WISDOMTREE INC (WT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
292
Reporting holders
$2.7B
Reported value
103.6%
Of shares outstanding
2.4%
Held as options
-2
Holder change
Institutions report 156,910,272 shares against 151,512,111 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $326.5M | 19,274,687 | 0.00% | 8q | +9.2%+$27.4M |
| FMR LLC | $229.8M | 13,565,042 | 0.01% | 20q | +6.6%+$14.3M |
| Invesco Ltd. | $169.0M | 9,975,256 | 0.01% | 31q | +71.6%+$70.5M |
| WELLINGTON MANAGEMENT GROUP LLP | $142.4M | 8,407,113 | 0.02% | 15q | -20.6%-$36.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $137.6M | 8,123,363 | 0.01% | 2q | +0.9%+$1.3M |
| Capital World Investors | $127.8M | 7,547,094 | 0.02% | 3q | +10.8%+$12.5M |
| Azora Capital LP | $104.7M | 6,180,510 | 4.41% | 23q | +3.2%+$3.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $102.8M | 6,066,366 | 0.00% | 2q | +9.2%+$8.7M |
| STATE STREET CORP | $95.0M | 5,610,044 | 0.00% | 31q | +11.1%+$9.5M |
| Driehaus Capital Management LLC | $79.7M | 4,702,705 | 0.46% | 4q | +186.0%+$51.8M |
| DIMENSIONAL FUND ADVISORS LP | $63.6M | 3,754,933 | 0.01% | 31q | +3.6%+$2.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $55.8M | 3,290,623 | 0.00% | 31q | +15.5%+$7.5M |
| Simcoe Capital Management, LLC | $45.3M | 2,674,045 | 8.25% | 6q | -42.7%-$33.7M |
| UBS Group AG | $45.0M | 2,658,995 | 0.01% | 31q | +551.7%+$38.1M |
| PRINCIPAL FINANCIAL GROUP INC | $38.6M | 2,275,955 | 0.02% | 31q | +13.3%+$4.5M |
| LOOMIS SAYLES & CO L P | $37.1M | 2,190,641 | 0.05% | 4q | +31.7%+$8.9M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $35.7M | 2,107,798 | 0.05% | 3q | -6.0%-$2.3M |
| MORGAN STANLEY | $33.9M | 2,003,391 | 0.00% | 35q | -19.9%-$8.4M |
| BANK OF AMERICA CORP /DE/ | $33.7M | 1,991,898 | 0.00% | 31q | -14.4%-$5.7M |
| GOLDMAN SACHS GROUP INC | $33.4M | 1,971,158 | 0.00% | 31q | -56.9%-$44.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $28.6M | 1,686,776 | 0.00% | 31q | +16.9%+$4.1M |
| Sixth Street Partners Management Company, L.P. | $28.6M | 1,686,776 | 0.00% | new | NEW |
| Jupiter Topco LLC | $24.6M | 1,453,084 | 0.01% | new | FIRST |
| Nuveen, LLC | $23.9M | 1,408,925 | 0.01% | 6q | -11.7%-$3.2M |
| NORTHERN TRUST CORP | $23.6M | 1,392,555 | 0.00% | 31q | +14.5%+$3.0M |
| Tidal Investments LLC | $23.1M | 1,360,856 | 0.04% | 5q | +1.8%+$399.2K |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $21.3M | 1,256,855 | 0.01% | 31q | -6.5%-$1.5M |
| Junto Capital Management LP | $19.8M | 1,171,066 | 0.35% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $18.2M | 1,074,956 | 0.00% | 21q | HELD |
