WISDOMTREE INC

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WT·97717P104·US·Common Stock·Financial Services - Asset Management-13D/G

WT (WISDOMTREE INC) is held by 154 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($326.5M), FMR LLC ($229.8M), Invesco Ltd. ($169M). Net institutional sentiment: Mixed.

154

Holders

(12 Elite)

$2.3B

Total Value

52% (164)

Consensus

86 buying - 78 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)79

Insider (Form 4)82

Activist (13D/13G)25

Congressional (STOCK Act)47

Holder Quality

76

★★★★★

Elite

82

★★★★

Strong

84

★★★

Solid

42

★★

Below

51

★

Weak

Held by 154 funds

12 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders May 6, 2026 · Activists Aug 13, 2026 · Congress none

ActivistInvesco Ltd.6.6%Aug 13, 2026

ActivistWellington Management Group LLP5.5%Aug 13, 2026

ActivistFMR LLC9.4%May 6, 2026

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Top Holders

Top Holders (154)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	19.3M(+9.2%)	$326.5M	0.0%	+122.71%	34
FMR LLC	Increased	13.6M(+6.6%)	$229.8M	0.0%	+82.48%	33
Invesco Ltd.	Increased	10M(+71.6%)	$169M	0.0%	+81.42%	45
WELLINGTON MANAGEMENT GROUP LLP	Decreased	8.4M(-20.6%)	$142.4M	0.0%	+105.60%	0
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	8.1M(+0.9%)	$137.6M	0.0%	+70.30%	30
Capital World Investors	Increased	7.5M(+10.8%)	$127.8M	0.0%	+77.47%	33
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	6.1M(+9.2%)	$102.8M	0.0%	+68.21%	33
STATE STREET CORP	Increased	5.6M(+11.1%)	$95M	0.0%	+203.33%	33
DRIEHAUS CAPITAL MANAGEMENT LLC	Increased	4.7M(+186.0%)	$79.7M	0.5%	+55.29%	57
DIMENSIONAL FUND ADVISORS LP	Increased	3.8M(+3.6%)	$63.6M	0.0%	+290.55%	31
GEODE CAPITAL MANAGEMENT, LLC	Increased	3.3M(+15.5%)	$55.8M	0.0%	+231.98%	34
UBS Group AG	Increased	2.7M(+551.7%)	$45M	0.0%	+53.47%	47
PRINCIPAL FINANCIAL GROUP INC	Increased	2.3M(+13.3%)	$38.6M	0.0%	+104.24%	33
LOOMIS SAYLES & CO L P	Increased	2.2M(+31.7%)	$37.1M	0.0%	+68.94%	37
NANOMURA ASSET MANAGEMENT INTERNATIONAL INC.	Decreased	2.1M(-6.0%)	$35.7M	0.1%	+94.77%	0
MORGAN STANLEY	Decreased	2M(-19.9%)	$33.9M	0.0%	+124.29%	0
BANK OF AMERICA CORP /DE/	Decreased	2M(-14.4%)	$33.7M	0.0%	+76.72%	0
GOLDMAN SACHS GROUP INC	Decreased	2M(-57.0%)	$33.4M	0.0%	+97.02%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	1.7M(+16.9%)	$28.6M	0.0%	+187.26%	33
Nuveen, LLC	Decreased	1.4M(-11.7%)	$23.9M	0.0%	+177.79%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer