WisdomtreeWT

13F holders, Q1 2025 (March 31)
256holders −15
29new positions
44sold out
8famous investors
$8.92avg. 13F price*

At the end of Q1 2025, 256 institutions reported holding Wisdomtree Inc. (WT) in their 13F filings, down 15 from Q4 2024. 29 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($163.9M), Vanguard Group Inc. ($131.6M) and Azora Capital LP ($80.9M). 8 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions29$46.4M
Exits44$40.4M

All 13F filers, Q4 2024 → Q1 2025: 15,016,867 shares bought and 16,511,848 shares sold, net −1,494,981 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 256 holders

BlackRock, Inc. 0.00% Reduce -2.2% 18,370,083 $163.9M
Vanguard Group Inc. 0.00% Reduce -1.4% 14,752,247 $131.6M
Azora Capital LP 5.49% Reduce -14.3% 9,069,642 $80.9M
State Street Corp. 0.00% Reduce -4.0% 5,595,728 $49.9M
ArrowMark Colorado Holdings LLC 0.67% Reduce -6.7% 4,640,285 $41.4M
Millennium Management 0.04% Add +110.0% 4,266,947 $38.1M
Simcoe Capital Management, LLC 6.39% New 3,989,045 $35.6M
Dimensional Fund Advisors LP 0.01% Reduce -4.8% 3,757,364 $33.5M
Massachusetts Financial Services Co. 0.01% Add +0.4% 3,698,844 $33.0M
Invesco Ltd. 0.01% Reduce -13.0% 3,511,669 $31.3M
Geode Capital Management, LLC 0.00% Reduce -0.2% 2,867,330 $25.6M
Janus Henderson Group PLC 0.01% Add +35.9% 2,611,233 $23.4M
Wellington Management Group LLP 0.00% Reduce -17.3% 2,486,624 $22.2M
Morgan Stanley 0.00% Reduce -2.3% 2,164,165 $19.3M
Victory Capital Management Inc. 0.02% Reduce -10.6% 2,079,613 $18.6M
Nuveen, LLC 0.01% — 1,906,220 $17.0M
Macquarie Group Ltd. 0.02% Reduce -0.5% 1,805,459 $16.1M
Two Sigma Advisers, LP 0.03% Add +32.8% 1,643,100 $14.7M
Marshall Wace, LLP 0.02% Add +503.4% 1,593,199 $14.2M
Two Sigma Investments, LP 0.03% Add +5.8% 1,587,477 $14.2M
Qube Research & Technologies Ltd 0.02% Add +12.2% 1,574,500 $14.0M
Voloridge Investment Management, LLC 0.05% Add +19.7% 1,429,923 $12.8M
Northern Trust Corp. 0.00% Reduce -4.4% 1,376,501 $12.3M
FMR LLC 0.00% Add +56.6% 1,363,665 $12.2M
Bank of New York Mellon Corp 0.00% Reduce -37.5% 1,318,746 $11.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.5% 1,265,283 $11.3M
Cubist Systematic Strategies, LLC 0.14% Add +17.9% 1,164,003 $10.4M
Goldman Sachs Group Inc. 0.00% Reduce -32.7% 1,053,350 $9.4M
Kornitzer Capital Management Inc. 0.18% Add +5.8% 970,830 $8.7M
Jane Street Group, LLC 0.01% Add +346.5% 880,977 $7.9M
T. Rowe Price Associates Inc. 0.00% Reduce -10.0% 825,202 $7.4M
Envestnet Asset Management Inc. 0.00% Add +51.2% 808,352 $7.2M
Principal Financial Group Inc. 0.00% Add +2.1% 743,700 $6.6M
Verition Fund Management LLC 0.04% Add +427.3% 698,187 $6.2M
Renaissance Technologies 0.01% Reduce -43.1% 673,702 $6.0M
Citadel Advisors 0.01% Reduce -62.8% 663,520 $5.9M
UBS Group AG 0.00% Reduce -3.3% 652,082 $5.8M
ExodusPoint Capital Management, LP 0.07% Reduce -47.7% 607,872 $5.4M
Squarepoint Ops LLC 0.01% Reduce -4.2% 591,744 $5.3M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +85.6% 518,252 $4.6M
Voya Investment Management LLC 0.01% Add +8.9% 497,432 $4.4M