| Bank of New York Mellon Corp | $17.7M | 1,046,226 | 0.00% | 31q | +6.2%+$1.0M |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $17.3M | 620,000 | 1.79% | 3q | -11.4%-$2.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15.8M | 110,210 | 0.00% | 31q | +127.6%+$8.8M |
| VANGUARD FIDUCIARY TRUST CO | $15.6M | 921,040 | 0.00% | 2q | +12.7%+$1.8M |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $14.7M | 865,117 | 0.31% | 9q | -9.0%-$1.5M |
| Public Sector Pension Investment Board | $14.6M | 864,572 | 0.02% | 31q | +110.3%+$7.7M |
| JANE STREET GROUP, LLC | $13.7M | options only | 0.00% | 13q | OPTIONS |
| Qube Research & Technologies Ltd | $13.0M | 767,085 | 0.01% | 9q | +47.1%+$4.2M |
| ArrowMark Colorado Holdings LLC | $13.0M | 764,927 | 0.54% | 31q | -62.6%-$21.7M |
| DANSKE BANK A/S | $11.3M | 668,432 | 0.02% | 2q | -3.5%-$410.1K |
| TWO SIGMA INVESTMENTS, LP | $10.9M | 646,210 | 0.01% | 15q | -61.4%-$17.4M |
| FIRST TRUST ADVISORS LP | $10.5M | 618,814 | 0.01% | 9q | +44.6%+$3.2M |
| CITIGROUP INC | $9.8M | 578,923 | 0.00% | 31q | -28.6%-$3.9M |
| Crawford Fund Management, LLC | $9.8M | 575,654 | 1.49% | 10q | -43.9%-$7.6M |
| Caption Management, LLC | $9.7M | options only | 0.04% | 7q | OPTIONS |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $9.2M | 542,250 | 0.04% | 13q | -56.2%-$11.8M |
| WELLS FARGO & COMPANY/MN | $9.2M | 542,137 | 0.00% | 31q | +13.5%+$1.1M |
| CITADEL ADVISORS LLC | $8.6M | 249,893 | 0.00% | 31q | HELD |
| CREDIT AGRICOLE S A | $8.3M | 490,723 | 0.02% | 9q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8.3M | 487,892 | 0.00% | 8q | -88.2%-$61.8M |
| Connor, Clark & Lunn Investment Management Ltd. | $8.3M | 487,766 | 0.02% | 2q | +123.5%+$4.6M |
| NORDEA INVESTMENT MANAGEMENT AB | $7.5M | 437,938 | 0.01% | 14q | -0.7%-$52.1K |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $7.4M | 437,122 | 0.07% | 31q | -5.0%-$387.4K |
| Interval Partners, LP | $7.3M | 431,922 | 0.19% | 6q | +40.3%+$2.1M |
| VICTORY CAPITAL MANAGEMENT INC | $7.2M | 424,165 | 0.00% | 28q | +26.7%+$1.5M |
| BARCLAYS PLC | $7.2M | 422,548 | 0.00% | 31q | +444.0%+$5.8M |
| AMERICAN CENTURY COMPANIES INC | $7.1M | 420,354 | 0.00% | 17q | -61.4%-$11.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6.9M | 407,769 | 0.00% | 31q | -4.3%-$308.6K |
| Phillip James Consulting Co. | $6.7M | 89,570 | 4.46% | new | NEW |
| Karl Kapital LLC | $6.5M | 382,391 | 3.86% | new | NEW |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $6.4M | 380,007 | 0.01% | 6q | +1268.5%+$6.0M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $6.3M | 373,296 | 0.01% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $6.2M | 365,482 | 0.00% | 31q | -73.4%-$17.1M |
