WisdomTree Ownership | Who Owns WisdomTree?
WisdomTree Ownership Summary
WisdomTree is owned by 47.43% institutional investors, 9.68% insiders, and 42.89% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.56% of WT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.92% of its assets in WisdomTree shares.
WT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | WisdomTree | 47.43% | 9.68% | 42.89% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Asset Management Stocks | 46.20% | 8.54% | 45.25% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 19.04M | 13.56% | $232.09M |
| Fmr | 14.83M | 10.39% | $206.19M |
| Vanguard group | 14.00M | 9.97% | $170.68M |
| Tudor investment corp et al | 10.09M | 7.07% | $18.33M |
| Wellington management group llp | 9.67M | 6.77% | $134.48M |
| Azora capital lp | 5.63M | 3.94% | $78.24M |
| State street | 5.32M | 3.72% | $73.88M |
| Simcoe capital management | 4.72M | 3.30% | $65.58M |
| Millennium management | 4.27M | 2.99% | $38.06M |
| Dimensional fund advisors lp | 3.64M | 2.67% | $44.40M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Simcoe capital management | 4.72M | 9.51% | $65.58M |
| Phase 2 partners | 591.13K | 4.66% | $6.21M |
| Azora capital lp | 5.63M | 3.62% | $78.24M |
| Crawford fund management | 693.17K | 1.54% | $9.64M |
| Intrinsic edge capital management | 580.00K | 1.26% | $7.07M |
| Capital management corp /va | 561.89K | 1.12% | $6.85M |
| Arrowmark colorado | 3.29M | 0.85% | $45.76M |
| Smh capital advisors | 17.89K | 0.44% | $218.09K |
| Tobam | 83.81K | 0.42% | $1.17M |
| Maltese capital management | 200.00K | 0.42% | $2.78M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 14.83M | 0.01% | 13.75M |
| Tudor investment corp et al | 10.09M | 0.03% | 9.59M |
| Wellington management group llp | 9.67M | 0.02% | 6.80M |
| Capital world investors | 2.53M | 0.00% | 2.53M |
| Select equity group | 2.31M | 0.13% | 2.31M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Macquarie group | - | - | -3.51M |
| Azora capital lp | 5.63M | 3.62% | -1.44M |
| Prudential financial | 121.55K | 0.00% | -1.30M |
| Victory capital management | 1.08M | 0.01% | -1.23M |
| Arrowmark colorado | 3.29M | 0.85% | -1.05M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Capital world investors | 2.53M | 0.00% | 2.53M | $30.83M |
| Select equity group | 2.31M | 0.13% | 2.31M | $32.13M |
| Capitolis liquid global markets | 1.74M | 0.19% | 1.74M | $24.12M |
| Driehaus capital management | 906.29K | 0.09% | 906.29K | $12.60M |
| Intrinsic edge capital management | 580.00K | 1.26% | 580.00K | $7.07M |
Sold Out
| Holder | Change |
|---|---|
| Twin peaks wealth advisors | -2.00 |
| Ameritas advisory services | -9.00 |
| Mendota financial group | -11.00 |
| Larson financial group | -14.00 |
| Allspring global investments | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 142 | -39.83% | 63,378,853 | -48.66% | 43 | 0.60% | 83 | -38.97% | 34 | -46.88% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 6.97M | 4.92% | -452.00K |
| Vanguard US Total Market Shares ETF | 4.46M | 3.03% | - |
| Vanguard Total Stock Mkt Idx Inv | 3.99M | 2.82% | 206.55K |
| iShares Russell 2000 ETF | 2.97M | 2.10% | 91.41K |
| Vanguard Small Cap Index | 2.87M | 2.03% | 2.46K |
| American Funds SMALLCAP World A | 2.53M | 1.79% | 2.53M |
| Invesco Small Cap Value A | 2.52M | 1.78% | - |
| Vanguard Explorer Inv | 2.05M | 1.39% | -284.75K |
| Vanguard Small Cap Value Index Inv | 1.84M | 1.30% | -14.18K |
| FIAM Small Cap Core CIT Cl B | 1.66M | 1.17% | -26.80K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 28, 2025 | PANKOPF TONIA L | - | Buy | $442.43 |
| Nov 26, 2025 | PANKOPF TONIA L | - | Buy | $749.37 |
| Aug 27, 2025 | PANKOPF TONIA L | - | Buy | $443.81 |
| Feb 25, 2026 | PANKOPF TONIA L | - | Buy | $751.40 |
| Feb 26, 2025 | PANKOPF TONIA L | - | Buy | $441.01 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 1 |
| 2025 Q4 | - | 3 |
| 2025 Q3 | - | 2 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
WT Ownership FAQ
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