WisdomTree Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 17.66 M | $257.09 M | -7.26% | 12.79% |
| FMR LLC | 05/15/2026 | 12.72 M | $185.25 M | -24.04% | 9.22% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 10.59 M | $154.13 M | -5.45% | 7.67% |
| 05/08/2026 | 8.05 M | $117.17 M | 100.00% | 5.83% | |
| CAPITAL WORLD INVESTORS | 05/13/2026 | 6.81 M | $99.17 M | 169.26% | 4.94% |
| AZORA CAPITAL LP | 05/15/2026 | 5.99 M | $87.18 M | -2.64% | 4.34% |
| INVESCO LTD. | 05/12/2026 | 5.81 M | $84.64 M | 74.06% | 4.21% |
| VANGUARD CAPITAL MANAGEMENT LLC | 05/15/2026 | 5.55 M | $80.85 M | 100.00% | 4.02% |
| STATE STREET CORP | 05/15/2026 | 5.05 M | $73.52 M | -3.25% | 3.66% |
| SIMCOE CAPITAL MANAGEMENT, LLC | 05/14/2026 | 4.67 M | $67.94 M | -11.18% | 3.38% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 4.58 M | $66.66 M | 35.08% | 3.32% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 4.13 M | $60.20 M | 41.14% | 3.00% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 3.62 M | $52.76 M | -0.48% | 2.63% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 2.85 M | $41.49 M | 1.89% | 2.06% |
| MORGAN STANLEY | 05/15/2026 | 2.50 M | $36.40 M | -7.01% | 1.81% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 2.33 M | $33.89 M | 556.45% | 1.69% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 05/15/2026 | 2.24 M | $32.67 M | 32.21% | 1.63% |
| ARROWMARK COLORADO HOLDINGS LLC | 05/15/2026 | 2.04 M | $29.76 M | -15.11% | 1.48% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 2.01 M | $29.26 M | 101.78% | 1.46% |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 1.74 M | $25.37 M | -18.11% | 1.26% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 1.67 M | $24.38 M | 33.79% | 1.21% |
| LOOMIS SAYLES & CO L P | 05/14/2026 | 1.66 M | $24.21 M | 24.17% | 1.20% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.64 M | $23.94 M | 87.75% | 1.19% |
| NUVEEN, LLC | 04/30/2026 | 1.60 M | $23.24 M | -9.25% | 1.16% |
| JANE STREET GROUP, LLC | 05/12/2026 | 1.51 M | $21.98 M | 100.00% | 1.09% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 1.44 M | $21.02 M | -2.72% | 1.05% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 1.37 M | $20.01 M | 83.96% | 1.00% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 1.34 M | $19.57 M | -43.09% | 0.97% |
| TOROSO INVESTMENTS, LLC | 05/15/2026 | 1.34 M | $19.47 M | -4.77% | 0.97% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 05/15/2026 | 1.24 M | $18.03 M | -10.85% | 0.90% |
| NORTHERN TRUST CORP | 05/14/2026 | 1.22 M | $17.70 M | 1.43% | 0.88% |
| HRT FINANCIAL LP | 05/14/2026 | 1.15 M | $16.72 M | -0.77% | 0.83% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 1.09 M | $15.84 M | -28.17% | 0.79% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 1.07 M | $15.61 M | 9.56% | 0.78% |
| CRAWFORD FUND MANAGEMENT, LLC | 05/15/2026 | 1.03 M | $14.94 M | -17.36% | 0.74% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 985.51 K | $14.35 M | 14.87% | 0.71% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 04/30/2026 | 951.03 K | $13.85 M | -2.10% | 0.69% |
| MAN GROUP PLC | 05/15/2026 | 924.49 K | $13.46 M | 30.40% | 0.67% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 817.24 K | $11.90 M | 100.00% | 0.59% |
| CITIGROUP INC | 05/11/2026 | 810.64 K | $11.80 M | -6.31% | 0.59% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 801.30 K | $11.67 M | 100.00% | 0.58% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 755.28 K | $11.00 M | -11.73% | 0.55% |
| JPMORGAN CHASE & CO | 05/13/2026 | 713.16 K | $9.93 M | 1.71% | 0.52% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 05/18/2026 | 700.00 K | $10.19 M | 20.69% | 0.51% |
| 05/12/2026 | 692.64 K | $10.08 M | 100.00% | 0.50% | |
| INVENOMIC CAPITAL MANAGEMENT LP | 05/15/2026 | 581.54 K | $8.47 M | -28.20% | 0.42% |
| CITADEL ADVISORS LLC | 05/15/2026 | 571.90 K | $8.33 M | 172.20% | 0.41% |
| CSM ADVISORS, LLC | 05/15/2026 | 521.93 K | $7.60 M | -7.21% | 0.38% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 521.51 K | $7.59 M | 587.67% | 0.38% |
| JUMP FINANCIAL, LLC | 05/14/2026 | 517.94 K | $7.54 M | 100.00% | 0.38% |
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WisdomTree Inc institutional Ownership - FAQ's
During the previous two years, 378 institutional investors and hedge funds held shares of WisdomTree Inc. The most heavily invested institutionals were:
PRINCIPAL FINANCIAL GROUP INC: 2.28 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 1.26 M
ENVESTNET ASSET MANAGEMENT INC: 1.07 M
Bank of New York Mellon Corp: 1.05 M
KORNITZER CAPITAL MANAGEMENT INC /KS: 865,117
CITIGROUP INC: 578,923
114.93% of WisdomTree Inc stock is owned by institutional investors.
Institutional investors have bought a total of 186.39 M shares in the last 24 months. This purchase volume represents approximately $3.09 B in transactions.