WisdomtreeWT

13F holders, Q2 2026 (June 30)
312holders
52new positions
51sold out
6famous investors
$16.97avg. 13F price*

At the end of Q2 2026, 312 institutions reported holding Wisdomtree Inc. (WT) in their 13F filings, unchanged from Q1 2026. 52 opened new positions and 51 sold out. The largest holders were BlackRock, Inc. ($326.5M), FMR LLC ($229.8M) and Invesco Ltd. ($169.0M). 6 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Wisdomtree Inc.
CUSIP
97717P104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 205Q1 2024Q2 2024: 224Q2 2024Q3 2024: 233Q3 2024Q4 2024: 271Q4 2024Q1 2025: 256Q1 2025Q2 2025: 247Q2 2025Q3 2025: 269Q3 2025Q4 2025: 288Q4 2025Q1 2026: 312Q1 2026Q2 2026: 312Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions52$110.5M
Exits51$93.3M

All 13F filers, Q1 2026 → Q2 2026: 26,853,366 shares bought and 27,762,293 shares sold, net −908,927 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 312 holders

BlackRock, Inc. 0.00% Add +9.2% 19,274,687 $326.5M
FMR LLC 0.01% Add +6.6% 13,565,042 $229.8M
Invesco Ltd. 0.01% Add +71.6% 9,975,256 $169.0M
Wellington Management Group LLP 0.02% Reduce -20.6% 8,407,113 $142.4M
Vanguard Portfolio Management LLC 0.01% Add +0.9% 8,123,363 $137.6M
Capital World Investors 0.02% Add +10.8% 7,547,094 $127.8M
Azora Capital LP 4.41% Add +3.2% 6,180,510 $104.7M
Vanguard Capital Management LLC 0.00% Add +9.2% 6,066,366 $102.8M
State Street Corp. 0.00% Add +11.1% 5,610,044 $95.0M
Driehaus Capital Management LLC 0.46% Add +186.0% 4,702,705 $79.7M
Dimensional Fund Advisors LP 0.01% Add +3.6% 3,754,933 $63.6M
Geode Capital Management, LLC 0.00% Add +15.5% 3,290,623 $55.8M
Simcoe Capital Management, LLC 8.79% Reduce -42.7% 2,674,045 $45.3M
UBS Group AG 0.01% Add +551.7% 2,658,995 $45.0M
Principal Financial Group Inc. 0.02% Add +13.3% 2,275,955 $38.6M
Loomis Sayles & Co. L P 0.05% Add +31.7% 2,190,641 $37.1M
Nomura Asset Management International Inc. 0.05% Reduce -6.0% 2,107,798 $35.7M
Morgan Stanley 0.00% Reduce -19.9% 2,003,391 $33.9M
Bank of America Corp. 0.00% Reduce -14.4% 1,991,898 $33.7M
Goldman Sachs Group Inc. 0.00% Reduce -57.0% 1,971,158 $33.4M
Lord, Abbett & Co. LLC 0.09% New 1,792,735 $30.4M
Charles Schwab Investment Management Inc. 0.00% Add +16.9% 1,686,776 $28.6M
Jupiter Topco LLC 0.01% — 1,453,084 $24.6M
Nuveen, LLC 0.01% Reduce -11.7% 1,408,925 $23.9M
Northern Trust Corp. 0.00% Add +14.5% 1,392,555 $23.6M
Tidal Investments LLC 0.06% Add +1.8% 1,360,856 $23.1M
Massachusetts Financial Services Co. 0.01% Reduce -6.5% 1,256,855 $21.3M
Junto Capital Management LP 0.37% New 1,171,066 $19.8M
Envestnet Asset Management Inc. 0.00% Add +0.3% 1,074,956 $18.2M
Bank of New York Mellon Corp 0.00% Add +6.2% 1,046,226 $17.7M
Vanguard Fiduciary Trust Co. 0.00% Add +12.7% 921,040 $15.6M
T. Rowe Price Investment Management, Inc. 0.01% Add +12.0% 897,561 $15.2M
Bessemer Group Inc. 0.02% Add +78498.8% 894,454 $15.2M
Kornitzer Capital Management Inc. 0.31% Reduce -9.0% 865,117 $14.7M
Qube Research & Technologies Ltd 0.01% Add +47.1% 767,085 $13.0M
ArrowMark Colorado Holdings LLC 0.54% Reduce -62.6% 764,927 $13.0M
Danske Bank A/S 0.02% Reduce -3.5% 668,432 $11.3M
Two Sigma Investments, LP 0.01% Reduce -61.4% 646,210 $10.9M
Intrinsic Edge Capital Management LLC 1.29% Reduce -11.4% 620,000 $10.5M
First Trust Advisors LP 0.01% Add +44.6% 618,814 $10.5M
Citigroup Inc. 0.00% Reduce -28.6% 578,923 $9.8M
Crawford Fund Management, LLC 2.99% Reduce -43.9% 575,654 $9.8M
CSM Advisors, LLC 0.20% Add +5.6% 551,313 $9.3M