Deutsche Bank AG 0.00% Add +52.6% 483,099 $4.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +2.8% 456,990 $4.1M
Crawford Fund Management, LLC 2.62% Reduce -20.5% 445,174 $4.0M
First Trust Advisors LP 0.00% Add +20.9% 441,323 $3.9M
Foundry Partners, LLC 0.21% Add +993.4% 438,947 $3.9M
Interval Partners, LP 0.13% New 425,587 $3.8M
Nordea Investment Management AB 0.00% Add +3.9% 406,633 $3.7M
AQR Capital Management 0.00% Reduce -24.3% 401,952 $3.6M
American Century Companies Inc. 0.00% Add +11.2% 369,747 $3.3M
Rhumbline Advisers 0.00% Add +0.3% 366,551 $3.3M
WINTON GROUP Ltd 0.20% New 364,741 $3.3M
Public Sector Pension Investment Board 0.01% Add +27.3% 362,931 $3.2M
JPMorgan Chase & Co. 0.00% Reduce -59.5% 356,187 $3.2M
BNP Paribas Financial Markets 0.00% Reduce -50.6% 352,504 $3.1M
Legal & General Group Plc 0.00% Reduce -4.3% 328,714 $2.9M
D. E. Shaw & Co. 0.00% Add +15.5% 312,540 $2.8M
Schonfeld Strategic Advisors LLC 0.02% Add +159.3% 296,088 $2.6M
Graham Capital Management, L.P. 0.12% Add +45.5% 279,422 $2.5M
Rothschild Investment LLC 0.16% Add +12.0% 274,158 $2.4M
Ameriprise Financial Inc. 0.00% Reduce -23.1% 271,597 $2.4M
Bank of America Corp. 0.00% Reduce -18.3% 256,378 $2.3M
Teachers Retirement System of the State of Kentucky 0.02% Add +5.9% 245,716 $2.2M
Swiss National Bank 0.00% Reduce -1.5% 226,400 $2.0M
Los Angeles Capital Management LLC 0.01% Reduce -0.0% 225,867 $2.0M
Barclays PLC 0.00% Reduce -17.2% 225,540 $2.0M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -69.2% 222,301 $2.0M
Wells Fargo & Company 0.00% Add +6.5% 205,316 $1.8M
Horizon Kinetics Asset Management LLC 0.02% Reduce -1.6% 201,093 $1.8M
New York State Teachers Retirement System 0.00% Reduce -9.0% 194,252 $1.7M
Capital Management Corp. 0.29% Add +757.5% 190,370 $1.7M
Credit Agricole S A 0.01% Reduce -40.4% 189,889 $1.7M
AlphaQuest LLC 0.18% Add +133.4% 188,765 $1.7M
Citigroup Inc. 0.00% Reduce -3.4% 179,090 $1.6M
Man Group plc 0.00% Add +105.4% 177,462 $1.6M
Susquehanna International Group, LLP 0.00% Add +67.5% 176,250 $1.6M
Tudor Investment Corporation 0.01% Reduce -28.7% 174,973 $1.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +38.9% 164,104 $1.5M
XTX Topco Ltd 0.07% Add +88.9% 154,068 $1.4M
Alliancebernstein L.P. 0.00% Reduce -4.6% 144,228 $1.3M
Nebula Research & Development LLC 0.12% Add +113.9% 141,132 $1.3M
MML Investors Services, LLC 0.00% Add +7.5% 136,791 $1.2M
Caas Capital Management LP 0.55% No change 129,184 $1.2M
CANADA LIFE ASSURANCE Co 0.00% Reduce -8.7% 129,082 $1.2M
Globeflex Capital L P 0.10% No change 120,684 $1.1M
Quantbot Technologies LP 0.03% Reduce -55.3% 117,695 $1.0M
Prudential Financial Inc. 0.00% Reduce -8.4% 116,673 $1.0M
Stifel Financial Corp. 0.00% Add +1.2% 115,825 $1.0M
Creative Planning 0.00% Add +11.5% 113,254 $1.0M
Fisher Asset Management 0.00% Add +0.0% 111,636 $996K
Engineers Gate Manager LP 0.02% Reduce -13.0% 111,605 $996K
California State Teachers Retirement System 0.00% No change 110,954 $990K
SummitTX Capital, L.P. 0.04% — 105,601 $942K
Integrated Quantitative Investments LLC 0.46% Reduce -14.8% 105,580 $942K
Level Four Advisory Services, LLC 0.04% Add +1.3% 100,084 $893K
Kennedy Capital Management LLC 0.02% Reduce -82.5% 95,547 $852K
Algert Global LLC 0.02% Add +44.3% 92,233 $823K
Cetera Investment Advisers 0.00% Add +29.7% 90,503 $807K
Gabelli Funds LLC 0.01% Reduce -18.0% 90,000 $803K
Norges Bank 0.00% No change 87,466 $780K
HRT Financial LP 0.00% Reduce -69.2% 87,004 $776K
Osaic Holdings, Inc. 0.00% Reduce -9.6% 85,860 $766K
Thrivent Financial for Lutherans 0.00% Reduce -5.0% 84,052 $750K
Truist Financial Corp. 0.00% Add +13.0% 83,152 $742K
Susquehanna Fundamental Investments, LLC 0.01% Reduce -15.3% 81,418 $726K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.6% 79,841 $712K
Balyasny Asset Management L.P. 0.00% Reduce -81.3% 78,472 $700K
Royal Bank of Canada 0.00% Add +866.3% 75,423 $673K
Aquatic Capital Management LLC 0.02% Reduce -11.9% 75,434 $673K
MetLife Investment Management, LLC 0.00% Reduce -10.9% 75,119 $670K
Oppenheimer & Co. Inc. 0.01% Add +5.0% 70,050 $625K
Caitlin John, LLC 0.61% Reduce -60.4% 69,708 $622K
Corebridge Financial, Inc. 0.00% Reduce -5.3% 69,480 $620K
North Star Investment Management Corp. 0.05% No change 69,313 $618K
State of Wisconsin Investment Board 0.00% Reduce -50.0% 68,892 $615K
Manufacturers Life Insurance Company, The 0.00% Add +1.2% 67,202 $599K
Intech Investment Management LLC 0.01% Add +18.5% 64,319 $574K
James Investment Research, Inc. 0.07% Reduce -25.7% 64,206 $573K
State Board of Administration of Florida Retirement System 0.00% No change 63,973 $571K
State of Alaska, Department of Revenue 0.01% Reduce -2.5% 63,405 $565K
Mackenzie Financial Corp. 0.00% Reduce -20.1% 62,115 $554K
Illinois Municipal Retirement Fund 0.01% Reduce -5.8% 61,631 $550K
SG Americas Securities, LLC 0.00% Reduce -8.0% 61,231 $546K
Caxton Associates LLP 0.02% — 59,774 $533K
OMERS ADMINISTRATION Corp 0.00% New 59,300 $529K
Tobam 0.21% Add +44.3% 55,091 $491K
Louisiana State Employees Retirement System 0.01% Reduce -2.5% 53,900 $481K
HighTower Advisors, LLC 0.00% New 52,280 $466K
LPL Financial LLC 0.00% Add +305.1% 51,053 $455K
Trexquant Investment LP 0.01% Reduce -80.5% 50,118 $447K
Maltese Capital Management LLC 0.07% New 50,000 $446K
Amundi 0.00% Reduce -17.9% 51,873 $442K
Aigen Investment Management, LP 0.06% Add +37.2% 44,466 $397K
Sheaff Brock Investment Advisors, LLC 0.04% Add +2.8% 42,908 $383K
Yousif Capital Management, LLC 0.00% Reduce -2.4% 42,703 $381K
Benjamin Edwards Inc. 0.01% Reduce -2.0% 42,012 $375K
Comerica Bank 0.00% Reduce -2.7% 39,283 $350K
New York State Common Retirement Fund 0.00% Reduce -76.1% 38,564 $344K
Alberta Investment Management Corp 0.00% No change 34,634 $309K
NorthCrest Asset Manangement, LLC 0.01% Add +1.1% 34,324 $306K
Amalgamated Bank 0.00% Reduce -2.0% 33,588 $300K
Arizona State Retirement System 0.00% Reduce -1.2% 33,527 $299K
Maryland State Retirement & Pension System 0.01% Reduce -13.6% 33,278 $297K
Park Avenue Securities LLC 0.00% Add +13.6% 32,973 $294K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +0.3% 32,199 $287K
