Ficha del valor
WT
WisdomTree, Inc. · Financial Services · Asset Management
136Tenedores rastreados
+2Δ titulares
511.63MAcciones mantenidas
$28.35BValor declarado
+5Nuevas posiciones
−3Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +1.5% ·
flujo de acciones -1.8% ·
nuevas posiciones netas +1.5%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 136 | +2 | 511.63M | $28.35B | +5 | −3 |
| 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 · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 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 | HighTower Advisors, LLC | 9.11M | -24.8% | $684.31M | 0.7% | ▼ Trim | 3 | SEC ↗ ×22 |
| 13 | Royal Bank Of Canada | 8.73M | +4.3% | $531.67M | 0.1% | ▲ Add | 3 | SEC ↗ ×95 |
| 14 | Osaic Holdings, Inc. | 7.28M | +7.4% | $518.40M | 0.6% | ▲ Add | 3 | SEC ↗ ×88 |
| 15 | Focus Partners Wealth | 5.14M | -5.7% | $457.44M | 0.5% | ▼ Trim | 3 | SEC ↗ ×14 |
| 16 | Captrust Financial Advisors | 6.24M | -10.9% | $365.22M | 0.6% | ▼ Trim | 3 | SEC ↗ ×15 |
| 17 | BlackRock ✦ (pasivo) | 19.82M | +9.2% | $354.92M | 0.0% | ▲ Add | 5 | SEC ↗ ×40 |
| 18 | Commonwealth Equity Services, Llc | 4.72M | -6.2% | $323.60M | 0.4% | ▼ Trim | 3 | SEC ↗ ×27 |
| 19 | Fidelity (FMR) ✦ | 14.32M | +6.7% | $298.21M | 0.0% | ▲ Add | 5 | SEC ↗ ×61 |
| 20 | JPMorgan Chase ✦ | 4.85M | -13.3% | $290.59M | 0.0% | ▼ Trim | 4 | SEC ↗ ×93 |
| 21 | Rockefeller Capital Management L.P. | 4.39M | +1.2% | $284.26M | 0.4% | ▲ Add | 3 | SEC ↗ ×37 |
| 22 | Stifel Financial Corp | 4.26M | +7.7% | $258.32M | 0.2% | ▲ Add | 3 | SEC ↗ ×34 |
| 23 | Jones Financial Companies Lllp | 4.01M | +10.7% | $235.21M | 0.1% | ▲ Add | 3 | SEC ↗ ×24 |
| 24 | Northwestern Mutual Wealth… | 3.34M | +7.8% | $219.41M | 0.1% | ▲ Add | 3 | SEC ↗ ×25 |
| 25 | Wealth Enhancement Advisory… | 2.63M | +1.9% | $188.12M | 0.3% | ▲ Add | 3 | SEC ↗ ×19 |
| 26 | Invesco Ltd. | 9.99M | +71.4% | $170.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 27 | Mercer Global Advisors Inc /Adv | 3.25M | +11.7% | $167.21M | 0.2% | ▲ Add | 3 | SEC ↗ ×23 |
| 28 | Wellington Management ✦ | 8.41M | -20.6% | $142.42M | 0.0% | ▼ Trim | 9 | SEC ↗ ×5 |
| 29 | Mml Investors Services, Llc | 2.33M | +23.0% | $133.68M | 0.3% | ▲ Add | 3 | SEC ↗ ×16 |
| 30 | Capital World Investors ✦ | 7.55M | +10.8% | $127.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 3.12M | -47.0% | $123.59M | 0.0% | ▼ Trim | 4 | SEC ↗ ×21 |
| 32 | Baird Financial Group, Inc. | 2.02M | +0.9% | $119.93M | 0.2% | ▲ Add | 3 | SEC ↗ ×17 |
| 33 | Bank of New York Mellon Corp | 2.95M | +10.3% | $114.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×40 |
| 34 | Mariner, LLC | 1.61M | -45.8% | $107.38M | 0.1% | ▼ Trim | 3 | SEC ↗ ×32 |
| 35 | Vanguard Capital Management Llc | 6.07M | +9.2% | $102.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | State Street Global Advisors ✦ (pasivo) | 5.61M | +11.1% | $95.03M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 37 | Assetmark, Inc | 1.55M | +19.8% | $83.17M | 0.1% | ▲ Add | 3 | SEC ↗ ×19 |
| 38 | Corient Private Wealth LP | 1.03M | +20.2% | $66.11M | 0.1% | ▲ Add | 3 | SEC ↗ ×19 |
| 39 | Dimensional Fund Advisors Lp | 3.75M | +3.6% | $63.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 40 | Blair William & Co/Il | 1.09M | -0.7% | $63.32M | 0.2% | ▼ Trim | 3 | SEC ↗ ×16 |
| 41 | Cerity Partners LLC | 870.32K | -0.2% | $62.07M | 0.1% | ▼ Trim | 3 | SEC ↗ ×27 |
| 42 | Geode Capital Management ✦ (pasivo) | 3.29M | +15.5% | $55.75M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 43 | Fifth Third Bancorp | 805.03K | -48.1% | $53.54M | 0.1% | ▼ Trim | 3 | SEC ↗ ×23 |
| 44 | Susquehanna International Group, Llp | 1.02M | -25.6% | $51.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×35 |
| 45 | Truist Financial Corp | 702.47K | -1.6% | $50.13M | 0.1% | ▼ Trim | 3 | SEC ↗ ×24 |
| 46 | Citadel Advisors ✦ | 1.15M | +152.9% | $49.44M | 0.0% | ▲ Add | 9 | SEC ↗ ×29 |
| 47 | AQR Capital Management ✦ | 991.90K | -6.1% | $46.35M | 0.0% | ▼ Trim | 9 | SEC ↗ ×32 |
| 48 | National Bank Of Canada /Fi/ | 678.32K | +0.9% | $44.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×16 |
| 49 | Jane Street Group, Llc | 971.66K | -65.4% | $41.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×31 |
| 50 | Lido Advisors, LLC | 814.16K | -79.0% | $40.29M | 0.1% | ▼ Trim | 3 | SEC ↗ ×14 |
| 51 | Principal Financial Group Inc | 2.28M | +13.3% | $38.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 52 | Loomis Sayles & Co L P | 2.19M | +31.0% | $37.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 53 | Nomura Asset Management… | 2.11M | -6.0% | $35.71M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 54 | Northern Trust Corp | 1.56M | +12.3% | $35.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×18 |
| 55 | Citigroup Inc | 1.01M | -25.4% | $34.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×15 |
