WT Institutional Ownership & Shareholders
WISDOMTREE INC (WT) is currently held by 314 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.74B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of WT tracked by InsiderSet, reporting ownership valued at approximately $326.51M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $399.18M, representing an estimated gain of +22.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed WT value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Fmr Llc, Invesco Ltd., and several other long-term asset managers with concentrated positions in WISDOMTREE INC (WT).
This page ranks the largest institutional WT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
314
Total Reported Value
$2.74B
Largest Holder
Blackrock, Inc.
Largest Position
$326.51M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 19,274,687 | $326,513,206 | $399,178,768 | +$72,665,562 | +22.26% | |
| Fmr Llc | 0.01% | 13,565,042 | $229,791,799 | $280,932,020 | +$51,140,221 | +22.26% | |
| Invesco Ltd. | 0.01% | 9,975,256 | $168,980,837 | $206,587,552 | +$37,606,715 | +22.26% | |
| Wellington Management Group Llp | 0.02% | 8,407,113 | $142,416,494 | $174,111,310 | +$31,694,816 | +22.26% | |
| Vanguard Portfolio Management Llc | 0.01% | 8,123,363 | $137,609,769 | $168,234,848 | +$30,625,079 | +22.26% | |
| Capital World Investors | 0.02% | 7,547,094 | $127,847,772 | $156,300,317 | +$28,452,545 | +22.26% | |
| Azora Capital Lp | 4.41% | 6,180,510 | $104,697,839 | $127,998,362 | +$23,300,523 | +22.26% | |
| Vanguard Capital Management Llc | 0.00% | 6,066,366 | $102,764,240 | $125,634,440 | +$22,870,200 | +22.26% | |
| State Street Corp | 0.00% | 5,610,044 | $95,034,145 | $116,184,011 | +$21,149,866 | +22.26% | |
| Driehaus Capital Management Llc | 0.46% | 4,702,705 | $79,663,823 | $97,393,021 | +$17,729,198 | +22.26% | |
| Dimensional Fund Advisors Lp | 0.01% | 3,754,933 | $63,609,860 | $77,764,662 | +$14,154,802 | +22.25% | |
| Geode Capital Management, Llc | 0.00% | 3,290,623 | $55,752,546 | $68,148,802 | +$12,396,256 | +22.23% | |
| Simcoe Capital Management, Llc | 8.79% | 2,674,045 | $45,298,322 | $55,379,472 | +$10,081,150 | +22.26% | |
| Ubs Group Ag | 0.01% | 2,658,995 | $45,043,375 | $55,067,786 | +$10,024,411 | +22.26% | |
| Principal Financial Group Inc | 0.02% | 2,275,955 | $38,554,680 | $47,135,028 | +$8,580,348 | +22.26% | |
| Loomis Sayles & Co L P | 0.05% | 2,190,641 | $37,109,458 | $45,368,175 | +$8,258,717 | +22.26% | |
| Nomura Asset Management International Inc. | 0.05% | 2,107,798 | $35,706,000 | $43,652,497 | +$7,946,497 | +22.26% | |
| Morgan Stanley | 0.00% | 2,003,391 | $33,937,471 | $41,490,228 | +$7,552,757 | +22.25% | |
| Bank Of America Corp | 0.00% | 1,991,898 | $33,742,752 | $41,252,208 | +$7,509,456 | +22.26% | |
| Goldman Sachs Group Inc | 0.00% | 1,971,158 | $33,391,408 | $40,822,682 | +$7,431,274 | +22.26% | |
| Lord, Abbett & Co. Llc | 0.09% | 1,792,735 | $30,369,000 | $37,127,542 | +$6,758,542 | +22.25% | |
| Charles Schwab Investment Management Inc | 0.00% | 1,686,776 | $28,573,985 | $34,933,131 | +$6,359,146 | +22.26% | |
| Janus Henderson Group Plc | 0.01% | 1,742,489 | $25,371,504 | $36,086,947 | +$10,715,443 | +42.23% | |
| Nuveen, Llc | 0.01% | 1,408,925 | $23,867,177 | $29,178,837 | +$5,311,660 | +22.26% | |
| Northern Trust Corp | 0.00% | 1,392,555 | $23,589,881 | $28,839,814 | +$5,249,933 | +22.26% | |
| Tidal Investments Llc | 0.06% | 1,360,856 | $23,052,901 | $28,183,328 | +$5,130,427 | +22.26% | |
| Massachusetts Financial Services Co | 0.01% | 1,256,855 | $21,291,124 | $26,029,467 | +$4,738,343 | +22.26% | |
| Junto Capital Management Lp | 0.37% | 1,171,066 | $19,837,858 | $24,252,777 | +$4,414,919 | +22.26% | |
