WisdomTree, Inc. - Common Stock (WT)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
WT on NYSE
Shares outstanding
146,585,303
Price per share
$12.19
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
155,213,330
Total reported value
$2,153,106,316
% of total 13F portfolios
0%
Share change
+26,160,327
Value change
+$369,424,305
Number of holders
267
Price from insider filings
$12.19
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 10% $210,832,953 15,161,730 FMR LLC 30 Sep 2025
WELLINGTON MANAGEMENT GROUP LLP 6.6% $134,477,357 9,674,630 Wellington Management Group LLP 30 Sep 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 30 Sep 2025, WisdomTree, Inc. - Common Stock (WT) has 267 institutional shareholders filing 13F forms. They hold 155,213,330 shares. .

Top 25 institutional shareholders own 79% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
BlackRock, Inc. 12% 17,939,185 +4.7% 0% $249,354,675
FMR LLC 10% 14,834,162 +1263% 0.01% $206,194,854
VANGUARD GROUP INC 9.9% 14,552,814 -0.84% 0% $202,284,115
WELLINGTON MANAGEMENT GROUP LLP 6.6% 9,674,630 +237% 0.02% $134,477,358
Azora Capital LP 3.8% 5,628,932 -20% 3.6% $78,242,155
STATE STREET CORP 3.6% 5,315,183 +0.54% 0% $73,881,044
Simcoe Capital Management, LLC 3.2% 4,718,325 -4.2% 9.5% $65,584,718
DIMENSIONAL FUND ADVISORS LP 2.4% 3,580,343 -0.91% 0.01% $49,766,103
Invesco Ltd. 2.4% 3,521,239 +6.5% 0.01% $48,945,223
MACQUARIE GROUP LTD 2.4% 3,508,863 +100% 0.05% $44,588,000
ArrowMark Colorado Holdings LLC 2.2% 3,292,145 -24% 0.85% $45,760,816
MORGAN STANLEY 2.2% 3,275,816 +38% 0% $45,533,857
GEODE CAPITAL MANAGEMENT, LLC 1.9% 2,769,736 +1.3% 0% $38,504,745
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.8% 2,565,704 -28% 0.01% $35,663,286
MILLENNIUM MANAGEMENT LLC 1.7% 2,511,467 -55% 0.03% $34,909,391
D. E. Shaw & Co., Inc. 1.6% 2,392,924 +301% 0.03% $33,261,644
Select Equity Group, L.P. 1.6% 2,311,611 0.14% $32,131,393
JANUS HENDERSON GROUP PLC 1.5% 2,194,186 -21% 0.01% $30,499,473
AMERICAN CENTURY COMPANIES INC 1.3% 1,968,507 +123% 0.01% $27,362,251
Nuveen, LLC 1.2% 1,744,170 +1.6% 0.01% $24,243,963
Capitolis Liquid Global Markets LLC 1.2% 1,735,600 0.19% $24,124,840
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.2% 1,697,707 +464% 0.01% $23,598,127
TWO SIGMA INVESTMENTS, LP 1.1% 1,624,237 +32% 0.03% $22,576,894
TWO SIGMA ADVISERS, LP 1.1% 1,588,400 +15% 0.04% $22,078,760
GOLDMAN SACHS GROUP INC 1.1% 1,565,876 +57% 0% $21,765,673

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 784,008 $9,667,819 +$720,502 $12.19 14
2025 Q3 155,213,330 $2,153,106,316 +$369,424,305 $13.90 267
2025 Q2 128,919,610 $1,483,888,074 +$10,594,471 $11.51 247
2025 Q1 129,342,546 $1,153,867,340 -$11,885,858 $8.92 255
2024 Q4 130,190,196 $1,366,933,832 +$60,986,962 $10.50 268
2024 Q3 123,519,374 $1,234,200,602 +$53,299,965 $9.99 231
2024 Q2 117,600,497 $1,165,368,792 +$40,923,712 $9.91 223
2024 Q1 113,687,919 $1,044,681,601 +$2,033,958 $9.19 201
2023 Q4 114,283,126 $792,032,039 +$50,408,877 $6.93 194
2023 Q3 106,959,607 $748,775,998 +$12,732,836 $7.00 174
2023 Q2 105,051,450 $720,342,499 -$18,761,579 $6.86 178
2023 Q1 107,916,779 $632,347,067 -$16,916,994 $5.86 145
2022 Q4 110,999,821 $606,858,685 +$10,613,593 $5.45 155
2022 Q3 104,786,896 $491,480,782 -$2,823,551 $4.68 143
2022 Q2 109,862,110 $560,636,575 +$9,296,674 $5.07 153
2022 Q1 108,168,245 $634,841,487 +$18,466,220 $5.87 168
2021 Q4 104,975,927 $642,401,705 +$6,838,422 $6.12 162
2021 Q3 103,791,754 $588,736,243 -$15,394,107 $5.67 162
2021 Q2 106,405,964 $659,705,645 +$6,065,449 $6.20 167
2021 Q1 105,448,121 $659,082,703 +$23,390,721 $6.25 141
2020 Q4 101,981,320 $545,608,933 +$13,998,373 $5.35 142
2020 Q3 100,704,990 $322,266,792 -$20,095,647 $3.20 155
2020 Q2 106,810,128 $370,627,416 -$3,378,265 $3.47 157
2020 Q1 109,607,218 $255,384,544 -$21,513,257 $2.33 157
2019 Q4 115,072,979 $556,004,762 +$9,160,322 $4.84 159
2019 Q3 112,893,226 $589,825,566 -$5,112,988 $5.22 158
2019 Q2 113,670,788 $701,363,049 -$9,773,995 $6.17 162
2019 Q1 115,039,105 $812,253,875 +$27,672,086 $7.06 178
2018 Q4 111,002,366 $738,105,305 +$4,512,391 $6.65 172
2018 Q3 109,212,939 $925,932,213 -$9,603,836 $8.48 180
2018 Q2 109,440,575 $993,751,354 -$13,578,984 $9.08 194
2018 Q1 110,931,696 $1,017,326,744 -$93,770,317 $9.17 202
2017 Q4 119,317,889 $1,497,430,078 -$19,203,521 $12.55 207
2017 Q3 122,422,495 $1,246,142,619 -$43,975,389 $10.18 199
2017 Q2 126,630,162 $1,287,894,733 -$48,894,801 $10.17 204
2017 Q1 136,097,303 $1,235,645,133 +$153,617,438 $9.08 198
2016 Q4 129,898,021 $1,447,108,101 -$3,053,749 $11.14 217
2016 Q3 130,423,034 $1,341,803,183 -$67,909,730 $10.29 204
2016 Q2 137,600,509 $1,347,134,919 +$51,246,666 $9.79 212
2016 Q1 131,273,458 $1,500,514,935 +$15,488,901 $11.43 233
2015 Q4 127,325,382 $1,996,533,351 +$31,505,925 $15.68 254
2015 Q3 125,286,362 $2,021,288,054 +$37,833,523 $16.13 241
2015 Q2 121,938,946 $2,678,061,907 +$274,548,906 $21.96 233
2015 Q1 109,554,015 $2,350,644,301 +$45,348,875 $21.46 196
2014 Q4 108,418,261 $1,699,452,510 -$160,477,534 $15.68 189
2014 Q3 120,698,123 $1,373,591,486 +$113,860,872 $11.38 182
2014 Q2 110,341,173 $1,363,770,579 -$41,687,575 $12.36 186
2014 Q1 112,859,916 $1,480,348,326 +$259,432,618 $13.12 189