13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
WT

Wisdomtree Inc Com

332 institutions still hold Wisdomtree Inc Com as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717p104·332 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.0%
vs prior quarter
13F value held
$1.6B
75.0% inst. owned
of float
Holders
332
+82 QoQ
filers reporting
Activity
+92 / −93
+854 added · −701 reduced
this quarter
Concentration
15.90%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

332 institutions reported WT in Q1 2026. BlackRock, Inc. leads at 15.9% of the visible book. +82 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$257M17.7M0.00%Q1 202602
FMR LLC
CIK 0000315066
$185M12.7M0.01%Q1 202603
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$154M10.6M0.03%Q1 202604
Vanguard Portfolio Management
CIK 0002100121
$117M8.0M0.01%Q1 202605
Capital World Investors
CIK 0001422849
$99M6.8M0.01%Q1 202606
Azora Capital LP
CIK 0001700272
$87M6.0M5.73%Q1 202607
Invesco Ltd.
CIK 0000914208
$85M5.8M0.01%Q1 202608
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$81M5.6M0.00%Q1 202609
STATE STREET CORP
CIK 0000093751
$74M5.0M0.00%Q1 202610
Simcoe Capital Management, LLC
CIK 0001633362
$68M4.7M11.79%Q1 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$67M4.6M0.01%Q1 202612
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
$60M4.1M0.03%Q1 202613
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$53M3.6M0.01%Q1 202614
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$41M2.8M0.00%Q1 202615
MORGAN STANLEY
CIK 0000895421
$36M2.5M0.00%Q1 202616
BANK OF AMERICA CORP /DE/
CIK 0000070858
$34M2.3M0.00%Q1 202617
Delaware Management Holdings, Inc.
CIK 0000921739
$33M2.2M0.06%Q1 202618
ArrowMark Colorado Holdings LLC
CIK 0001483859
$29M2.4M0.65%Q4 202519
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$29M2.0M0.02%Q1 202620
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$27M1.9M0.00%Q1 2026
Page 1 of 17
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