13F reference period
Q2 2026
Security Snapshot
WisdomTree, Inc. - COMMON STOCK (WT) Institutional Ownership
CUSIP: 97717P104
13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026
Institutions Reporting
310
Shares (Excl. Options)
160,110,462
Price
$16.94
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / COMMON STOCK
- Symbol
- WT on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 160,110,462
- Total 13F value
- $2,712,201,495
- Portfolio coverage rank
- 0%
- Share change
- -714,303
- Value change
- +$2,087,455
- Number of holders
- 310
- Shares outstanding
- 154,022,104
- SEC-reported price per share
- $24.29
- Insider filing price
- $24.29
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- WT - WisdomTree, Inc. - COMMON STOCK is tracked under CUSIP 97717P104.
- 310 institutions reported positions in Q2 2026.
- 6 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 310 to 310 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $2,348,785,464 to $2,712,201,495.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 310 institutions filings for Q2 2026.
Security key
97717P104
13F reference period
Q2 2026
13F holders
310
13D/G owners
6
CIK / CUSIP context first
Open Q2 2026 holders
WT full holder history
WisdomTree, Inc. SEC filings
WisdomTree, Inc. company facts
WisdomTree, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 97717P104:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
6
Security
WT
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Invesco Ltd. | 6.6% | $188,303,713 | 10,184,084 | Invesco Ltd. | 30 Jun 2026 | |||
| WELLINGTON MANAGEMENT GROUP LLP | 5.5% | -34% | $155,447,519 | -$58,892,536 | 8,407,113 | -27% | Wellington Management Group LLP | 30 Jun 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.8% | $118,740,105 | 8,155,227 | Vanguard Portfolio Management | 31 Mar 2026 | |||
| 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 |
| FMR LLC | 3.2% | -69% | $119,721,751 | -$204,553,394 | 4,928,707 | -63% | FMR LLC | 30 Sep 2026 |
As of 30 Jun 2026, 310 institutional investors reported holding 160,110,462 shares of WisdomTree, Inc. - COMMON STOCK (WT). This represents 104% of the company’s total 154,022,104 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
79%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13% | 19,274,687 | +9.2% | 0% | $326,513,206 |
| FMR LLC | 8.8% | 13,565,042 | +6.6% | 0.01% | $229,791,799 |
| Invesco Ltd. | 6.5% | 9,975,256 | +72% | 0.01% | $168,980,837 |
| WELLINGTON MANAGEMENT GROUP LLP | 5.5% | 8,407,113 | -21% | 0.02% | $142,416,494 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.3% | 8,123,363 | +0.94% | 0.01% | $137,609,769 |
| Capital World Investors | 4.9% | 7,547,094 | +11% | 0.02% | $127,847,772 |
| Azora Capital LP | 4% | 6,180,510 | +3.2% | 4.4% | $104,697,839 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.9% | 6,066,366 | +9.2% | 0% | $102,764,240 |
| STATE STREET CORP | 3.6% | 5,610,044 | +11% | 0% | $95,034,145 |
| Driehaus Capital Management LLC | 3.1% | 4,702,705 | +186% | 0.46% | $79,663,823 |
| DIMENSIONAL FUND ADVISORS LP | 2.4% | 3,754,933 | +3.6% | 0.01% | $63,609,860 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1% | 3,290,623 | +15% | 0% | $55,752,546 |
| Simcoe Capital Management, LLC | 1.7% | 2,674,045 | -43% | 8.8% | $45,298,322 |
| UBS Group AG | 1.7% | 2,658,995 | +552% | 0.01% | $45,043,375 |
| PRINCIPAL FINANCIAL GROUP INC | 1.5% | 2,275,955 | +13% | 0.02% | $38,554,680 |
| LOOMIS SAYLES & CO L P | 1.4% | 2,190,641 | +32% | 0.05% | $37,109,458 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.4% | 2,107,798 | -6% | 0.05% | $35,706,000 |
| MORGAN STANLEY | 1.3% | 2,003,391 | -20% | 0% | $33,937,471 |
| BANK OF AMERICA CORP /DE/ | 1.3% | 1,991,898 | -14% | 0% | $33,742,752 |
| GOLDMAN SACHS GROUP INC | 1.3% | 1,971,158 | -57% | 0% | $33,391,408 |
| LORD, ABBETT & CO. LLC | 1.2% | 1,792,735 | 0.09% | $30,369,000 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1% | 1,686,776 | +17% | 0% | $28,573,985 |
| Jupiter Topco LLC | 0.94% | 1,453,084 | 0% | 0.01% | $24,616,108 |
| Nuveen, LLC | 0.91% | 1,408,925 | -12% | 0.01% | $23,867,177 |
| NORTHERN TRUST CORP | 0.9% | 1,392,555 | +15% | 0% | $23,589,881 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 665,606 | $16,114,704 | -$3,732,357 | $24.29 | 40 |
| 2026 Q2 | 160,110,462 | $2,712,201,495 | +$2,087,455 | $16.94 | 310 |
| 2026 Q1 | 161,385,668 | $2,348,785,464 | +$43,120,618 | $14.56 | 310 |
| 2025 Q4 | 158,108,341 | $1,927,665,365 | +$15,625,492 | $12.19 | 289 |
| 2025 Q3 | 155,217,841 | $2,153,169,315 | +$370,166,090 | $13.90 | 268 |
| 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 |