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。
2026 年第 1 季 13F 持有人
WisdomTree, Inc. 在 2026/3/31 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
- 312
- 較 2025 年第 4 季 +32 家
- 持有股數
- 1.61 億
- 較 2025 年第 4 季 +1,754 萬 (+12.2%)
- 總市值
- $23.5 億
- 較 2025 年第 4 季 +$5.94 億 (+33.8%)
- 新進機構
- 64
- 另有 111 家加碼
- 清倉機構
- 32
- 另有 101 家減碼
另有 8 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17,657,453 | $2.57 億 | 0.00% | −1,381,981−7.3% | 減碼 |
| FMR LLC | 12,722,899 | $1.85 億 | 0.01% | −4,026,194−24.0% | 減碼 |
| Wellington Management Group LLP | 10,585,959 | $1.54 億 | 0.03% | −610,270−5.5% | 減碼 |
| Vanguard Portfolio Management LLC | 8,047,642 | $1.17 億 | 0.01% | +8,047,642 | 新進 |
| Capital World Investors | 6,811,059 | $9,917 萬 | 0.01% | +4,281,548+169.3% | 加碼 |
| Azora Capital LP | 5,987,605 | $8,718 萬 | 5.73% | −162,506−2.6% | 減碼 |
| Invesco Ltd. | 5,813,215 | $8,464 萬 | 0.01% | +2,473,497+74.1% | 加碼 |
| Vanguard Capital Management LLC | 5,553,198 | $8,085 萬 | 0.00% | +5,553,198 | 新進 |
| State Street Corp | 5,049,152 | $7,352 萬 | 0.00% | −169,861−3.3% | 減碼 |
| Simcoe Capital Management, LLC | 4,665,985 | $6,794 萬 | 12.60% | −587,355−11.2% | 減碼 |
| Goldman Sachs Group Inc | 4,578,590 | $6,666 萬 | 0.01% | +1,188,937+35.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 4,134,430 | $6,020 萬 | 0.03% | +1,205,097+41.1% | 加碼 |
| Dimensional Fund Advisors LP | 3,624,396 | $5,276 萬 | 0.01% | −17,646−0.5% | 減碼 |
| Geode Capital Management, LLC | 2,849,353 | $4,149 萬 | 0.00% | +52,841+1.9% | 加碼 |
| Morgan Stanley | 2,500,122 | $3,640 萬 | 0.00% | −188,353−7.0% | 減碼 |
| Bank of America Corp | 2,327,389 | $3,389 萬 | 0.00% | +1,972,847+556.4% | 加碼 |
| Nomura Asset Management International Inc. | 2,243,520 | $3,267 萬 | 0.06% | +546,641+32.2% | 加碼 |
| ArrowMark Colorado Holdings LLC | 2,043,930 | $2,976 萬 | 0.79% | −363,808−15.1% | 減碼 |
| Principal Financial Group Inc | 2,009,556 | $2,926 萬 | 0.02% | +1,013,658+101.8% | 加碼 |
| Janus Henderson Group PLC | 1,742,489 | $2,537 萬 | 0.01% | −385,369−18.1% | 減碼 |
| Two Sigma Investments, LP | 1,674,494 | $2,438 萬 | 0.02% | +422,913+33.8% | 加碼 |
| Loomis Sayles & Co L P | 1,662,823 | $2,421 萬 | 0.03% | +323,696+24.2% | 加碼 |
| Driehaus Capital Management LLC | 1,644,242 | $2,394 萬 | 0.18% | +768,468+87.7% | 加碼 |
| Nuveen, LLC | 1,596,382 | $2,324 萬 | 0.01% | −162,747−9.3% | 減碼 |
| Jane Street Group, LLC | 1,509,732 | $2,198 萬 | 0.02% | +1,509,732 | 新進 |
| Charles Schwab Investment Management Inc | 1,443,410 | $2,102 萬 | 0.00% | −40,416−2.7% | 減碼 |
| Millennium Management LLC | 1,374,379 | $2,001 萬 | 0.01% | +627,285+84.0% | 加碼 |
| Massachusetts Financial Services Co | 1,344,172 | $1,957 萬 | 0.01% | −1,017,793−43.1% | 減碼 |
| Toroso Investments, LLC | 1,337,290 | $1,947 萬 | 0.06% | −67,032−4.8% | 減碼 |
| Voloridge Investment Management, LLC | 1,238,094 | $1,803 萬 | 0.07% | −150,743−10.9% | 減碼 |
