WISDOMTREE INC WT
COM · Common Stock · CUSIP 97717P104
American asset management firm
- SectorFinancials
- IndustrySecurity Brokers, Dealers & Flotation Companies
- HeadquartersNew York, NY
- Founded2006
- Websitewisdomtree.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.6m this quarter). Holder counts are more reliable. Shares outstanding: 151.5m as of 2026-08-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $16.97. Options: 12 managers hold calls ($57.0m notional), 6 hold puts ($7.2m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 157 |
| Q4 2022 | 159 |
| Q1 2023 | 149 |
| Q2 2023 | 182 |
| Q3 2023 | 180 |
| Q4 2023 | 196 |
| Q1 2024 | 207 |
| Q2 2024 | 224 |
| Q3 2024 | 233 |
| Q4 2024 | 271 |
| Q1 2025 | 257 |
| Q2 2025 | 248 |
| Q3 2025 | 269 |
| Q4 2025 | 288 |
| Q1 2026 | 312 |
| Q2 2026 | 312 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 133 | 94 |
| Q4 2024 | 155 | 85 |
| Q1 2025 | 115 | 141 |
| Q2 2025 | 134 | 128 |
| Q3 2025 | 166 | 94 |
| Q4 2025 | 150 | 126 |
| Q1 2026 | 167 | 132 |
| Q2 2026 | 167 | 150 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $14.0m | $578.4k | 0.04 |
| Q4 2025 | $8.5m | $67.8k | 0.01 |
| Q1 2026 | $42.2m | $1.5m | 0.04 |
| Q2 2026 | $57.0m | $7.2m | 0.13 |
Biggest buyers
| Invesco Ltd. | Added | +4.2m |
| Driehaus Capital Management LLC | Added | +3.1m |
| UBS Group AG | Added | +2.3m |
| LORD, ABBETT & CO. LLC | New | +1.8m |
| BlackRock, Inc. | Added | +1.6m |
| Junto Capital Management LP | New | +1.2m |
| BESSEMER GROUP INC | Added | +893.3k |
| FMR LLC | Added | +842.1k |
| Capital World Investors | Added | +736.0k |
| STATE STREET CORP | Added | +560.9k |
Biggest sellers
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -3.6m |
| GOLDMAN SACHS GROUP INC | Reduced | -2.6m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -2.2m |
| Simcoe Capital Management, LLC | Reduced | -2.0m |
| JANE STREET GROUP, LLC | Sold out | -1.5m |
| ArrowMark Colorado Holdings LLC | Reduced | -1.3m |
| HRT FINANCIAL LP | Sold out | -1.1m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -1.0m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.0m |
| Man Group plc | Reduced | -893.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $13.9m820.4k shares |
| JANE STREET GROUP, LLC | Added | $13.7m807.2k shares |
| Caption Management, LLC | Added | $9.7m570.0k shares |
| CITADEL ADVISORS LLC | Reduced | $4.1m243.5k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $4.0m238.1k shares |
| J. Goldman & Co LP | Reduced | $3.9m229.2k shares |
| GROUP ONE TRADING LLC | Added | $3.1m182.7k shares |
| IMC-Chicago, LLC | Added | $2.0m115.5k shares |
| D. E. Shaw & Co., Inc. | New | $1.3m74.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.0m61.9k shares |
Biggest puts
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | New | $6.8m400.0k shares |
| CITADEL ADVISORS LLC | New | $237.2k14.0k shares |
| Walleye Capital LLC | Reduced | $125.4k7.4k shares |
| Walleye Trading LLC | Added | $94.9k5.6k shares |
| GROUP ONE TRADING LLC | Unchanged | $8.5k500 shares |
| SIMPLEX TRADING, LLC | Unchanged | $1.7k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Invesco Ltd. 13G · institution new · filed 2026-08-13 | 6.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.8% |
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution -2.7 pts · filed 2026-08-13 | 5.5% |
Fell to 5% or below in the last year: FMR LLC (3.2%, 2026-10-07), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 2 | $736.1k | 1 | $1.1m | — |
| Q1 2025 | 1 | $441 | 1 | $898.0k | — |
| Q2 2025 | 1 | $443 | 0 | — | — |
| Q3 2025 | 1 | $444 | 1 | $498.4k | $498.4k |
| Q4 2025 | 1 | $749 | 2 | $507.8k | $431.9k |
| Q1 2026 | 1 | $751 | 1 | $505.2k | $505.2k |
| Q2 2026 | 0 | — | 3 | $2.8m | $569.7k |
| Q3 2026 | 0 | — | 1 | $736.8k | $736.8k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-09 | Lilien R Jarrett President and COO | Sold plan | $736.8k30.0k shares |
| 2026-05-20 | Lilien R Jarrett President and COO | Sold plan | $569.7k30.0k shares |
| 2026-05-19 | Ziemba Peter M Chief Administrative Officer | Sold | $1.9m100.0k shares |
