Titelia

Fund shareholders of WisdomTree Inc

ISIN US97717P1049 · United States · LEI 549300WIU8IS7UFO7871

Fund shareholders
316
Of which ETFs
74 242 other funds
Value held
1.2B $ 1.7M SEK
Share of capital
52.9 % of 151.5M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 6,894,540100.4M $0.11 %4.55 %as of Mar 31, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 6,811,05999.2M $0.12 %4.50 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 4,025,70758.6M $0.00 %2.66 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 3,039,00544.2M $0.06 %2.01 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 2,937,98342.8M $0.03 %1.94 %as of Mar 31, 2026 ↗
Invesco Small Cap Value Fund AIM Sector Funds (Invesco Sector Funds) 2,277,79838.7M $0.36 %1.50 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,871,15827.2M $0.04 %1.23 %as of Mar 31, 2026 ↗
Invesco Discovery Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 1,813,22531M $0.47 %1.20 %as of Feb 28, 2026 ↗
VIP Mid Cap Portfolio Variable Insurance Products Fund III 1,586,80023.1M $0.29 %1.05 %as of Mar 31, 2026 ↗
Janus Henderson Small Cap Value Fund JANUS INVESTMENT FUND 1,476,11521.5M $1.85 %0.97 %as of Mar 31, 2026 ↗
Amplify Blockchain Technology ETF Amplify ETF Trust 1,321,93719.2M $2.08 %0.87 %as of Mar 31, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 1,299,84518.9M $0.46 %0.86 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,282,26318.7M $0.02 %0.85 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 1,221,92820.8M $0.06 %0.81 %as of Apr 30, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 1,201,47620.4M $0.09 %0.79 %as of Apr 30, 2026 ↗
Nomura Small Cap Growth Fund IVY FUNDS 1,114,92516.2M $1.65 %0.74 %as of Mar 31, 2026 ↗
MFS New Discovery Fund MFS SERIES TRUST I 1,103,33918.9M $0.90 %0.73 %as of Feb 28, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,100,90018.8M $0.01 %0.73 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 1,036,41315.1M $0.11 %0.68 %as of Mar 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 1,006,89714.7M $0.12 %0.66 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust 997,44117M $0.62 %0.66 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 988,33114.4M $0.22 %0.65 %as of Mar 31, 2026 ↗
Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II 930,71813.6M $0.70 %0.61 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Fund Fidelity Securities Fund 879,95815M $0.18 %0.58 %as of Apr 30, 2026 ↗
Buffalo Small Cap Growth Fund Buffalo Funds 841,83012.3M $3.15 %0.56 %as of Mar 31, 2026 ↗
Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust 829,60014.1M $0.20 %0.55 %as of Apr 30, 2026 ↗
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 800,30013.6M $0.61 %0.53 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 786,02313.4M $0.06 %0.52 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 726,65410.6M $0.11 %0.48 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 715,28310.4M $0.01 %0.47 %as of Mar 31, 2026 ↗
Fidelity Advisor Small Cap Fund Fidelity Advisor Series I 692,50011.8M $0.53 %0.46 %as of Feb 28, 2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 688,90011.7M $0.60 %0.45 %as of Apr 30, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 669,8999.8M $0.55 %0.44 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 656,04211.2M $0.06 %0.43 %as of Apr 30, 2026 ↗
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 647,20011M $0.22 %0.43 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 644,70511M $0.15 %0.43 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 613,17710.5M $0.07 %0.40 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 606,0908.8M $0.22 %0.40 %as of Mar 31, 2026 ↗
Calamos Timpani Small Cap Growth Fund CALAMOS INVESTMENT TRUST/IL 605,59710.3M $1.39 %0.40 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 602,56210.3M $0.03 %0.40 %as of Feb 28, 2026 ↗
Optimum Small-Mid Cap Growth Fund Optimum Fund Trust 565,5628.2M $1.09 %0.37 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 560,2079.6M $0.05 %0.37 %as of Feb 28, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 543,2617.9M $0.58 %0.36 %as of Mar 31, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 497,8008.5M $0.52 %0.33 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 452,0367.7M $0.05 %0.30 %as of Apr 30, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 450,0507.7M $0.30 %0.30 %as of Apr 30, 2026 ↗
Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund 443,7527.5M $0.18 %0.29 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 424,1796.2M $1.48 %0.28 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 421,8326.1M $0.06 %0.28 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 393,6556.7M $0.12 %0.26 %as of Feb 28, 2026 ↗
Meridian Growth Fund Meridian Fund Inc 374,7805.5M $1.12 %0.25 %as of Mar 31, 2026 ↗
MFS New Discovery Series MFS VARIABLE INSURANCE TRUST 355,0645.2M $0.73 %0.23 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 355,0005.2M $0.06 %0.23 %as of Mar 31, 2026 ↗
Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 336,3004.9M $0.29 %0.22 %as of Mar 31, 2026 ↗
