季 | 195 | $7.92 億 |
| 2023 年第 3 季 | 179 | $7.49 億 |
| 2023 年第 2 季 | 181 | $7.20 億 |
| 2023 年第 1 季 | 148 | $6.32 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 | $6.42 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 |
2025 年第 4 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 19,039,434 | $2.32 億 | 0.00% | +1,100,249+6.1% | 加碼 |
| FMR LLC | 16,749,093 | $2.04 億 | 0.01% | +1,914,931+12.9% | 加碼 |
| Vanguard Group Inc | 14,001,755 | $1.71 億 | 0.00% | −551,059−3.8% | 減碼 |
| Wellington Management Group LLP | 11,196,229 | $1.36 億 | 0.02% | +1,521,599+15.7% | 加碼 |
| Azora Capital LP | 6,150,111 | $7,497 萬 | 4.72% | +521,179+9.3% | 加碼 |
| Simcoe Capital Management, LLC | 5,253,340 | $6,404 萬 | 11.46% | +535,015+11.3% | 加碼 |
| State Street Corp | 5,219,013 | $6,362 萬 | 0.00% | −96,170−1.8% | 減碼 |
| Dimensional Fund Advisors LP | 3,642,042 | $4,440 萬 | 0.01% | +61,699+1.7% | 加碼 |
| Goldman Sachs Group Inc | 3,389,653 | $4,132 萬 | 0.01% | +1,823,777+116.5% | 加碼 |
| Invesco Ltd. | 3,339,718 | $4,071 萬 | 0.00% | −181,521−5.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 2,929,333 | $3,571 萬 | 0.02% | +1,231,626+72.5% | 加碼 |
| Geode Capital Management, LLC | 2,796,512 | $3,409 萬 | 0.00% | +26,776+1.0% | 加碼 |
| Morgan Stanley | 2,688,475 | $3,277 萬 | 0.00% | −587,342−17.9% | 減碼 |
| Capital World Investors | 2,529,511 | $3,083 萬 | 0.00% | +2,529,511 | 新進 |
| ArrowMark Colorado Holdings LLC | 2,407,738 | $2,935 萬 | 0.65% | −884,407−26.9% | 減碼 |
| Massachusetts Financial Services Co | 2,361,965 | $2,879 萬 | 0.01% | −203,739−7.9% | 減碼 |
| Janus Henderson Group PLC | 2,127,858 | $2,594 萬 | 0.01% | −66,328−3.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 2,122,090 | $2,587 萬 | 0.02% | −270,834−11.3% | 減碼 |
| Nuveen, LLC | 1,759,129 | $2,144 萬 | 0.01% | +14,959+0.9% | 加碼 |
| Nomura Asset Management International Inc. | 1,696,879 | $2,069 萬 | 0.03% | +1,696,879 | 新進 |
| Point72 Asset Management, L.P. | 1,673,058 | $2,039 萬 | 0.03% | +1,498,528+858.6% | 加碼 |
| American Century Companies Inc | 1,514,372 | $1,846 萬 | 0.01% | −454,135−23.1% | 減碼 |
| Charles Schwab Investment Management Inc | 1,483,826 | $1,809 萬 | 0.00% | +131,491+9.7% | 加碼 |
| Toroso Investments, LLC | 1,404,322 | $1,712 萬 | 0.07% | −161,364−10.3% | 減碼 |
| Voloridge Investment Management, LLC | 1,388,837 | $1,693 萬 | 0.06% | −136,702−9.0% | 減碼 |
| Loomis Sayles & Co L P | 1,339,127 | $1,632 萬 | 0.02% | −62,567−4.5% | 減碼 |
| Two Sigma Investments, LP | 1,251,581 | $1,526 萬 | 0.02% | −372,656−22.9% | 減碼 |
| Crawford Fund Management, LLC | 1,241,269 | $1,513 萬 | 4.85% | +548,095+79.1% | 加碼 |
| Northern Trust Corp | 1,198,669 | $1,461 萬 | 0.00% | −67,637−5.3% | 減碼 |
| HRT Financial LP | 1,157,245 | $1,411 萬 | 0.04% | +807,621+231.0% | 加碼 |
| UBS Group AG | 1,133,254 | $1,381 萬 | 0.00% | +983,070+654.6% | 加碼 |
