WisdomTree Ownership | Who Owns WisdomTree?
WisdomTree Ownership Summary
WisdomTree is owned by 112.63% institutional investors, 9.45% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.58% of WT shares. American Funds SMALLCAP World A is the top mutual fund, with 4.81% of its assets in WisdomTree shares.
WT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | WisdomTree | 112.63% | 9.45% | -22.08% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Asset Management Stocks | 49.15% | 11.31% | 39.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 17.66M | 12.58% | $257.09M |
| Vanguard group | 14.00M | 9.97% | $170.68M |
| Fmr | 12.72M | 9.06% | $185.25M |
| Wellington management group llp | 10.59M | 7.54% | $154.13M |
| Capital world investors | 6.81M | 4.85% | $99.17M |
| Azora capital lp | 5.99M | 4.27% | $87.18M |
| Invesco | 5.81M | 4.14% | $84.64M |
| State street | 5.05M | 3.60% | $73.52M |
| Simcoe capital management | 4.67M | 3.32% | $67.94M |
| Goldman sachs group | 4.58M | 3.26% | $66.66M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Simcoe capital management | 4.67M | 11.79% | $67.94M |
| Azora capital lp | 5.99M | 5.73% | $87.18M |
| Phase 2 partners | 591.13K | 4.66% | $6.21M |
| Crawford fund management | 1.03M | 2.87% | $14.94M |
| Clear point advisors | 52.84K | 2.07% | $2.66M |
| Intrinsic edge capital management | 580.00K | 1.26% | $7.07M |
| Kiker wealth management | 146.09K | 1.02% | $2.13M |
| Smh capital advisors | 275.00 | 0.83% | $275.10K |
| Arrowmark colorado | 2.04M | 0.79% | $29.76M |
| Invenomic capital management lp | 581.54K | 0.39% | $8.47M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | 6.81M | 0.01% | 4.28M |
| Invesco | 5.81M | 0.01% | 2.47M |
| Select equity group | 2.31M | 0.13% | 2.31M |
| Capitolis liquid global markets | 1.74M | 0.19% | 1.74M |
| Jane street group | 1.51M | 0.00% | 1.51M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 12.72M | 0.01% | -4.03M |
| Macquarie group | - | - | -3.51M |
| D. e. shaw | 325.71K | 0.00% | -1.80M |
| Point72 asset management | 189.37K | 0.00% | -1.48M |
| Blackrock funding, inc. /de | 17.66M | 0.00% | -1.38M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Select equity group | 2.31M | 0.13% | 2.31M | $32.13M |
| Capitolis liquid global markets | 1.74M | 0.19% | 1.74M | $24.12M |
| Vanguard fiduciary trust | 817.24K | 0.00% | 817.24K | $11.90M |
| T. rowe price investment management | 801.30K | 0.01% | 801.30K | $11.67M |
| Danske bank | 692.64K | 0.02% | 692.64K | $10.08M |
Sold Out
| Holder | Change |
|---|---|
| Ameritas advisory services | -9.00 |
| Mendota financial group | -11.00 |
| Larson financial group | -14.00 |
| Allspring global investments | -15.00 |
| Stephens consulting | -40.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 316 | 6.76% | 158,103,486 | -0.00% | 112 | 0.89% | 173 | 4.85% | 101 | 7.45% |
| Dec 31, 2025 | 150 | -45.85% | 66,574,047 | -57.11% | 47 | 0.40% | 90 | -47.98% | 33 | -50.75% |
| Sep 30, 2025 | 131 | -45.64% | 59,126,629 | -52.10% | 41 | 0.55% | 81 | -39.10% | 30 | -65.91% |
| Jun 30, 2025 | 246 | -5.38% | 128,721,167 | -0.42% | 90 | 1.10% | 135 | 11.57% | 89 | -9.18% |
| Mar 31, 2025 | 10 | -96.38% | 11,109,594 | -91.47% | 7 | 0.10% | 8 | -95.27% | 2 | -97.14% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 6.81M | 4.81% | 4.28M |
| iShares Core S&P Small-Cap ETF | 7.00M | 4.60% | 1.63K |
| Vanguard US Total Market Shares ETF | 4.46M | 3.03% | - |
| Vanguard Total Stock Mkt Idx Inv | 4.04M | 2.65% | 13.94K |
| Vanguard Small Cap Index | 2.94M | 1.93% | -2.60K |
| iShares Russell 2000 ETF | 2.92M | 1.92% | 24.63K |
| Invesco Discovery A | 2.58M | 1.69% | 687.92K |
| Invesco Small Cap Value A | 2.28M | 1.49% | 86.75K |
| Vanguard Explorer Inv | 2.05M | 1.39% | -284.75K |
| Invesco OFI Small Cap Growth | 1.89M | 1.34% | 1.89M |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 20, 2026 | Lilien R Jarrett | President and COO | Sell | $569.70K |
| May 19, 2026 | Ziemba Peter M | Chief Administrative Officer | Sell | $1.93M |
| May 05, 2026 | Yates David M | Chief Information Officer | Sell | $270.90K |
| Nov 26, 2025 | PANKOPF TONIA L | - | Buy | $749.37 |
| Feb 25, 2026 | PANKOPF TONIA L | - | Buy | $751.40 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 3 |
| 2026 Q1 | 1 | 1 |
| 2025 Q4 | - | 3 |
| 2025 Q3 | - | 2 |
| 2025 Q2 | - | - |
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