Institutional Ownership
Wisdomtree Inc
CUSIP 97717P104COMWTQ1 2026
13D / 13G Filings
54
Schedule 13D/13G on record
Beneficial Filers
12
Distinct reporting persons
Largest Stake
13.7%
Max % of class reported
Institutional Holders
304
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
54 filings · latest Feb 10, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 10, 2026 | Wellington Management Group LLP | 13G/A | 8.2% | 11.59M | SEC |
| 2 | Feb 5, 2026 | Fmr LLC | 13G/A | 12.1% | 17.08M | SEC |
| 3 | Nov 12, 2025 | Wellington Management Group LLP | 13G | 6.6% | 9.67M | SEC |
| 4 | Oct 7, 2025 | Fmr LLC | 13G | 10.3% | 15.16M | SEC |
| 5 | Aug 29, 2025 | Etfs Capital Limited. | 13G/A | 3.6% | 5.25M | SEC |
| 6 | Aug 14, 2025 | Azora Capital LP | 13G/A | 4.8% | 7.07M | SEC |
| 7 | May 15, 2025 | Azora Capital LP | 13G/A | 6.2% | 9.07M | SEC |
| 8 | Apr 8, 2025 | Etfs Capital Limited. | 13G/A | 6.3% | 9.25M | SEC |
| 9 | Feb 14, 2025 | Azora Capital LP | 13G/A | 7.2% | 10.58M | SEC |
| 10 | Feb 6, 2025 | Azora Capital LP | 13G | 7.3% | 10.61M | SEC |
44 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Wisdomtree Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 17.66M | $257.09M |
| 2 | Fmr LLC | 12.72M | $185.25M |
| 3 | Wellington Management Group LLP | 10.59M | $154.13M |
| 4 | Capital World Investors | 6.81M | $99.17M |
| 5 | Azora Capital LP | 5.99M | $87.18M |
| 6 | Invesco Ltd. | 5.81M | $84.64M |
| 7 | State Street Corp | 5.05M | $73.52M |
| 8 | Simcoe Capital Management, LLC | 4.67M | $67.94M |
| 9 | Goldman Sachs Group Inc | 4.58M | $66.66M |
| 10 | Arrowstreet Capital, Limited Partnership | 4.13M | $60.20M |