WisdomTree, Inc. - Common Stock (WT) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class: Equity / Common Stock
Symbol: WT on NYSE
Shares outstanding: 141,368,476
Price per share: $16.96
All holders as of 31 Dec 2025: Q4 2025
Total 13F shares: 157,938,615
Total reported value: $1,925,583,066
% of total 13F portfolios: 0%
Share change: +2,205,920
Value change: +$14,578,250
Number of holders: 285
Price from insider filings: $16.96

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of WisdomTree, Inc. - Common Stock (WT) based on Schedule 13D/G filings

Filer	Ownership	Change %	Holdings Value	Net Change	Nb Shares	Change %	Reporting Name	Report Period
FMR LLC	12%	+18%	$208,164,497	+$23,343,009	17,076,661	+13%	FMR LLC	31 Dec 2025
WELLINGTON MANAGEMENT GROUP LLP	8.2%	+23%	$154,987,915	+$25,638,111	11,592,215	+20%	Wellington Management Group LLP	31 Dec 2025
Azora Capital LP	4.8%	-23%	$89,433,729	-$25,297,242	7,069,860	-22%	Azora Capital LP	30 Jun 2025
ETFS Capital Limited.	3.6%	-45%	$70,245,000	-$53,520,000	5,250,000	-43%	ETFS Capital Limited.	20 Aug 2025

As of 31 Dec 2025, 285 institutional investors reported holding 157,938,615 shares of WisdomTree, Inc. - Common Stock (WT). This represents 112% of the company’s total 141,368,476 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of WisdomTree, Inc. - Common Stock (WT) together control 84% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution	Ownership %	Shares Held	Share Change %	Portfolio %	Holdings Value
BlackRock, Inc.	13%	19,039,434	+6.1%	0%	$232,090,704
FMR LLC	12%	16,749,093	+13%	0.01%	$204,171,445
VANGUARD GROUP INC	9.9%	14,001,755	-3.8%	0%	$170,681,393
WELLINGTON MANAGEMENT GROUP LLP	7.9%	11,196,229	+16%	0.02%	$136,482,032
Azora Capital LP	4.4%	6,150,111	+9.3%	4.7%	$74,969,853
Simcoe Capital Management, LLC	3.7%	5,253,340	+11%	11%	$64,038,215
STATE STREET CORP	3.7%	5,219,013	-1.8%	0%	$63,619,768
DIMENSIONAL FUND ADVISORS LP	2.6%	3,642,042	+1.7%	0.01%	$44,399,022
GOLDMAN SACHS GROUP INC	2.4%	3,389,653	+116%	0.01%	$41,319,866
Invesco Ltd.	2.4%	3,339,718	-5.2%	0.01%	$40,711,163
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	2.1%	2,929,333	+73%	0.02%	$35,708,569
GEODE CAPITAL MANAGEMENT, LLC	2%	2,796,512	+0.97%	0%	$34,092,512
MORGAN STANLEY	1.9%	2,688,475	-18%	0%	$32,772,528
Capital World Investors	1.8%	2,529,511		0%	$30,834,739
ArrowMark Colorado Holdings LLC	1.7%	2,407,738	-27%	0.65%	$29,350,326
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.7%	2,361,965	-7.9%	0.01%	$28,792,353
JANUS HENDERSON GROUP PLC	1.5%	2,127,858	-3%	0.01%	$25,938,877
D. E. Shaw & Co., Inc.	1.5%	2,122,090	-11%	0.02%	$25,868,277
Nuveen, LLC	1.2%	1,759,129	+0.86%	0.01%	$21,443,783
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	1.2%	1,696,879	0%	0.03%	$20,685,000
Point72 Asset Management, L.P.	1.2%	1,673,058	+859%	0.03%	$20,394,577
AMERICAN CENTURY COMPANIES INC	1.1%	1,514,372	-23%	0.01%	$18,460,203
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1%	1,483,826	+9.7%	0%	$18,087,839
Tidal Investments LLC	0.99%	1,404,322	-10%	0.07%	$17,118,685
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.98%	1,388,837	-9%	0.06%	$16,929,923

Institutional Holders of WisdomTree, Inc. - Common Stock (WT) across Reporting Periods

