WisdomTree
WT • NYSE
WisdomTree is a asset management company in the financial services sector on NYSE, led by Jonathan Steinberg, with a market cap of $1.7B. As of Q3 2025, 105% of shares are held by 266 institutional investors, with BlackRock, Inc. as the largest holder at 12.19%.
Chief Executive OfficerJonathan Steinberg
Market Cap$1.7B
Asset Management
Financial Services
Employees279.0
Websitewisdomtree.com
Country
United States of America
Overview
Overview of institutional ownership in WT as of Q3 2025 with a market cap of $2.0B
All Institutions
- Institutions
- 266
- Value Held
- $2.2B
- Shares Held
- 155.2M
- Avg Position
- $8.1M
- Median Position
- $695.0K
Hedge Funds
- Hedge Funds
- 40
- Value Held
- $458.7M
- Shares Held
- 33.0M
- Avg Position
- $11.5M
- Median Position
- $4.3M
Ownership Breakdown
Based on market cap of $2.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in WT as of Q3 2025
| Institution | Position Value |
|---|---|
B BlackRock, Inc. Institution | $249.4M 0.00% of portfolio |
 FMR LLC Institution | $206.2M 0.01% of portfolio |
 VANGUARD GROUP INC Institution | $202.3M 0.00% of portfolio |
 WELLINGTON MANAGEMENT CO LLP Long Only Manager | $134.5M 0.02% of portfolio |
 Azora Capital LP Hedge Fund•Long/Short | $78.2M 3.62% of portfolio |
 STATE STREET CORP Institution | $73.9M 0.00% of portfolio |
 Simcoe Capital Management, LLC Hedge Fund•Long/Short | $65.6M 9.51% of portfolio |
 DIMENSIONAL FUND ADVISORS LP Long Only Manager | $49.8M 0.01% of portfolio |
 Invesco Ltd. ETF Provider | $48.9M 0.01% of portfolio |
M MACQUARIE GROUP LTD Institution | $48.8M 0.06% of portfolio |
Net Capital Flow
Institutional buying and selling activity for WT in Q3 2025
- Traded
- +$398.6M
- Buyers
- 170
- Sellers
- 92
- Total Bought
- +$621.6M
- Total Sold
- −$223.0M
- Avg Position
- $7.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
FMR LLC Institution | +$191.1M +13.7M shares |
WELLINGTON MANAGEMENT CO LLP Long Only Manager | +$94.5M +6.8M shares |
 Select Equity Group, L.P. Hedge Fund•Multi-Strategy | +$32.1M +2.3M shares |
D D. E. Shaw & Co., Inc. Institution | +$25.0M +1.8M shares |
M MACQUARIE GROUP LTD Institution | +$24.4M +1.8M shares |
C Capitolis Liquid Global Markets LLC Private Equity | +$24.1M +1.7M shares |
 LOOMIS SAYLES & CO L P Long Only Manager | +$19.5M +1.4M shares |
 ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant | +$19.4M +1.4M shares |
A AMERICAN CENTURY COMPANIES INC Institution | +$15.1M +1.1M shares |
 DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven | +$12.6M +906.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$43.1M −3.1M shares |
Azora Capital LP Hedge Fund•Long/Short | −$20.0M −1.4M shares |
 VICTORY CAPITAL MANAGEMENT INC Long Only Manager | −$17.1M −1.2M shares |
A Arrowpoint Asset Management, LLC Hedge Fund•Multi-Strategy | −$14.6M −1.0M shares |
 Marshall Wace LLP Institution | −$14.5M −1.0M shares |
 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager | −$14.1M −1.0M shares |
 BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$13.8M −1.2M shares |
 Portolan Capital Management, LLC Hedge Fund•Long/Short | −$8.5M −611.6K shares |
Q Qube Research & Technologies Ltd Institution | −$8.0M −577.2K shares |
 HENDERSON GROUP PLC Institution | −$7.9M −568.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited WT in Q3 2025
- New Positions
- 18
- New Value
- $27.3M
- Exited Positions
- 26
- Exited Value
- $31.3M
New Positions