| Citadel Advisors LLC | 1,026,432 | $1,251 萬 | 0.01% | +227,222+28.4% | 加碼 |
| Principal Financial Group Inc | 995,898 | $1,214 萬 | 0.01% | +141,389+16.5% | 加碼 |
| Envestnet Asset Management Inc | 978,562 | $1,193 萬 | 0.00% | +10,337+1.1% | 加碼 |
| Kornitzer Capital Management Inc | 971,380 | $1,184 萬 | 0.25% | +550+0.1% | 加碼 |
| Driehaus Capital Management LLC | 875,774 | $1,068 萬 | 0.07% | −30,515−3.4% | 減碼 |
| Citigroup Inc | 865,266 | $1,055 萬 | 0.01% | +689,311+391.8% | 加碼 |
| Bank of New York Mellon Corp | 857,948 | $1,046 萬 | 0.00% | −427,148−33.2% | 減碼 |
| Squarepoint Ops LLC | 855,686 | $1,043 萬 | 0.02% | +561,672+191.0% | 加碼 |
| Invenomic Capital Management LP | 809,902 | $987.3 萬 | 0.48% | +809,902 | 新進 |
| Interval Partners, LP | 806,939 | $983.7 萬 | 0.23% | +443,222+121.9% | 加碼 |
| Millennium Management LLC | 747,094 | $910.7 萬 | 0.01% | −1,764,373−70.3% | 減碼 |
| AQR Capital Management LLC | 720,691 | $878.5 萬 | 0.00% | +219,988+43.9% | 加碼 |
| Man Group plc | 708,971 | $864.2 萬 | 0.02% | +292,626+70.3% | 加碼 |
| JPMorgan Chase & Co | 701,137 | $854.7 萬 | 0.00% | +268,252+62.0% | 加碼 |
| Two Sigma Advisers, LP | 679,400 | $828.2 萬 | 0.02% | −909,000−57.2% | 減碼 |
| Victory Capital Management Inc | 609,727 | $743.3 萬 | 0.00% | −474,571−43.8% | 減碼 |
| Intrinsic Edge Capital Management LLC | 580,000 | $707.0 萬 | 1.37% | +580,000 | 新進 |
| CSM Advisors, LLC | 562,493 | $685.6 萬 | 0.19% | +56,961+11.3% | 加碼 |
| Capital Management Corp | 561,886 | $684.9 萬 | 1.12% | +291,851+108.1% | 加碼 |
| UBS Asset Management Americas Inc | 543,430 | $662.4 萬 | 0.00% | +184,695+51.5% | 加碼 |
| First Trust Advisors LP | 497,740 | $606.7 萬 | 0.00% | −16,948−3.3% | 減碼 |
| Voya Investment Management LLC | 496,576 | $605.3 萬 | 0.01% | −25,693−4.9% | 減碼 |
| Nordea Investment Management AB | 457,483 | $561.8 萬 | 0.00% | −66,531−12.7% | 減碼 |
| Public Sector Pension Investment Board | 397,609 | $484.7 萬 | 0.02% | −71,477−15.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 393,215 | $479.3 萬 | 0.02% | −380,743−49.2% | 減碼 |
| Credit Agricole S A | 390,723 | $476.3 萬 | 0.01% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 370,422 | $451.7 萬 | 0.00% | −521,288−58.5% | 減碼 |
| Bank of America Corp | 354,542 | $432.2 萬 | 0.00% | −96,898−21.5% | 減碼 |
| Ameriprise Financial Inc | 350,093 | $426.8 萬 | 0.00% | −22,893−6.1% | 減碼 |
| Franklin Resources Inc | 336,075 | $409.7 萬 | 0.00% | +323,499+2,572.4% | 加碼 |
| Rhumbline Advisers | 316,280 | $385.5 萬 | 0.00% | −17,875−5.3% | 減碼 |
| Wells Fargo & Company | 311,527 | $379.8 萬 | 0.00% | +79,249+34.1% | 加碼 |
| Deutsche Bank AG | 303,405 | $369.9 萬 | 0.00% | +24,311+8.7% | 加碼 |
| Legal & General Group Plc | 300,666 | $366.5 萬 | 0.00% | −21,346−6.6% | 減碼 |
| SummitTX Capital, L.P. | 299,966 | $365.7 萬 | 0.11% | +237,170+377.7% | 加碼 |