Small-Cap Growth Portfolio PACIFIC SELECT FUND 329,4594.8M $1.09 %0.22 %as of Mar 31, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 320,3035.4M $0.52 %0.21 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust 306,1085.2M $1.24 %0.20 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 294,4385M $0.01 %0.19 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 279,9554.8M $0.20 %0.18 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 278,0084.7M $0.01 %0.18 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 271,8194.6M $0.06 %0.18 %as of Apr 30, 2026 ↗
Driehaus Micro Cap Growth Fund Driehaus Mutual Funds 262,2783.8M $0.83 %0.17 %as of Mar 31, 2026 ↗
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 248,3003.6M $0.21 %0.16 %as of Mar 31, 2026 ↗
MOA SMALL CAP VALUE FUND MoA Funds Corp 242,4523.5M $0.97 %0.16 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 234,6903.4M $0.14 %0.15 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 221,2873.8M $0.03 %0.15 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 217,4383.7M $0.00 %0.14 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 215,9703.7M $0.01 %0.14 %as of Apr 30, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 209,0683M $0.54 %0.14 %as of Mar 31, 2026 ↗
Nomura VIP Small Cap Growth Series Ivy Variable Insurance Portfolios 206,4823M $1.60 %0.14 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 206,2153.5M $0.24 %0.14 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 204,7473M $0.06 %0.14 %as of Mar 31, 2026 ↗
Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 194,6002.8M $0.39 %0.13 %as of Mar 31, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 194,3172.8M $0.07 %0.13 %as of Mar 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 190,7273.2M $0.27 %0.13 %as of Apr 30, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 187,5292.7M $0.52 %0.12 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 182,8783.1M $0.12 %0.12 %as of Feb 28, 2026 ↗
Schwab Crypto Thematic ETF SCHWAB STRATEGIC TRUST 182,5592.7M $1.31 %0.12 %as of Mar 31, 2026 ↗
SFT Nomura Small Cap Growth Fund Securian Funds Trust 177,5962.6M $1.63 %0.12 %as of Mar 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 176,8712.6M $0.11 %0.12 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 176,2262.6M $0.00 %0.12 %as of Mar 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 175,2383M $0.15 %0.12 %as of Apr 30, 2026 ↗
MOA SMALL CAP GROWTH FUND MoA Funds Corp 174,0942.5M $0.61 %0.11 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 173,9483M $0.00 %0.11 %as of Feb 28, 2026 ↗
Meridian Small Cap Growth Fund Meridian Fund Inc 169,8292.5M $1.05 %0.11 %as of Mar 31, 2026 ↗
Victory RS Small Cap Growth Fund Victory Portfolios 162,3502.4M $0.71 %0.11 %as of Mar 31, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 152,8752.2M $0.51 %0.10 %as of Mar 31, 2026 ↗
Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND 150,1912.2M $0.70 %0.10 %as of Mar 31, 2026 ↗
Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II 149,9702.2M $0.69 %0.10 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 147,4322.5M $0.09 %0.10 %as of Apr 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 146,9682.5M $0.06 %0.10 %as of Apr 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 140,4002M $0.09 %0.09 %as of Mar 31, 2026 ↗
HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC 140,0002M $0.39 %0.09 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 129,8561.9M $0.06 %0.09 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 128,2382.2M $0.25 %0.08 %as of Feb 28, 2026 ↗
Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II 119,6801.7M $0.52 %0.08 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 113,4311.9M $0.13 %0.07 %as of Feb 28, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 110,9081.6M $0.45 %0.07 %as of Mar 31, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 110,5831.9M $0.15 %0.07 %as of Apr 30, 2026 ↗
Buffalo Early Stage Growth Fund Buffalo Funds 108,7181.6M $2.58 %0.07 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
North Star Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 3.56 %as of Feb 28, 2026 ↗
Horizon Kinetics Blockchain Development ETF Listed Funds Trust 3.21 %as of Mar 31, 2026 ↗
Buffalo Small Cap Growth Fund Buffalo Funds 3.15 %as of Mar 31, 2026 ↗
Buffalo Early Stage Growth Fund Buffalo Funds 2.58 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 2.39 %as of Apr 30, 2026 ↗
Amplify Blockchain Technology ETF Amplify ETF Trust 2.08 %as of Mar 31, 2026 ↗
Janus Henderson Small-Mid Cap Value Fund JANUS INVESTMENT FUND 1.90 %as of Mar 31, 2026 ↗
Janus Henderson Small Cap Value Fund JANUS INVESTMENT FUND 1.85 %as of Mar 31, 2026 ↗
SEB Blockchain Economy Exposure Fund SEB Funds AB 1.77 %as of Mar 31, 2026 ↗
Nomura Small Cap Growth Fund IVY FUNDS 1.65 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2315+3180,071,130+8.5 %
2026Q1284+173,776,213+2.5 %
2025Q4283+2871,969,067+11.7 %
2025Q3255+1864,454,447+0.9 %
2025Q2237063,876,535-1.3 %
2025Q1237-1164,710,286-6.5 %
2024Q4248+869,219,952+0.4 %
2024Q3240+1568,975,376+8.9 %
2024Q2225+2063,342,807+8.4 %
2024Q1205-758,416,578-8.5 %
2023Q421263,871,314

