Skip to content
Disclosery

WT WISDOMTREE INC

Follow

COM (common), issuer CIK 880631

299 managers (312 13F filers) reported a position in WT shares at 2026-06-30, 160,244,248 shares in all. 52 filers opened a position and 51 filers sold out during the quarter.

Managers
299
13F filers
312
New
52
Added
115
Reduced
100
Sold out
51
Shares held by filers
160,244,248

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CAPTRUST FINANCIAL ADVISORS16,563$281K<0.01%new13F-HRTimeline
Stonebridge Wealth Management, LLC15,640$265K0.24%013F-HRTimeline
NAVELLIER & ASSOCIATES INC15,252$258K0.02%-38,75413F-HRTimeline
WEDBUSH SECURITIES INC15,130$256K0.01%-1,13813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC15,108$256K<0.01%-2,09613F-HR/ATimeline
Round Rock Advisors LLC15,062$255K0.03%+4,98413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/15,059$255K<0.01%+1,28213F-HRTimelineGroup
Abel Hall, LLC14,420$244K0.04%+9613F-HRTimeline
XPONANCE LLC13,735$233K<0.01%+1,76213F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC13,236$224K0.02%new13F-HRTimelineGroup
World Investment Advisors14,814$224K<0.01%+2,88313F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.13,102$222K<0.01%+55813F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources12,832$217K<0.01%+13213F-HRTimelineGroup
Impact Partnership Wealth, LLC12,501$212K0.02%+59413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding12,384$210K+2,328Timeline
Cooper Financial Group12,192$207K0.02%+25513F-HRTimeline
SEB Asset Management AB12,080$205K<0.01%+9113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…44,256$199K<0.01%-1,67813F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP11,415$193K0.01%new13F-HRTimeline
VestGen Advisors, LLC10,794$183K0.01%-20613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,123$171K<0.01%new13F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…10,112$171K<0.01%new13F-HRTimelineGroup
LSV ASSET MANAGEMENT8,900$151K<0.01%013F-HRTimeline
Kemnay Advisory Services Inc.7,620$129K0.02%-4113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,251$123K<0.01%+4,66213F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.6,664$113K<0.01%-28813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Versant Capital Management, Inc5,928$100K0.01%+8513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,254$89K<0.01%-13,90913F-HRTimelineGroup
GAMMA Investing LLC5,122$86.8K<0.01%+14113F-HRTimeline
KBC Group NVin group KBC Group NV4,511$76K<0.01%013F-HRTimelineGroup
Persistent Asset Partners Ltd4,420$74.9K0.02%new13F-HRTimeline
Arax Advisory Partners4,078$69.1K<0.01%+2,18313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,630$61.5K0.02%+613F-HRTimeline
Quent Capital, LLC3,378$57.3K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,689$45.6K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…2,565$43.5K<0.01%-2,77613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,458$41.6K<0.01%+95913F-HRTimeline
Eurizon Capital SGR S.p.A.2,210$37.5K<0.01%new13F-HRTimeline
Bayforest Capital Ltd2,169$36.7K0.03%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,128$36K<0.01%-23713F-HRTimelineGroup
FIRST HORIZON CORP2,126$36K<0.01%+513F-HRTimeline
Salomon & Ludwin, LLC2,006$35.3K<0.01%+54813F-HRTimeline
Caitong International Asset Management …1,931$32.7K<0.01%-9,60013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,850$31.8K<0.01%-1713F-HRTimelineGroup
WHITTIER TRUST CO1,631$30.1K<0.01%013F-HRTimeline
Nykredit A/Sin group Nykredit A/S1,572$26.6K<0.01%13F-HR/ATimelineGroup
SBI Securities Co., Ltd.1,402$23.8K<0.01%+59113F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…1,231$20.9K<0.01%-1813F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.1,198$20.3K<0.01%+1,01813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,094$18.5K<0.01%-17713F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,000$16.9K<0.01%new13F-HRTimelineGroup
UMB Bank, n.a.973$16.5K<0.01%+3613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smartleaf Asset Management LLC941$16K<0.01%013F-HRTimeline
Allworth Financial LP713$12.1K<0.01%-22313F-HRTimeline
Accent Capital Management, LLC657$11.1K<0.01%-4413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…629$10.7K<0.01%-76413F-HRTimelineGroup
Farther Finance Advisors, LLC602$10.2K<0.01%-17,00813F-HRTimeline
ADIRONDACK TRUST CO600$10.2K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.600$10K<0.01%013F-HRTimeline
Covestor Ltd555$9K0.01%+50413F-HRTimeline
Sterling Capital Management LLC479$8.11K<0.01%-32513F-HRTimeline
Parkside Financial Bank & Trust405$6.86K<0.01%013F-HRTimeline
Blue Trust, Inc.400$6.78K<0.01%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC353$5.98K<0.01%-12,25713F-HRTimeline
J.Safra Asset Management Corp320$5.42K<0.01%013F-HRTimeline
United Financial Planning Group LLC314$5.32K<0.01%013F-HRTimeline
Parallel Advisors, LLC276$4.67K<0.01%-14013F-HRTimeline
IFP Advisors, Inc252$4.27K<0.01%-1913F-HRTimeline
Global Retirement Partners, LLC244$4.13K<0.01%13F-HRTimeline
SJS Investment Consulting Inc.238$4.03K<0.01%+23413F-HRTimeline
MassMutual Private Wealth & Trust, FSB175$2.96K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK145$2.46K<0.01%013F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC133$2.25K<0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.120$2.03K<0.01%new13F-HRTimeline
Ares Financial Consulting, LLC113$1.91K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…90$1.52K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC86$1.46K<0.01%013F-HRTimelineGroup
Torren Management, LLC73$1.24K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…65$1.1K<0.01%013F-HRTimelineGroup
Essential Partners LLC55$932<0.01%013F-HRTimeline
True Wealth Design, LLC54$915<0.01%013F-HRTimeline
Ankerstar Wealth, LLC49$830<0.01%013F-HRTimeline
Cornerstone Planning Group LLC38$757<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…39$661<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/37$626<0.01%-2713F-HRTimelineGroup
Rossby Financial, LCC35$593<0.01%013F-HRTimeline
Clearstead Advisors, LLC30$509<0.01%new13F-HRTimeline
Investors Portfolio Services LLC28$474<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC21$356<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC20$339<0.01%013F-HRTimeline
Caitlin John, LLC17$288<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC15$254<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC12$204<0.01%new13F-HRTimeline
Abound Wealth Management8$136<0.01%013F-HRTimeline
Davis Capital Management6$102<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.5$85<0.01%013F-HRTimeline
Dunhill Financial, LLC3$58<0.01%013F-HRTimeline
Mascoma Wealth Management LLC2$34<0.01%new13F-HRTimeline
Evolution Advisers, Inc.22$00%new13F-HRTimelineValue filed as zero, left out of ratios.

Events

  • FMR LLC and 1 other reporting person reported 4,928,707 WT shares, 3.2% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-07. 0000315066-26-002334

    Accepted , ingested