| Northern Trust Corp | 1,215,797 | $1,770 萬 | 0.00% | +17,128+1.4% | 加碼 |
| HRT Financial LP | 1,148,325 | $1,672 萬 | 0.04% | −8,920−0.8% | 減碼 |
| American Century Companies Inc | 1,087,833 | $1,584 萬 | 0.01% | −426,539−28.2% | 減碼 |
| Envestnet Asset Management Inc | 1,072,068 | $1,561 萬 | 0.00% | +93,506+9.6% | 加碼 |
| Crawford Fund Management, LLC | 1,025,834 | $1,494 萬 | 4.87% | −215,435−17.4% | 減碼 |
| Bank of New York Mellon Corp | 985,511 | $1,435 萬 | 0.00% | +127,563+14.9% | 加碼 |
| Kornitzer Capital Management Inc | 951,027 | $1,385 萬 | 0.30% | −20,353−2.1% | 減碼 |
| Man Group plc | 924,494 | $1,346 萬 | 0.03% | +215,523+30.4% | 加碼 |
| Vanguard Fiduciary Trust Co | 817,237 | $1,190 萬 | 0.00% | +817,237 | 新進 |
| Citigroup Inc | 810,639 | $1,180 萬 | 0.01% | −54,627−6.3% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 801,304 | $1,167 萬 | 0.01% | +801,304 | 新進 |
| Squarepoint Ops LLC | 755,276 | $1,100 萬 | 0.02% | −100,410−11.7% | 減碼 |
| Intrinsic Edge Capital Management LLC | 700,000 | $1,019 萬 | 1.86% | +120,000+20.7% | 加碼 |
| Danske Bank A/S | 692,639 | $1,008 萬 | 0.02% | +692,639 | 新進 |
| JPMorgan Chase & Co | 713,158 | $992.7 萬 | 0.00% | +12,021+1.7% | 加碼 |
| Invenomic Capital Management LP | 581,543 | $846.7 萬 | 0.39% | −228,359−28.2% | 減碼 |
| CSM Advisors, LLC | 521,929 | $759.7 萬 | 0.19% | −40,564−7.2% | 減碼 |
| Qube Research & Technologies Ltd | 521,506 | $759.3 萬 | 0.01% | +445,669+587.7% | 加碼 |
| Jump Financial, LLC | 517,935 | $754.1 萬 | 0.11% | +517,935 | 新進 |
| Wolverine Asset Management LLC | 514,665 | $749.4 萬 | 0.12% | +514,665 | 新進 |
| Credit Agricole S A | 490,723 | $714.5 萬 | 0.02% | +100,000+25.6% | 加碼 |
| Voya Investment Management LLC | 476,311 | $693.5 萬 | 0.01% | −20,265−4.1% | 減碼 |
| Mutual of America Capital Management LLC | 459,989 | $669.7 萬 | 0.08% | +446,858+3,403.1% | 加碼 |
| AQR Capital Management LLC | 454,978 | $662.4 萬 | 0.00% | −265,713−36.9% | 減碼 |
| Nordea Investment Management AB | 440,989 | $633.3 萬 | 0.01% | −16,494−3.6% | 減碼 |
| First Trust Advisors LP | 427,822 | $622.9 萬 | 0.00% | −69,918−14.0% | 減碼 |
| UBS Asset Management Americas Inc | 425,984 | $620.2 萬 | 0.00% | −117,446−21.6% | 減碼 |
| Balyasny Asset Management LLC | 414,799 | $603.9 萬 | 0.01% | +414,799 | 新進 |
| Public Sector Pension Investment Board | 411,046 | $598.5 萬 | 0.02% | +13,437+3.4% | 加碼 |
| UBS Group AG | 408,001 | $594.0 萬 | 0.00% | −725,253−64.0% | 減碼 |
| Price T Rowe Associates Inc | 401,584 | $584.8 萬 | 0.00% | +31,162+8.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 385,289 | $561.0 萬 | 0.00% | +309,411+407.8% | 加碼 |
| Ameriprise Financial Inc | 344,464 | $501.5 萬 | 0.00% | −5,629−1.6% | 減碼 |
| Victory Capital Management Inc | 334,890 | $487.6 萬 | 0.00% | −274,837−45.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 325,708 | $474.2 萬 | 0.00% | −1,796,382−84.7% | 減碼 |
