WisdomTree Ownership | Who Owns WisdomTree?
WisdomTree Ownership Summary
WisdomTree is owned by 7.79% institutional investors, 12.83% insiders, and 79.37% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.05% of WT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.71% of its assets in WisdomTree shares.
WT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | WisdomTree | 7.79% | 12.83% | 79.37% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Asset Management Stocks | 31.89% | 9.87% | 58.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 18.78M | 13.05% | $197.15M |
| Vanguard group | 14.97M | 10.40% | $157.19M |
| Azora capital lp | 10.58M | 7.31% | $111.05M |
| State street | 5.83M | 4.03% | $61.21M |
| Arrowmark colorado | 4.97M | 3.45% | $52.20M |
| 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/ | 3.69M | 2.56% | $38.69M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Simcoe capital management | 3.99M | 6.39% | $35.58M |
| Azora capital lp | 10.58M | 4.99% | $111.05M |
| Phase 2 partners | 591.13K | 4.66% | $6.21M |
| Caitlin john | 176.05K | 1.22% | $1.85M |
| Crawford fund management | 559.87K | 1.02% | $5.88M |
| Arrowmark colorado | 4.97M | 0.70% | $52.20M |
| Smh capital advisors | 17.27K | 0.44% | $181.39K |
| Olympiad research lp | 22.78K | 0.25% | $239.17K |
| Caas capital management lp | 129.18K | 0.24% | $1.36B |
| Winton group | 364.74K | 0.20% | $3.25M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Simcoe capital management | 3.99M | 6.39% | 3.99M |
| Millennium management | 4.27M | 0.02% | 2.24M |
| Qube research | 1.40M | 0.02% | 1.17M |
| Goldman sachs group | 1.56M | 0.00% | 1.05M |
| Nuveen asset management | 1.27M | 0.00% | 741.13K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Arrowmark colorado | 4.97M | 0.70% | -2.09M |
| Fmr | 870.83K | 0.00% | -1.99M |
| Wellington management group llp | 3.01M | 0.01% | -1.37M |
| Massachusetts financial services co /ma/ | 3.69M | 0.01% | -837.27K |
| Nicholas investment partners, lp | - | - | -726.43K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Simcoe capital management | 3.99M | 6.39% | 3.99M | $35.58M |
| Raymond james financial | 405.95K | 0.00% | 405.95K | $4.26M |
| Winton group | 364.74K | 0.20% | 364.74K | $3.25M |
| Hrt financial lp | 282.70K | 0.02% | 282.70K | $2.97M |
| D. e. shaw | 270.68K | 0.00% | 270.68K | $2.84M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -11.00 |
| Elequin securities | -11.00 |
| Allspring global investments | -15.00 |
| Coppell advisory solutions | -54.00 |
| Cullen/frost bankers | -90.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 207 | 5.08% | 113,782,384 | -0.45% | 77 | 1.25% | 105 | 2.94% | 72 | 14.29% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 6.92M | 4.71% | -4.27K |
| Vanguard US Total Market Shares ETF | 4.46M | 3.03% | - |
| Vanguard Total Stock Mkt Idx Inv | 4.22M | 2.87% | 116.07K |
| iShares Russell 2000 ETF | 3.45M | 2.35% | 1.69K |
| Vanguard Small Cap Index | 3.32M | 2.26% | 23.06K |
| MFS New Discovery I | 2.44M | 1.66% | - |
| Invesco Small Cap Value A | 2.43M | 1.65% | -274.99K |
| Vanguard Explorer Inv | 2.33M | 1.59% | -71.16K |
| Vanguard Small Cap Value Index Inv | 2.15M | 1.46% | 6.71K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.79M | 1.22% | 2.52K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Nov 08, 2024 | Steinberg Jonathan L | Chief Executive Officer | Buy | $735.65K |
| Feb 13, 2024 | Steinberg Jonathan L | Chief Executive Officer | Buy | $2.19M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 1 |
| 2024 Q4 | 1 | 2 |
| 2024 Q2 | - | - |
| 2024 Q1 | 1 | - |
| 2023 Q3 | - | 2 |
WT Ownership FAQ
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