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WisdomTree, Inc. · 13F filings

WT Institutional Ownership

Holdings as of Jun 30, 2026From SEC Form 13FUpdated

Who owns WisdomTree, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 320 funds reported holding WT at Jun 30, 2026, together owning 106.2% of the company.

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Fund sentiment
Neutral
Strongly bearishNeutralStrongly bullish
  • ●170 buying vs 154 selling
  • ▼Held by funds -7.0 pts
  • ●Funds holding +0
  • ▲Superinvestors: 2 added, 1 cut
  • ●Put/call not meaningful

What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.

Funds holding320+0 vs Q1 2026
Held by funds106.2%−7.0 pts
Value held$2.7B161M shares
Put/call ratio0.36up from 0.01

Funds holding and ownership

8 quarters
Q3 2024: 250 fundsQ3 '24Q4 2024: 291 fundsQ4 '24Q1 2025: 275 fundsQ1 '25Q2 2025: 254 fundsQ2 '25Q3 2025: 277 fundsQ3 '25Q4 2025: 297 fundsQ4 '25Q1 2026: 320 fundsQ1 '26Q2 2026: 320 fundsQ2 '26106.2% owned
Funds holdingHeld by funds %

Quarter over quarter

all 13F filers
Q2 2026This quarterQ1 2026Change
Funds holding3203200.0%
In funds' top 1034−25.0%
13F shares161M172M−6.2%
Held by funds106.2%113.2%−7.0 pts
New positions5558−5.2%
Increased1151150.0%
Reduced1011010.0%
Sold out5335+51.4%
Calls (shares)1.1M1.3M−12.7%
Puts (shares)413K18K+2220.2%
Put/call ratio0.360.01+3895.8%

Buyers vs sellers

adding or new vs cutting or sold out
Q4 2024: 161 buyingQ4 2024: 88 sellingQ4 '24Q1 2025: 119 buyingQ1 2025: 148 sellingQ1 '25Q2 2025: 134 buyingQ2 2025: 139 sellingQ2 '25Q3 2025: 174 buyingQ3 2025: 98 sellingQ3 '25Q4 2025: 153 buyingQ4 2025: 128 sellingQ4 '25Q1 2026: 173 buyingQ1 2026: 136 sellingQ1 '26Q2 2026: 170 buyingQ2 2026: 154 sellingQ2 '26
Buying 170Selling 154latest quarter

Superinvestors in WT

All superinvestors →

Who owns WT

share of fund held shares
  • Index and passive funds38.1%
  • Active managers and hedge funds50.0%
  • Banks and brokers10.6%
  • Pensions, insurers and other1.4%

The top 10 holders own 55.6% of all WT shares that funds reported. Groups are our own grouping of filers by name.

Put/call ratio

funds' options, market makers left out
1.00Q3 2024: 0.00Q3 '24Q4 2024: 0.00Q4 '24Q1 2025: 0.00Q1 '25Q2 2025: 0.00Q2 '25Q3 2025: 0.18Q3 '25Q4 2025: 0.06Q4 '25Q1 2026: 0.01Q1 '26Q2 2026: 0.36Q2 '260.36

Above 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.

Filed so far for Q3 2026

77 funds changed their position

🔒 Free account: see all 20.

Top holders

Q2 2026
#FundOf companySharesValueChange
1BlackRock, Inc.12.72%19.3M$327M+1.6M
2Fmr LLC8.95%13.6M$230M+842K
3Invesco Ltd.6.58%10M$169M+4.2M
4Wellington Management Group LLP5.55%8.4M$142M−2.2M
5Vanguard Portfolio Management LLC5.36%8.1M$138M+76K
6Capital World Investors4.98%7.5M$128M+736K
7Azora Capital LP4.08%6.2M$105M+193K
8Vanguard Capital Management LLC4.00%6.1M$103M+513K
9State Street Corp3.70%5.6M$95M+561K
10Driehaus Capital Management LLC3.10%4.7M$79.7M+3.1M
🔒 15 more top holders. Create a free account or sign in to see them.
Biggest buyers
Biggest sellers

WT institutional ownership FAQ

Who owns the most WT stock?

In Q2 2026 13F filings the largest holder of WT was BlackRock, Inc., followed by Fmr LLC and Invesco Ltd.. Index fund managers are usually the biggest holders of large companies.

What percentage of WT is owned by institutions?

Funds that file 13F reports held 106.2% of WT's shares at Jun 30, 2026, compared with 113.2% a quarter earlier. That counts every manager with more than $100 million in US stocks.

Are hedge funds buying WT?

In Q2 2026, 170 funds bought WT (55 of them new positions) and 154 sold (53 sold out completely). Among well known investors, 2 added and 1 cut. Our fund sentiment for WT is neutral.

What is WT's institutional put/call ratio?

Funds reported $7M of WT puts against $19.2M of calls, a put/call ratio of 0.36 (0.01 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.

How current is this WT ownership data?

13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.