WisdomTree, Inc. - COMMON STOCK (WT)

CUSIP: 97717P104

Q2 2026 13F Holders as of 30 Jun 2026

Holder snapshot 7 signals
Share change
-714,303
Put/Call ratio
14%
SEC-reported price per share
$16.94
Number of holders
310
Value change
+$2,087,455
Number of buys
165
Open additional details 1 more signal available
Number of sells
148
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
154,022,104

Security key

97717P104

Report period

Q2 2026

Institutions

310

Top holders

10

Ownership snapshot

Top reported holders of WT - WisdomTree, Inc. - COMMON STOCK (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Invesco Ltd.
Disclosed value leader
BlackRock, Inc.
Comparable rows
5/15
Latest evidence
30 Jun 2026
13D/G 13F 3/4/5 Lead comparable stake: 6.6% 10 rows are not safely comparable across share classes. 13D/G row: Invesco Ltd. Showing 1-6 of 15 holder rows.

Quick read

Invesco Ltd. leads the comparable SEC ownership view at 6.6%.

5 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Invesco Ltd.'s linked filing trail.
Comparable ownership Top 5
Invesco Ltd. 6.6%
VANGUARD PORTFOLIO MANAGEMENT LLC 5.8%
WELLINGTON MANAGEMENT GROUP LLP 5.5%
Azora Capital LP 4.8%
ETFS Capital Limited. 3.6%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Invesco Ltd.
13D/G 13F
Company
6.6%
Reported 13D/G · 30 Jun 2026
$188,303,713
10,184,084 shares
$0 30 Jun 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
13D/G 13F
Vanguard Portfolio Management · Company
5.8%
Reported 13D/G · 31 Mar 2026
$118,740,105
8,155,227 shares
$0 31 Mar 2026
WELLINGTON MANAGEMENT GROUP LLP
13D/G 13F
Company
5.5%
Reported 13D/G · 30 Jun 2026
$155,447,519
8,407,113 shares
-$58,892,536 30 Jun 2026
Azora Capital LP
13D/G 13F
Company
4.8%
Reported 13D/G · 30 Jun 2025
$89,433,729
7,069,860 shares
-$25,297,242 30 Jun 2025
ETFS Capital Limited.
3/4/5 13D/G
Other*
3.6%
Reported 13D/G · 20 Aug 2025
$138,915,000
12,250,000 shares
— 02 Dec 2024
BlackRock, Inc.
13F
Company
13F
—
denominator unverified
$257,092,521
17,657,453 shares
— 31 Mar 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q2 2026

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
310
Shares
160,110,462
Rows available
310
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q2 2026 vs Q1 2026 Across Filers

Q1 2026 holders
310
Q2 2026 holders
310
Holder diff
0
Investor Q1 2026 Shares Q2 2026 Shares Share Diff Share Chg % Q1 2026 value Q2 2026 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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