WisdomTree Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 19.27 M | $326.51 M | 9.16% | 13.43% |
| FMR LLC | 08/13/2026 | 13.57 M | $229.79 M | 6.62% | 9.45% |
| INVESCO LTD. | 08/14/2026 | 9.98 M | $168.98 M | 71.60% | 6.95% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 8.41 M | $142.42 M | -20.58% | 5.86% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 8.12 M | $137.61 M | 0.94% | 5.66% |
| CAPITAL WORLD INVESTORS | 08/12/2026 | 7.55 M | $127.85 M | 10.81% | 5.26% |
| AZORA CAPITAL LP | 08/14/2026 | 6.18 M | $104.70 M | 3.22% | 4.31% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 6.07 M | $102.76 M | 9.24% | 4.23% |
| STATE STREET CORP | 08/07/2026 | 5.61 M | $95.03 M | 11.11% | 3.91% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 08/14/2026 | 4.70 M | $79.66 M | 186.01% | 3.28% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 3.75 M | $63.61 M | 3.60% | 2.62% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 3.29 M | $55.75 M | 15.49% | 2.29% |
| SIMCOE CAPITAL MANAGEMENT, LLC | 08/14/2026 | 2.67 M | $45.30 M | -42.69% | 1.86% |
| UBS GROUP AG | 08/13/2026 | 2.66 M | $45.04 M | 551.71% | 1.85% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 2.28 M | $38.55 M | 13.26% | 1.59% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 2.19 M | $37.11 M | 31.74% | 1.53% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 08/14/2026 | 2.11 M | $35.71 M | -6.05% | 1.47% |
| MORGAN STANLEY | 08/13/2026 | 2.00 M | $33.94 M | -19.87% | 1.40% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.99 M | $33.74 M | -14.41% | 1.39% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 1.97 M | $33.39 M | -56.95% | 1.37% |
| LORD, ABBETT & CO. LLC | 08/14/2026 | 1.79 M | $30.37 M | 100.00% | 1.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 1.69 M | $28.57 M | 16.86% | 1.18% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 1.69 M | $28.57 M | 100.00% | 1.18% |
| JUPITER TOPCO LLC | 08/14/2026 | 1.45 M | $24.62 M | 100.00% | 1.01% |
| NUVEEN, LLC | 08/11/2026 | 1.41 M | $23.87 M | -11.74% | 0.98% |
| NORTHERN TRUST CORP | 08/13/2026 | 1.39 M | $23.59 M | 14.54% | 0.97% |
| TOROSO INVESTMENTS, LLC | 08/13/2026 | 1.36 M | $23.05 M | 1.76% | 0.95% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 1.26 M | $21.29 M | -6.50% | 0.88% |
| JUNTO CAPITAL MANAGEMENT LP | 08/14/2026 | 1.17 M | $19.84 M | 100.00% | 0.82% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 1.07 M | $18.21 M | 0.27% | 0.75% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 1.05 M | $17.72 M | 6.16% | 0.73% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 921.04 K | $15.60 M | 12.70% | 0.64% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 897.56 K | $15.21 M | 12.01% | 0.63% |
| BESSEMER GROUP INC | 08/12/2026 | 894.45 K | $15.15 M | 78,498.77% | 0.62% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 07/31/2026 | 865.12 K | $14.66 M | -9.03% | 0.60% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 820.40 K | $13.90 M | 78.93% | 0.57% |
| JANE STREET GROUP, LLC | 08/14/2026 | 807.20 K | $13.67 M | 124.85% | 0.56% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 767.09 K | $12.99 M | 47.09% | 0.53% |
| ARROWMARK COLORADO HOLDINGS LLC | 08/13/2026 | 764.93 K | $12.96 M | -62.58% | 0.53% |
| DANSKE BANK A/S | 08/10/2026 | 668.43 K | $11.32 M | -3.49% | 0.47% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 646.21 K | $10.95 M | -61.41% | 0.45% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 08/12/2026 | 620.00 K | $10.50 M | -11.43% | 0.43% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 618.81 K | $10.48 M | 44.64% | 0.43% |
| CITIGROUP INC | 08/03/2026 | 578.92 K | $9.81 M | -28.58% | 0.40% |
| CRAWFORD FUND MANAGEMENT, LLC | 08/14/2026 | 575.65 K | $9.75 M | -43.88% | 0.40% |
| CAPTION MANAGEMENT, LLC | 08/14/2026 | 570.00 K | $9.66 M | 18.75% | 0.40% |
| CSM ADVISORS, LLC | 08/14/2026 | 551.31 K | $9.34 M | 5.63% | 0.38% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 08/14/2026 | 542.25 K | $9.19 M | -56.20% | 0.38% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 542.14 K | $9.18 M | 127.04% | 0.38% |
| CREDIT AGRICOLE S A | 08/14/2026 | 490.72 K | $8.31 M | 0.00% | 0.34% |
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WisdomTree Inc institutional Ownership - FAQ's
During the previous two years, 403 institutional investors and hedge funds held shares of WisdomTree Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 19.27 M
FMR LLC: 13.57 M
Invesco Ltd.: 9.98 M
WELLINGTON MANAGEMENT GROUP LLP: 8.41 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 8.12 M
Capital World Investors: 7.55 M
112.82% of WisdomTree Inc stock is owned by institutional investors.
Institutional investors have bought a total of 201.78 M shares in the last 24 months. This purchase volume represents approximately $3.35 B in transactions.