| Rhumbline Advisers | 315,648 | $459.6 萬 | 0.00% | −632−0.2% | 減碼 |
| Interval Partners, LP | 307,777 | $448.1 萬 | 0.15% | −499,162−61.9% | 減碼 |
| Legal & General Group Plc | 270,191 | $393.4 萬 | 0.00% | −30,475−10.1% | 減碼 |
| Rothschild Investment LLC | 259,779 | $378.2 萬 | 0.20% | −4,262−1.6% | 減碼 |
| Swiss National Bank | 250,600 | $364.9 萬 | 0.00% | −10,500−4.0% | 減碼 |
| Wells Fargo & Company | 238,789 | $347.7 萬 | 0.00% | −72,738−23.3% | 減碼 |
| Raymond James Financial Inc | 232,766 | $338.9 萬 | 0.00% | −6,786−2.8% | 減碼 |
| Brevan Howard Capital Management LP | 233,951 | $336.1 萬 | 0.03% | +122,445+109.8% | 加碼 |
| Caxton Associates LLP | 224,042 | $326.2 萬 | 0.08% | +149,145+199.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 220,183 | $320.6 萬 | 0.02% | −10,927−4.7% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 218,272 | $317.8 萬 | 0.01% | +218,272 | 新進 |
| VARCOV Co. | 210,090 | $305.9 萬 | 1.14% | +210,090 | 新進 |
| Engineers Gate Manager LP | 207,725 | $302.4 萬 | 0.04% | −60,492−22.6% | 減碼 |
| SEI Investments Co | 203,442 | $296.2 萬 | 0.00% | +7,989+4.1% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 194,450 | $283.1 萬 | 0.05% | +162,933+517.0% | 加碼 |
| Point72 Asset Management, L.P. | 189,374 | $275.7 萬 | 0.00% | −1,483,684−88.7% | 減碼 |
| Schroder Investment Management Group | 191,706 | $266.9 萬 | 0.00% | +30,330+18.8% | 加碼 |
| Intech Investment Management LLC | 180,154 | $262.3 萬 | 0.03% | +133,324+284.7% | 加碼 |
| Stifel Financial Corp | 178,317 | $259.6 萬 | 0.00% | +22,988+14.8% | 加碼 |
| New York State Teachers Retirement System | 177,626 | $258.6 萬 | 0.01% | −14,713−7.6% | 減碼 |
| Picton Mahoney Asset Management | 176,333 | $256.7 萬 | 0.03% | −2,101−1.2% | 減碼 |
| Horizon Kinetics Asset Management LLC | 168,056 | $244.7 萬 | 0.03% | −30,421−15.3% | 減碼 |
| Quantinno Capital Management LP | 163,727 | $238.4 萬 | 0.00% | +105,023+178.9% | 加碼 |
| California State Teachers Retirement System | 158,271 | $230.4 萬 | 0.00% | +32,495+25.8% | 加碼 |
| MML Investors Services, LLC | 148,164 | $215.7 萬 | 0.01% | −39,969−21.2% | 減碼 |
| Kiker Wealth Management, LLC | 146,095 | $212.7 萬 | 1.02% | +146,095 | 新進 |
| Russell Investments Group, Ltd. | 145,145 | $211.3 萬 | 0.00% | +124,540+604.4% | 加碼 |
| Creative Planning | 142,765 | $207.9 萬 | 0.00% | +25,091+21.3% | 加碼 |
| Globeflex Capital L P | 136,547 | $198.8 萬 | 0.30% | +34,317+33.6% | 加碼 |
| LPL Financial LLC | 135,633 | $197.5 萬 | 0.00% | +25,442+23.1% | 加碼 |
| Level Four Advisory Services, LLC | 135,457 | $197.2 萬 | 0.06% | −3,132−2.3% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 132,804 | $193.4 萬 | 0.00% | +10,605+8.7% | 加碼 |
| Virginia Retirement Systems Et Al | 126,350 | $184.0 萬 | 0.01% | −38,700−23.4% | 減碼 |
| Thrivent Financial for Lutherans | 120,490 | $175.5 萬 | 0.00% | −2,259−1.8% | 減碼 |
| Prudential Financial Inc | 120,188 | $175.0 萬 | 0.00% | +11,894+11.0% | 加碼 |