Scheda del titolo · trimestre archiviato
WT
WisdomTree, Inc. · Financial Services · Asset Management
134Holder monitorati
+2Δ titolari
502.42MQuote detenute
$27.67BValore dichiarato
+5Nuove posizioni
−5Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +1.5% ·
flusso azionario -1.3% ·
nuove posizioni nette 0.0%
— formula
Frammentazione della proprietà — più detentori, quota aggregata minore
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q2 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
Chi lo detiene · Q2 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 66.18M | 0.0% | $4.09B | 0.2% | ▲ Add | 4 | SEC ↗ ×99 |
| 2 | LPL Financial LLC | 57.41M | +3.8% | $3.93B | 0.9% | ▲ Add | 3 | SEC ↗ ×39 |
| 3 | Bank Of America Corp /De/ | 56.11M | -3.8% | $3.52B | 0.2% | ▼ Trim | 3 | SEC ↗ ×66 |
| 4 | Raymond James Financial Inc | 21.72M | +0.7% | $1.44B | 0.4% | ▲ Add | 3 | SEC ↗ ×71 |
| 5 | Ameriprise Financial Inc | 19.80M | +3.2% | $1.44B | 0.3% | ▲ Add | 3 | SEC ↗ ×39 |
| 6 | Pnc Financial Services Group, Inc. | 14.65M | -5.0% | $1.40B | 0.7% | ▼ Trim | 3 | SEC ↗ ×56 |
| 7 | UBS Group AG | 21.76M | +13.4% | $1.23B | 0.2% | ▲ Add | 3 | SEC ↗ ×72 |
| 8 | Wells Fargo & Company/Mn | 14.55M | +2.3% | $895.98M | 0.2% | ▲ Add | 3 | SEC ↗ ×66 |
| 9 | Cetera Investment Advisers | 12.31M | +3.4% | $881.04M | 0.8% | ▲ Add | 3 | SEC ↗ ×33 |
| 10 | Envestnet Asset Management Inc | 12.06M | -2.1% | $802.42M | 0.2% | ▼ Trim | 3 | SEC ↗ ×29 |
| 11 | Creative Planning | 12.04M | -1.7% | $744.46M | 0.4% | ▼ Trim | 3 | SEC ↗ ×32 |
| 12 | Royal Bank Of Canada | 8.73M | +4.3% | $531.67M | 0.1% | ▲ Add | 3 | SEC ↗ ×95 |
| 13 | Osaic Holdings, Inc. | 7.28M | +7.4% | $518.40M | 0.6% | ▲ Add | 3 | SEC ↗ ×88 |
| 14 | Focus Partners Wealth | 5.14M | -5.7% | $457.44M | 0.5% | ▼ Trim | 3 | SEC ↗ ×14 |
| 15 | Captrust Financial Advisors | 6.24M | -10.9% | $365.22M | 0.6% | ▼ Trim | 3 | SEC ↗ ×15 |
| 16 | BlackRock ✦ (passivo) | 19.82M | +9.2% | $354.92M | 0.0% | ▲ Add | 5 | SEC ↗ ×40 |
| 17 | Commonwealth Equity Services, Llc | 4.72M | -6.2% | $323.60M | 0.4% | ▼ Trim | 3 | SEC ↗ ×27 |
| 18 | Fidelity (FMR) ✦ | 14.32M | +6.7% | $298.21M | 0.0% | ▲ Add | 5 | SEC ↗ ×61 |
| 19 | JPMorgan Chase ✦ | 4.85M | -13.3% | $290.59M | 0.0% | ▼ Trim | 4 | SEC ↗ ×93 |
| 20 | Rockefeller Capital Management L.P. | 4.39M | +1.2% | $284.26M | 0.4% | ▲ Add | 3 | SEC ↗ ×37 |
| 21 | Stifel Financial Corp | 4.26M | +7.7% | $258.32M | 0.2% | ▲ Add | 3 | SEC ↗ ×34 |
| 22 | Jones Financial Companies Lllp | 4.01M | +10.7% | $235.21M | 0.1% | ▲ Add | 3 | SEC ↗ ×24 |
| 23 | Northwestern Mutual Wealth… | 3.34M | +7.8% | $219.41M | 0.1% | ▲ Add | 3 | SEC ↗ ×25 |
| 24 | Wealth Enhancement Advisory… | 2.63M | +1.9% | $188.12M | 0.3% | ▲ Add | 3 | SEC ↗ ×19 |
| 25 | Invesco Ltd. | 9.99M | +71.4% | $170.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 26 | Mercer Global Advisors Inc /Adv | 3.25M | +11.7% | $167.21M | 0.2% | ▲ Add | 3 | SEC ↗ ×23 |
| 27 | Wellington Management ✦ | 8.41M | -20.6% | $142.42M | 0.0% | ▼ Trim | 9 | SEC ↗ ×5 |
| 28 | Mml Investors Services, Llc | 2.33M | +23.0% | $133.68M | 0.3% | ▲ Add | 3 | SEC ↗ ×16 |
| 29 | Capital World Investors ✦ | 7.55M | +10.8% | $127.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 3.12M | -47.0% | $123.59M | 0.0% | ▼ Trim | 4 | SEC ↗ ×21 |
| 31 | Baird Financial Group, Inc. | 2.02M | +0.9% | $119.93M | 0.2% | ▲ Add | 3 | SEC ↗ ×17 |
| 32 | Bank of New York Mellon Corp | 2.95M | +10.3% | $114.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×40 |
| 33 | Mariner, LLC | 1.61M | -45.8% | $107.38M | 0.1% | ▼ Trim | 3 | SEC ↗ ×32 |
| 34 | Vanguard Capital Management Llc | 6.07M | +9.2% | $102.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | State Street Global Advisors ✦ (passivo) | 5.61M | +11.1% | $95.03M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 36 | Assetmark, Inc | 1.55M | +19.8% | $83.17M | 0.1% | ▲ Add | 3 | SEC ↗ ×19 |