| Envestnet Asset Management Inc | 0.00% | 1,074,956 | $18,209,747 | $22,262,339 | +$4,052,592 | +22.26% | |
| Bank Of New York Mellon Corp | 0.00% | 1,046,226 | $17,723,071 | $21,667,340 | +$3,944,269 | +22.26% | |
| Vanguard Fiduciary Trust Co | 0.00% | 921,040 | $15,602,418 | $19,074,738 | +$3,472,320 | +22.26% | |
| T. Rowe Price Investment Management, Inc. | 0.01% | 897,561 | $15,205,000 | $18,588,488 | +$3,383,488 | +22.25% | |
| Bessemer Group Inc | 0.02% | 894,454 | $15,153,000 | $18,524,142 | +$3,371,142 | +22.25% | |
| Kornitzer Capital Management Inc | 0.31% | 865,117 | $14,655,082 | $17,916,573 | +$3,261,491 | +22.26% | |
| Qube Research & Technologies Ltd | 0.01% | 767,085 | $12,994,420 | $15,886,330 | +$2,891,910 | +22.26% | |
| Arrowmark Colorado Holdings Llc | 0.54% | 764,927 | $12,957,863 | $15,841,638 | +$2,883,775 | +22.26% | |
| Danske Bank A/S | 0.02% | 668,432 | $11,323,238 | $13,843,227 | +$2,519,989 | +22.26% | |
| Two Sigma Investments, Lp | 0.01% | 646,210 | $10,946,797 | $13,383,009 | +$2,436,212 | +22.26% | |
| Mutual Of America Capital Management Llc | 0.10% | 435,335 | $10,574,287 | $9,015,788 | -$1,558,499 | -14.74% | |
| Intrinsic Edge Capital Management Llc | 1.29% | 620,000 | $10,502,800 | $12,840,200 | +$2,337,400 | +22.26% | |
| First Trust Advisors Lp | 0.01% | 618,814 | $10,482,703 | $12,815,638 | +$2,332,935 | +22.26% | |
| Citigroup Inc | 0.00% | 578,923 | $9,806,956 | $11,989,495 | +$2,182,539 | +22.26% | |
| Crawford Fund Management, Llc | 2.99% | 575,654 | $9,751,578 | $11,921,794 | +$2,170,216 | +22.26% | |
| Csm Advisors, Llc | 0.20% | 551,313 | $9,340,000 | $11,417,692 | +$2,077,692 | +22.25% | |
| Voloridge Investment Management, Llc | 0.04% | 542,250 | $9,185,715 | $11,229,998 | +$2,044,283 | +22.26% | |
| Wells Fargo & Company/Mn | 0.00% | 542,137 | $9,183,799 | $11,227,657 | +$2,043,858 | +22.26% | |
| Credit Agricole S A | 0.02% | 490,723 | $8,312,848 | $10,162,873 | +$1,850,025 | +22.26% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 487,892 | $8,264,890 | $10,104,243 | +$1,839,353 | +22.26% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | 487,766 | $8,262,756 | $10,101,634 | +$1,838,878 | +22.26% | |
| Nordea Investment Management Ab | 0.01% | 437,938 | $7,484,360 | $9,069,696 | +$1,585,336 | +21.18% |
Frequently asked questions about WT
Who are the largest institutional holders of WT?
The largest institutional holders of WT reported in the latest SEC Form 13F filings include Blackrock, Inc., Fmr Llc, Invesco Ltd., Wellington Management Group Llp, and Vanguard Portfolio Management Llc. InsiderSet ranks institutional holders by their latest reported WT position.
What is WT institutional ownership?
This page tracks WT positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE INC (WT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WT?
InsiderSet currently tracks 314 institutional managers reporting WT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WT shareholders.
How much WT stock do institutions own?
Institutional investment managers disclosed approximately $2.74B in WT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WT institutional ownership last updated?
The latest WT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WT position after the reporting date.
Are institutions buying or selling WT?
Institutional buying and selling can be analyzed by comparing WT positions across consecutive 13F reporting periods. InsiderSet's WT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WT ownership changes.
How has WT institutional ownership changed over time?
InsiderSet tracks WT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.