Ficha del valor · trimestre archivado
WT
WisdomTree, Inc. · Financial Services · Asset Management
137Tenedores rastreados
+6Δ titulares
530.47MAcciones mantenidas
$27.24BValor declarado
+6Nuevas posiciones
−1Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +4.6% ·
flujo de acciones +1.8% ·
nuevas posiciones netas +3.6%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
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 | — |
| 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 | — | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 66.16M | +4.7% | $3.79B | 0.2% | ▲ Add | 3 | SEC ↗ ×103 |
| 2 | LPL Financial LLC | 55.29M | +1.6% | $3.56B | 0.9% | ▲ Add | 2 | SEC ↗ ×37 |
| 3 | Bank Of America Corp /De/ | 58.34M | +9.3% | $3.41B | 0.2% | ▲ Add | 2 | SEC ↗ ×66 |
| 4 | Pnc Financial Services Group, Inc. | 15.42M | -4.9% | $1.36B | 0.8% | ▼ Trim | 2 | SEC ↗ ×56 |
| 5 | Raymond James Financial Inc | 21.56M | +2.9% | $1.32B | 0.4% | ▲ Add | 2 | SEC ↗ ×69 |
| 6 | Ameriprise Financial Inc | 19.18M | +0.3% | $1.29B | 0.3% | ▲ Add | 2 | SEC ↗ ×39 |
| 7 | UBS Group AG | 19.20M | -3.0% | $1.10B | 0.2% | ▼ Trim | 2 | SEC ↗ ×62 |
| 8 | Wells Fargo & Company/Mn | 14.22M | +2.3% | $840.70M | 0.2% | ▲ Add | 2 | SEC ↗ ×59 |
| 9 | HighTower Advisors, LLC | 12.11M | -7.2% | $801.91M | 0.9% | ▼ Trim | 2 | SEC ↗ ×24 |
| 10 | Cetera Investment Advisers | 11.91M | -1.3% | $782.69M | 0.8% | ▼ Trim | 2 | SEC ↗ ×33 |
| 11 | Envestnet Asset Management Inc | 12.32M | +8.6% | $774.42M | 0.2% | ▲ Add | 2 | SEC ↗ ×29 |
| 12 | Creative Planning | 12.24M | -2.3% | $699.50M | 0.5% | ▼ Trim | 2 | SEC ↗ ×27 |
| 13 | Royal Bank Of Canada | 8.37M | -6.9% | $487.52M | 0.1% | ▼ Trim | 2 | SEC ↗ ×93 |
| 14 | Cwm, Llc | 7.63M | +1.9% | $459.61M | 1.2% | ▲ Add | 2 | SEC ↗ ×31 |
| 15 | Osaic Holdings, Inc. | 6.78M | +1.6% | $457.47M | 0.7% | ▲ Add | 2 | SEC ↗ ×76 |
| 16 | Focus Partners Wealth | 5.45M | -1.0% | $442.11M | 0.5% | ▼ Trim | 2 | SEC ↗ ×16 |
| 17 | Captrust Financial Advisors | 7.00M | -21.6% | $388.79M | 0.7% | ▼ Trim | 2 | SEC ↗ ×14 |
| 18 | Commonwealth Equity Services, Llc | 5.03M | -6.2% | $318.43M | 0.4% | ▼ Trim | 2 | SEC ↗ ×27 |
| 19 | JPMorgan Chase ✦ | 5.60M | +0.4% | $282.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×87 |
| 20 | BlackRock ✦ (pasivo) | 18.15M | -6.7% | $280.79M | 0.0% | ▼ Trim | 4 | SEC ↗ ×39 |
| 21 | Rockefeller Capital Management L.P. | 4.33M | +2.1% | $262.64M | 0.5% | ▲ Add | 2 | SEC ↗ ×37 |
| 22 | Fidelity (FMR) ✦ | 13.43M | -23.0% | $246.20M | 0.0% | ▼ Trim | 4 | SEC ↗ ×55 |
| 23 | Lido Advisors, LLC | 3.87M | -5.2% | $243.15M | 1.0% | ▼ Trim | 2 | SEC ↗ ×15 |
| 24 | Stifel Financial Corp | 3.96M | +3.1% | $228.38M | 0.2% | ▲ Add | 2 | SEC ↗ ×34 |
| 25 | Jones Financial Companies Lllp | 3.63M | +20.4% | $193.06M | 0.1% | ▲ Add | 2 | SEC ↗ ×25 |
| 26 | Mariner, LLC | 2.97M | +26.4% | $189.49M | 0.2% | ▲ Add | 2 | SEC ↗ ×40 |
| 27 | Northwestern Mutual Wealth… | 3.10M | -5.2% | $186.68M | 0.1% | ▼ Trim | 2 | SEC ↗ ×29 |
| 28 | Wealth Enhancement Advisory… | 2.58M | -37.1% | $168.38M | 0.4% | ▼ Trim | 2 | SEC ↗ ×19 |
| 29 | Wellington Management ✦ | 10.59M | -5.5% | $154.13M | 0.0% | ▼ Trim | 8 | SEC ↗ ×6 |
| 30 | Goldman Sachs Group ✦ | 5.89M | +44.8% | $143.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×18 |
| 31 | Mercer Global Advisors Inc /Adv | 2.91M | +3.3% | $136.49M | 0.2% | ▲ Add | 2 | SEC ↗ ×20 |
| 32 | Fifth Third Bancorp | 1.55M | +306.2% | $115.74M | 0.2% | ▲ Add | 2 | SEC ↗ ×22 |
| 33 | Baird Financial Group, Inc. | 2.00M | +10.6% | $111.22M | 0.2% | ▲ Add | 2 | SEC ↗ ×18 |
| 34 | Mml Investors Services, Llc | 1.90M | -19.4% | $102.76M | 0.3% | ▼ Trim | 2 | SEC ↗ ×17 |
| 35 | Capital World Investors ✦ | 6.81M | +169.3% | $99.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 2.67M | +9.8% | $97.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×44 |
| 37 | Invesco Ltd. | 5.83M | +73.6% | $85.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 38 | Jane Street Group, Llc | 2.81M | +166.2% | $81.13M | 0.1% | ▲ Add | 2 | SEC ↗ ×38 |
| 39 | Vanguard Capital Management Llc | 5.55M | — | $80.85M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | State Street Global Advisors ✦ (pasivo) | 5.05M | -3.2% | $73.52M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 41 | Assetmark, Inc | 1.30M | +1.8% | $65.13M | 0.1% | ▲ Add | 2 | SEC ↗ ×20 |
| 42 | Susquehanna International Group, Llp | 1.37M | -12.3% | $64.51M | 0.1% | ▼ Trim | 2 | SEC ↗ ×32 |
| 43 | Blair William & Co/Il | 1.10M | -4.5% | $62.11M | 0.2% | ▼ Trim | 2 | SEC ↗ ×16 |
| 44 | Arrowstreet Capital ✦ | 4.13M | +41.1% | $60.20M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 45 | Cerity Partners LLC | 872.41K | +5.1% | $58.47M | 0.1% | ▲ Add | 2 | SEC ↗ ×27 |
| 46 | Dimensional Fund Advisors Lp | 3.62M | -0.5% | $52.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 47 | Corient Private Wealth LP | 853.54K | -52.2% | $52.44M | 0.1% | ▼ Trim | 2 | SEC ↗ ×16 |
| 48 | Truist Financial Corp | 714.19K | -4.4% | $47.48M | 0.1% | ▼ Trim | 2 | SEC ↗ ×20 |
| 49 | Geode Capital Management ✦ (pasivo) | 2.85M | +1.9% | $41.49M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 50 | AQR Capital Management ✦ | 1.06M | -7.2% | $40.72M | 0.0% | ▼ Trim | 8 | SEC ↗ ×31 |
| 51 | National Bank Of Canada /Fi/ | 672.12K | +2.4% | $40.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×15 |
| 52 | Citigroup Inc | 1.35M | +9.2% | $38.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×16 |
| 53 | Two Sigma Investments ✦ | 1.91M | +42.0% | $33.25M | 0.0% | ▲ Add | 8 | SEC ↗ ×7 |
| 54 | Nomura Asset Management… | 2.24M | +32.2% | $32.67M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 55 | Massachusetts Financial Services Co… | 1.64M | -38.7% | $31.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 56 | Principal Financial Group Inc | 2.01M | +101.8% | $29.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 57 | Northern Trust Corp | 1.39M | +1.2% | $29.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×19 |
| 58 | CIBC Bancorp USA Inc. | 588.13K | — | $25.89M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 59 | Janus Henderson Group Plc | 1.74M | -18.1% | $25.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 60 | Loomis Sayles & Co L P | 1.67M | +19.2% | $24.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 61 | Barclays Plc | 640.22K | +11.6% | $24.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 62 | Tudor Investment Corp Et Al | 369.01K | +1019.4% | $23.36M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 63 | Nuveen, LLC | 1.60M | -9.2% | $23.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 64 | Kayne Anderson Rudnick Investment… | 445.48K | +20.4% | $22.44M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 65 | Qube Research & Technologies Ltd | 714.11K | +318.7% | $22.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 66 | Charles Schwab Investment… | 1.44M | -2.7% | $21.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Hrt Financial Lp | 1.23M | +3.9% | $20.80M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 68 | UBS AM, a distinct business unit of… | 650.16K | +16.7% | $20.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×27 |
| 69 | Millennium Management ✦ | 1.37M | +80.0% | $20.01M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 70 | Citadel Advisors ✦ | 454.52K | -75.8% | $19.96M | 0.0% | ▼ Trim | 8 | SEC ↗ ×25 |
