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Security record

WT

WisdomTree, Inc. · Financial Services · Asset Management

24.13 +1.2% mkt cap $3.69B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
136Tracked holders
+2Δ holders
511.63MShares held
$28.35BReported value
+5New positions
−3Exits
Stable Conviction score 40/100 How these are computed → Explain this at the Research Desk →

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
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
2 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
3 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
4 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
5 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
6 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
7 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
8 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
9 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
10 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
11 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
12 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
13 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
14 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
15 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
16 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
17 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
18 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
19 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
20 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
21 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
22 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
23 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
24 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
25 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
26 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
27 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
28 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
29 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
30 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
31 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
32 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
33 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
34 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
35 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
36 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
37 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
38 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
39 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
40 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
41 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
42 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
43 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
44 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
45 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
46 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
47 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
48 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
49 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
50 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
51 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
52 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
53 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
54 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
55 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
56 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
57 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
58 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
59 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
60 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
61 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
62 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
63 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
64 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
65 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
66 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
67 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
68 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
69 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
70 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
71 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
72 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
73 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
74 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
75 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
76 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
77 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
78 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
79 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
80 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
81 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
82 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
83 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
84 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
85 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
86 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
87 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
88 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
89 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
90 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
91 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
92 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
93 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
94 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
95 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
96 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
97 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
98 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
99 Morgan Stanley 66.18M 0.0% $4.09B 0.2% ▲ Add 4 SEC ↗
100 LPL Financial LLC 57.41M +3.8% $3.93B 0.9% ▲ Add 3 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): 1 holders, 221 shares, $7,432 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.

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 · Get this via the API