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Wisdomtree Inc (WT)

CUSIP: 97717P104 | NYSE | Financial Services · Asset Management | Small Cap | 1049 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFMR LLC4,928,7073.2%Newly reportedSep 30, 202692d ahead of 13F (13,565,042 sh) · −8,636,335
13G/AFMR LLC4,928,707
3.2% of class · Sep 30, 2026Newly reported
92d ahead of 13F (13,565,042 sh) · −8,636,335

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP3,701,228
0.0% of portfolio›$89.9M
Principal Financial Group Inc2,239,360
0.0% of portfolio›$54.4M
Bank of New York Mellon Corp1,051,603
0.0% of portfolio›$25.5M
Citigroup Inc781,749
0.0% of portfolio›$19.0M
Kornitzer Capital Management Inc693,949
0.4% of portfolio›$16.9M
Mutual of America Capital Management LLC435,335
0.1% of portfolio›$10.6M
Pacific Capital Partners Ltd260,086
4.8% of portfolio›$6.3M
New York State Teachers Retirement System164,680
0.0% of portfolio›$4.0K
Creative Planning137,007
0.0% of portfolio›$3.3M
Calamos Advisors LLC129,918
0.0% of portfolio›$3.2M
Truist Financial Corp95,760
0.0% of portfolio›$2.3M
Virginia Retirement Systems ET Al94,750
0.0% of portfolio›$2.3M
Cookson Peirce & Co Inc90,666
0.1% of portfolio›$2.2M
Moran Wealth Management, LLC89,519
0.1% of portfolio›$2.2M
Thrivent Financial for Lutherans84,523
0.0% of portfolio›$2.1K
Wakefield Asset Management Lllp84,492
0.5% of portfolio›$2.1M
B. Metzler seel. Sohn & Co. AG81,165
0.0% of portfolio›$2.0M
State of Alaska, Department of Revenue66,890
0.0% of portfolio›$1.6K
James Investment Research, Inc.65,499
0.2% of portfolio›$1.6M
Illinois Municipal Retirement Fund65,093
0.0% of portfolio›$1.6M
Park Avenue Securities LLC61,963
0.0% of portfolio›$1.5K
North Star Investment Management Corp.59,313
0.1% of portfolio›$1.4M
Louisiana State Employees Retirement System56,600
0.0% of portfolio›$1.4M
State of New Jersey Common Pension Fund D51,783
0.0% of portfolio›$1.3M
Wealth Enhancement Advisory Services, LLC47,430
0.0% of portfolio›$336.1K
State of Wyoming46,972
0.1% of portfolio›$1.1M
Arizona State Retirement System37,687
0.0% of portfolio›$915.4K
Yousif Capital Management, LLC34,736
0.0% of portfolio›$843.7K
Amalgamated Bank34,544
0.0% of portfolio›$839
NorthCrest Asset Manangement, LLC32,611
0.0% of portfolio›$739.6K
JGP Wealth Management, LLC31,851
0.1% of portfolio›$773.7K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS31,311
0.0% of portfolio›$760.5K
Oregon Public Employees Retirement Fund29,804
0.0% of portfolio›$723.9K
Oppenheimer & Co Inc25,380
0.0% of portfolio›$616.5K
Prospera Financial Services Inc24,319
0.0% of portfolio›$503.6K
Pictet Asset Management Holding SA24,055
0.0% of portfolio›$584.3K
Atria Investments, Inc23,863
0.0% of portfolio›$579.6K
Pinnacle Wealth Planning Services, Inc.23,755
0.1% of portfolio›$577.0K
Asset Management One Co., Ltd.22,484
0.0% of portfolio›$546.1K
Tobam21,988
0.0% of portfolio›$534
CenterBook Partners LP21,745
0.0% of portfolio›$528.2K
Kestra Advisory Services, LLC19,549
0.0% of portfolio›$474.8K
Cambridge Investment Research Advisors, Inc.19,499
0.0% of portfolio›$474
TT International Asset Management LTD19,365
0.1% of portfolio›$470.4K
ProShare Advisors LLC18,657
0.0% of portfolio›$453.2K
Praxis Investment Management Inc18,255
0.0% of portfolio›$443
Lanark Financial, Inc.17,492
0.0% of portfolio›$424.9K
Yorktown Management & Research Co Inc15,150
0.2% of portfolio›$368.0K
Wedbush Securities Inc14,942
0.0% of portfolio›$363
SEB Asset Management AB14,671
0.0% of portfolio›$356.4K
Abel Hall, LLC14,550
0.1% of portfolio›$353.4K
Xponance LLC13,315
0.0% of portfolio›$323.4K
Integrity Alliance, Llc.11,218
0.0% of portfolio›$272.5K
Cooper Financial Group10,416
0.0% of portfolio›$253.0K
Swiss Life Asset Management Ltd10,361
0.0% of portfolio›$251.7K
Old National Bancorp10,022
0.0% of portfolio›$243.4K
Mitsubishi UFJ Asset Management Co., Ltd.9,566
0.0% of portfolio›$232.4K
Crossmark Global Holdings, Inc.9,254
0.0% of portfolio›$224.8K
Procyon Advisors, LLC8,576
0.0% of portfolio›$208.3K
Versant Capital Management, Inc5,928
0.0% of portfolio›$144.0K
Gamma Investing LLC5,819
0.0% of portfolio›$141.3K
KBC Group NV4,511
0.0% of portfolio›$110
Sterling Capital Management LLC4,499
0.0% of portfolio›$109.3K
Elevation Wealth Partners, LLC3,635
0.0% of portfolio›$88.3K
Nisa Investment Advisors, LLC2,484
0.0% of portfolio›$60.3K
First Horizon Corp2,138
0.0% of portfolio›$51.9K
Salomon & Ludwin, LLC2,006
0.0% of portfolio›$48.7K
Team Financial Group, LLC2,002
0.0% of portfolio›$48.6K
Caitong International Asset Management Co., Ltd1,644
0.0% of portfolio›$39.9K
SBI Securities Co., Ltd.1,453
0.0% of portfolio›$35.3K
Spire Wealth Management1,000
0.0% of portfolio›$24.3K
EverSource Wealth Advisors, LLC656
0.0% of portfolio›$15.9K
Farther Finance Advisors, LLC641
0.0% of portfolio›$15.6K
IFP Advisors, Inc640
0.0% of portfolio›$15.5K
Adirondack Trust Co600
0.0% of portfolio›$14.6K
Hazlett, Burt & Watson, Inc.600
0.0% of portfolio›$15
Parkside Financial Bank & Trust426
0.0% of portfolio›$10.3K
Covestor Ltd410
0.0% of portfolio›$10
Blue Trust, Inc.400
0.0% of portfolio›$9.7K
SJS Investment Consulting Inc.287
0.0% of portfolio›$7.0K
Parallel Advisors, LLC276
0.0% of portfolio›$6.7K
MassMutual Private Wealth & Trust, FSB175
0.0% of portfolio›$4.3K
Horizon Financial Services, LLC133
0.0% of portfolio›$3.2K
West Paces Advisors Inc.120
0.0% of portfolio›$2.9K
Farmers & Merchants Investments Inc120
0.0% of portfolio›$2.9K
Ares Financial Consulting, LLC113
0.0% of portfolio›$2.7K
UMB Private Wealth Management, LLC108
0.0% of portfolio›$2.6K
Assetmark, Inc105
