WISDOMTREE INC (WT) Institutional Ownership

WT is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.59M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Polen Capital Management, which reported ownership valued at approximately $1.59M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Polen Capital Management's WT position is now estimated to be worth approximately $1.98M, representing an estimated gain of +24.66% since the filing period.

Major shareholders tracked on this page include Polen Capital Management, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks smart money ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward WISDOMTREE INC (WT).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$1,587,113109,005
Q3 20251$7,695,068553,602
Q2 20251$7,986,812693,902
Q1 20251$6,009,422673,702
Q4 20241$12,432,0741,184,007
Q3 20241$15,105,6691,512,079
Q2 20241$12,505,2211,261,879
Q1 20241$14,3541,561,879
Q4 20231$13,2771,915,879
Q3 20231$7,9661,137,979
Q2 20231$10,4251,519,723
Q1 20231$6,1071,042,079

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