Security record
WT
WisdomTree, Inc. · Financial Services · Asset Management
136Tracked holders
+2Δ holders
511.63MShares held
$28.35BReported value
+5New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +1.5% ·
share flow -1.8% ·
net new positions +1.5%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 136 | +2 | 511.63M | $28.35B | +5 | −3 |
| Q1 2026 | 137 | +6 | 530.47M | $27.24B | +6 | −1 |
| Q4 2025 | 130 | +1 | 528.99M | $26.61B | +2 | — |
| Q3 2025 | 21 | +1 | 193.63M | $7.31B | +1 | −1 |
| Q2 2025 | 18 | -1 | 58.42M | $812.06M | — | −1 |
| Q1 2025 | 16 | 0 | 27.43M | $463.89M | — | — |
| Q4 2024 | 16 | 0 | 26.16M | $459.58M | — | — |
| Q3 2024 | 15 | +1 | 19.08M | $410.88M | +1 | — |
| Q2 2024 | 14 | — | 19.48M | $380.46M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ ×99 |
| 2 | LPL Financial LLC | 57.41M | +3.8% | $3.93B | 0.9% | ▲ Add | 3 | SEC ↗ ×39 |
| 3 | Bank Of America Corp /De/ | 56.11M | -3.8% | $3.52B | 0.2% | ▼ Trim | 3 | SEC ↗ ×66 |
| 4 | Raymond James Financial Inc | 21.72M | +0.7% | $1.44B | 0.4% | ▲ Add | 3 | SEC ↗ ×71 |
| 5 | Ameriprise Financial Inc | 19.80M | +3.2% | $1.44B | 0.3% | ▲ Add | 3 | SEC ↗ ×39 |
| 6 | Pnc Financial Services Group, Inc. | 14.65M | -5.0% | $1.40B | 0.7% | ▼ Trim | 3 | SEC ↗ ×56 |
| 7 | UBS Group AG | 21.76M | +13.4% | $1.23B | 0.2% | ▲ Add | 3 | SEC ↗ ×72 |
| 8 | Wells Fargo & Company/Mn | 14.55M | +2.3% | $895.98M | 0.2% | ▲ Add | 3 | SEC ↗ ×66 |
| 9 | Cetera Investment Advisers | 12.31M | +3.4% | $881.04M | 0.8% | ▲ Add | 3 | SEC ↗ ×33 |
| 10 | Envestnet Asset Management Inc | 12.06M | -2.1% | $802.42M | 0.2% | ▼ Trim | 3 | SEC ↗ ×29 |
| 11 | Creative Planning | 12.04M | -1.7% | $744.46M | 0.4% | ▼ Trim | 3 | SEC ↗ ×32 |
| 12 | HighTower Advisors, LLC | 9.11M | -24.8% | $684.31M | 0.7% | ▼ Trim | 3 | SEC ↗ ×22 |
| 13 | Royal Bank Of Canada | 8.73M | +4.3% | $531.67M | 0.1% | ▲ Add | 3 | SEC ↗ ×95 |
| 14 | Osaic Holdings, Inc. | 7.28M | +7.4% | $518.40M | 0.6% | ▲ Add | 3 | SEC ↗ ×88 |
| 15 | Focus Partners Wealth | 5.14M | -5.7% | $457.44M | 0.5% | ▼ Trim | 3 | SEC ↗ ×14 |
| 16 | Captrust Financial Advisors | 6.24M | -10.9% | $365.22M | 0.6% | ▼ Trim | 3 | SEC ↗ ×15 |
| 17 | BlackRock ✦ (passive) | 19.82M | +9.2% | $354.92M | 0.0% | ▲ Add | 5 | SEC ↗ ×40 |
| 18 | Commonwealth Equity Services, Llc | 4.72M | -6.2% | $323.60M | 0.4% | ▼ Trim | 3 | SEC ↗ ×27 |
| 19 | Fidelity (FMR) ✦ | 14.32M | +6.7% | $298.21M | 0.0% | ▲ Add | 5 | SEC ↗ ×61 |
| 20 | JPMorgan Chase ✦ | 4.85M | -13.3% | $290.59M | 0.0% | ▼ Trim | 4 | SEC ↗ ×93 |
| 21 | Rockefeller Capital Management L.P. | 4.39M | +1.2% | $284.26M | 0.4% | ▲ Add | 3 | SEC ↗ ×37 |
| 22 | Stifel Financial Corp | 4.26M | +7.7% | $258.32M | 0.2% | ▲ Add | 3 | SEC ↗ ×34 |
| 23 | Jones Financial Companies Lllp | 4.01M | +10.7% | $235.21M | 0.1% | ▲ Add | 3 | SEC ↗ ×24 |
| 24 | Northwestern Mutual Wealth… | 3.34M | +7.8% | $219.41M | 0.1% | ▲ Add | 3 | SEC ↗ ×25 |
| 25 | Wealth Enhancement Advisory… | 2.63M | +1.9% | $188.12M | 0.3% | ▲ Add | 3 | SEC ↗ ×19 |
| 26 | Invesco Ltd. | 9.99M | +71.4% | $170.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 27 | Mercer Global Advisors Inc /Adv | 3.25M | +11.7% | $167.21M | 0.2% | ▲ Add | 3 | SEC ↗ ×23 |
| 28 | Wellington Management ✦ | 8.41M | -20.6% | $142.42M | 0.0% | ▼ Trim | 9 | SEC ↗ ×5 |
| 29 | Mml Investors Services, Llc | 2.33M | +23.0% | $133.68M | 0.3% | ▲ Add | 3 | SEC ↗ ×16 |
| 30 | Capital World Investors ✦ | 7.55M | +10.8% | $127.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 3.12M | -47.0% | $123.59M | 0.0% | ▼ Trim | 4 | SEC ↗ ×21 |
| 32 | Baird Financial Group, Inc. | 2.02M | +0.9% | $119.93M | 0.2% | ▲ Add | 3 | SEC ↗ ×17 |
| 33 | Bank of New York Mellon Corp | 2.95M | +10.3% | $114.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×40 |
