WISDOMTREE INC (WT) Institutional Ownership Changes & 13F Activity
WISDOMTREE INC (WT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Driehaus Capital Management Llc, Goldman Sachs Group Inc, Wellington Management Group Llp, and Simcoe Capital Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | Buy | +7,810 | +14.2% | 62,620 | $1.06M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +249,893 | — | 249,893 | $4.23M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -257 | -0.2% | 104,830 | $1.78M | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Sell | -14,962 | -9.5% | 143,309 | $2.43M | Q2 2026 | Aug 24, 2026 |
| Mercer Global Advisors Inc | Buy | +1,445 | +4.8% | 31,336 | $530.84K | Q2 2026 | Aug 19, 2026 |
| Jefferies Financial Group Inc. | Buy | +23,692 | — | 23,692 | $401.34K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -237 | -10.0% | 2,128 | $36.05K | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Sell | -18 | -1.4% | 1,231 | $20.85K | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +9,975,256 | — | 9,975,256 | $168.98M | Q2 2026 | Aug 14, 2026 |
| Driehaus Capital Management Llc | Buy | +3,058,463 | +186.0% | 4,702,705 | $79.66M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -2,607,432 | -56.9% | 1,971,158 | $33.39M | Q2 2026 | Aug 14, 2026 |
| Wellington Management Group Llp | Sell | -2,178,846 | -20.6% | 8,407,113 | $142.42M | Q2 2026 | Aug 14, 2026 |
| Simcoe Capital Management, Llc | Sell | -1,991,940 | -42.7% | 2,674,045 | $45.30M | Q2 2026 | Aug 14, 2026 |
| Lord, Abbett & Co. Llc | Buy | +1,792,735 | — | 1,792,735 | $30.37M | Q2 2026 | Aug 14, 2026 |
| Junto Capital Management Lp | Buy | +1,171,066 | — | 1,171,066 | $19.84M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Sell | -1,028,284 | -61.4% | 646,210 | $10.95M | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Sell | -1,008,897 | -73.4% | 365,482 | $6.19M | Q2 2026 | Aug 14, 2026 |
| Man Group Plc | Sell | -893,830 | -96.7% | 30,664 | $519.45K | Q2 2026 | Aug 14, 2026 |
| Voloridge Investment Management, Llc | Sell | -695,844 | -56.2% | 542,250 | $9.19M | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops Llc | Sell | -685,194 | -90.7% | 70,082 | $1.19M | Q2 2026 | Aug 14, 2026 |
| Loomis Sayles & Co L P | Buy | +527,818 | +31.7% | 2,190,641 | $37.11M | Q2 2026 | Aug 14, 2026 |
| Crawford Fund Management, Llc | Sell | -450,180 | -43.9% | 575,654 | $9.75M | Q2 2026 | Aug 14, 2026 |
| Karl Kapital Llc | Buy | +382,391 | — | 382,391 | $6.48M | Q2 2026 | Aug 14, 2026 |
| Weiss Asset Management Lp | Buy | +347,921 | — | 347,921 | $5.89M | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +344,868 | +444.0% | 422,548 | $7.16M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -335,491 | -14.4% | 1,991,898 | $33.74M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +327,417 | — | 327,417 | $5.55M | Q2 2026 | Aug 14, 2026 |
| Hsbc Holdings Plc | Buy | +309,078 | +576.4% | 362,700 | $6.15M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +303,348 | +127.0% | 542,137 | $9.18M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +245,579 | +47.1% | 767,085 | $12.99M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about WT activity
Which institutional owners are buying WT?
Institutional owners buying WT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in WT activity?
"Buy" means an investor increased their reported position in WT compared to the prior reporting period. This reflects growing exposure to WISDOMTREE INC (WT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in WT increasing?
Institutional interest in WT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related WT Institutional Insights
- WT Overview
- WT 13F Institutional Holders
- WT Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- WT Insider Trading & SEC Form 4 Activity
- WT Articles
- Top Institutional Investor Stock Rankings