Wisdomtree Inc. (wt 3.25 08/15/29)

13F holders, Q2 2026 (June 30)
3holders −1
0new positions
1sold out
$1.51avg. 13F price*

At the end of Q2 2026, 3 institutions reported holding Wisdomtree Inc. (wt 3.25 08/15/29) in their 13F filings, down 1 from Q1 2026. 0 opened new positions and 1 sold out. The largest holders were SMH Capital Advisors Inc. ($747K), Tidal Investments LLC ($193K) and Envestnet Asset Management Inc. ($50K).

Company
Wisdomtree Inc. (wt 3.25 08/15/29)
CUSIP
97717PAH7
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q3 2025: 4Q3 2025Q4 2025: 4Q4 2025Q1 2026: 4Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions0$0
Exits1$12.5M

All 13F filers, Q1 2026 → Q2 2026: 9,360,000 shares sold, net −9,360,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

SMH Capital Advisors Inc. 2.93% Reduce -9.5% 496,000 $747K
Tidal Investments LLC 0.00% No change 128,000 $193K
Envestnet Asset Management Inc. 0.00% No change 33,000 $50K

"% of holder's portfolio" is WISDOMTREE INC (WT 3.25 08/15/29)'s weight in each manager's 13F, not the share of Wisdomtree Inc. (wt 3.25 08/15/29) the manager owns.