WisdomTree, Inc.

Historical 13F Holders

Symbol
WT
CUSIP
97717P104
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 97717P104 since 12/18/2024, largest first.

Filer % of Class Filed
Invesco Ltd. 13G 6.6% 8/13/2026
Event 6/30/2026
Vanguard Portfolio Management LLC 13G 5.8% 4/29/2026
Event 3/31/2026
Wellington Management Group LLP 13G/A
5.5% 8/13/2026
Event 6/30/2026
Under 5%, checked the "5 percent or less" box, or amended by a later filing (4)
Azora Capital LP 13G/A
4.8% 8/14/2025
Event 6/30/2025
ETFS Capital Limited. 13G/A
3.6% 8/29/2025
Event 8/20/2025
FMR LLC 13G/A
3.2% 10/7/2026
Event 9/30/2026
Vanguard Group Inc 13G/A 0% 3/27/2026
Event 3/13/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 8 26.6 k $647 k
2026 Q2 332 163 M $2.86 B
2026 Q1 327 161 M $2.35 B
2025 Q4 303 158 M $1.93 B
2025 Q3 284 156 M $2.16 B
2025 Q2 257 130 M $1.49 B
2025 Q1 265 130 M $1.16 B
2024 Q4 282 131 M $1.37 B
2024 Q3 240 124 M $1.24 B
2024 Q2 231 120 M $1.19 B
2024 Q1 213 118 M $1.08 B
2023 Q4 201 117 M $809 M
2023 Q3 185 108 M $754 M
2023 Q2 185 105 M $720 M
2023 Q1 152 108 M $633 M
2022 Q4 165 115 M $630 M
2022 Q3 166 109 M $518 M
2022 Q2 170 110 M $561 M
2022 Q1 185 108 M $635 M
2021 Q4 190 105 M $644 M
2021 Q3 179 104 M $589 M
2021 Q2 189 106 M $660 M
2021 Q1 161 105 M $659 M
2020 Q4 161 106 M $565 M
2020 Q3 177 101 M $323 M
2020 Q2 178 107 M $371 M
2020 Q1 186 111 M $258 M
2019 Q4 192 117 M $564 M
2019 Q3 191 113 M $590 M
2019 Q2 197 114 M $703 M
2019 Q1 209 115 M $813 M
2018 Q4 204 113 M $749 M
2018 Q3 211 110 M $937 M
2018 Q2 220 110 M $998 M
2018 Q1 233 112 M $1.03 B
2017 Q4 234 119 M $1.50 B
2017 Q3 233 122 M $1.25 B
2017 Q2 232 127 M $1.29 B
2017 Q1 233 143 M $1.30 B
2016 Q4 253 136 M $1.52 B
2016 Q3 237 130 M $1.34 B
2016 Q2 247 141 M $1.39 B
2016 Q1 260 132 M $1.51 B
2015 Q4 286 130 M $2.04 B
2015 Q3 280 128 M $2.07 B
2015 Q2 267 122 M $2.68 B
2015 Q1 219 110 M $2.35 B
2014 Q4 212 109 M $1.71 B
2014 Q3 201 121 M $1.38 B
2014 Q2 206 114 M $1.41 B
2014 Q1 211 113 M $1.48 B