| HSBC HOLDINGS PLC | $6.1M | 362,700 | 0.00% | 3q | +576.4%+$5.2M |
| AQR CAPITAL MANAGEMENT LLC | $5.9M | 350,275 | 0.00% | 13q | -23.0%-$1.8M |
| Weiss Asset Management LP | $5.9M | 347,921 | 0.06% | new | NEW |
| VOYA INVESTMENT MANAGEMENT LLC | $5.8M | 342,935 | 0.01% | 31q | -28.0%-$2.3M |
| AMERIPRISE FINANCIAL INC | $5.5M | 327,417 | 0.00% | 31q | -52.5%-$6.1M |
| RHUMBLINE ADVISERS | $5.2M | 308,105 | 0.00% | 31q | -2.4%-$127.8K |
| Brevan Howard Capital Management LP | $5.2M | 303,153 | 0.04% | 6q | +29.6%+$1.2M |
| GROUP ONE TRADING LLC | $5.1M | 117,353 | 0.01% | 10q | HELD |
| Legal & General Group Plc | $5.0M | 298,070 | 0.00% | 31q | +10.3%+$472.3K |
| Russell Investments Group, Ltd. | $4.8M | 282,397 | 0.00% | 14q | +94.6%+$2.3M |
| XTX Topco Ltd | $4.6M | 268,859 | 0.06% | 3q | +477.9%+$3.8M |
| ROYAL BANK OF CANADA | $4.5M | 265,508 | 0.00% | 31q | +122.0%+$2.5M |
| Point72 Asset Management, L.P. | $4.5M | 264,070 | 0.00% | 4q | +39.4%+$1.3M |
| ROTHSCHILD INVESTMENT LLC | $4.4M | 258,787 | 0.16% | 11q | HELD |
| Swiss National Bank | $4.2M | 249,100 | 0.00% | 31q | -0.6%-$25.4K |
| TUDOR INVESTMENT CORP ET AL | $4.0M | options only | 0.01% | 2q | OPTIONS |
| J. Goldman & Co LP | $3.9M | options only | 0.10% | 2q | OPTIONS |
| RAYMOND JAMES FINANCIAL INC | $3.8M | 222,628 | 0.00% | 7q | -4.4%-$171.7K |
| SEI INVESTMENTS CO | $3.7M | 221,122 | 0.00% | 9q | +8.7%+$299.5K |
| Corient Private Wealth LP | $3.6M | 209,716 | 0.00% | 2q | +99.6%+$1.8M |
| MML INVESTORS SERVICES, LLC | $3.5M | 206,584 | 0.01% | 9q | +39.4%+$989.6K |
| Engineers Gate Manager LP | $3.4M | 203,153 | 0.04% | 8q | -2.2%-$77.4K |
| INTECH INVESTMENT MANAGEMENT LLC | $3.2M | 191,514 | 0.03% | 8q | +6.3%+$192.4K |
| Quantinno Capital Management LP | $3.1M | 181,548 | 0.00% | 6q | +10.9%+$301.9K |
| STIFEL FINANCIAL CORP | $2.9M | 173,648 | 0.00% | 9q | -2.6%-$79.1K |
| SummitTX Capital, L.P. | $2.9M | 172,948 | 0.08% | 6q | +80.8%+$1.3M |
| Neo Ivy Capital Management | $2.9M | 171,295 | 0.67% | new | NEW |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $2.8M | 167,586 | 0.00% | 4q | -12.6%-$409.1K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $2.8M | 166,115 | 0.03% | 14q | -1.2%-$32.9K |
| D. E. Shaw & Co., Inc. | $2.8M | 91,295 | 0.00% | 7q | -72.0%-$7.2M |
| Odyssean, LLC | $2.8M | 165,432 | 0.46% | 2q | +89.0%+$1.3M |
| Pacific Capital Partners Ltd | $2.8M | 162,457 | 2.38% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $2.6M | 155,595 | 0.00% | 31q | -59.6%-$3.9M |
