Titelia

Fund shareholders of WisdomTree Inc

ISIN US97717P1049 · United States · LEI 549300WIU8IS7UFO7871

Fund shareholders
332
Of which ETFs
77 255 other funds
Value held
≈ 1.6B $ 1.6B $ · 1.7M SEK
Share of capital
58.7 % of 151.5M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 7,569,425128.2M $0.12 %5.00 %as of Jun 30, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 7,341,485124.4M $0.13 %4.85 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 4,378,53174.2M $0.00 %2.89 %as of Jun 30, 2026 ↗
Invesco Discovery Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 3,878,55773.9M $0.94 %2.56 %as of May 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 3,463,85658.7M $0.07 %2.29 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 3,149,59753.4M $0.03 %2.08 %as of Jun 30, 2026 ↗
Invesco Small Cap Value Fund AIM Sector Funds (Invesco Sector Funds) 2,277,79844.1M $0.40 %1.50 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,999,70333.9M $0.05 %1.32 %as of Jun 30, 2026 ↗
VIP Mid Cap Portfolio Variable Insurance Products Fund III 1,586,80026.9M $0.28 %1.05 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth Fund Fidelity Securities Fund 1,535,73829.7M $0.34 %1.01 %as of Jul 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 1,488,44128.8M $0.08 %0.98 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,443,98424.5M $0.03 %0.95 %as of Jun 30, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 1,364,58823.1M $0.40 %0.90 %as of Jun 30, 2026 ↗
Amplify Blockchain Technology ETF Amplify ETF Trust 1,318,38422.3M $1.92 %0.87 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust 1,251,77024.2M $0.80 %0.83 %as of Jul 31, 2026 ↗
LORD ABBETT DEVELOPING GROWTH FUND INC LORD ABBETT DEVELOPING GROWTH FUND, INC. 1,248,49124.2M $1.09 %0.82 %as of Jul 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 1,245,59621.1M $0.14 %0.82 %as of Jun 30, 2026 ↗
Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II 1,185,03720.1M $0.88 %0.78 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 1,157,43219.6M $0.12 %0.76 %as of Jun 30, 2026 ↗
Janus Henderson Small Cap Value Fund Janus Investment Fund 1,140,14319.3M $1.52 %0.75 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 1,133,54719.2M $0.23 %0.75 %as of Jun 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 996,40019M $0.01 %0.66 %as of May 31, 2026 ↗
Nomura Small Cap Growth Fund IVY FUNDS 919,60915.6M $1.33 %0.61 %as of Jun 30, 2026 ↗
MFS New Discovery Fund MFS SERIES TRUST I 916,03117.5M $0.81 %0.60 %as of May 31, 2026 ↗
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 881,80017.1M $0.75 %0.58 %as of Jul 31, 2026 ↗
Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund 782,40215.2M $0.33 %0.52 %as of Jul 31, 2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 770,10014.9M $0.76 %0.51 %as of Jul 31, 2026 ↗
Buffalo Small Cap Growth Fund Buffalo Funds 754,93012.8M $2.74 %0.50 %as of Jun 30, 2026 ↗
Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust 749,70014.5M $0.20 %0.49 %as of Jul 31, 2026 ↗
Optimum Small-Mid Cap Growth Fund Optimum Fund Trust 743,05612.6M $1.33 %0.49 %as of Jun 30, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 732,13512.4M $0.53 %0.48 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 726,65412.3M $0.11 %0.48 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 723,98112.3M $0.24 %0.48 %as of Jun 30, 2026 ↗
Fidelity Advisor Small Cap Fund Fidelity Advisor Series I 692,50013.2M $0.56 %0.46 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 656,04212.7M $0.06 %0.43 %as of Jul 31, 2026 ↗
Driehaus Small Cap Growth Fund Driehaus Mutual Funds 645,23310.9M $0.68 %0.43 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 644,70512.5M $0.16 %0.43 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 635,83412.1M $0.07 %0.42 %as of May 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 605,38310.3M $0.01 %0.40 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 594,62411.3M $0.03 %0.39 %as of May 31, 2026 ↗
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 565,70011M $0.23 %0.37 %as of Jul 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 551,39210.5M $0.05 %0.36 %as of May 31, 2026 ↗
