WisdomTree WT Institutional Ownership

NYSE WT

$21.33 -0.06 (-0.26%)

As of: Oct 19, 2026 · 3:59 PM EDT

Institutions by Trading Activity

314 Institutions

Increased 172 54.8%

Unchanged 43 13.7%

Reduced 99 31.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

—

13F totals exceed reported shares outstanding

Shares Held by Institutions

160.24Mn

of 151.70Mn outstanding

▼-0.75% QoQ

Shares Outstanding

151.70Mn

Institutional Investors

314

filed 13F for Jun 2026

▲+4 vs prior quarter

Net Shares Added (QoQ)

-1.21Mn

distributed since last quarter

Value of Holdings

$3.46Bn

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

Updated Oct 11, 2026

WisdomTree, Inc. (NYSE:WT) had 314 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

Total holdings of WT shares fell 0.75% from Q1 2026, and the holder count rose 28.16% from Q2 2025.
Of the 314 holders of WT in Q2 2026, 172 added to their positions, 99 reduced their stakes and 43 left their positions unchanged.
Altogether, institutional holders owned 160.24Mn WT shares at the end of Q2 2026, down 1.21Mn from the prior quarter and up 34.44Mn from a year earlier.
As of June 30, 2026, BlackRock, Inc. held the largest stake in WisdomTree with 19.27Mn shares.
The largest position increases in WT for Q2 2026 were by Invesco Ltd. (+4.16Mn shares), Driehaus Capital Management LLC (+3.06Mn shares), UBS Group AG (+2.25Mn shares), BlackRock, Inc. (+1.62Mn shares) and Bessemer Group Inc (+893.32K shares).
Among holders that kept a stake in WisdomTree, the biggest sellers in Q2 2026 were Arrowstreet Capital, Limited Partnership (-3.65Mn shares), Goldman Sachs Group Inc (-2.61Mn shares), Wellington Management Group LLP (-2.18Mn shares), Simcoe Capital Management, LLC (-1.99Mn shares) and ArrowMark Colorado Holdings LLC (-1.28Mn shares).
Per Business Quant data, the 10 largest holders of WisdomTree at the end of Q2 2026 were BlackRock, Inc. (19.27Mn shares), FMR LLC (13.57Mn shares), Invesco Ltd. (9.98Mn shares), Wellington Management Group LLP (8.41Mn shares), Vanguard Portfolio Management LLC (8.12Mn shares), Capital World Investors (7.55Mn shares), Azora Capital LP (6.18Mn shares), Vanguard Capital Management LLC (6.07Mn shares), State Street Corp (5.61Mn shares) and Driehaus Capital Management LLC (4.7Mn shares).

Form 13F Holdings

314 Institutional Holders

Report period 30 Jun, 2026

Total shares held 160.24Mn

Of outstanding —

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	19,274,687	12.71%	▲1,617,234	+9.16%	$326.51Mn
2	FMR LLC	0000315066	13,565,042	8.94%	▲842,143	+6.62%	$229.79Mn
3	Invesco Ltd.	0000914208	9,975,256	6.58%	▲4,162,041	+71.60%	$168.98Mn
4	WELLINGTON MANAGEMENT GROUP LLP	0000902219	8,407,113	5.54%	▼2,178,846	-20.58%	$142.42Mn
5	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	8,123,363	5.35%	▲75,721	+0.94%	$137.61Mn
6	Capital World Investors	0001422849	7,547,094	4.98%	▲736,035	+10.81%	$127.85Mn
7	Azora Capital LP	0001700272	6,180,510	4.07%	▲192,905	+3.22%	$104.70Mn
8	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	6,066,366	4.00%	▲513,168	+9.24%	$102.76Mn
9	State Street Corp	0000093751	5,610,044	3.70%	▲560,892	+11.11%	$95.03Mn
10	DRIEHAUS CAPITAL MANAGEMENT LLC	0000938206	4,702,705	3.10%	▲3,058,463	+186.01%	$79.66Mn
11	DIMENSIONAL FUND ADVISORS LP	0000354204	3,754,933	2.48%	▲130,537	+3.60%	$63.61Mn
12	GEODE CAPITAL MANAGEMENT, LLC	0001214717	3,290,623	2.17%	▲441,270	+15.49%	$55.75Mn
13	Simcoe Capital Management, LLC	0001633362	2,674,045	1.76%	▼1,991,940	-42.69%	$45.30Mn
14	UBS Group AG	0001610520	2,658,995	1.75%	▲2,250,994	+551.71%	$45.04Mn
15	Principal Financial Group Inc	0001126328	2,275,955	1.50%	▲266,399	+13.26%	$38.55Mn
16	LOOMIS SAYLES & CO L P	0000312348	2,190,641	1.44%	▲527,818	+31.74%	$37.11Mn
17	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	0000921739	2,107,798	1.39%	▼135,722	-6.05%	$35.71Mn
18	Morgan Stanley	0000895421	2,003,391	1.32%	▼496,731	-19.87%	$33.94Mn
19	Bank Of America Corp /De/	0000070858	1,991,898	1.31%	▼335,491	-14.41%	$33.74Mn
20	Goldman Sachs Group Inc	0000886982	1,971,158	1.30%	▼2,607,432	-56.95%	$33.39Mn

Showing 1 to 20 of 314 holders