Wisdomtree Inc
$24.13+1.2%
+$151.3M
Net Activity
+1.38% total shares
Institutions Holding
316
Popularity Rank
#2003
Avg Weight
0.12%
Total Value
$2.9B
Market Cap
$3.5B
316 institutions currently hold WT, with 171 net buyers and 155 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
155
Net Buying Institutions
171
Top 5 by Value
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Across its top 20 institutional holders, WT's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 40/100).
WT ranks #2003 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
WT is a top-conviction position for Simcoe Capital Management, LLC — at 8.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in WT belongs to BlackRock, Inc., but the position matters far more to Simcoe Capital Management, LLC, who has 8.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
California State Teachers Retirement System has added to its WT position for two straight quarters, increasing it by $141.8M to reach $143.3M today.
David Shaw has trimmed its WT position for two straight quarters, cutting it by $23.1M while still holding $2.8M.
WT is up 1.2% today, and institutions have been net buyers of $151.3M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
WT posted net income of $80.9M over the trailing twelve months, and currently trades at a P/E of 43.2.
+$728.3M
Total Buy Value
$451.7M
Total Sell Value
171
Net Buyers
155
Net Sellers
WT
Q2 2026
Top 5 Institutional Movers
+$84.3M
+$69.4M
+$55.7M
-$51.9M
WT does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
1
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| Wellington Management Group LLP | 13G/A | 2026-08-13 | 5.5% |
1
Filings (14d)
WisdomTree filed this 8-K to point investors to its second-quarter earnings release, which went out on July 31, 2026. The release, attached as Exhibit 99.1, covers both the three- and six-month periods ended June 30, 2026. This filing is mostly procedural — it doesn't contain the actual numbers, just the press release itself.
View Full Filing (SEC EDGAR)97717P104
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,637
Total reported value
$985.7B
Held by 4637 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,583
Total reported value
$528.9B
Held by 4583 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,419
Total reported value
$354.5B
Held by 4419 institutions — one of the most-tracked stocks on AlphaSMO
Access WT's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/WTCLI
npx alphasmo stocks get WT