0.0% of portfolio›$2.6K
Provenance Wealth Advisors, LLC90
0.0% of portfolio›$2.2K
Torren Management, LLC73
0.0% of portfolio›$1.8K
James T. Borello RIA66
0.0% of portfolio›$1.6K
Essential Partners LLC55
0.0% of portfolio›$1.3K
True Wealth Design, LLC54
0.0% of portfolio›$1.3K
Bare Financial Services, Inc43
0.0% of portfolio›$1.0K
Rossby Financial, LCC35
0.0% of portfolio›$850
Valley National Advisers Inc23
0.0% of portfolio›$559
JFS Wealth Advisors, LLC21
0.0% of portfolio›$511
Physician Wealth Advisors, Inc.21
0.0% of portfolio›$511
Cedar Mountain Advisors, LLC20
0.0% of portfolio›$486
Davis Capital Management13
0.0% of portfolio›$316
Gilpin Wealth Management, LLC12
0.0% of portfolio›$292
Financial Consulate, Inc10
0.0% of portfolio›$243
Abound Wealth Management8
0.0% of portfolio›$195
GHP Investment Advisors, Inc.5
0.0% of portfolio›$122
Mascoma Wealth Management LLC5
0.0% of portfolio›$121
Hughes Financial Services, LLC1
0.0% of portfolio›$22
Ascentis Wealth Management, LLC1
0.0% of portfolio›$24
Kingdom Financial Group Llc.1
0.0% of portfolio›$24
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
3,701,228$89.9M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
2,239,360$54.4M0.0%CoreLowDes Moines, IA2026-11-02
Bank of New York Mellon Corp
1,051,603$25.5M0.0%CoreLowNew York, NY2026-11-05
Citigroup Inc
781,749$19.0M0.0%CoreMediumNew York, NY2026-11-04
Kornitzer Capital Management Inc
693,949$16.9M0.4%CoreLowShawnee Mission, KS2026-11-03
Mutual of America Capital Management LLC
435,335$10.6M0.1%IndexLowNew York, NY2026-10-23
Pacific Capital Partners Ltd
260,086$6.3M4.8%GARPVery HighLondon, United Kingdom2026-10-28
New York State Teachers Retirement System
164,680$4.0K0.0%CoreVery LowAlbany, NY2026-10-22
Creative Planning
137,007$3.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Calamos Advisors LLC
129,918$3.2M0.0%GrowthMediumNaperville, IL2026-11-02
Truist Financial Corp
95,760$2.3M0.0%CoreLowCharlotte, NC2026-10-30
Virginia Retirement Systems ET Al
94,750$2.3M0.0%CoreMediumRichmond, VA2026-10-28
Cookson Peirce & Co Inc
90,666$2.2M0.1%GrowthHighPittsburgh, PA2026-10-30
Moran Wealth Management, LLC
89,519$2.2M0.1%CoreMediumNaples, FL2026-10-22
Thrivent Financial for Lutherans
84,523$2.1K0.0%GARPMediumMinneapolis, MN2026-11-05
Wakefield Asset Management Lllp
84,492$2.1M0.5%ValueMediumEnglewood, CO2026-11-05
B. Metzler seel. Sohn & Co. AG
81,165$2.0M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
State of Alaska, Department of Revenue
66,890$1.6K0.0%CoreVery LowJuneau, AK2026-10-15
James Investment Research, Inc.
65,499$1.6M0.2%CoreLowAlpha, OH2026-10-22
Illinois Municipal Retirement Fund
65,093$1.6M0.0%CoreMediumOak Brook, IL2026-11-05
Park Avenue Securities LLC
61,963$1.5K0.0%ETFMediumNew York, NY2026-10-26
North Star Investment Management Corp.
