WisdomTree, Inc.
WisdomTree, Inc. (WT) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · WT · as of Sep 30, 2025
Ownership Breakdown
278
Institutional Holders
▲ 26 vs Q2
$2.15B
Total Inst. Value
▲ $669.28M vs Q2
152.94M
Shares Outstanding
freeFloat 87.20%
155.22M
13F Shares Held
▲ 26.30M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
WT largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. security brokers, dealers & flotation companies | 17.94M | 12.56% | 12.56% | $249.35B | Nov 12, 2025 | ▲ 810.7K |
FMR LLC security brokers, dealers & flotation companies | 14.83M | 10.39% | 10.39% | $206.19B | Nov 13, 2025 | ▲ 13.75M |
VANGUARD GROUP INC security brokers, dealers & flotation companies | 14.55M | 10.19% | 10.19% | $202.28B | Nov 7, 2025 | ▼ 122.9K |
WELLINGTON MANAGEMENT GROUP LLP security brokers, dealers & flotation companies | 9.67M | 6.77% | 6.77% | $134.48B | Nov 14, 2025 | ▲ 6.80M |
AZORA CAPITAL LP security brokers, dealers & flotation companies | 5.63M | 3.94% | 3.94% | $78.24B | Nov 14, 2025 | ▼ 1.44M |
STATE STREET CORP security brokers, dealers & flotation companies | 5.32M | 3.72% | 3.72% | $73.88B | Nov 14, 2025 | ▲ 28.6K |
SIMCOE CAPITAL MANAGEMENT, LLC security brokers, dealers & flotation companies | 4.72M | 3.30% | 3.30% | $65.58B | Nov 13, 2025 | ▼ 206.2K |
DIMENSIONAL FUND ADVISORS LP security brokers, dealers & flotation companies | 3.58M | 2.51% | 2.51% | $49.77B | Nov 12, 2025 | ▼ 32.9K |
INVESCO LTD. security brokers, dealers & flotation companies | 3.52M | 2.47% | 2.47% | $48.95B | Nov 13, 2025 | ▲ 216.1K |
MACQUARIE GROUP LTD security brokers, dealers & flotation companies | 3.51M | 2.46% | 2.46% | $44.59B | Nov 13, 2025 | ▲ 1.76M |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
32
Increased
+33.72M shares4
New Positions
first time holders13
Decreased
−9.42M shares0
Sold Out
fully exitedNet shares change (top 50)
+24.30M
+33.72M / −9.42M
Net new holders
+23
4 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
WT insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
3
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Lilien R Jarrett President and COO | May 20, 2026 | Sale | 30,000 | $18.99 | $569.7K | 1.11M | Form 4 ↗ |
Ziemba Peter M Chief Administrative Officer | May 19, 2026 | Sale | 100,000 | $19.31 | $1.93M | 885.7K | Form 4 ↗ |
Yates David M Chief Information Officer | May 5, 2026 | Sale | 15,000 | $18.06 | $270.9K | 157.5K | Form 4 ↗ |
PANKOPF TONIA L director | Feb 25, 2026 | Purchase | 44.344 | $16.94 | $751.399 | 35.0K | Form 4 ↗ |
PANKOPF TONIA L director | Nov 26, 2025 | Purchase | 67.787 | $11.05 | $749.371 | 34.9K | Form 4 ↗ |
PANKOPF TONIA L director | Aug 27, 2025 | Purchase | 33.059 | $13.43 | $443.81 | 34.8K | Form 4 ↗ |
PANKOPF TONIA L director | May 28, 2025 | Purchase | 46.007 | $9.62 | $442.43 | 34.8K | Form 4 ↗ |
PANKOPF TONIA L director | Feb 26, 2025 | Purchase | 47.626 | $9.26 | $441.01 | 34.8K | Form 4 ↗ |
PANKOPF TONIA L director | Nov 20, 2024 | Purchase | 38.183 | $11.52 | $439.86 | 34.7K | Form 4 ↗ |
Lilien R Jarrett President and COO | Feb 25, 2026 | Sale | 30,000 | $16.84 | $505.2K | 1.14M | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
WisdomTree, Inc. (WT) is primarily owned by institutional investors, who hold approximately 100.0% of total shares outstanding. Company insiders own approximately 12.80%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of WisdomTree, Inc. is BLACKROCK, INC., holding approximately 17.94 million shares — equal to 12.56% of outstanding shares — as of September 30, 2025.
A total of 278 institutional investors currently hold WT stock, with a combined institutional value of approximately $2.15 billion as of the most recent 13F filing period.
Frequently asked questions
WT ownershipWisdomTree, Inc. (WT) is primarily owned by institutional investors, who hold approximately 100.0% of shares. The largest shareholder is BLACKROCK, INC. with a 12.56% stake. Company insiders hold 12.80%. Data sourced from SEC Form 13F as of September 30, 2025.