WisdomTree Ownership | Who Owns WisdomTree?
WisdomTree Ownership Summary
WisdomTree is owned by 117.18% institutional investors, 9.49% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.97% of WT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.05% of its assets in WisdomTree shares.
WT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | WisdomTree | 117.18% | 9.49% | -26.67% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Asset Management Stocks | 47.59% | 11.88% | 40.53% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 19.27M | 13.97% | $326.51M |
| Vanguard group | 14.00M | 9.97% | $170.68M |
| Fmr | 13.57M | 9.83% | $229.79M |
| Invesco | 9.98M | 7.23% | $168.98M |
| Wellington management group llp | 8.41M | 6.09% | $142.42M |
| Capital world investors | 7.55M | 5.47% | $127.85M |
| Azora capital lp | 6.18M | 4.48% | $104.70M |
| Vanguard capital management | 6.07M | 4.40% | $102.76M |
| State street | 5.61M | 4.07% | $95.03M |
| Driehaus capital management | 4.70M | 3.41% | $79.66M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Simcoe capital management | 2.67M | 8.25% | $45.30M |
| Phase 2 partners | 591.13K | 4.66% | $6.21M |
| Azora capital lp | 6.18M | 4.41% | $104.70M |
| Pacific capital partners | 162.46K | 2.38% | $2.75M |
| Crawford fund management | 575.65K | 1.49% | $9.75M |
| Smh capital advisors | 21.89K | 1.45% | $370.78K |
| Intrinsic edge capital management | 620.00K | 1.09% | $10.50M |
| Kiker wealth management | 138.00K | 0.91% | $2.34M |
| Chase investment counsel | 192.92K | 0.69% | $3.27M |
| Neo ivy capital management | 171.29K | 0.67% | $2.90M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 9.98M | 0.01% | 4.16M |
| Driehaus capital management | 4.70M | 0.46% | 3.06M |
| Select equity group | 2.31M | 0.13% | 2.31M |
| Ubs group | 2.66M | 0.01% | 2.25M |
| Lord, abbett | 1.79M | 0.09% | 1.79M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Arrowstreet capital, limited partnership | 487.89K | 0.00% | -3.65M |
| Macquarie group | - | - | -3.51M |
| Goldman sachs group | 1.97M | 0.00% | -2.61M |
| Wellington management group llp | 8.41M | 0.02% | -2.18M |
| Simcoe capital management | 2.67M | 8.25% | -1.99M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Select equity group | 2.31M | 0.13% | 2.31M | $32.13M |
| Lord, abbett | 1.79M | 0.09% | 1.79M | $30.37M |
| Capitolis liquid global markets | 1.74M | 0.19% | 1.74M | $24.12M |
| Sixth street partners management company | 1.69M | 0.00% | 1.69M | $28.57M |
| Junto capital management lp | 1.17M | 0.35% | 1.17M | $19.84M |
Sold Out
| Holder | Change |
|---|---|
| Northwestern mutual wealth management | -6.00 |
| Mendota financial group | -11.00 |
| Larson financial group | -14.00 |
| Allspring global investments | -15.00 |
| Root financial partners | -39.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 324 | 0.31% | 161,719,407 | 0.24% | 117 | 0.89% | 174 | -1.69% | 100 | -1.96% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 7.66M | 5.05% | -8.81K |
| American Funds SMALLCAP World A | 7.34M | 4.80% | 530.43K |
| Vanguard US Total Market Shares ETF | 4.46M | 3.03% | - |
| Vanguard MStar Total Stk Mkt Idx Invest | 4.40M | 2.90% | 18.53K |
| Vanguard Total Stock Mkt Idx Inv | 4.38M | 2.86% | 331.36K |
| Vanguard Morn Total Stk Mkt Idx Investor | 4.38M | 2.86% | 331.36K |
| Invesco Discovery A | 3.99M | 2.63% | 107.60K |
| Invesco OFI Small Cap Growth | 3.99M | 2.61% | 2.09M |
| iShares Russell 2000 ETF | 3.46M | 2.28% | -61.34K |
| Vanguard Small Cap Index | 3.16M | 2.09% | 4.93K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 09, 2026 | Lilien R Jarrett | President and COO | Sell | $736.80K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 1 |
| 2026 Q2 | - | 3 |
| 2026 Q1 | 1 | 1 |
| 2025 Q4 | - | 3 |
| 2025 Q3 | - | 2 |
WT Ownership FAQ
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