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
146,585,303
Price per share
$12.19
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
155,217,841
Total reported value
$2,153,169,316
% of total 13F portfolios
0%
Share change
+26,160,327
Value change
+$369,424,445
Number of holders
268
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% $96,574,288 -$27,317,022 7,069,860 -22% Azora Capital LP 30 Jun 2025
ETFS Capital Limited. 3.6% -45% $71,715,000 -$54,640,000 5,250,000 -43% ETFS Capital Limited. 20 Aug 2025

As of 30 Sep 2025, 268 institutional investors reported holding 155,217,841 shares of WisdomTree, Inc. - Common Stock (WT). This represents 106% of the company’s total 146,585,303 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of WisdomTree, Inc. - Common Stock (WT) together control 79% 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. 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 (Median) Investors
2025 Q4 3,281,521 $40,207,334 -$1,774,651 $12.19 26
2025 Q3 155,217,841 $2,153,169,316 +$369,424,445 $13.90 268
2025 Q2 128,919,610 $1,483,888,074 +$10,594,467 $11.51 247
2025 Q1 129,342,546 $1,153,867,349 -$11,885,876 $8.92 255
2024 Q4 130,171,407 $1,366,735,215 +$61,891,930 $10.50 267
2024 Q3 123,431,908 $1,233,326,451 +$52,290,941 $9.99 230
2024 Q2 117,614,723 $1,165,510,118 +$41,931,473 $9.91 223
2024 Q1 113,476,000 $1,042,734,270 +$3,268,879 $9.19 199
2023 Q4 669,347 $4,638,575 +$1,595,827 $6.93 3
2023 Q3 103,549,201 $724,903,610 +$11,709,741 $7.00 170
2023 Q2 104,952,331 $719,661,726 -$19,286,202 $6.86 175
2023 Q1 107,916,779 $632,347,243 +$9,663,208 $5.86 145
2022 Q4 109,501,595 $598,693,623 +$10,483,153 $5.45 153
2022 Q3 83,427,345 $391,519,216 -$454,114 $4.68 139
2022 Q2 89,827,757 $459,056,575 +$8,280,754 $5.07 148
2022 Q1 107,847,192 $632,957,487 +$18,883,952 $5.87 166
2021 Q4 102,406,896 $626,679,705 +$1,381,859 $6.12 158
2021 Q3 103,709,138 $588,267,243 -$15,006,597 $5.67 161
2021 Q2 106,241,101 $658,682,645 +$5,754,050 $6.20 166
2021 Q1 105,344,540 $658,434,703 +$23,860,762 $6.25 142
2020 Q4 101,791,401 $544,592,933 +$16,077,714 $5.35 140
2020 Q3 99,288,333 $317,725,792 -$20,462,487 $3.20 151
2020 Q2 106,732,575 $370,358,416 -$3,367,963 $3.47 155
2020 Q1 89,193,400 $207,819,544 -$18,368,219 $2.33 148
2019 Q4 95,272,975 $460,249,762 +$3,203,860 $4.84 154
2019 Q3 112,075,979 $585,556,566 +$2,119,887 $5.22 154
2019 Q2 110,141,198 $679,583,049 -$14,681,092 $6.17 156
2019 Q1 114,992,130 $811,920,875 +$27,377,305 $7.06 176
2018 Q4 110,983,198 $737,978,305 +$4,517,757 $6.65 171
2018 Q3 108,933,839 $923,566,213 -$9,784,663 $8.48 178
2018 Q2 108,759,055 $987,563,354 -$5,159,246 $9.08 193
2018 Q1 110,640,113 $1,014,653,744 -$95,963,863 $9.17 201
2017 Q4 105,401,782 $1,322,783,078 -$19,773,434 $12.55 205
2017 Q3 121,584,844 $1,237,617,619 -$44,855,939 $10.18 197
2017 Q2 126,540,274 $1,286,980,733 -$48,451,468 $10.17 203
2017 Q1 135,968,610 $1,234,567,060 +$153,173,300 $9.08 195
2016 Q4 129,898,021 $1,447,104,105 -$3,053,650 $11.14 217
2016 Q3 130,423,034 $1,341,803,183 -$61,948,777 $10.29 204
2016 Q2 136,269,443 $1,334,102,919 +$50,459,231 $9.79 210
2016 Q1 129,357,366 $1,478,615,935 +$23,415,518 $11.43 231
2015 Q4 126,677,127 $1,986,370,351 +$27,466,975 $15.68 251
2015 Q3 125,168,280 $2,019,383,054 +$31,403,898 $16.13 239
2015 Q2 120,307,365 $2,642,223,907 +$269,043,091 $21.96 232
2015 Q1 109,438,534 $2,348,166,301 +$45,600,674 $21.46 199
2014 Q4 108,416,800 $1,699,429,510 -$161,197,176 $15.68 188
2014 Q3 120,698,123 $1,373,591,486 +$114,169,914 $11.38 184
2014 Q2 110,341,173 $1,363,770,579 -$41,227,625 $12.36 186
2014 Q1 105,265,164 $1,380,706,326 +$179,595,915 $13.12 187