| 2026-05-05 | Yates David M Chief Information Officer | Sold | $270.9k15.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 19.3m $326.5m | Added +1.6m |
| FMR LLC 0.01% of their portfolio | 13.6m $229.8m | Added +842.1k |
| Invesco Ltd. 0.01% of their portfolio | 10.0m $169.0m | Added +4.2m |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 8.4m $142.4m | Reduced -2.2m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 8.1m $137.6m | Added +75.7k |
| Capital World Investors 0.02% of their portfolio | 7.5m $127.8m | Added +736.0k |
| Azora Capital LP 4.41% of their portfolio | 6.2m $104.7m | Added +192.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 6.1m $102.8m | Added +513.2k |
| STATE STREET CORP 0.00% of their portfolio | 5.6m $95.0m | Added +560.9k |
| Driehaus Capital Management LLC 0.46% of their portfolio | 4.7m $79.7m | Added +3.1m |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 3.8m $63.6m | Added +130.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.3m $55.8m | Added +441.3k |
| Simcoe Capital Management, LLC 8.79% of their portfolio | 2.7m $45.3m | Reduced -2.0m |
| UBS Group AG 0.01% of their portfolio | 2.7m $45.0m | Added +2.3m |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 2.3m $38.6m | Added +266.4k |
| LOOMIS SAYLES & CO L P 0.05% of their portfolio | 2.2m $37.1m | Added +527.8k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.05% of their portfolio | 2.1m $35.7m | Reduced -135.7k |
| MORGAN STANLEY 0.00% of their portfolio | 2.0m $33.9m | Reduced -496.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.0m $33.7m | Reduced -335.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.0m $33.4m | Reduced -2.6m |
| LORD, ABBETT & CO. LLC 0.09% of their portfolio | 1.8m $30.4m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.7m $28.6m | Added +243.4k |
| Jupiter Topco LLC 0.01% of their portfolio | 1.5m $24.6m | First filing |
| Nuveen, LLC 0.01% of their portfolio | 1.4m $23.9m | Reduced -187.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.4m $23.6m | Added +176.8k |
| Tidal Investments LLC 0.06% of their portfolio | 1.4m $23.1m | Added +23.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 1.3m $21.3m | Reduced -87.3k |
| Junto Capital Management LP 0.37% of their portfolio | 1.2m $19.8m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 1.1m $18.2m | Added +2.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.0m $17.7m | Added +60.7k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 921.0k $15.6m | Added +103.8k |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 897.6k $15.2m | Added +96.3k |
| BESSEMER GROUP INC 0.02% of their portfolio | 894.5k $15.2m | Added +893.3k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.31% of their portfolio | 865.1k $14.7m | Reduced -85.9k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 767.1k $13.0m | Added +245.6k |
| ArrowMark Colorado Holdings LLC 0.54% of their portfolio | 764.9k $13.0m | Reduced -1.3m |
| DANSKE BANK A/S 0.02% of their portfolio | 668.4k $11.3m | Reduced -24.2k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 646.2k $10.9m | Reduced -1.0m |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 1.29% of their portfolio | 620.0k $10.5m | Reduced -80.0k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 618.8k $10.5m | Added +191.0k |
| CITIGROUP INC 0.00% of their portfolio | 578.9k $9.8m | Reduced -231.7k |
| Crawford Fund Management, LLC 2.99% of their portfolio | 575.7k $9.8m | Reduced -450.2k |
| CSM Advisors, LLC 0.20% of their portfolio | 551.3k $9.3m | Added +29.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 542.2k $9.2m | Reduced -695.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 542.1k $9.2m | Added +303.3k |
| CREDIT AGRICOLE S A 0.02% of their portfolio | 490.7k $8.3m | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 487.9k $8.3m | Reduced -3.6m |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 487.8k $8.3m | Added +269.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 437.9k $7.5m | Reduced -3.1k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 437.1k $7.4m | Reduced -22.9k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 432.3k $7.3m | Added +21.2k |
