WT · NYSE · Asset Management

WisdomTree (WT)

Sponsors ETPs and manages adviser models, farmland, derivative strategies, and tokenized funds.

$23.94
vs last close+0.23 (+0.95%)

13F · 13D/G · Form 4

Institutions≈ 105.23%159.44M shares
327 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders2.31%3.50M shares
16 holders · as of Jun 22, 2026
Strategic holders8.09%12.25M shares
1 holder · as of Dec 4, 2024
Adds to115.63%

151.51M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 115.63%; nothing is left for Other.

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
12.72%19.27Mas of Jun 30, 2026
FMR LLCInstitution
8.95%13.57Mas of Jun 30, 2026
ETFS Capital Limited.1Strategicother: See Footnote 1
8.09%12.25Mfiled Dec 4, 2024
Invesco Ltd.Institution
6.58%9.98Mas of Jun 30, 2026
Wellington Management Group LLPInstitution
5.55%8.41Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.36%8.12Mas of Jun 30, 2026
Capital World InvestorsInstitution
4.98%7.55Mas of Jun 30, 2026
Azora Capital LPInstitution
4.08%6.18Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.00%6.07Mas of Jun 30, 2026
State Street CorpInstitution
3.70%5.61Mas of Jun 30, 2026
Driehaus Capital Management LLCInstitution
3.10%4.70Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
2.48%3.75Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.17%3.29Mas of Jun 30, 2026
Simcoe Capital Management, LLCInstitution
1.76%2.67Mas of Jun 30, 2026
UBS Group AGInstitution
1.75%2.66Mas of Jun 30, 2026
Principal Financial Group IncInstitution
1.50%2.28Mas of Jun 30, 2026
Loomis Sayles & Co L PInstitution
1.45%2.19Mas of Jun 30, 2026
Macquarie Management Holdings, Inc.Institution
1.39%2.11Mas of Jun 30, 2026
Morgan StanleyInstitution
1.32%2.00Mas of Jun 30, 2026
Bank of America Corp /DE/Institution
1.31%1.99Mas of Jun 30, 2026
Goldman Sachs Group IncInstitution
1.30%1.97Mas of Jun 30, 2026
Lord, Abbett & Co. LLCInstitution
1.18%1.79Mas of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
1.11%1.69Mas of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
1.11%1.69Mas of Jun 30, 2026
Jupiter Topco LLCInstitution
0.96%1.45Mas of Jun 30, 2026
  1. Reported at 3.60% on Aug 29, 2025, under the 5% line, so no further filing is required.

13F, as of Jun 30, 2026

327 holders · 159.44M shares · 54 new positions · 173 increased · 103 reduced · 52 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.19.27M12.72%+1.62MAug 7, 2026
FMR LLC13.57M8.95%+842.1KAug 13, 2026
Invesco Ltd.9.98M6.58%+4.16MAug 14, 2026
Wellington Management Group LLP8.41M5.55%−2.18MAug 14, 2026
Vanguard Portfolio Management LLC8.12M5.36%+75.7KAug 13, 2026
Capital World Investors7.55M4.98%+736.0KAug 12, 2026
Azora Capital LP6.18M4.08%+192.9KAug 14, 2026
Vanguard Capital Management LLC6.07M4.00%+513.2KAug 13, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
FMR LLC9.40%13.35M13GMay 6, 2026
Wellington Management Group LLP8.20%11.59M13GFeb 10, 2026
Invesco Ltd.6.60%10.18M13GAug 13, 2026
Vanguard Portfolio Management5.75%8.16M13GApr 29, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Sep 9, 2026
R. Jarrett Lilienofficer: President and COO
Sale30,000$24.561,080,245
May 20, 2026
R. Jarrett Lilienofficer: President and COO
Sale30,000$18.991,110,245
May 19, 2026
Peter M. Ziembaofficer: Chief Administrative Officer
Sale100,000$19.31885,686
May 5, 2026
David M. Yatesofficer: Chief Information Officer
Sale15,000$18.06157,499
Nov 20, 2024
Tonia L. Pankopfdirector
Purchase38$11.5234,723
Feb 26, 2025
Tonia L. Pankopfdirector
Purchase48$9.2634,771
May 28, 2025
Tonia L. Pankopfdirector
Purchase46$9.6234,817
Aug 27, 2025
Tonia L. Pankopfdirector
Purchase33$13.4334,850
Nov 26, 2025
Tonia L. Pankopfdirector
Purchase68$11.0534,918
Feb 25, 2026
Tonia L. Pankopfdirector
Purchase44$16.9434,962

House and Senate disclosures

Not reported.