Voloridge Investment Management, LLC 0.04% Reduce -56.2% 542,250 $9.2M
Wells Fargo & Company 0.00% Add +127.0% 542,137 $9.2M
Credit Agricole S A 0.02% No change 490,723 $8.3M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -88.2% 487,892 $8.3M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +123.5% 487,766 $8.3M
Nordea Investment Management AB 0.01% Reduce -0.7% 437,938 $7.5M
Mutual of America Capital Management LLC 0.07% Reduce -5.0% 437,122 $7.4M
Public Sector Pension Investment Board 0.02% Add +5.2% 432,286 $7.3M
Interval Partners, LP 0.24% Add +40.3% 431,922 $7.3M
Victory Capital Management Inc. 0.00% Add +26.7% 424,165 $7.2M
Barclays PLC 0.00% Add +444.0% 422,548 $7.2M
American Century Companies Inc. 0.00% Reduce -61.4% 420,354 $7.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -4.3% 407,769 $6.9M
Phillip James Consulting Co. 4.46% New 89,570 $6.7M
Karl Kapital LLC 3.86% New 382,391 $6.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +1268.5% 380,007 $6.4M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 373,296 $6.3M
Millennium Management 0.00% Reduce -73.4% 365,482 $6.2M
HSBC Holdings PLC 0.00% Add +576.4% 362,700 $6.1M
AQR Capital Management 0.00% Reduce -23.0% 350,275 $5.9M
Weiss Asset Management LP 0.10% New 347,921 $5.9M
Voya Investment Management LLC 0.01% Reduce -28.0% 342,935 $5.8M
Ameriprise Financial Inc. 0.00% Reduce -5.0% 327,417 $5.5M
Rhumbline Advisers 0.00% Reduce -2.4% 308,105 $5.2M
Brevan Howard Capital Management LP 0.08% Add +29.6% 303,153 $5.2M
Legal & General Group Plc 0.00% Add +10.3% 298,070 $5.0M
Russell Investments Group, Ltd. 0.00% Add +94.6% 282,397 $4.8M
XTX Topco Ltd 0.06% Add +477.9% 268,859 $4.6M
Royal Bank of Canada 0.00% Add +122.0% 265,508 $4.5M
Point72 Asset Management 0.01% Add +39.4% 264,070 $4.5M
Rothschild Investment LLC 0.16% Reduce -0.4% 258,787 $4.4M
Citadel Advisors 0.00% New 249,893 $4.2M
Swiss National Bank 0.00% Reduce -0.6% 249,100 $4.2M
Raymond James Financial Inc. 0.00% Reduce -4.4% 222,628 $3.8M
Sei Investments Co. 0.00% Add +8.7% 221,122 $3.7M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -2.5% 214,701 $3.6M
MML Investors Services, LLC 0.01% Add +39.4% 206,584 $3.5M
Engineers Gate Manager LP 0.04% Reduce -2.2% 203,153 $3.4M
Chase Investment Counsel Corp. 0.69% New 192,923 $3.3M
Intech Investment Management LLC 0.03% Add +6.3% 191,514 $3.2M
T. Rowe Price Associates Inc. 0.00% Reduce -53.4% 186,964 $3.2M
Quantinno Capital Management LP 0.00% Add +10.9% 181,548 $3.1M
New York State Teachers Retirement System 0.01% Reduce -2.0% 174,026 $2.9M
Stifel Financial Corp. 0.00% Reduce -2.6% 173,648 $2.9M
SummitTX Capital, L.P. 0.08% Add +80.8% 172,948 $2.9M
Neo Ivy Capital Management 0.67% New 171,295 $2.9M
Schroder Investment Management Group 0.00% Reduce -12.6% 167,586 $2.8M
Horizon Kinetics Asset Management LLC 0.03% Reduce -1.1% 166,115 $2.8M
Odyssean, LLC 0.46% Add +89.0% 165,432 $2.8M
Pacific Capital Partners Ltd 2.38% New 162,457 $2.8M
BNP Paribas Financial Markets 0.00% Reduce -59.6% 155,595 $2.6M
Maltese Capital Management LLC 0.47% New 150,000 $2.5M
Polen Capital Management LLC 0.02% Add +36.7% 149,051 $2.5M
Militia Capital Management LLC 0.45% New 147,632 $2.5M
California State Teachers Retirement System 0.00% Reduce -9.4% 143,309 $2.4M
LPL Financial LLC 0.00% Add +4.7% 141,973 $2.4M
Deutsche Bank AG 0.00% Add +19.0% 139,195 $2.4M

"% of holder's portfolio" is WT's weight in each manager's 13F, not the share of Wisdomtree Inc. the manager owns.

Show all 312 holders