Security record · archived quarter
WT
WisdomTree, Inc. · Financial Services · Asset Management
137Tracked holders
+6Δ holders
530.47MShares held
$27.24BReported value
+6New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +4.6% ·
share flow +1.8% ·
net new positions +3.6%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (passive) | 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 | n/a | $80.85M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | State Street Global Advisors ✦ (passive) | 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 ✦ (passive) | 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 | n/a | $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 | New | $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 | New | $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 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Danske Bank A/S | $10.08M | 0.0% |
| Balyasny Asset Management L.P. | $6.04M | 0.0% |
Exited
| Norges Bank | $902,292 | 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: Q1 2026 ·
Methodology ·
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