| Interval Partners, LP 0.24% of their portfolio | 431.9k $7.3m | Added +124.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 424.2k $7.2m | Added +89.3k |
| BARCLAYS PLC 0.00% of their portfolio | 422.5k $7.2m | Added +344.9k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 420.4k $7.1m | Reduced -667.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 407.8k $6.9m | Reduced -18.2k |
| Karl Kapital LLC 3.86% of their portfolio | 382.4k $6.5m | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 380.0k $6.4m | Added +352.2k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 373.3k $6.3m | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 365.5k $6.2m | Reduced -1.0m |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 362.7k $6.1m | Added +309.1k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 350.3k $5.9m | Reduced -104.7k |
| Weiss Asset Management LP 0.07% of their portfolio | 347.9k $5.9m | Not comparable |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 342.9k $5.8m | Reduced -133.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 327.4k $5.5m | Reduced -17.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 308.1k $5.2m | Reduced -7.5k |
| Brevan Howard Capital Management LP 0.07% of their portfolio | 303.2k $5.2m | Added +69.2k |
| Legal & General Group Plc 0.00% of their portfolio | 298.1k $5.0m | Added +27.9k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 282.4k $4.8m | Added +137.3k |
| XTX Topco Ltd 0.06% of their portfolio | 268.9k $4.6m | Added +222.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 265.5k $4.5m | Added +145.9k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 264.1k $4.5m | Added +74.7k |
| ROTHSCHILD INVESTMENT LLC 0.16% of their portfolio | 258.8k $4.4m | Reduced -992 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 249.9k $4.2m | New |
| Swiss National Bank 0.00% of their portfolio | 249.1k $4.2m | Reduced -1.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 222.6k $3.8m | Reduced -10.1k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 221.1k $3.7m | Added +17.7k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.02% of their portfolio | 214.7k $3.6m | Reduced -5.5k |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 206.6k $3.5m | Added +58.4k |
| Engineers Gate Manager LP 0.04% of their portfolio | 203.2k $3.4m | Reduced -4.6k |
| CHASE INVESTMENT COUNSEL CORP 0.69% of their portfolio | 192.9k $3.3m | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 191.5k $3.2m | Added +11.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 187.0k $3.2m | Reduced -214.6k |
| Quantinno Capital Management LP 0.00% of their portfolio | 181.5k $3.1m | Added +17.8k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 174.0k $2.9m | Reduced -3.6k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 173.6k $2.9m | Reduced -4.7k |
| SummitTX Capital, L.P. 0.08% of their portfolio | 172.9k $2.9m | Added +77.3k |
| Neo Ivy Capital Management 0.67% of their portfolio | 171.3k $2.9m | New |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 167.6k $2.8m | Reduced -24.1k |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.03% of their portfolio | 166.1k $2.8m | Reduced -1.9k |
| Odyssean, LLC 0.46% of their portfolio | 165.4k $2.8m | Added +77.9k |
| Pacific Capital Partners Ltd 2.38% of their portfolio | 162.5k $2.8m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 155.6k $2.6m | Reduced -229.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 153.5k $2.2m | Added +11.6k |
| MALTESE CAPITAL MANAGEMENT LLC 0.46% of their portfolio | 150.0k $2.5m | New |
| POLEN CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 149.1k $2.5m | Added +40.0k |
| Militia Capital Management LLC 0.45% of their portfolio | 147.6k $2.5m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 143.3k $2.4m | Reduced -15.0k |
| LPL Financial LLC 0.00% of their portfolio | 142.0k $2.4m | Added +6.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 139.2k $2.4m | Added +22.2k |