| 34 | Mariner, LLC | 1.61M | -45.8% | $107.38M | 0.1% | ▼ Trim | 3 | SEC ↗ ×32 |
| 35 | Vanguard Capital Management Llc | 6.07M | +9.2% | $102.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | State Street Global Advisors ✦ (passive) | 5.61M | +11.1% | $95.03M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 37 | Assetmark, Inc | 1.55M | +19.8% | $83.17M | 0.1% | ▲ Add | 3 | SEC ↗ ×19 |
| 38 | Corient Private Wealth LP | 1.03M | +20.2% | $66.11M | 0.1% | ▲ Add | 3 | SEC ↗ ×19 |
| 39 | Dimensional Fund Advisors Lp | 3.75M | +3.6% | $63.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 40 | Blair William & Co/Il | 1.09M | -0.7% | $63.32M | 0.2% | ▼ Trim | 3 | SEC ↗ ×16 |
| 41 | Cerity Partners LLC | 870.32K | -0.2% | $62.07M | 0.1% | ▼ Trim | 3 | SEC ↗ ×27 |
| 42 | Geode Capital Management ✦ (passive) | 3.29M | +15.5% | $55.75M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 43 | Fifth Third Bancorp | 805.03K | -48.1% | $53.54M | 0.1% | ▼ Trim | 3 | SEC ↗ ×23 |
| 44 | Susquehanna International Group, Llp | 1.02M | -25.6% | $51.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×35 |
| 45 | Truist Financial Corp | 702.47K | -1.6% | $50.13M | 0.1% | ▼ Trim | 3 | SEC ↗ ×24 |
| 46 | Citadel Advisors ✦ | 1.15M | +152.9% | $49.44M | 0.0% | ▲ Add | 9 | SEC ↗ ×29 |
| 47 | AQR Capital Management ✦ | 991.90K | -6.1% | $46.35M | 0.0% | ▼ Trim | 9 | SEC ↗ ×32 |
| 48 | National Bank Of Canada /Fi/ | 678.32K | +0.9% | $44.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×16 |
| 49 | Jane Street Group, Llc | 971.66K | -65.4% | $41.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×31 |
| 50 | Lido Advisors, LLC | 814.16K | -79.0% | $40.29M | 0.1% | ▼ Trim | 3 | SEC ↗ ×14 |
| 51 | Principal Financial Group Inc | 2.28M | +13.3% | $38.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 52 | Loomis Sayles & Co L P | 2.19M | +31.0% | $37.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 53 | Nomura Asset Management… | 2.11M | -6.0% | $35.71M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 54 | Northern Trust Corp | 1.56M | +12.3% | $35.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×18 |
| 55 | Citigroup Inc | 1.01M | -25.4% | $34.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×15 |
| 56 | Massachusetts Financial Services Co… | 1.54M | -6.2% | $33.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 57 | Charles Schwab Investment… | 1.69M | +16.9% | $28.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | CIBC Bancorp USA Inc. | 596.62K | +1.4% | $28.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×13 |
| 59 | Qube Research & Technologies Ltd | 907.99K | +27.1% | $25.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×14 |
| 60 | Nuveen, LLC | 1.42M | -11.1% | $24.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 61 | Bank Of Nova Scotia | 447.21K | +320.8% | $23.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 62 | Tidal Investments LLC | 1.49M | +1.6% | $23.25M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 63 | Kayne Anderson Rudnick Investment… | 454.10K | +1.9% | $22.88M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 64 | UBS AM, a distinct business unit of… | 628.29K | -3.4% | $22.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×27 |
| 65 | Quantinno Capital Management LP | 486.54K | +54.5% | $21.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 66 | Two Sigma Investments ✦ | 852.71K | -55.3% | $20.78M | 0.0% | ▼ Trim | 9 | SEC ↗ ×5 |
| 67 | Us Bancorp \De\ | 272.30K | +4.1% | $18.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×24 |