| 37 | Corient Private Wealth LP | 1.03M | +20.2% | $66.11M | 0.1% | ▲ Add | 3 | SEC ↗ ×19 |
| 38 | Dimensional Fund Advisors Lp | 3.75M | +3.6% | $63.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 39 | Blair William & Co/Il | 1.09M | -0.7% | $63.32M | 0.2% | ▼ Trim | 3 | SEC ↗ ×16 |
| 40 | Cerity Partners LLC | 870.32K | -0.2% | $62.07M | 0.1% | ▼ Trim | 3 | SEC ↗ ×27 |
| 41 | Geode Capital Management ✦ (passivo) | 3.29M | +15.5% | $55.75M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 42 | Fifth Third Bancorp | 805.03K | -48.1% | $53.54M | 0.1% | ▼ Trim | 3 | SEC ↗ ×23 |
| 43 | Susquehanna International Group, Llp | 1.02M | -25.6% | $51.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×35 |
| 44 | Truist Financial Corp | 702.47K | -1.6% | $50.13M | 0.1% | ▼ Trim | 3 | SEC ↗ ×24 |
| 45 | Citadel Advisors ✦ | 1.15M | +152.9% | $49.44M | 0.0% | ▲ Add | 9 | SEC ↗ ×29 |
| 46 | AQR Capital Management ✦ | 991.90K | -6.1% | $46.35M | 0.0% | ▼ Trim | 9 | SEC ↗ ×32 |
| 47 | National Bank Of Canada /Fi/ | 678.32K | +0.9% | $44.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×16 |
| 48 | Jane Street Group, Llc | 971.66K | -65.4% | $41.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×31 |
| 49 | Lido Advisors, LLC | 814.16K | -79.0% | $40.29M | 0.1% | ▼ Trim | 3 | SEC ↗ ×14 |
| 50 | Principal Financial Group Inc | 2.28M | +13.3% | $38.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 51 | Loomis Sayles & Co L P | 2.19M | +31.0% | $37.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 52 | Nomura Asset Management… | 2.11M | -6.0% | $35.71M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 53 | Northern Trust Corp | 1.56M | +12.3% | $35.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×18 |
| 54 | Citigroup Inc | 1.01M | -25.4% | $34.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×15 |
| 55 | Massachusetts Financial Services Co… | 1.54M | -6.2% | $33.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 56 | Charles Schwab Investment… | 1.69M | +16.9% | $28.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | CIBC Bancorp USA Inc. | 596.62K | +1.4% | $28.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×13 |
| 58 | Qube Research & Technologies Ltd | 907.99K | +27.1% | $25.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×14 |
| 59 | Nuveen, LLC | 1.42M | -11.1% | $24.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 60 | Bank Of Nova Scotia | 447.21K | +320.8% | $23.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 61 | Tidal Investments LLC | 1.49M | +1.6% | $23.25M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 62 | Kayne Anderson Rudnick Investment… | 454.10K | +1.9% | $22.88M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 63 | UBS AM, a distinct business unit of… | 628.29K | -3.4% | $22.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×27 |
| 64 | Quantinno Capital Management LP | 486.54K | +54.5% | $21.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 65 | Two Sigma Investments ✦ | 852.71K | -55.3% | $20.78M | 0.0% | ▼ Trim | 9 | SEC ↗ ×5 |
| 66 | Us Bancorp \De\ | 272.30K | +4.1% | $18.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×24 |
| 67 | State Of Wisconsin Investment Board | 328.02K | -13.3% | $17.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 68 | First Trust Advisors Lp | 697.90K | +43.8% | $17.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 69 | Barclays Plc | 644.02K | +0.6% | $16.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 70 | Healthcare Of Ontario Pension Plan… | 573.30K | +186.7% | $16.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 71 | Alliancebernstein L.P. | 407.62K | +4.0% | $15.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 72 | Bnp Paribas Financial Markets | 353.35K | -38.6% | $13.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 73 | Danske Bank A/S | 668.43K | -3.5% | $11.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 74 | Brown Advisory Inc | 140.56K | +1.0% | $11.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 75 | Bank Of Montreal /Can/ | 178.50K | -0.6% | $10.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×44 |