| Engineers Gate Manager LP | 268,217 | $327.0 萬 | 0.04% | −88,538−24.8% | 減碼 |
| Winton Group Ltd | 264,681 | $322.6 萬 | 0.11% | +264,681 | 新進 |
| Rothschild Investment LLC | 264,041 | $321.9 萬 | 0.18% | −5,363−2.0% | 減碼 |
| Barclays PLC | 262,697 | $320.2 萬 | 0.00% | +71,048+37.1% | 加碼 |
| Swiss National Bank | 261,100 | $318.3 萬 | 0.00% | +18,800+7.8% | 加碼 |
| Raymond James Financial Inc | 239,552 | $292.0 萬 | 0.00% | −228−0.1% | 減碼 |
| Quantbot Technologies LP | 235,047 | $286.5 萬 | 0.10% | +44,000+23.0% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 231,110 | $281.7 萬 | 0.02% | +4,363+1.9% | 加碼 |
| Horizon Kinetics Asset Management LLC | 198,477 | $241.9 萬 | 0.03% | −2,561−1.3% | 減碼 |
| SEI Investments Co | 195,453 | $238.3 萬 | 0.00% | −32,800−14.4% | 減碼 |
| Quest Partners LLC | 194,425 | $237.0 萬 | 0.13% | +6,044+3.2% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 193,644 | $236.1 萬 | 0.00% | +193,644 | 新進 |
| New York State Teachers Retirement System | 192,339 | $234.5 萬 | 0.00% | −4,155−2.1% | 減碼 |
| MML Investors Services, LLC | 188,133 | $229.3 萬 | 0.01% | +19,454+11.5% | 加碼 |
| Picton Mahoney Asset Management | 178,434 | $217.5 萬 | 0.02% | +178,314+148,595.0% | 加碼 |
| SG Americas Securities, LLC | 165,862 | $202.2 萬 | 0.00% | +114,980+226.0% | 加碼 |
| Virginia Retirement Systems Et Al | 165,050 | $201.2 萬 | 0.01% | +31,350+23.4% | 加碼 |
| Schroder Investment Management Group | 161,376 | $200.4 萬 | 0.00% | −155,616−49.1% | 減碼 |
| Stifel Financial Corp | 155,329 | $189.3 萬 | 0.00% | +7,799+5.3% | 加碼 |
| Graham Capital Management, L.P. | 154,264 | $188.0 萬 | 0.06% | +110,963+256.3% | 加碼 |
| Atom Investors LP | 153,919 | $187.6 萬 | 0.15% | +153,919 | 新進 |
| HSBC Holdings PLC | 142,618 | $175.2 萬 | 0.00% | +142,618 | 新進 |
| Alliancebernstein L.P. | 140,465 | $171.2 萬 | 0.00% | −82,112−36.9% | 減碼 |
| Level Four Advisory Services, LLC | 138,589 | $168.9 萬 | 0.06% | +9,665+7.5% | 加碼 |
| California State Teachers Retirement System | 125,776 | $153.3 萬 | 0.00% | +9,013+7.7% | 加碼 |
| Thrivent Financial for Lutherans | 122,749 | $149.6 萬 | 0.00% | −7,806−6.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 122,199 | $149.0 萬 | 0.00% | −52,897−30.2% | 減碼 |
| Aquatic Capital Management LLC | 119,762 | $146.0 萬 | 0.04% | −54,281−31.2% | 減碼 |
| Creative Planning | 117,674 | $143.4 萬 | 0.00% | −13,022−10.0% | 減碼 |
| Fisher Asset Management, LLC | 111,666 | $136.1 萬 | 0.00% | +340.0% | 加碼 |
| Brevan Howard Capital Management LP | 111,506 | $135.9 萬 | 0.03% | −23,933−17.7% | 減碼 |
| LPL Financial LLC | 110,191 | $134.3 萬 | 0.00% | +12,463+12.8% | 加碼 |
| State of Alaska, Department of Revenue | 108,893 | $132.7 萬 | 0.01% | +42,561+64.2% | 加碼 |
| Prudential Financial Inc | 108,294 | $132.0 萬 | 0.00% | −13,254−10.9% | 減碼 |