Ficha del valor · trimestre archivado
WT
WisdomTree, Inc. · Financial Services · Asset Management
130Tenedores rastreados
+1Δ titulares
528.99MAcciones mantenidas
$26.61BValor declarado
+2Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +0.8% ·
flujo de acciones -6.3% ·
nuevas posiciones netas +1.5%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 134 | +2 | 502.42M | $27.67B | +5 | −5 |
| Q1 2026 | 137 | +6 | 530.47M | $27.24B | +6 | −1 |
| Q4 2025 | 130 | +1 | 528.99M | $26.61B | +2 | n/a |
| Q3 2025 | 21 | +1 | 193.63M | $7.31B | +1 | −1 |
| Q2 2025 | 18 | -1 | 58.42M | $812.06M | n/a | −1 |
| Q1 2025 | 16 | 0 | 27.43M | $463.89M | n/a | n/a |
| Q4 2024 | 16 | 0 | 26.16M | $459.58M | n/a | n/a |
| Q3 2024 | 15 | +1 | 19.08M | $410.88M | +1 | n/a |
| Q2 2024 | 14 | n/a | 19.48M | $380.46M | n/a | n/a |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 63.18M | -0.3% | $3.58B | 0.2% | ▼ Trim | 2 | SEC ↗ ×97 |
| 2 | LPL Financial LLC | 54.44M | n/a | $3.50B | 1.0% | n/c | 1 | SEC ↗ ×35 |
| 3 | Bank Of America Corp /De/ | 53.35M | n/a | $3.23B | 0.2% | n/c | 1 | SEC ↗ ×88 |
| 4 | Pnc Financial Services Group, Inc. | 16.22M | n/a | $1.44B | 0.8% | n/c | 1 | SEC ↗ ×52 |
| 5 | Ameriprise Financial Inc | 19.12M | n/a | $1.29B | 0.3% | n/c | 1 | SEC ↗ ×38 |
| 6 | Raymond James Financial Inc | 20.95M | n/a | $1.27B | 0.4% | n/c | 1 | SEC ↗ ×70 |
| 7 | UBS Group AG | 19.79M | n/a | $1.09B | 0.2% | n/c | 1 | SEC ↗ ×59 |
| 8 | HighTower Advisors, LLC | 13.06M | n/a | $848.36M | 0.9% | n/c | 1 | SEC ↗ ×22 |
| 9 | Wells Fargo & Company/Mn | 13.90M | n/a | $805.03M | 0.2% | n/c | 1 | SEC ↗ ×54 |
| 10 | Cetera Investment Advisers | 12.06M | n/a | $778.93M | 0.9% | n/c | 1 | SEC ↗ ×33 |
| 11 | Envestnet Asset Management Inc | 11.34M | n/a | $723.19M | 0.2% | n/c | 1 | SEC ↗ ×28 |
| 12 | Creative Planning | 12.53M | n/a | $693.03M | 0.5% | n/c | 1 | SEC ↗ ×26 |
| 13 | Royal Bank Of Canada | 8.99M | n/a | $521.40M | 0.1% | n/c | 1 | SEC ↗ ×95 |
| 14 | Captrust Financial Advisors | 8.92M | n/a | $485.00M | 0.9% | n/c | 1 | SEC ↗ ×16 |
| 15 | Cwm, Llc | 7.49M | n/a | $451.19M | 1.2% | n/c | 1 | SEC ↗ ×32 |
| 16 | Osaic Holdings, Inc. | 6.67M | n/a | $446.15M | 0.7% | n/c | 1 | SEC ↗ ×83 |
| 17 | Focus Partners Wealth | 5.50M | n/a | $442.25M | 0.5% | n/c | 1 | SEC ↗ ×17 |
| 18 | Commonwealth Equity Services, Llc | 5.36M | n/a | $335.81M | 0.4% | n/c | 1 | SEC ↗ ×27 |
| 19 | JPMorgan Chase ✦ | 5.57M | -88.5% | $288.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×88 |
| 20 | Wealth Enhancement Advisory… | 4.11M | n/a | $279.20M | 0.4% | n/c | 1 | SEC ↗ ×19 |
| 21 | Rockefeller Capital Management L.P. | 4.24M | n/a | $270.53M | 0.5% | n/c | 1 | SEC ↗ ×31 |
| 22 | Fidelity (FMR) ✦ | 17.44M | +12.5% | $261.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×61 |
| 23 | Lido Advisors, LLC | 4.08M | n/a | $255.78M | 1.0% | n/c | 1 | SEC ↗ ×14 |
| 24 | BlackRock ✦ (pasivo) | 19.45M | +6.3% | $252.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×33 |
| 25 | Stifel Financial Corp | 3.84M | n/a | $220.11M | 0.2% | n/c | 1 | SEC ↗ ×39 |
| 26 | Northwestern Mutual Wealth… | 3.27M | n/a | $201.01M | 0.1% | n/c | 1 | SEC ↗ ×25 |
| 27 | The Vanguard Group ✦ (pasivo) | 14.00M | -3.8% | $170.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 28 | Jones Financial Companies Lllp | 3.01M | n/a | $160.47M | 0.1% | n/c | 1 | SEC ↗ ×24 |
| 29 | Mariner, LLC | 2.35M | n/a | $148.81M | 0.2% | n/c | 1 | SEC ↗ ×38 |
| 30 | Wellington Management ✦ | 11.20M | +15.7% | $136.48M | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 31 | Mml Investors Services, Llc | 2.35M | n/a | $126.54M | 0.3% | n/c | 1 | SEC ↗ ×18 |
| 32 | Mercer Global Advisors Inc /Adv | 2.82M | n/a | $126.39M | 0.2% | n/c | 1 | SEC ↗ ×22 |