59,313$1.4M0.1%CoreLowChicago, IL2026-10-27
Louisiana State Employees Retirement System
56,600$1.4M0.0%IndexLowBaton Rouge, LA2026-10-20
State of New Jersey Common Pension Fund D
51,783$1.3M0.0%CoreLowTrenton, NJ2026-11-05
Wealth Enhancement Advisory Services, LLC
47,430$336.1K0.0%CoreLowPlymouth, MN2026-10-13
State of Wyoming
46,972$1.1M0.1%ValueHighCheyenne, WY2026-10-28
Arizona State Retirement System
37,687$915.4K0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
34,736$843.7K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
34,544$8390.0%CoreVery LowNew York, NY2026-10-23
NorthCrest Asset Manangement, LLC
32,611$739.6K0.0%GrowthLowPlymouth, MN2026-10-13
JGP Wealth Management, LLC
31,851$773.7K0.1%CoreLowBend, OR2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
31,311$760.5K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
29,804$723.9K0.0%IndexVery LowTigard, OR2026-10-30
Oppenheimer & Co Inc
25,380$616.5K0.0%CoreLowNew York, NY2026-10-26
Prospera Financial Services Inc
24,319$503.6K0.0%CoreMediumDallas, TX2026-11-04
Pictet Asset Management Holding SA
24,055$584.3K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Atria Investments, Inc
23,863$579.6K0.0%CoreMediumCharlotte, NC2026-10-15
Pinnacle Wealth Planning Services, Inc.
23,755$577.0K0.1%GARPLowMansfield, OH2026-10-27
Asset Management One Co., Ltd.
22,484$546.1K0.0%IndexVery LowTokyo, Mexico2026-10-27
Tobam
21,988$5340.0%ValueHighParis, India2026-11-03
CenterBook Partners LP
21,745$528.2K0.0%ValueVery HighGreenwich, CT2026-11-02
Kestra Advisory Services, LLC
19,549$474.8K0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
19,499$4740.0%ETFLowFairfield, IA2026-11-02
TT International Asset Management LTD
19,365$470.4K0.1%GARPVery HighLondon, United Kingdom2026-10-30
ProShare Advisors LLC
18,657$453.2K0.0%GrowthLowBethesda, MD2026-10-29
Praxis Investment Management Inc
18,255$4430.0%CoreLowGoshen, IN2026-11-03
Lanark Financial, Inc.
17,492$424.9K0.0%CoreMediumBirmingham, AL2026-10-26
Yorktown Management & Research Co Inc
15,150$368.0K0.2%MomentumMediumForest, VA2026-10-28
Wedbush Securities Inc
14,942$3630.0%CoreLowPasadena, CA2026-10-22
SEB Asset Management AB
14,671$356.4K0.0%CoreN/AStockholm, Sweden2026-11-04
Abel Hall, LLC
14,550$353.4K0.1%CoreMediumBaton Rouge, LA2026-10-19
Xponance LLC
13,315$323.4K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Integrity Alliance, Llc.
11,218$272.5K0.0%ETFMediumUrbandale, IA2026-10-29
Cooper Financial Group
10,416$253.0K0.0%GrowthMediumIrvine, CA2026-10-07
Swiss Life Asset Management Ltd
10,361$251.7K0.0%CoreLowZurich, Switzerland2026-11-03
Old National Bancorp
10,022$243.4K0.0%CoreLowEvansville, IN2026-10-20
Mitsubishi UFJ Asset Management Co., Ltd.
9,566$232.4K0.0%IndexVery LowTokyo, Mexico2026-11-05
Crossmark Global Holdings, Inc.
9,254$224.8K0.0%GARPMediumHouston, TX2026-10-21
Procyon Advisors, LLC
8,576$208.3K0.0%CoreVery LowShelton, CT2026-10-21
Versant Capital Management, Inc
5,928$144.0K0.0%GARPLowPhoenix, AZ2026-10-02
Gamma Investing LLC
5,819$141.3K0.0%IndexVery LowFoster City, CA2026-10-08
KBC Group NV
4,511$1100.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
4,499$109.3K0.0%GARPMediumCharlotte, NC2026-10-22
Elevation Wealth Partners, LLC
3,635$88.3K0.0%ETFLowWalnut Creek, CA2026-10-07
Nisa Investment Advisors, LLC
2,484$60.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
First Horizon Corp
2,138$51.9K0.0%CoreLowMemphis, TN2026-10-26
Salomon & Ludwin, LLC
2,006$48.7K0.0%ETFVery LowRichmond, VA2026-10-29
Team Financial Group, LLC
2,002$48.6K0.0%ETFLowTemecula, CA2026-10-30
Caitong International Asset Management Co., Ltd
1,644$39.9K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
SBI Securities Co., Ltd.
