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WisdomTree, Inc. (WT) Institutional Ownership & Insider Trading

310 institutions reported holding WisdomTree, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 10 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

WTWisdomTree, Inc.Follow WT — free
Asset Management · Financials
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Price chart with a free account
Market cap
3.2B
P/E TTM
40.8
Dividend yield
0.6%
52-week
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Next earnings
30 Oct, in 6 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

310 institutions held —% of the shares. Across filers that reported both quarters, shares held changed -0.6%.

Increased+101New+45Decreased-92Closed-43

Largest moves, shares (millions)

Invesco+4.2MDriehaus Capital Management+3.1MUBS Group AG+2.3MArrowstreet Capital,…-3.6MGoldman Sachs Group-2.6MWellington Management Group-2.2M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
+3.6Sep 24+6.1Dec 24-1.1Mar 25-1.3Jun 25+26.8Sep 25+1.7Dec 25+3.5Mar 26-1.0Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 26310160-0.6%101459243
Mar 26307161+2.4%98519323
Dec 25285158+1.1%93419126
Sep 25265156+20.8%106406420
Jun 25245129-1.0%96268233
Mar 25253129-0.9%78269237
Dec 24270130+4.9%108416312
Sep 24232123+3.5%87326127

WisdomTree, Inc. — questions

Who owns WisdomTree, Inc. stock?
310 institutions reported WisdomTree, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (12.7%), FMR LLC (8.9%), Invesco Ltd. (6.6%).
Are WisdomTree, Inc. insiders buying or selling?
10 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from WisdomTree, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.