| 33 | Corient Private Wealth LP | 1.79M | n/a | $114.47M | 0.1% | n/c | 1 | SEC ↗ ×32 |
| 34 | Baird Financial Group, Inc. | 1.81M | n/a | $104.40M | 0.2% | n/c | 1 | SEC ↗ ×19 |
| 35 | Goldman Sachs Group ✦ | 4.07M | +69.0% | $93.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×13 |
| 36 | Bank of New York Mellon Corp | 2.43M | n/a | $88.95M | 0.0% | n/c | 1 | SEC ↗ ×40 |
| 37 | Susquehanna International Group, Llp | 1.57M | n/a | $80.68M | 0.1% | n/c | 1 | SEC ↗ ×31 |
| 38 | Blair William & Co/Il | 1.15M | n/a | $64.09M | 0.2% | n/c | 1 | SEC ↗ ×16 |
| 39 | State Street Global Advisors ✦ (pasivo) | 5.22M | -1.8% | $63.62M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 40 | Assetmark, Inc | 1.27M | n/a | $60.69M | 0.1% | n/c | 1 | SEC ↗ ×17 |
| 41 | Cerity Partners LLC | 830.25K | n/a | $57.55M | 0.1% | n/c | 1 | SEC ↗ ×24 |
| 42 | Citadel Advisors ✦ | 1.87M | +3.8% | $52.86M | 0.0% | ▲ Add | 7 | SEC ↗ ×27 |
| 43 | Truist Financial Corp | 747.32K | n/a | $50.06M | 0.1% | n/c | 1 | SEC ↗ ×21 |
| 44 | Jane Street Group, Llc | 1.06M | n/a | $46.39M | 0.1% | n/c | 1 | SEC ↗ ×31 |
| 45 | Dimensional Fund Advisors Lp | 3.64M | n/a | $44.40M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 46 | Massachusetts Financial Services Co… | 2.68M | n/a | $43.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 47 | Invesco Ltd. | 3.36M | n/a | $41.83M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 48 | National Bank Of Canada /Fi/ | 656.17K | n/a | $37.81M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 49 | Arrowstreet Capital ✦ | 2.93M | +72.5% | $35.71M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 50 | Geode Capital Management ✦ (pasivo) | 2.80M | +1.0% | $34.09M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 51 | AQR Capital Management ✦ | 1.14M | +23.3% | $32.02M | 0.0% | ▲ Add | 7 | SEC ↗ ×22 |
| 52 | Citigroup Inc | 1.24M | n/a | $31.05M | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 53 | Capital World Investors ✦ | 2.53M | Nuevo | $30.83M | 0.0% | New | 1 | SEC ↗ |
| 54 | D. E. Shaw & Co. ✦ | 2.14M | -10.8% | $26.64M | 0.0% | ▼ Trim | 7 | SEC ↗ ×5 |
| 55 | Northern Trust Corp | 1.38M | n/a | $25.95M | 0.0% | n/c | 1 | SEC ↗ ×21 |
| 56 | Janus Henderson Group Plc | 2.13M | n/a | $25.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 57 | Fifth Third Bancorp | 382.11K | n/a | $22.15M | 0.1% | n/c | 1 | SEC ↗ ×9 |
| 58 | Nuveen, LLC | 1.76M | n/a | $21.44M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 59 | Nomura Asset Management… | 1.70M | n/a | $20.68M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Point72 Asset Management ✦ | 1.67M | +858.6% | $20.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 61 | Two Sigma Investments ✦ | 1.34M | -36.7% | $19.67M | 0.0% | ▼ Trim | 7 | SEC ↗ ×6 |
| 62 | State Of Wisconsin Investment Board | 501.77K | n/a | $19.61M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 63 | Loomis Sayles & Co L P | 1.40M | n/a | $19.32M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 64 | Kayne Anderson Rudnick Investment… | 370.09K | n/a | $18.63M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 65 | American Century Companies Inc | 1.51M | n/a | $18.46M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Charles Schwab Investment… | 1.48M | n/a | $18.09M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Tidal Investments LLC | 1.53M | n/a | $17.81M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 68 | Barclays Plc | 573.58K | n/a | $17.59M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 69 | Hrt Financial Lp | 1.18M | n/a | $15.75M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 70 | Rhumbline Advisers | 496.73K | n/a | $14.86M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 71 | Alliancebernstein L.P. | 381.42K | n/a | $13.33M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 72 | Healthcare Of Ontario Pension Plan… | 393.64K | n/a | $12.