WisdomTree WT Institutional Ownership

NYSE WT

$23.92 -0.50 (-2.05%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

0 Institutions

Increased 0 0.0%

Unchanged 0 0.0%

Reduced 0 0.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

0.00%

▼-0.04 pp QoQ

Shares Held by Institutions

of 0 outstanding

■0.00% QoQ

Shares Outstanding

0 held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-1 vs prior quarter

Net Shares Added (QoQ)

accumulated since last quarter

Value of Holdings

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

WisdomTree, Inc. (NYSE:WT) has 1 institutional investors with active 13F positions as of June 2021.

These investors collectively held 0.0% of WisdomTree's outstanding shares in June 2021, up from 0.0% in March 2021.
They maintained total shares held in WisdomTree by 0.0% from the prior quarter, while the number of investors in WT stayed flat year over year.
Among the 1 funds, 0 bought more WisdomTree shares, 0 sold down, and 1 held their ground.
Institutional investors collectively held 52.77K shares in WisdomTree as of June 2021, with no net change quarter on quarter, and with no net change year over year.
SANTA MONICA PARTNERS LP holds the largest position in WT at 52.77K shares as of June 30, 2021, or 0.04% of shares outstanding.
Business Quant data shows the 1 biggest positions in WisdomTree as of June 2021 are held by SANTA MONICA PARTNERS LP (52.77K).

Form 13F Holdings

315 Institutional Holders

Report period 30 Jun, 2026

Total shares held 0

Of outstanding 0.00%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	19,274,687	—	▲1,617,234	+9.16%	$326.51Mn
2	FMR LLC	0000315066	13,565,042	—	▲842,143	+6.62%	$229.79Mn
3	Invesco Ltd.	0000914208	9,975,256	—	▲4,162,041	+71.60%	$168.98Mn
4	WELLINGTON MANAGEMENT GROUP LLP	0000902219	8,407,113	—	▼2,178,846	-20.58%	$142.42Mn
5	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	8,123,363	—	▲75,721	+0.94%	$137.61Mn
6	Capital World Investors	0001422849	7,547,094	—	▲736,035	+10.81%	$127.85Mn
7	Azora Capital LP	0001700272	6,180,510	—	▲192,905	+3.22%	$104.70Mn
8	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	6,066,366	—	▲513,168	+9.24%	$102.76Mn
9	State Street Corp	0000093751	5,610,044	—	▲560,892	+11.11%	$95.03Mn
10	DRIEHAUS CAPITAL MANAGEMENT LLC	0000938206	4,702,705	—	▲3,058,463	+186.01%	$79.66Mn
11	DIMENSIONAL FUND ADVISORS LP	0000354204	3,754,933	—	▲130,537	+3.60%	$63.61Mn
12	GEODE CAPITAL MANAGEMENT, LLC	0001214717	3,290,623	—	▲441,270	+15.49%	$55.75Mn
13	Simcoe Capital Management, LLC	0001633362	2,674,045	—	▼1,991,940	-42.69%	$45.30Mn
14	UBS Group AG	0001610520	2,658,995	—	▲2,250,994	+551.71%	$45.04Mn
15	Principal Financial Group Inc	0001126328	2,275,955	—	▲266,399	+13.26%	$38.55Mn
16	LOOMIS SAYLES & CO L P	0000312348	2,190,641	—	▲527,818	+31.74%	$37.11Mn
17	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	0000921739	2,107,798	—	▼135,722	-6.05%	$35.71Mn
18	Morgan Stanley	0000895421	2,003,391	—	▼496,731	-19.87%	$33.94Mn
19	Bank Of America Corp /De/	0000070858	1,991,898	—	▼335,491	-14.41%	$33.74Mn
20	Goldman Sachs Group Inc	0000886982	1,971,158	—	▼2,607,432	-56.95%	$33.39Mn

Showing 1 to 20 of 315 holders