1,453$35.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Spire Wealth Management
1,000$24.3K0.0%GrowthMediumMclean, VA2026-10-30
EverSource Wealth Advisors, LLC
656$15.9K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
641$15.6K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
640$15.5K0.0%GrowthLowTampa, FL2026-10-16
Adirondack Trust Co
600$14.6K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Hazlett, Burt & Watson, Inc.
600$150.0%CoreVery LowWheeling, WV2026-11-04
Parkside Financial Bank & Trust
426$10.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Covestor Ltd
410$100.0%ValueHighLondon, United Kingdom2026-10-30
Blue Trust, Inc.
400$9.7K0.0%ETFLowBrentwood, TN2026-10-15
SJS Investment Consulting Inc.
287$7.0K0.0%ETFVery LowSylvania, OH2026-10-26
Parallel Advisors, LLC
276$6.7K0.0%IndexLowSan Francisco, CA2026-11-03
MassMutual Private Wealth & Trust, FSB
175$4.3K0.0%CoreLowSpringfield, MA2026-10-05
Horizon Financial Services, LLC
133$3.2K0.0%ETFLowWinston Salem, NC2026-11-04
West Paces Advisors Inc.
120$2.9K0.0%ETFLowAtlanta, GA2026-10-13
Farmers & Merchants Investments Inc
120$2.9K0.0%CoreVery LowLincoln, NE2026-10-22
Ares Financial Consulting, LLC
113$2.7K0.0%CoreLowCalabasas, CA2026-10-19
UMB Private Wealth Management, LLC
108$2.6K0.0%GrowthN/AKansas City, MO2026-10-19
Assetmark, Inc
105$2.6K0.0%ETFLowConcord, CA2026-10-21
Provenance Wealth Advisors, LLC
90$2.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Torren Management, LLC
73$1.8K0.0%ETFMediumSan Diego, CA2026-10-29
James T. Borello RIA
66$1.6K0.0%ETFVery LowEast Dundee, IL2026-10-16
Essential Partners LLC
55$1.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
True Wealth Design, LLC
54$1.3K0.0%ETFMediumAkron, OH2026-10-13
Bare Financial Services, Inc
43$1.0K0.0%ETFVery LowGap, PA2026-11-04
Rossby Financial, LCC
35$8500.0%ETFMediumMelbourne, FL2026-11-05
Valley National Advisers Inc
23$5590.0%ETFLowBethlehem, PA2026-10-23
JFS Wealth Advisors, LLC
21$5110.0%ETFVery LowHermitage, PA2026-11-03
Physician Wealth Advisors, Inc.
21$5110.0%ETFMediumMidvale, UT2026-10-20
Cedar Mountain Advisors, LLC
20$4860.0%ETFVery LowLake Oswego, OR2026-10-15
Davis Capital Management
13$3160.0%CoreLowJacksonville, FL2026-10-08
Gilpin Wealth Management, LLC
12$2920.0%GrowthLowDenver, CO2026-10-09
Financial Consulate, Inc
10$2430.0%ETFLowHunt Valley, MD2026-10-23
Abound Wealth Management
8$1950.0%ETFVery LowFranklin, TN2026-10-26
GHP Investment Advisors, Inc.
5$1220.0%CoreVery LowDenver, CO2026-10-15
Mascoma Wealth Management LLC
5$1210.0%ETFVery LowHanover, NH2026-10-23
Hughes Financial Services, LLC
1$220.0%ETFLowHerndon, VA2026-10-30
Ascentis Wealth Management, LLC
1$240.0%Agg GrowthLowDallas, TX2026-11-03
Kingdom Financial Group Llc.
1$240.0%ETFMediumPeoria, AZ2026-11-04