Institutional managers

304 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.17,657,453257.1M $as of Mar 31, 2026
FMR LLC12,722,899185.2M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP10,585,959154.1M $as of Mar 31, 2026
Capital World Investors6,811,05999.2M $as of Mar 31, 2026
Azora Capital LP5,987,60587.2M $as of Mar 31, 2026
Invesco Ltd.5,813,21584.6M $as of Mar 31, 2026
STATE STREET CORP5,049,15273.5M $as of Mar 31, 2026
Simcoe Capital Management, LLC4,665,98567.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC4,578,59066.7M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP4,134,43060.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP3,624,39652.8M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,849,35341.5M $as of Mar 31, 2026
MORGAN STANLEY2,500,12236.4M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/2,327,38933.9M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.2,243,52032.7M $as of Mar 31, 2026
ArrowMark Colorado Holdings LLC2,043,93029.8M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC2,009,55629.3M $as of Mar 31, 2026
JANUS HENDERSON GROUP PLC1,742,48925.4M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP1,674,49424.4M $as of Mar 31, 2026
LOOMIS SAYLES & CO L P1,662,82324.2M $as of Mar 31, 2026
Driehaus Capital Management LLC1,644,24223.9M $as of Mar 31, 2026
Nuveen, LLC1,596,38223.2M $as of Mar 31, 2026
JANE STREET GROUP, LLC1,509,73222M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,443,41021M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC1,374,37920M $as of Mar 31, 2026

Declared shareholders of WisdomTree Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
FMR LLC and 1 other9.40 %13,349,765as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.75 %8,155,227as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of WisdomTree Inc

36 funds declare 47 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
iShares Convertible Bond ETF321.6M $as of Apr 30, 2026
ABSOLUTE CONVERTIBLE ARBITRAGE FUND218.1M $as of Mar 31, 2026
Calamos Market Neutral Income Fund316.4M $as of Apr 30, 2026
Columbia Convertible Securities Fund114.2M $as of Feb 28, 2026
Lord Abbett Short Duration High Yield Fund110.4M $as of Apr 30, 2026
Calamos Growth & Income Fund19.1M $as of Apr 30, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF17.5M $as of Mar 31, 2026
Virtus Income & Growth Fund17.5M $as of Mar 31, 2026
Virtus Convertible Fund17.2M $as of Mar 31, 2026
Columbia Flexible Capital Income Fund16.5M $as of Feb 28, 2026
Calamos Convertible Fund15M $as of Apr 30, 2026
Putnam Convertible Securities Fund14.5M $as of Apr 30, 2026
American Beacon SSI Alternative Income Fund14.1M $as of Mar 31, 2026
Fidelity Convertible Securities Fund23.7M $as of Feb 28, 2026
Empower High Yield Bond Fund11.7M $as of Mar 31, 2026
Fidelity Strategic Dividend and Income Fund21.5M $as of Feb 28, 2026
JNL Multi-Manager Alternative Fund21.4M $as of Mar 31, 2026
North Star Opportunity Fund11.2M $as of Feb 28, 2026
Franklin Alternative Strategies Fund11.1M $as of Feb 27, 2026
Morningstar Alternatives Fund11M $as of Apr 30, 2026
First Trust SSI Strategic Convertible Securities ETF1952.2K $as of Apr 30, 2026
Strategic Alternatives Fund1929.3K $as of Mar 31, 2026
WESTWOOD ALTERNATIVE INCOME FUND1761.7K $as of Apr 30, 2026
Lazard Enhanced Opportunities Portfolio2697.7K $as of Mar 31, 2026
Defensive Market Strategies Fund1677K $as of Mar 31, 2026
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Titelia. "Fund shareholders of WisdomTree Inc". https://titelia.com/en/stocks/wisdomtree-inc-US97717P1049