Calamos Timpani Small Cap Growth Fund CALAMOS INVESTMENT TRUST/IL 532,43410.3M $1.35 %0.35 %as of Jul 31, 2026 ↗
JNL/Invesco Small Cap Growth Fund JNL Series Trust 511,2398.7M $0.43 %0.34 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 503,4649.8M $0.06 %0.33 %as of Jul 31, 2026 ↗
Invesco Small Cap Growth Fund AIM Growth Series (Invesco Growth Series) 474,7078M $0.44 %0.31 %as of Jun 30, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 446,2008.6M $0.55 %0.29 %as of Jul 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 430,1538.2M $0.01 %0.28 %as of May 31, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 403,6156.8M $0.07 %0.27 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 398,5436.8M $1.61 %0.26 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 397,4177.6M $0.13 %0.26 %as of May 31, 2026 ↗
Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 385,4006.5M $0.28 %0.25 %as of Jun 30, 2026 ↗
Small-Cap Growth Portfolio PACIFIC SELECT FUND 339,0215.7M $0.97 %0.22 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 338,3146.6M $0.01 %0.22 %as of Jul 31, 2026 ↗
Meridian Growth Fund Meridian Fund Inc 335,9755.7M $1.05 %0.22 %as of Jun 30, 2026 ↗
MFS New Discovery Series MFS VARIABLE INSURANCE TRUST 331,2575.6M $0.69 %0.22 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 331,2536.4M $0.08 %0.22 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 328,2635.6M $0.05 %0.22 %as of Jun 30, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 314,5506.1M $0.23 %0.21 %as of Jul 31, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 304,9505.9M $0.46 %0.20 %as of Jul 31, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 293,3105M $0.67 %0.19 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust 285,9995.4M $1.19 %0.19 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 280,7915.3M $0.19 %0.19 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 278,0085.4M $0.01 %0.18 %as of Jul 31, 2026 ↗
Driehaus Micro Cap Growth Fund Driehaus Mutual Funds 260,4934.4M $0.74 %0.17 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 248,0344.2M $0.07 %0.16 %as of Jun 30, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 238,1984.6M $0.05 %0.16 %as of Jul 31, 2026 ↗
Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 237,9564M $0.45 %0.16 %as of Jun 30, 2026 ↗
Invesco Small Cap Growth Portfolio Brighthouse Funds Trust I 237,5364M $0.47 %0.16 %as of Jun 30, 2026 ↗
MOA SMALL CAP VALUE FUND MoA Funds Corp 237,2034M $0.97 %0.16 %as of Jun 30, 2026 ↗
Schwab Crypto Thematic ETF SCHWAB STRATEGIC TRUST 234,9724M $1.48 %0.16 %as of Jun 30, 2026 ↗
Victory RS Small Cap Growth Fund Victory Portfolios 223,1003.8M $0.93 %0.15 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 217,4384.1M $0.00 %0.14 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 215,9704.2M $0.01 %0.14 %as of Jul 31, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 211,6333.6M $0.07 %0.14 %as of Jun 30, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 207,7324M $0.02 %0.14 %as of Jul 31, 2026 ↗
SMALLCAP World Fund AMERICAN FUNDS INSURANCE SERIES 205,6093.5M $0.14 %0.14 %as of Jun 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 204,5973.9M $0.03 %0.14 %as of May 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 197,2873.3M $0.12 %0.13 %as of Jun 30, 2026 ↗
Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II 188,0713.2M $0.90 %0.12 %as of Jun 30, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 187,5293.2M $0.47 %0.12 %as of Jun 30, 2026 ↗
Nomura VIP Small Cap Growth Series Ivy Variable Insurance Portfolios 181,3813.1M $1.34 %0.12 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 180,3593.5M $0.09 %0.12 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 179,9063M $0.00 %0.12 %as of Jun 30, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 175,8423.4M $0.17 %0.12 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 174,8233M $0.14 %0.12 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 174,4173.3M $0.00 %0.12 %as of May 31, 2026 ↗
HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC 171,5492.9M $0.43 %0.11 %as of Jun 30, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 171,5053.3M $0.13 %0.11 %as of May 31, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 171,3913.3M $0.17 %0.11 %as of May 31, 2026 ↗
MOA SMALL CAP GROWTH FUND MoA Funds Corp 171,2302.9M $0.58 %0.11 %as of Jun 30, 2026 ↗
Meridian Small Cap Growth Fund Meridian Fund Inc 169,8292.9M $1.05 %0.11 %as of Jun 30, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 168,8842.9M $0.49 %0.11 %as of Jun 30, 2026 ↗
NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust 166,1762.8M $0.79 %0.11 %as of Jun 30, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 157,9292.7M $0.11 %0.10 %as of Jun 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 154,4873M $0.22 %0.10 %as of Jul 31, 2026 ↗
SFT Nomura Small Cap Growth Fund Securian Funds Trust 152,6892.6M $1.33 %0.10 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 148,0712.5M $0.07 %0.10 %as of Jun 30, 2026 ↗
Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND 147,1202.5M $0.67 %0.10 %as of Jun 30, 2026 ↗
Lord Abbett Micro-Cap Growth Fund LORD ABBETT SECURITIES TRUST 138,7622.7M $1.26 %0.09 %as of Jul 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
Horizon Kinetics Blockchain Development ETF Listed Funds Trust 3.55 %as of Jun 30, 2026 ↗
North Star Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 3.44 %as of May 31, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 3.17 %as of Jul 31, 2026 ↗
CapForce IBD 50 ETF Capital Force ETF Trust 2.97 %as of Jul 31, 2026 ↗
Buffalo Small Cap Growth Fund Buffalo Funds 2.74 %as of Jun 30, 2026 ↗
Buffalo Early Stage Growth Fund Buffalo Funds 2.36 %as of Jun 30, 2026 ↗
Amplify Blockchain Technology ETF Amplify ETF Trust 1.92 %as of Jun 30, 2026 ↗
Janus Henderson Small-Mid Cap Value Fund Janus Investment Fund 1.78 %as of Jun 30, 2026 ↗
SEB Blockchain Economy Exposure Fund SEB Funds AB 1.77 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 1.61 %as of Jun 30, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q3331+1688,925,092+11.1 %
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
Invesco Ltd. 6.60 %10,184,084as of Jun 30, 2026 · SCHEDULE 13G
Wellington Management Group LLP and 2 others5.50 %8,407,113as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of WisdomTree Inc

44 funds declare 58 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 ETF227.7M $as of Jul 31, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF218.4M $as of Jun 30, 2026
Calamos Market Neutral Income Fund317.9M $as of Jul 31, 2026
Columbia Convertible Securities Fund113.8M $as of May 31, 2026
Calamos Growth & Income Fund19.8M $as of Jul 31, 2026
Virtus Income & Growth Fund18.5M $as of Jun 30, 2026
Fidelity Convertible Securities Fund38.5M $as of May 31, 2026
Virtus Convertible Fund18.2M $as of Jun 30, 2026
ABSOLUTE CONVERTIBLE ARBITRAGE FUND27.1M $as of Jun 30, 2026
Columbia Flexible Capital Income Fund16.9M $as of May 31, 2026
Calamos Convertible Fund15.4M $as of Jul 31, 2026
Putnam Convertible Securities Fund15M $as of Jul 31, 2026
Invesco Convertible Securities Fund14.8M $as of Jun 30, 2026
American Beacon SSI Alternative Income Fund14.5M $as of Jun 30, 2026
Fidelity Strategic Dividend and Income Fund33.1M $as of May 31, 2026
WATER ISLAND CREDIT OPPORTUNITIES FUND13M $as of May 31, 2026
Catalyst/SMH High Income Fund12.3M $as of Jun 30, 2026
Calamos Global Opportunities Fund11.9M $as of Jul 31, 2026
Empower High Yield Bond Fund11.8M $as of Jun 30, 2026
North Star Opportunity Fund11.3M $as of May 31, 2026
Voya Global Income & Growth Fund11.3M $as of May 31, 2026
Morningstar Alternatives Fund11.1M $as of Jul 31, 2026
First Trust SSI Strategic Convertible Securities ETF11M $as of Jul 31, 2026
Strategic Alternatives Fund11M $as of Jun 30, 2026
JNL Multi-Manager Alternative Fund2579.8K $as of Jun 30, 2026
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Titelia. "Fund shareholders of WisdomTree Inc". https://titelia.com/en/stocks/wisdomtree-inc-US97717P1049