| 71 | Tidal Investments LLC | 1.47M | -4.1% | $19.65M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 72 | State Of Wisconsin Investment Board | 378.33K | -24.6% | $16.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 73 | American Century Companies Inc | 1.09M | -28.2% | $15.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Bnp Paribas Financial Markets | 575.99K | +111.3% | $15.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 75 | Us Bancorp \De\ | 261.67K | +219.5% | $14.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×23 |
| 76 | Alliancebernstein L.P. | 392.02K | +2.8% | $13.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 77 | Rhumbline Advisers | 465.61K | -6.3% | $13.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 78 | Man Group plc | 924.49K | +30.4% | $13.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 79 | Squarepoint Ops LLC | 782.95K | -8.5% | $12.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 80 | Quantinno Capital Management LP | 314.98K | +110.7% | $11.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 81 | Wealthfront Advisers LLC | 234.88K | +30.6% | $11.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 82 | First Trust Advisors Lp | 485.34K | -12.1% | $10.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 83 | Bank Of Montreal /Can/ | 179.62K | -4.9% | $10.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×41 |
| 84 | Brown Advisory Inc | 139.16K | -7.9% | $10.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 85 | Danske Bank A/S | 692.64K | Nuevo | $10.08M | 0.0% | New | 1 | SEC ↗ ×2 |
| 86 | Healthcare Of Ontario Pension Plan… | 200.00K | -49.2% | $10.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | D. E. Shaw & Co. ✦ | 416.84K | -80.5% | $8.53M | 0.0% | ▼ Trim | 8 | SEC ↗ ×5 |
| 88 | TD Waterhouse Canada Inc. | 145.52K | +18.6% | $7.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 89 | Credit Agricole S A | 490.72K | +25.6% | $7.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Voya Investment Management Llc | 476.31K | -4.1% | $6.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 91 | Nordea Investment Management Ab | 440.99K | -3.6% | $6.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 92 | Balyasny Asset Management L.P. | 414.80K | Nuevo | $6.04M | 0.0% | New | 1 | SEC ↗ ×2 |
| 93 | T. Rowe Price ✦ | 401.58K | +8.4% | $5.85M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 94 | Bank Of Nova Scotia | 106.27K | +386.6% | $5.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 95 | Victory Capital Management Inc | 334.89K | -45.1% | $4.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Franklin Resources Inc | 68.31K | -82.5% | $4.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×12 |
| 97 | Marshall Wace ✦ | 155.07K | +176.5% | $4.30M | 0.0% | ▲ Add | 8 | SEC ↗ ×4 |
| 98 | Legal & General Group Plc | 270.19K | -10.1% | $3.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 99 | Swiss National Bank | 250.60K | -4.0% | $3.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Gotham Asset Management ✦ | 62.44K | +24.5% | $3.65M | 0.0% | ▲ Add | 8 | SEC ↗ ×3 |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Danske Bank A/S | $10.08M | 0.0% |
| Balyasny Asset Management L.P. | $6.04M | 0.0% |
Posición cerrada
| Norges Bank | $902,292 | era 0.0% |
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 otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, 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: Q1 2026 ·
Metodología ·
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