Brevan Howard Capital Management LP 0.01% New 31,935 $285K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% — 31,600 $282K
ProShare Advisors LLC 0.00% Reduce -24.8% 31,241 $279K
Point72 (DIFC) Ltd 0.03% Reduce -48.0% 30,748 $274K
Police & Firemen's Retirement System of New Jersey 0.00% No change 29,918 $267K
Cibc World Markets Corp. 0.00% Add +128.2% 29,796 $266K
Olympiad Research LP 0.31% Add +28.9% 29,356 $262K
Militia Capital Partners, LP 0.21% Add +61.4% 28,400 $253K
State of Tennessee, Department of Treasury 0.00% No change 27,472 $245K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -70.6% 27,427 $245K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +12.1% 27,384 $244K
Petrus Trust Company, LTA 0.02% No change 27,327 $244K
Point72 Asset Management 0.00% Reduce -63.9% 26,906 $240K
Skandinaviska Enskilda Banken AB (publ) 0.00% New 26,719 $238K
Oregon Public Employees Retirement Fund 0.00% Reduce -2.6% 26,256 $234K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -19.8% 24,417 $218K
Prelude Capital Management, LLC 0.02% Add +28.9% 23,484 $209K
Bank of Montreal 0.00% Add +21.7% 22,757 $203K
KLP Kapitalforvaltning As 0.00% No change 22,300 $199K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 22,030 $197K
Praxis Investment Management Inc. 0.01% No change 21,350 $190K
Simplex Trading, LLC 0.01% New 21,318 $190K
Entropy Technologies, LP 0.02% Reduce -50.7% 20,800 $186K
Freestone Grove Partners LP 0.00% New 20,647 $184K
Public Employees Retirement Association of Colorado 0.00% No change 20,529 $183K
AssuredPartners Investment Advisors, LLC 0.04% No change 20,334 $181K
PNC Financial Services Group, Inc. 0.00% Reduce -15.7% 20,171 $180K
HSBC Holdings PLC 0.00% Reduce -82.3% 19,858 $179K
Dark Forest Capital Management LP 0.01% Add +93.7% 20,008 $178K
Pathstone Holdings, LLC 0.00% Add +9.3% 18,754 $167K
Raymond James Financial Inc. 0.00% Reduce -95.4% 18,677 $167K
EntryPoint Capital, LLC 0.08% Reduce -37.8% 18,433 $164K
Pictet Asset Management Holding SA 0.00% No change 18,232 $163K
PharVision Advisers, LLC 0.22% Add +52.6% 18,095 $161K
Freedom Investment Management, Inc. 0.01% Add +13.9% 18,043 $161K
SMH Capital Advisors Inc. 0.37% Add +2.2% 17,661 $158K
Teacher Retirement System of Texas 0.00% New 17,088 $152K
Mutual of America Capital Management LLC 0.00% Reduce -3.9% 16,664 $149K
Mariner, LLC 0.00% New 15,525 $138K
Neuberger Berman Group LLC 0.00% New 15,482 $138K
Principal Securities, Inc. 0.00% No change 12,858 $135K
Navellier & Associates Inc. 0.02% Reduce -7.7% 14,058 $129K
Jain Global LLC 0.00% Reduce -44.2% 14,019 $125K
Ameritas Investment Partners, Inc. 0.00% No change 13,617 $121K
Impact Partnership Wealth, LLC 0.03% Reduce -66.9% 13,589 $121K
Bayesian Capital Management, LP 0.02% Reduce -17.1% 13,500 $120K
&partners 0.00% New 13,022 $117K
Polymer Capital Management (US) LLC 0.04% New 13,018 $116K
Personal Cfo Solutions, LLC 0.02% New 12,436 $111K
JGP Wealth Management, LLC 0.01% No change 11,828 $106K
Sei Investments Co. 0.00% Add +6.5% 11,796 $105K
Quantinno Capital Management LP 0.00% New 11,675 $104K
