WisdomTree Ownership | Who Owns WisdomTree?
WisdomTree Ownership Summary
WisdomTree is owned by 41.40% institutional investors, 9.67% insiders, and 48.93% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.56% of WT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.68% of its assets in WisdomTree shares.
WT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | WisdomTree | 41.40% | 9.67% | 48.93% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Asset Management Stocks | 33.74% | 8.99% | 57.26% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 17.94M | 12.56% | $249.35M |
| Fmr | 14.83M | 10.39% | $206.19M |
| Vanguard group | 14.55M | 10.19% | $202.28M |
| 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 | 3.58M | 2.51% | $49.77M |
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 |
| Arrowmark colorado | 3.29M | 0.85% | $45.76M |
| Eam investors | 427.57K | 0.67% | $5.85M |
| Capital management corp /va | 270.04K | 0.59% | $3.75M |
| Smh capital advisors | 17.89K | 0.44% | $213.91M |
| 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 |
| Select equity group | 2.31M | 0.13% | 2.31M |
| Millennium management | 4.27M | 0.02% | 2.24M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| 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 |
| Marshall wace, llp | 160.69K | 0.00% | -1.05M |
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 |
| Loomis sayles & co l p | 1.40M | 0.02% | 1.40M | $19.48M |
| Driehaus capital management | 906.29K | 0.09% | 906.29K | $12.60M |
| Eam investors | 427.57K | 0.67% | 427.57K | $5.85M |
Sold Out
| Holder | Change |
|---|---|
| Twin peaks wealth advisors | -2.00 |
| Dunhill financial | -3.00 |
| Ameritas advisory services | -9.00 |
| Mendota financial group | -11.00 |
| Larson financial group | -14.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 236 | 3.51% | 123,447,184 | 4.96% | 85 | 1.34% | 136 | 6.25% | 64 | -3.03% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 6.89M | 4.68% | - |
| 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 | 2.94M | 2.00% | - |
| 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 |
|---|---|---|---|---|
| Dec 02, 2025 | Yates David M | Chief Information Officer | Sell | $75.87K |
| Nov 25, 2025 | Lilien R Jarrett | President and COO | Sell | $137.63K |
| Nov 12, 2025 | Lilien R Jarrett | President and COO | Sell | $294.25K |
| Aug 26, 2025 | Lilien R Jarrett | President and COO | Sell | $165.13K |
| Aug 12, 2025 | Lilien R Jarrett | President and COO | Sell | $333.25K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 3 |
| 2025 Q3 | - | 2 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
| 2024 Q4 | 1 | 2 |
WT Ownership FAQ
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