Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in WT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 17.7M | $257.1M | -7.3% | 12.469% | 0.00% |
| 2 | FMR LLC | 12.7M | $185.2M | -24.0% | 8.984% | 0.01% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 10.6M | $154.1M | -5.5% | 7.475% | 0.03% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8.0M | $117.2M | — | 5.683% | 0.01% |
| 5 | Capital World Investors | 6.8M | $99.2M | +169.3% | 4.809% | 0.01% |
| 6 | Azora Capital LP | 6.0M | $87.2M | -2.6% | 4.228% | 5.73% |
| 7 | Invesco Ltd. | 5.8M | $84.6M | +74.1% | 4.105% | 0.01% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 5.6M | $80.9M | — | 3.921% | 0.00% |
| 9 | STATE STREET CORP | 5.0M | $73.5M | -3.3% | 3.565% | 0.00% |
| 10 | Simcoe Capital Management, LLC | 4.7M | $67.9M | -11.2% | 3.295% | 11.79% |
| 11 | GOLDMAN SACHS GROUP INC | 4.6M | $66.7M | +35.1% | 3.233% | 0.01% |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4.1M | $60.2M | +41.1% | 2.919% | 0.03% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 3.6M | $52.8M | -0.5% | 2.559% | 0.01% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 2.8M | $41.5M | +1.9% | 2.012% | 0.00% |
| 15 | MORGAN STANLEY | 2.5M | $36.4M | -7.0% | 1.765% | 0.00% |
| 16 | BANK OF AMERICA CORP /DE/ | 2.3M | $33.9M | +556.4% | 1.643% | 0.00% |
| 17 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.2M | $32.7M | +32.2% | 1.584% | 0.06% |
| 18 | ArrowMark Colorado Holdings LLC | 2.0M | $29.8M | -15.1% | 1.443% | 0.79% |
| 19 | PRINCIPAL FINANCIAL GROUP INC | 2.0M | $29.3M | +101.8% | 1.419% | 0.02% |
| 20 | JANUS HENDERSON GROUP PLC | 1.7M | $25.4M | -18.1% | 1.230% | 0.01% |
| 21 | TWO SIGMA INVESTMENTS, LP | 1.7M | $24.4M | +33.8% | 1.182% | 0.02% |
| 22 | LOOMIS SAYLES & CO L P | 1.7M | $24.2M | +24.2% | 1.174% | 0.03% |
| 23 | DRIEHAUS CAPITAL MANAGEMENT LLC | 1.6M | $23.9M | +87.8% | 1.161% | 0.18% |
| 24 | Nuveen, LLC | 1.6M | $23.2M | -9.3% | 1.127% | 0.01% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4M | $21.0M | -2.7% | 1.019% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WT — a direct measure of their conviction.
Filings activity in WT during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 305 | +6.6% | 88.74% | +14.49 pp | $2.26B | +20% |
| Q4 2025 | 286 | +8.7% | 74.25% | 9.27 pp | $1.89B | 11% |
| Q3 2025 | 263 | +7.8% | 83.52% | +26.68 pp | $2.13B | +47% |
| Q2 2025 | 244 | 3.6% | 56.84% | +12.78 pp | $1.45B | +29% |
| Q1 2025 | 253 | 5.6% | 44.06% | 7.13 pp | $1.12B | 14% |
| Q4 2024 | 268 | +16% | 51.19% | +4.21 pp | $1.30B | +9.0% |
| Q3 2024 | 231 | +3.6% | 46.98% | +2.35 pp | $1.20B | +5.3% |
| Q2 2024 | 223 | — | 44.63% | — | $1.14B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying WT stock.
Based on Q1 2026 13F filings, institutional ownership of WisdomTree, Inc. stands at 88.7%, held across 305 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of WT, with approximately 17,657,453 shares worth $0.26B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of WT, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for WT is 62 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
63 institutions opened new positions in WT during Q1 2026, while 44 fully exited. 191 added to existing positions and 50 trimmed.
WT institutional ownership rose by 14.49 percentage points quarter-over-quarter, with a net change of +19 holders.
The top 10 institutions account for 53.4% of all reported 13F value in WT, and the top 25 account for 76.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
WisdomTree, Inc. (WT) Institutional Ownership