- Type / Class
- Equity / COMMON STOCK
- Shares outstanding
- 142,018,777
- Total 13F shares
- 41,943,149
- Share change
- +5,342,982
- Total reported value
- $610,689,838
- Put/Call ratio
- 5.4%
- Price per share
- $14.56
- Number of holders
- 149
- Value change
- +$79,128,468
- Number of buys
- 73
- Number of sells
- 57
Quarterly Holders Quick Answers
What is CUSIP 97717P104?
CUSIP 97717P104 identifies WT - WisdomTree, Inc. - COMMON STOCK in SEC institutional holdings data.
Need full ownership history?
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Next holder-history checks
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- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
- Previous quarter: Q4 2025
Recent filing periods for CUSIP 97717P104:
Top shareholders of WT - WisdomTree, Inc. - COMMON STOCK (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
|
Company |
13%
|
19,039,434
|
$232,090,704 | — | 31 Dec 2025 | |
| FMR LLC |
13D/G
13F
|
Company |
9.4%
|
13,349,765
|
$218,669,152 | -$61,046,556 | 31 Mar 2026 | |
| VANGUARD GROUP INC |
13F
|
Company |
9.9%
|
14,001,755
|
$170,681,393 | — | 31 Dec 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13D/G
13F
|
Company |
8.2%
|
11,592,215
|
$154,987,915 | +$25,638,111 | 31 Dec 2025 | |
| ETFS Capital Limited. |
3/4/5
13D/G
|
Other* |
3.6%
from 13D/G
|
12,250,000
|
$138,915,000 | — | 02 Dec 2024 | |
| Jonathan L. Steinberg |
3/4/5
|
Chief Executive Officer, Director |
—
mixed-class rows
|
9,806,996
mixed-class rows
|
$119,024,573 | — | 23 Feb 2026 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
|
Vanguard Portfolio Management |
5.8%
|
8,155,227
|
$118,740,105 | $0 | 31 Mar 2026 | |
| Azora Capital LP |
13D/G
13F
|
Company |
4.8%
|
7,069,860
|
$89,433,729 | -$25,297,242 | 30 Jun 2025 | |
| Simcoe Capital Management, LLC |
13F
|
Company |
3.7%
|
5,253,340
|
$64,038,215 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
3.7%
|
5,219,013
|
$63,619,768 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.6%
|
3,642,042
|
$44,399,022 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
2.4%
|
3,389,653
|
$41,319,866 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
2.4%
|
3,339,718
|
$40,711,163 | — | 31 Dec 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
2.1%
|
2,929,333
|
$35,708,569 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2%
|
2,796,512
|
$34,092,512 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.9%
|
2,688,475
|
$32,772,528 | — | 31 Dec 2025 | |
| Lion Point Capital, LP |
3/4/5
|
Other* |
—
class O/S missing
|
4,521,979
|
$31,263,606 | — | 08 Mar 2022 | |
| Capital World Investors |
13F
|
Company |
1.8%
|
2,529,511
|
$30,834,739 | — | 31 Dec 2025 | |
| ArrowMark Colorado Holdings LLC |
13F
|
Company |
1.7%
|
2,407,738
|
$29,350,326 | — | 31 Dec 2025 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
1.7%
|
2,361,965
|
$28,792,353 | — | 31 Dec 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
1.5%
|
2,127,858
|
$25,938,877 | — | 31 Dec 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
1.5%
|
2,122,090
|
$25,868,277 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
1.2%
|
1,759,129
|
$21,443,783 | — | 31 Dec 2025 | |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. |
13F
|
Company |
1.2%
|
1,696,879
|
$20,685,000 | — | 31 Dec 2025 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
1.2%
|
1,673,058
|
$20,394,577 | — | 31 Dec 2025 | |
| R. Jarrett Lilien |
3/4/5
|
President and COO |
—
mixed-class rows
|
1,165,465
mixed-class rows
|
$19,201,725 | -$1,435,450 | 25 Feb 2026 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
1.1%
|
1,514,372
|
$18,460,203 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1%
|
1,483,826
|
$18,087,839 | — | 31 Dec 2025 | |
| Tidal Investments LLC |
13F
|
Company |
0.99%
|
1,404,322
|
$17,118,685 | — | 31 Dec 2025 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.98%
|
1,388,837
|
$16,929,923 | — | 31 Dec 2025 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.94%
|
1,339,127
|
$16,323,958 | — | 31 Dec 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.88%
|
1,251,581
|
$15,256,772 | — | 31 Dec 2025 | |
| Crawford Fund Management, LLC |
13F
|
Company |
0.87%
|
1,241,269
|
$15,131,069 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.84%
|
1,198,669
|
$14,611,775 | — | 31 Dec 2025 | |
| HRT FINANCIAL LP |
13F
|
Company |
0.81%
|
1,157,245
|
$14,106,000 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.8%
|
1,133,254
|
$13,814,366 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.72%
|
1,026,432
|
$12,512,206 | — | 31 Dec 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.7%
|
995,898
|
$12,139,997 | — | 31 Dec 2025 | |
| Peter M. Ziemba |
3/4/5
|
Chief Administrative Officer |
—
mixed-class rows
|
988,732
mixed-class rows
|
$12,015,512 | — | 23 Feb 2026 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.69%
|
978,562
|
$11,928,667 | — | 31 Dec 2025 | |
| KORNITZER CAPITAL MANAGEMENT INC /KS |
13F
|
Company |
0.68%
|
971,380
|
$11,841,122 | — | 31 Dec 2025 | |
| DRIEHAUS CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.62%
|
875,774
|
$10,675,685 | — | 31 Dec 2025 | |
| CITIGROUP INC |
13F
|
Company |
0.61%
|
865,266
|
$10,547,592 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.6%
|
857,948
|
$10,458,389 | — | 31 Dec 2025 | |
| Squarepoint Ops LLC |
13F
|
Company |
0.6%
|
855,686
|
$10,430,812 | — | 31 Dec 2025 | |
| Invenomic Capital Management LP |
13F
|
Company |
0.57%
|
809,902
|
$9,872,705 | — | 31 Dec 2025 | |
| Interval Partners, LP |
13F
|
Company |
0.57%
|
806,939
|
$9,836,586 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.53%
|
747,094
|
$9,107,076 | — | 31 Dec 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.51%
|
720,691
|
$8,785,225 | — | 31 Dec 2025 | |
| Man Group plc |
13F
|
Company |
0.5%
|
708,971
|
$8,642,356 | — | 31 Dec 2025 |
Institutional Holders of WisdomTree, Inc. - COMMON STOCK (WT) as of Q1 2026
As of 31 Mar 2026,
WisdomTree, Inc. - COMMON STOCK (WT) was held by
149 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
41,943,149 shares.
The largest 10 holders included
VANGUARD PORTFOLIO MANAGEMENT LLC, Invesco Ltd., VANGUARD CAPITAL MANAGEMENT LLC, DIMENSIONAL FUND ADVISORS LP, PRINCIPAL FINANCIAL GROUP INC, Nuveen, LLC, JANE STREET GROUP, LLC, ENVESTNET ASSET MANAGEMENT INC, Bank of New York Mellon Corp, and KORNITZER CAPITAL MANAGEMENT INC /KS.
This page lists
151
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
288
Q1 2026 holders
149
Holder diff
-139
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.