| Institution | Position Value |
|---|---|
C Capitolis Liquid Global Markets LLC Private Equity | $24.1M 1.7M shares |
D DRW Securities, LLC Institution | $1.0M 73.4K shares |
 Moran Wealth Management, LLC RIA/Wealth | $641.2K 46.1K shares |
 Numerai GP LLC Hedge Fund•Quant | $518.3K 37.3K shares |
 Advyzon Investment Management, LLC RIA/Wealth | $215.1K 15.5K shares |
H Horizon Investment Services, LLC RIA/Wealth | $159.2K 11.5K shares |
 WEDBUSH MORGAN SECURITIES INC RIA/Wealth | $157.8K 11.4K shares |
 SEIZERT CAPITAL PARTNERS, LLC Long Only Manager | $155.8K 11.2K shares |
L LSV ASSET MANAGEMENT Long Only Manager | $123.7K 8.9K shares |
$118.1K 8.7K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $13.8M 1.2M shares |
 Connor, Clark & Lunn Investment Management Ltd. Long Only Manager | $5.0M 434.3K shares |
 Cinctive Capital Management LP Hedge Fund•Multi-Strategy | $2.9M 249.2K shares |
 Weiss Asset Management LP Hedge Fund•Multi-Strategy | $2.5M 219.6K shares |
 ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant | $2.1M 182.0K shares |
 Trexquant Investment LP Hedge Fund•Quant | $1.5M 127.7K shares |
W Winton Capital Group Ltd Institution | $808.6K 70.2K shares |
T TEXAS PERMANENT SCHOOL FUND Institution | $741.8K 64.4K shares |
A AXQ CAPITAL, LP Hedge Fund•Market Neutral | $632.5K 55.0K shares |
 Jain Global LLC Hedge Fund•Multi-Strategy | $260.3K 22.6K shares |
Options Activity
Institutions with the largest Call and Put options positions in WT as of Q3 2025
- Call Positions
- 7
- Call Value
- $8.1M
- Put Positions
- 2
- Put Value
- $574.1K
Call Positions
| Institution | Position Value |
|---|---|
P PEAK6 LLC Institution | $5.6M 4.0K contracts |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.1M 774.0 contracts |
 Caption Management, LLC Hedge Fund•Long/Short | $535.2K 385.0 contracts |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $328.0K 236.0 contracts |
 LEUCADIA NATIONAL CORP Institution | $250.2K 180.0 contracts |
J JANE STREET GROUP, LLC Institution | $228.0K 164.0 contracts |
 Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy | $70.9K 51.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $464.3K 334.0 contracts |
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy | $109.8K 79.0 contracts |
Most Committed Institutions
Institutions with WT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Simcoe Capital Management, LLC Hedge Fund•Long/Short | 9.51% $65.6M |
 Crawford Fund Management, LLC Hedge Fund•Long/Short | 5.21% $9.6M |
Azora Capital LP Hedge Fund•Long/Short | 3.62% $78.2M |
 SMH CAPITAL ADVISORS INC RIA/Wealth | 0.85% $213.9K |
A Arrowpoint Asset Management, LLC Hedge Fund•Multi-Strategy | 0.85% $45.8M |
 EAM Investors, LLC Long Only Manager | 0.67% $5.8M |
 CAPITAL MANAGEMENT CORP /VA RIA/Wealth | 0.59% $3.8M |
 SANDLER ONEILL ASSET MANAGEMENT LLC Hedge Fund•Long/Short | 0.43% $2.8M |
 TOBAM Long Only Manager | 0.43% $1.2M |
C Corton Capital Inc. Institution | 0.36% $146.7K |
Hedge Fund Spotlight
Discover hedge funds investing in WT
Militia Capital Partners, LP
Hedge Fund • Long/Short
- Portfolio Value
- $195.8M
- Positions
- 153
- Last Reported
- Q3 2025
Sector Allocation
Position in WisdomTree
- Market Value
- $661.6K
- Shares Held
- 47.6K
- Portfolio Weight
- 0.34%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Unknown Unknown | $8.6M | 4.40% | |
Specialty Retail Consumer Cyclical | $8.3M | 4.22% | |
Oil & Gas Midstream Energy | $8.2M | 4.18% |
