Запись по ценной бумаге · архивный квартал
WT
WisdomTree, Inc. · Financial Services · Asset Management
130Отслеживаемые держатели
+1Δ держателей
528.99MАкций в держании
$26.61BОтчётная стоимость
+2Новые позиции
−0Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +0.8% ·
поток акций -6.3% ·
новые чистые позиции +1.5%
· формула
Фрагментация владения: больше держателей при меньшей совокупной доле
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 3.09M | $212.79M | n/a | n/a |
| 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 |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (пассивный) | 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 ✦ (пассивный) | 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 ✦ (пассивный) | 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 ✦ (пассивный) | 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 | Новый | $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 |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Capital World Investors | $30.83M | 0.0% |
Закрыто
| Отслеживаемых выходов в этом квартале нет. |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 9 держатели, 349.41K акции, $6.72M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Покупок инсайдеров на открытом рынке в нашем окне покрытия нет.
Продажи на открытом рынке (S)
Sep 09
Lilien R Jarrett
Officer · 30.00K акц. · $736,800
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Oct 07
SC 13G/A: FMR LLC
Aug 13
SC 13G: Invesco Ltd.
Aug 13
SC 13G/A: WELLINGTON MANAGEMENT GROUP LLP
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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