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 73 | Principal Financial Group Inc | 995.90K | n/a | $12.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 74 | Bnp Paribas Financial Markets | 272.60K | n/a | $11.60M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 75 | Bank Of Montreal /Can/ | 188.89K | n/a | $11.08M | 0.0% | n/c | 1 | SEC ↗ ×41 |
| 76 | Brown Advisory Inc | 151.17K | n/a | $10.85M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 77 | First Trust Advisors Lp | 551.87K | n/a | $10.59M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 78 | Squarepoint Ops LLC | 855.69K | n/a | $10.43M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Millennium Management ✦ | 763.57K | -69.6% | $10.09M | 0.0% | ▼ Trim | 7 | SEC ↗ ×4 |
| 80 | Wealthfront Advisers LLC | 179.91K | n/a | $8.74M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 81 | Man Group plc | 708.97K | n/a | $8.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 82 | Franklin Resources Inc | 391.23K | n/a | $8.62M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 83 | UBS AM, a distinct business unit of… | 557.19K | n/a | $7.61M | 0.0% | n/c | 1 | SEC ↗ ×17 |
| 84 | Victory Capital Management Inc | 609.73K | n/a | $7.43M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Quantinno Capital Management LP | 149.47K | n/a | $6.77M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 86 | TD Waterhouse Canada Inc. | 122.65K | n/a | $6.74M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 87 | Qube Research & Technologies Ltd | 170.57K | n/a | $6.71M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 88 | Voya Investment Management Llc | 496.58K | n/a | $6.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 89 | Nordea Investment Management Ab | 457.48K | n/a | $5.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 90 | Us Bancorp \De\ | 81.89K | n/a | $5.47M | 0.0% | n/c | 1 | SEC ↗ ×24 |
| 91 | Credit Agricole S A | 390.72K | n/a | $4.76M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | T. Rowe Price ✦ | 370.42K | -58.5% | $4.52M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 93 | Deutsche Bank Ag\ | 303.40K | n/a | $3.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 94 | Legal & General Group Plc | 300.67K | n/a | $3.67M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 95 | Hsbc Holdings Plc | 285.24K | n/a | $3.50M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 96 | Swiss National Bank | 261.10K | n/a | $3.18M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Gotham Asset Management ✦ | 50.14K | +21.7% | $2.94M | 0.0% | ▲ Add | 7 | SEC ↗ ×3 |
| 98 | Fisher Asset Management ✦ | 136.59K | +22.4% | $2.85M | 0.0% | ▲ Add | 7 | SEC ↗ ×4 |
| 99 | Tudor Investment Corp Et Al | 32.97K | n/a | $2.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 100 | Financial Engines Advisors L.L.C. | 55.08K | n/a | $2.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Capital World Investors | $30.83M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 9 tenedores, 349.41K acciones, $6.72M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Sep 09
Lilien R Jarrett
Officer · 30.00K acc. · $736,800
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Oct 07
SC 13G/A: FMR LLC
Aug 13
SC 13G: Invesco Ltd.
Aug 13
SC 13G/A: WELLINGTON MANAGEMENT GROUP LLP
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q4 2025 ·
Metodología ·
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