| 56 | Massachusetts Financial Services Co… | 1.54M | -6.2% | $33.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 57 | Charles Schwab Investment… | 1.69M | +16.9% | $28.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | CIBC Bancorp USA Inc. | 596.62K | +1.4% | $28.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×13 |
| 59 | Qube Research & Technologies Ltd | 907.99K | +27.1% | $25.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×14 |
| 60 | Nuveen, LLC | 1.42M | -11.1% | $24.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 61 | Bank Of Nova Scotia | 447.21K | +320.8% | $23.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 62 | Tidal Investments LLC | 1.49M | +1.6% | $23.25M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 63 | Kayne Anderson Rudnick Investment… | 454.10K | +1.9% | $22.88M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 64 | UBS AM, a distinct business unit of… | 628.29K | -3.4% | $22.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×27 |
| 65 | Quantinno Capital Management LP | 486.54K | +54.5% | $21.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 66 | Two Sigma Investments ✦ | 852.71K | -55.3% | $20.78M | 0.0% | ▼ Trim | 9 | SEC ↗ ×5 |
| 67 | Us Bancorp \De\ | 272.30K | +4.1% | $18.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×24 |
| 68 | State Of Wisconsin Investment Board | 328.02K | -13.3% | $17.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 69 | First Trust Advisors Lp | 697.90K | +43.8% | $17.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 70 | Barclays Plc | 644.02K | +0.6% | $16.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 71 | Healthcare Of Ontario Pension Plan… | 573.30K | +186.7% | $16.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 72 | Alliancebernstein L.P. | 407.62K | +4.0% | $15.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 73 | Bnp Paribas Financial Markets | 353.35K | -38.6% | $13.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 74 | Danske Bank A/S | 668.43K | -3.5% | $11.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 75 | Brown Advisory Inc | 140.56K | +1.0% | $11.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 76 | Bank Of Montreal /Can/ | 178.50K | -0.6% | $10.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×44 |
| 77 | Wealthfront Advisers LLC | 221.20K | -5.8% | $10.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 78 | Tudor Investment Corp Et Al | 105.65K | -71.4% | $10.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | TD Waterhouse Canada Inc. | 156.99K | +7.9% | $8.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 80 | Credit Agricole S A | 490.72K | 0.0% | $8.31M | 0.0% | Held | 3 | SEC ↗ |
| 81 | Arrowstreet Capital ✦ | 487.89K | -88.2% | $8.26M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 82 | Connor, Clark & Lunn Investment… | 487.77K | +123.5% | $8.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Nordea Investment Management Ab | 437.94K | -0.7% | $7.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 84 | Victory Capital Management Inc | 424.17K | +26.7% | $7.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | American Century Companies Inc | 420.35K | -61.4% | $7.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Universal- Beteiligungs- und… | 380.01K | +1268.5% | $6.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Millennium Management ✦ | 365.48K | -73.4% | $6.19M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 88 | Hsbc Holdings Plc | 362.70K | +576.4% | $6.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 89 | Voya Investment Management Llc | 342.94K | -28.0% | $5.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 90 | Russell Investments Group, Ltd. | 289.30K | +94.5% | $5.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×19 |
| 91 | Rhumbline Advisers | 308.11K | -33.8% | $5.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Franklin Resources Inc | 68.32K | 0.0% | $5.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 93 | Legal & General Group Plc | 298.07K | +10.3% | $5.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 94 | Point72 Asset Management ✦ | 264.07K | +39.4% | $4.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 95 | Gotham Asset Management ✦ | 76.09K | +21.9% | $4.37M | 0.0% | ▲ Add | 9 | SEC ↗ ×3 |
| 96 | Swiss National Bank | 249.10K | -0.6% | $4.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Sei Investments Co | 225.96K | +8.5% | $4.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 98 | Hrt Financial Lp | 73.28K | -94.0% | $3.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 99 | D. E. Shaw & Co. ✦ | 116.48K | -72.1% | $3.56M | 0.0% | ▼ Trim | 9 | SEC ↗ ×6 |
| 100 | T. Rowe Price ✦ | 186.96K | -53.4% | $3.17M | 0.0% | ▼ Trim | 9 | SEC ↗ |
«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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| 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% |
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: Q2 2026 ·
Metodología ·
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