Cooper Financial Group 0.01% Add +7.5% 11,378 $101K
Austin Private Wealth, LLC 0.01% New 10,876 $97K
Corton Capital Inc. 0.32% Reduce -62.6% 10,829 $97K
Catalyst Funds Management Pty Ltd 0.03% New 10,800 $96K
Ieq Capital, LLC 0.00% New 10,508 $94K
Allianz Asset Management GmbH 0.00% No change 10,300 $92K
Composition Wealth, LLC 0.00% Add +0.3% 10,184 $91K
Xponance LLC 0.00% Add +0.3% 10,078 $90K
Tower Research Capital LLC (TRC) 0.00% Reduce -55.3% 9,342 $83K
KBC Group NV 0.00% No change 7,792 $70K
Russell Investments Group, Ltd. 0.00% Add +758.2% 6,986 $62K
Quarry LP 0.01% Add +112.4% 5,944 $53K
Stonebridge Financial Group, LLC 0.01% No change 5,713 $51K
State of Wyoming 0.01% Reduce -79.5% 5,312 $47K
Versant Capital Management, Inc 0.01% Add +310.5% 5,263 $47K
GAMMA Investing LLC 0.00% Reduce -7.1% 4,529 $40K
Byrne Asset Management LLC 0.03% Add +114.0% 3,852 $34K
Smartleaf Asset Management LLC 0.00% Reduce -0.0% 3,792 $34K
Cwm, LLC 0.00% Reduce -36.2% 3,011 $27K
Public Employees Retirement System of Ohio 0.00% New 2,694 $24K
Federation des caisses Desjardins du Quebec 0.00% No change 2,430 $22K
Headlands Technologies LLC 0.00% Add +1894.2% 2,413 $22K
First Horizon Advisors, Inc. 0.00% Reduce -27.3% 2,385 $21K
Federated Hermes, Inc. 0.00% Reduce -56.5% 2,045 $18K
Whittier Trust Co. 0.00% No change 1,631 $15K
HM Payson & Co. 0.00% No change 1,500 $13K
Manchester Capital Management LLC 0.00% No change 1,351 $12K
ORG Partners LLC 0.00% No change 1,000 $9K
Coldstream Capital Management Inc. 0.00% New 1,001 $9K
SBI Securities Co., Ltd. 0.00% Add +150.0% 880 $8K
Adirondack Trust Co. 0.00% No change 600 $5K
Farther Finance Advisors, LLC 0.00% Add +10.1% 576 $5K
Quadrant Capital Group LLC 0.00% Reduce -23.5% 517 $5K
Brooklyn Investment Group 0.00% Add +25250.0% 507 $5K
Vermillion & White Wealth Management Group, LLC 0.00% New 418 $4K
Blue Trust, Inc. 0.00% No change 400 $4K
Allworth Financial LP 0.00% No change 400 $3K
Fifth Third Bancorp 0.00% Add +180.9% 382 $3K
Bessemer Group Inc. 0.00% Add +21.7% 292 $3K
EverSource Wealth Advisors, LLC 0.00% Add +154.2% 244 $2K
MAI Capital Management 0.00% No change 201 $2K
Huntington National Bank 0.00% No change 181 $2K
Nisa Investment Advisors, LLC 0.00% No change 150 $1K
SVB Wealth LLC 0.00% New 142 $1K
Sterling Capital Management LLC 0.00% Reduce -2.1% 138 $1K
Larson Financial Group LLC 0.00% New 133 $1K
Covestor Ltd 0.00% Add +1057.1% 162 $1K
Picton Mahoney Asset Management 0.00% No change 120 $1K
MassMutual Private Wealth & Trust, FSB 0.00% No change 106 $946
Farmers & Merchants Investments Inc. 0.00% No change 90 $803
Arax Advisory Partners 0.00% New 74 $661
Northwestern Mutual Wealth Management Co. 0.00% Reduce -96.2% 61 $544
Stephens Consulting, LLC 0.00% New 40 $357
True Wealth Design, LLC 0.00% Add +640.0% 37 $331
UMB Bank, n.a. 0.00% Reduce -87.5% 34 $303
Parkside Financial Bank & Trust 0.00% No change 21 $188
Abound Wealth Management 0.00% No change 20 $179
IFP Advisors, Inc 0.00% No change 18 $161
Dunhill Financial, LLC 0.00% New 3 $48

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