| MALTESE CAPITAL MANAGEMENT LLC | $2.5M | 150,000 | 0.46% | new | NEW |
| POLEN CAPITAL MANAGEMENT LLC | $2.5M | 149,051 | 0.02% | 2q | +36.7%+$678.4K |
| Militia Capital Management LLC | $2.5M | 147,632 | 0.07% | new | NEW |
| LPL Financial LLC | $2.4M | 141,973 | 0.00% | 7q | +4.7%+$107.4K |
| DEUTSCHE BANK AG\ | $2.4M | 139,195 | 0.00% | 34q | +19.0%+$376.8K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-13 | 13G/A | Wellington Management Group LLPwith 2 co-filers | 5.5% |
| 2026-08-13 | 13G | Invesco Ltd. | 6.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 292 | $2.7B | 156,910,272 | 49 | 102 | 90 | 2.4% |
| Q1 2026 | 294 | $2.3B | 158,049,987 | 56 | 102 | 83 | 1.9% |
| Q4 2025 | 271 | $1.9B | 155,125,154 | 46 | 88 | 89 | 0.5% |
| Q3 2025 | 251 | $2.1B | 153,035,188 | 51 | 105 | 62 | 0.7% |
| Q2 2025 | 227 | $1.5B | 126,666,521 | 28 | 90 | 83 | 0.1% |
| Q1 2025 | 238 | $1.1B | 127,341,397 | 29 | 74 | 85 | 0.1% |
| Q4 2024 | 247 | $1.3B | 127,044,084 | 43 | 98 | 58 | 0.2% |
| Q3 2024 | 211 | $1.2B | 121,410,553 | 35 | 80 | 58 | 0.1% |
| Q2 2024 | 200 | $1.1B | 115,687,214 | 39 | 66 | 56 | 0.1% |
| Q1 2024 | 183 | $1.1B | 114,327,750 | 37 | 58 | 57 | 0.0% |
| Q4 2023 | 169 | $779.4M | 112,461,254 | 21 | 55 | 55 | 0.0% |
| Q3 2023 | 158 | $728.6M | 104,024,923 | 20 | 51 | 56 | 0.1% |
| Q2 2023 | 159 | $684.8M | 99,863,797 | 40 | 49 | 40 | 0.0% |
| Q1 2023 | 123 | $585.5M | 99,887,465 | 14 | 37 | 47 | 0.0% |
| Q4 2022 | 121 | $528.9M | 96,691,617 | 21 | 40 | 29 | 0.0% |
| Q3 2022 | 149 | $518.9M | 109,266,449 | 7 | 56 | 48 | 0.2% |
| Q2 2022 | 158 | $561.6M | 109,864,419 | 14 | 48 | 54 | 0.2% |
| Q1 2022 | 173 | $635.9M | 108,173,453 | 19 | 45 | 74 | 0.2% |
| Q4 2021 | 173 | $651.1M | 105,239,285 | 14 | 48 | 61 | 1.1% |
| Q3 2021 | 168 | $591.0M | 103,791,987 | 13 | 46 | 71 | 0.4% |
| Q2 2021 | 175 | $662.6M | 106,407,198 | 35 | 56 | 50 | 0.4% |
| Q1 2021 | 148 | $661.3M | 105,448,833 | 15 | 44 | 53 | 0.3% |
| Q4 2020 | 146 | $548.0M | 102,291,246 | 12 | 43 | 61 | 0.1% |
| Q3 2020 | 161 | $322.8M | 100,692,818 | 16 | 37 | 74 | 0.1% |
| Q2 2020 | 161 | $371.4M | 106,886,865 | 19 | 65 | 45 | 0.1% |
| Q1 2020 | 166 | $260.9M | 110,699,560 | 27 | 54 | 46 | 1.1% |
| Q4 2019 | 162 | $600.4M | 116,787,192 | 18 | 58 | 42 | 6.0% |
| Q3 2019 | 165 | $636.4M | 112,895,220 | 23 | 58 | 51 | 7.3% |
| Q2 2019 | 169 | $721.7M | 113,889,687 | 14 | 63 | 43 | 2.6% |
| Q1 2019 | 186 | $836.2M | 115,106,344 | 25 | 60 | 54 | 2.8% |
| Q4 2018 | 182 | $768.4M | 112,623,060 | 3 | 3 | 2 | 2.5% |