WisdomTree, Inc. - Common Stock (WT)

Historical Holders from Q1 2014 to Q3 2025

Symbol
WT on NYSE
CUSIP
97717P104
Type / Class
Equity / Common Stock
Shares outstanding
147M
All holders as of September 30, 2025
Q3 2025
Total 13F shares, excl. options
155M
Holdings value
$2.15B
% of all portfolios
0.003%
Grand Portfolio weight change
+0.001%
Number of holders
267
Number of buys
167
Number of sells
-95
Average Value change %
+0%
Average buys %
+0.001%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of WisdomTree, Inc. - Common Stock (WT)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 10.3% $211M 15.2M FMR LLC Sep 30, 2025
WELLINGTON MANAGEMENT GROUP LLP 6.6% $134M 9.67M Wellington Management Group LLP Sep 30, 2025
Azora Capital LP 4.8% -23.3% $96.6M -$27.3M 7.07M -22% Azora Capital LP Jun 30, 2025
ETFS Capital Limited. 3.6% -45% $71.7M -$54.6M 5.25M -43.2% ETFS Capital Limited. Aug 20, 2025

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

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 155M $2.15B +$369M $13.90 267
2025 Q2 129M $1.48B +$10.6M $11.51 247
2025 Q1 129M $1.15B -$11.9M $8.92 255
2024 Q4 130M $1.37B +$61.9M $10.50 267
2024 Q3 123M $1.23B +$52.3M $9.99 230
2024 Q2 118M $1.17B +$41.9M $9.91 223
2024 Q1 113M $1.04B +$3.27M $9.19 199
2023 Q4 669K $4.64M +$1.6M $6.93 3
2023 Q3 104M $725M +$11.7M $7.00 170
2023 Q2 105M $720M -$19.3M $6.86 175
2023 Q1 108M $632M +$9.66M $5.86 145
2022 Q4 110M $599M +$10.5M $5.45 153
2022 Q3 83.4M $392M -$454K $4.68 139
2022 Q2 89.8M $459M +$8.28M $5.07 148
2022 Q1 108M $633M +$18.9M $5.87 166
2021 Q4 102M $627M +$1.38M $6.12 158
2021 Q3 104M $588M -$15M $5.67 161
2021 Q2 106M $659M +$5.75M $6.20 166
2021 Q1 105M $658M +$23.9M $6.25 142
2020 Q4 102M $545M +$16.1M $5.35 140
2020 Q3 99.3M $318M -$20.5M $3.20 151
2020 Q2 107M $370M -$3.37M $3.47 155
2020 Q1 89.2M $208M -$18.4M $2.33 148
2019 Q4 95.3M $460M +$3.2M $4.84 154
2019 Q3 112M $586M +$2.12M $5.23 154
2019 Q2 110M $680M -$14.7M $6.17 156
2019 Q1 115M $812M +$27.4M $7.06 176
2018 Q4 111M $738M +$4.52M $6.65 171
2018 Q3 109M $924M -$9.78M $8.48 178
2018 Q2 109M $988M -$5.16M $9.08 193
2018 Q1 111M $1.01B -$96M $9.17 201
2017 Q4 105M $1.32B -$19.8M $12.55 205
2017 Q3 122M $1.24B -$44.9M $10.18 197
2017 Q2 127M $1.29B -$48.5M $10.17 203
2017 Q1 136M $1.23B +$153M $9.08 195
2016 Q4 130M $1.45B -$3.05M $11.14 217
2016 Q3 130M $1.34B -$61.9M $10.29 204
2016 Q2 136M $1.33B +$50.5M $9.79 210
2016 Q1 129M $1.48B +$23.4M $11.43 231
2015 Q4 127M $1.99B +$27.5M $15.68 251
2015 Q3 125M $2.02B +$31.4M $16.13 239
2015 Q2 120M $2.64B +$269M $21.97 232
2015 Q1 109M $2.35B +$45.6M $21.46 199
2014 Q4 108M $1.7B -$161M $15.68 188
2014 Q3 121M $1.37B +$114M $11.38 184
2014 Q2 110M $1.36B -$41.2M $12.36 186
2014 Q1 105M $1.38B +$180M $13.12 187