WisdomTree Ownership | Who Owns WisdomTree?
WisdomTree Ownership Summary
WisdomTree is owned by 90.12% institutional investors, 12.82% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.99% of WT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.70% of its assets in WisdomTree shares.
WT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | WisdomTree | 90.12% | 12.82% | -2.94% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Asset Management Stocks | 50.65% | 9.51% | 39.84% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 17.13M | 11.99% | $197.15M |
| Vanguard group | 14.97M | 10.40% | $157.19M |
| Azora capital lp | 7.07M | 4.95% | $81.37M |
| State street | 5.83M | 4.03% | $61.21M |
| Arrowmark colorado | 4.34M | 3.04% | $49.96M |
| Millennium management | 4.27M | 2.99% | $38.06M |
| Invesco | 4.04M | 2.80% | $42.38M |
| Simcoe capital management | 3.99M | 2.80% | $35.58M |
| Dimensional fund advisors lp | 3.95M | 2.74% | $41.46M |
| Massachusetts financial services co /ma/ | 3.58M | 2.51% | $41.19M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Simcoe capital management | 3.99M | 6.39% | $35.58M |
| Phase 2 partners | 591.13K | 4.66% | $6.21M |
| Azora capital lp | 7.07M | 3.68% | $81.37M |
| Crawford fund management | 573.17K | 1.23% | $6.60M |
| Arrowmark colorado | 4.34M | 0.90% | $49.96M |
| Maltese capital management | 315.00K | 0.51% | $3.63M |
| Portolan capital management | 682.37K | 0.49% | $7.85M |
| Smh capital advisors | 16.89K | 0.44% | $194.44K |
| Tobam | 62.15K | 0.28% | $715.00K |
| Militia capital partners, lp | 47.60K | 0.26% | $547.88K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Simcoe capital management | 3.99M | 6.39% | 3.99M |
| Millennium management | 4.27M | 0.02% | 2.24M |
| Balyasny asset management | 1.20M | 0.02% | 1.12M |
| Goldman sachs group | 1.56M | 0.00% | 1.05M |
| Nuveen asset management | 1.27M | 0.00% | 741.13K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Azora capital lp | 7.07M | 3.68% | -2.00M |
| Fmr | 870.83K | 0.00% | -1.99M |
| Wellington management group llp | 3.01M | 0.01% | -1.37M |
| Blackrock funding, inc. /de | 17.13M | 0.00% | -1.24M |
| Qube research | 809.42K | 0.01% | -765.08K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Simcoe capital management | 3.99M | 6.39% | 3.99M | $35.58M |
| Portolan capital management | 682.37K | 0.49% | 682.37K | $7.85M |
| Csm advisors | 523.89K | 0.18% | 523.89K | $6.03M |
| D. e. shaw | 270.68K | 0.00% | 270.68K | $2.84M |
| Trexquant investment lp | 257.52K | 0.03% | 257.52K | $2.70M |
Sold Out
| Holder | Change |
|---|---|
| Dunhill financial | -3.00 |
| Mendota financial group | -11.00 |
| Allspring global investments | -15.00 |
| Stephens consulting | -40.00 |
| Coppell advisory solutions | -54.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 142 | -39.83% | 63,378,853 | -48.66% | 43 | 0.60% | 83 | -38.97% | 34 | -46.88% |
| Sep 30, 2024 | 236 | 3.51% | 123,447,184 | 4.96% | 85 | 1.34% | 136 | 6.25% | 64 | -3.03% |
| Jun 30, 2024 | 228 | 10.14% | 117,615,010 | 3.37% | 80 | 1.33% | 128 | 21.90% | 66 | -8.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 6.92M | 4.70% | 1.08K |
| Vanguard US Total Market Shares ETF | 4.46M | 3.03% | - |
| Vanguard Total Stock Mkt Idx Inv | 4.17M | 2.83% | -88.24K |
| Vanguard Small Cap Index | 3.21M | 2.18% | -20.43K |
| iShares Russell 2000 ETF | 2.88M | 1.96% | -54.81K |
| Invesco Small Cap Value A | 2.52M | 1.71% | - |
| MFS New Discovery I | 2.10M | 1.43% | -345.35K |
| Vanguard Small Cap Value Index Inv | 2.07M | 1.41% | 6.12K |
| Vanguard Explorer Inv | 2.05M | 1.39% | -284.75K |
| Janus Henderson Small Cap Value L | 1.90M | 1.29% | 58.51K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 26, 2025 | Lilien R Jarrett | President and COO | Sell | $165.13K |
| Aug 12, 2025 | Lilien R Jarrett | President and COO | Sell | $333.25K |
| Feb 04, 2025 | Marinof Alexis | Head of Europe | Sell | $897.91K |
| Dec 02, 2024 | ETFS Capital Limited. | See Footnote 1 | Sell | $34.02M |
| Nov 15, 2024 | Ziemba Peter M | Chief Administrative Officer | Sell | $1.14M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 2 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
| 2024 Q4 | 1 | 2 |
| 2024 Q2 | - | - |
WT Ownership FAQ
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