| 76 | Wealthfront Advisers LLC | 221.20K | -5.8% | $10.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 77 | Tudor Investment Corp Et Al | 105.65K | -71.4% | $10.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | TD Waterhouse Canada Inc. | 156.99K | +7.9% | $8.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 79 | Credit Agricole S A | 490.72K | 0.0% | $8.31M | 0.0% | Held | 3 | SEC ↗ |
| 80 | Arrowstreet Capital ✦ | 487.89K | -88.2% | $8.26M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 81 | Connor, Clark & Lunn Investment… | 487.77K | +123.5% | $8.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Nordea Investment Management Ab | 437.94K | -0.7% | $7.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 83 | Victory Capital Management Inc | 424.17K | +26.7% | $7.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | American Century Companies Inc | 420.35K | -61.4% | $7.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Universal- Beteiligungs- und… | 380.01K | +1268.5% | $6.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Millennium Management ✦ | 365.48K | -73.4% | $6.19M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 87 | Hsbc Holdings Plc | 362.70K | +576.4% | $6.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 88 | Voya Investment Management Llc | 342.94K | -28.0% | $5.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 89 | Russell Investments Group, Ltd. | 289.30K | +94.5% | $5.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×19 |
| 90 | Rhumbline Advisers | 308.11K | -33.8% | $5.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Franklin Resources Inc | 68.32K | 0.0% | $5.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 92 | Legal & General Group Plc | 298.07K | +10.3% | $5.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 93 | Point72 Asset Management ✦ | 264.07K | +39.4% | $4.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 94 | Gotham Asset Management ✦ | 76.09K | +21.9% | $4.37M | 0.0% | ▲ Add | 9 | SEC ↗ ×3 |
| 95 | Swiss National Bank | 249.10K | -0.6% | $4.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Sei Investments Co | 225.96K | +8.5% | $4.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 97 | Hrt Financial Lp | 73.28K | -94.0% | $3.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 98 | D. E. Shaw & Co. ✦ | 116.48K | -72.1% | $3.56M | 0.0% | ▼ Trim | 9 | SEC ↗ ×6 |
| 99 | T. Rowe Price ✦ | 186.96K | -53.4% | $3.17M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 100 | Financial Engines Advisors L.L.C. | 59.74K | +4.8% | $3.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Nessun nuovo acquirente tracciato questo trimestre. |
Uscito
| HighTower Advisors, LLC | $801.91M | era 0.9% |
| Balyasny Asset Management L.P. | $6.04M | era 0.0% |
| Renaissance Technologies | $643,176 | era 0.0% |
| Capstone Investment Advisors… | $478,558 | era 0.0% |
| Amundi | $295,568 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 9 detentori, 349.41K azioni, $6.72M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Acquisti sul mercato aperto (P)
Nessun acquisto insider sul mercato aperto nella nostra finestra di copertura.
Vendite sul mercato aperto (S)
Sep 09
Lilien R Jarrett
Officer · 30.00K az. · $736,800
Assegnazioni, esercizi e ritenute fiscali non vengono mai conteggiati come acquisti o vendite in questa sede. Metodologia
Oct 07
SC 13G/A — FMR LLC
Aug 13
SC 13G — Invesco Ltd.
Aug 13
SC 13G/A — WELLINGTON MANAGEMENT GROUP LLP
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q2 2026 ·
Metodologia ·
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