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price (Median)	Investors
2025 Q4	157,938,615	$1,925,583,066	+$14,578,250	$29,256	$6,815,429	$12.19	285
2025 Q3	155,217,841	$2,153,169,315	+$370,166,090	$574,070	$8,103,700	$13.90	268
2025 Q2	128,919,610	$1,483,888,074	+$10,594,471	$222,143	$737,791	$11.51	247
2025 Q1	129,342,546	$1,153,867,340	-$11,885,858	$215,864	$938,384	$8.92	255
2024 Q4	130,190,196	$1,366,933,832	+$60,986,962	$936,600	$1,333,500	$10.50	268
2024 Q3	123,519,374	$1,234,200,602	+$53,299,965	$496,503	$222,777	$9.99	231
2024 Q2	117,600,497	$1,165,368,792	+$40,923,712	$149,641	$385,499	$9.91	223
2024 Q1	113,687,919	$1,044,681,601	+$2,033,958	$26,651	$253,644	$9.19	201
2023 Q4	114,283,126	$792,032,039	+$50,408,877	$693	$6,930	$6.93	194
2023 Q3	106,959,607	$748,775,998	+$12,732,836	$1,400	$151,200	$7.00	174
2023 Q2	105,051,450	$720,342,499	-$18,761,579	$10,976	$61,740	$6.86	178
2023 Q1	107,916,779	$632,347,067	-$16,916,994	$1,172	$209,788	$5.86	145
2022 Q4	110,999,821	$606,858,685	+$10,613,593	$12,535	$14,715	$5.45	155
2022 Q3	104,786,896	$491,480,782	-$2,823,551	$328,000	$231,000	$4.68	143
2022 Q2	109,862,110	$560,636,575	+$9,296,674	$388,000	$215,000	$5.07	153
2022 Q1	108,168,245	$634,841,487	+$18,466,220	$281,000	$520,000	$5.87	168
2021 Q4	104,975,927	$642,401,705	+$6,838,422	$1,669,000	$1,868,000	$6.12	162
2021 Q3	103,791,754	$588,736,243	-$15,394,107	$270,000	$1,590,000	$5.67	162
2021 Q2	106,405,964	$659,705,645	+$6,065,449	$326,000	$1,929,000	$6.20	167
2021 Q1	105,448,121	$659,082,703	+$23,390,721	$617,000	$722,000	$6.25	141
2020 Q4	101,981,320	$545,608,933	+$13,998,373	$133,000	$247,000	$5.35	142
2020 Q3	100,704,990	$322,266,792	-$20,095,647	$199,000	$120,000	$3.20	155
2020 Q2	106,810,128	$370,627,416	-$3,378,265	$284,000	$43,000	$3.47	157
2020 Q1	109,607,218	$255,384,544	-$21,513,257	$249,000	$2,455,000	$2.33	157
2019 Q4	115,072,979	$556,004,762	+$9,160,322	$14,077,000	$19,713,000	$4.84	159
2019 Q3	112,893,226	$589,825,566	-$5,112,988	$29,675,000	$13,700,000	$5.22	158
2019 Q2	113,670,788	$701,363,049	-$9,773,995	$13,125,000	$2,532,000	$6.17	162
2019 Q1	115,039,105	$812,253,875	+$27,672,086	$9,163,000	$10,061,000	$7.06	178
2018 Q4	111,002,366	$738,105,305	+$4,512,391	$13,569,000	$4,777,000	$6.65	172
2018 Q3	109,212,939	$925,932,213	-$9,603,836	$23,865,000	$2,551,000	$8.48	180
2018 Q2	109,440,575	$993,751,354	-$13,578,984	$12,958,000	$11,410,000	$9.08	194
2018 Q1	110,931,696	$1,017,326,744	-$93,770,317	$13,649,000	$29,567,000	$9.17	202
2017 Q4	119,317,889	$1,497,430,078	-$19,203,521	$18,026,000	$14,248,000	$12.55	207
2017 Q3	122,422,495	$1,246,142,619	-$43,975,389	$18,256,000	$17,418,000	$10.18	199
2017 Q2	126,630,162	$1,287,894,733	-$48,894,801	$10,797,000	$5,949,000	$10.17	204
2017 Q1	136,097,303	$1,235,645,133	+$153,617,438	$10,495,000	$5,112,000	$9.08	198
2016 Q4	129,898,021	$1,447,108,101	-$3,053,749	$12,716,000	$17,321,000	$11.14	217
2016 Q3	130,423,034	$1,341,803,183	-$67,909,730	$16,456,000	$4,468,000	$10.29	204
2016 Q2	137,600,509	$1,347,134,919	+$51,246,666	$15,546,000	$21,503,000	$9.79	212
2016 Q1	131,273,458	$1,500,514,935	+$15,488,901	$24,019,000	$2,109,000	$11.43	233
2015 Q4	127,325,382	$1,996,533,351	+$31,505,925	$26,760,000	$8,776,000	$15.68	254
2015 Q3	125,286,362	$2,021,288,054	+$37,833,523	$47,209,339	$12,507,221	$16.13	241
2015 Q2	121,938,946	$2,678,061,907	+$274,548,906	$56,723,000	$30,390,000	$21.96	233
2015 Q1	109,554,015	$2,350,644,301	+$45,348,875	$10,597,000	$23,778,000	$21.46	196
2014 Q4	108,418,261	$1,699,452,510	-$160,477,534	$13,927,000	$8,392,000	$15.68	189
2014 Q3	120,698,123	$1,373,591,486	+$113,860,872	$8,793,000	$3,334,000	$11.38	182
2014 Q2	110,341,173	$1,363,770,579	-$41,687,575	$15,435,000	$4,636,000	$12.36	186
2014 Q1	112,859,916	$1,480,348,326	+$259,432,618	$26,108,000	$4,341,000	$13.12	189