| 68 | State Of Wisconsin Investment Board | 328.02K | -13.3% | $17.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 69 | First Trust Advisors Lp | 697.90K | +43.8% | $17.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 70 | Barclays Plc | 644.02K | +0.6% | $16.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 71 | Healthcare Of Ontario Pension Plan… | 573.30K | +186.7% | $16.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 72 | Alliancebernstein L.P. | 407.62K | +4.0% | $15.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 73 | Bnp Paribas Financial Markets | 353.35K | -38.6% | $13.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 74 | Danske Bank A/S | 668.43K | -3.5% | $11.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 75 | Brown Advisory Inc | 140.56K | +1.0% | $11.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 76 | Bank Of Montreal /Can/ | 178.50K | -0.6% | $10.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×44 |
| 77 | Wealthfront Advisers LLC | 221.20K | -5.8% | $10.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 78 | Tudor Investment Corp Et Al | 105.65K | -71.4% | $10.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | TD Waterhouse Canada Inc. | 156.99K | +7.9% | $8.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 80 | Credit Agricole S A | 490.72K | 0.0% | $8.31M | 0.0% | Held | 3 | SEC ↗ |
| 81 | Arrowstreet Capital ✦ | 487.89K | -88.2% | $8.26M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 82 | Connor, Clark & Lunn Investment… | 487.77K | +123.5% | $8.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Nordea Investment Management Ab | 437.94K | -0.7% | $7.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 84 | Victory Capital Management Inc | 424.17K | +26.7% | $7.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | American Century Companies Inc | 420.35K | -61.4% | $7.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Universal- Beteiligungs- und… | 380.01K | +1268.5% | $6.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Millennium Management ✦ | 365.48K | -73.4% | $6.19M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 88 | Hsbc Holdings Plc | 362.70K | +576.4% | $6.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 89 | Voya Investment Management Llc | 342.94K | -28.0% | $5.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 90 | Russell Investments Group, Ltd. | 289.30K | +94.5% | $5.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×19 |
| 91 | Rhumbline Advisers | 308.11K | -33.8% | $5.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Franklin Resources Inc | 68.32K | 0.0% | $5.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 93 | Legal & General Group Plc | 298.07K | +10.3% | $5.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 94 | Point72 Asset Management ✦ | 264.07K | +39.4% | $4.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 95 | Gotham Asset Management ✦ | 76.09K | +21.9% | $4.37M | 0.0% | ▲ Add | 9 | SEC ↗ ×3 |
| 96 | Swiss National Bank | 249.10K | -0.6% | $4.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Sei Investments Co | 225.96K | +8.5% | $4.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 98 | Hrt Financial Lp | 73.28K | -94.0% | $3.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 99 | D. E. Shaw & Co. ✦ | 116.48K | -72.1% | $3.56M | 0.0% | ▼ Trim | 9 | SEC ↗ ×6 |
| 100 | T. Rowe Price ✦ | 186.96K | -53.4% | $3.17M | 0.0% | ▼ Trim | 9 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Balyasny Asset Management L.P. | $6.04M | was 0.0% |
| Renaissance Technologies | $643,176 | was 0.0% |
| Capstone Investment Advisors… | $478,558 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 9 holders, 349.41K shares, $6.72M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Sep 09
Lilien R Jarrett
Officer · 30.00K sh · $736,800
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Oct 07
SC 13G/A — FMR LLC
Aug 13
SC 13G — Invesco Ltd.
Aug 13
SC 13G/A — WELLINGTON MANAGEMENT GROUP LLP
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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