WisdomTree, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 17.94 M | $249.35 M | 4.73% | 12.56% |
| FMR LLC | 11/13/2025 | 14.83 M | $206.19 M | 1,262.78% | 10.39% |
| VANGUARD GROUP INC | 11/07/2025 | 14.55 M | $202.28 M | -0.84% | 10.19% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2025 | 10.09 M | $18.33 M | 1,925.74% | 7.07% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 9.67 M | $134.48 M | 236.51% | 6.77% |
| AZORA CAPITAL LP | 11/14/2025 | 5.63 M | $78.24 M | -20.38% | 3.94% |
| STATE STREET CORP | 11/14/2025 | 5.32 M | $73.88 M | 0.54% | 3.72% |
| SIMCOE CAPITAL MANAGEMENT, LLC | 11/13/2025 | 4.72 M | $65.58 M | -4.19% | 3.30% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 3.58 M | $49.77 M | -0.91% | 2.51% |
| INVESCO LTD. | 11/13/2025 | 3.52 M | $48.95 M | 6.54% | 2.47% |
| MACQUARIE GROUP LTD | 11/13/2025 | 3.51 M | $44.59 M | 100.39% | 2.46% |
| ARROWMARK COLORADO HOLDINGS LLC | 11/14/2025 | 3.29 M | $45.76 M | -24.16% | 2.30% |
| MORGAN STANLEY | 11/14/2025 | 3.28 M | $45.53 M | 37.96% | 2.29% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 2.77 M | $38.50 M | 1.34% | 1.94% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 2.57 M | $35.66 M | -28.30% | 1.80% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 2.51 M | $34.91 M | -55.25% | 1.76% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 2.39 M | $33.26 M | 300.59% | 1.68% |
| SELECT EQUITY GROUP, L.P. | 11/14/2025 | 2.31 M | $32.13 M | 100.00% | 1.62% |
| JANUS HENDERSON GROUP PLC | 11/14/2025 | 2.19 M | $30.50 M | -20.57% | 1.54% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 1.97 M | $27.36 M | 123.43% | 1.38% |
| NUVEEN, LLC | 11/12/2025 | 1.74 M | $24.24 M | 1.60% | 1.22% |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 11/14/2025 | 1.74 M | $24.12 M | 100.00% | 1.22% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 1.70 M | $23.60 M | 463.76% | 1.19% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 1.62 M | $22.58 M | 31.87% | 1.14% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 1.59 M | $22.08 M | 14.97% | 1.11% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 1.57 M | $21.77 M | 57.10% | 1.10% |
| TOROSO INVESTMENTS, LLC | 11/14/2025 | 1.57 M | $21.76 M | 15.16% | 1.10% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 1.53 M | $21.20 M | 61.94% | 1.07% |
| LOOMIS SAYLES & CO L P | 11/13/2025 | 1.40 M | $19.48 M | 100.00% | 0.98% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 1.35 M | $18.80 M | 4.81% | 0.95% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 1.29 M | $17.86 M | -9.87% | 0.90% |
| NORTHERN TRUST CORP | 11/14/2025 | 1.27 M | $17.60 M | 0.13% | 0.89% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2025 | 1.17 M | $16.20 M | 187.48% | 0.82% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 1.08 M | $15.07 M | -53.14% | 0.76% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 10/31/2025 | 970.83 K | $13.49 M | 0.00% | 0.68% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 968.23 K | $13.46 M | 6.94% | 0.68% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 11/14/2025 | 906.29 K | $12.60 M | 100.00% | 0.63% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 891.71 K | $12.40 M | 653.32% | 0.62% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 854.51 K | $11.88 M | 48.56% | 0.60% |
| CITADEL ADVISORS LLC | 11/14/2025 | 799.21 K | $11.11 M | 8.07% | 0.56% |
| SCHONFELD STRATEGIC ADVISORS LLC | 11/14/2025 | 773.96 K | $10.76 M | 206.15% | 0.54% |
| CRAWFORD FUND MANAGEMENT, LLC | 11/14/2025 | 693.17 K | $9.64 M | 20.94% | 0.49% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 553.60 K | $7.70 M | -20.22% | 0.39% |
| NORDEA INVESTMENT MANAGEMENT AB | 10/27/2025 | 524.01 K | $7.28 M | 27.35% | 0.37% |
| VOYA INVESTMENT MANAGEMENT LLC | 10/09/2025 | 522.27 K | $7.26 M | 5.68% | 0.37% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 514.69 K | $7.15 M | 58.45% | 0.36% |
| CSM ADVISORS, LLC | 11/14/2025 | 505.53 K | $7.03 M | -3.51% | 0.35% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 500.70 K | $6.96 M | 3.81% | 0.35% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 469.09 K | $6.52 M | 18.75% | 0.33% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 11/14/2025 | 457.22 K | $6.36 M | -43.84% | 0.32% |
WisdomTree, Inc. institutional Ownership - FAQ's
During the previous two years, 315 institutional investors and hedge funds held shares of WisdomTree, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 17.94 M
FMR LLC: 14.83 M
VANGUARD GROUP INC: 14.55 M
TUDOR INVESTMENT CORP ET AL: 10.09 M
WELLINGTON MANAGEMENT GROUP LLP: 9.67 M
Azora Capital LP: 5.63 M
115.32% of WisdomTree, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 187.15 M shares in the last 24 months. This purchase volume represents approximately $2.54 B in transactions.