WISDOMTREE INC (WT) Institutional Ownership and Insiders Activity

WISDOMTREE INC (WT) is widely held by institutional investors, with 1 tracked firm reporting positions valued at approximately $2.52M based on SEC Form 13F filings for the quarter ended March 31, 2026.

Polen Capital Management is the largest disclosed holder, reporting approximately $1.59M in WT holdings in its latest filing.

Institutional ownership among tracked investors remains highly concentrated, with Polen Capital Management representing the majority of disclosed value.

Recent insider activity includes 10 tracked Form 4 transactions over the last three months, reflecting ongoing executive and director trading activity.

Institutional Holders

1

Total Reported Value

$2.52M

Largest Holder

Polen Capital Management

Largest Position

$1.59M

Insider Transactions (90d)

10

Latest Filing Quarter

Q2 2026

New Institutional Positions

1

Funds Exiting Positions

0

Top Institutional Owners

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InvestorReported Balance