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
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 136,6362.6M $0.26 %0.09 %as of May 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 130,8122.5M $0.09 %0.09 %as of Jul 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 127,7702.2M $0.14 %0.08 %as of Jun 30, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 126,6362.4M $0.29 %0.08 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 123,1692.3M $0.13 %0.08 %as of May 31, 2026 ↗
CapForce IBD 50 ETF Capital Force ETF Trust 121,8062.4M $2.97 %0.08 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 116,0502.2M $0.13 %0.08 %as of May 31, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 108,6312.1M $0.16 %0.07 %as of Jul 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 107,7481.8M $0.11 %0.07 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 106,9222.1M $0.00 %0.07 %as of Jul 31, 2026 ↗
Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II 105,7971.8M $0.47 %0.07 %as of Jun 30, 2026 ↗
Buffalo Early Stage Growth Fund Buffalo Funds 105,1581.8M $2.36 %0.07 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 102,0392M $0.00 %0.07 %as of Jul 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 101,9631.9M $0.08 %0.07 %as of May 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 101,2331.9M $0.01 %0.07 %as of May 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 98,6821.9M $0.05 %0.07 %as of Jul 31, 2026 ↗
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 97,4461.9M $0.44 %0.06 %as of May 31, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 97,1871.9M $3.17 %0.06 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 96,4081.6M $0.07 %0.06 %as of Jun 30, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 95,2211.6M $0.36 %0.06 %as of Jun 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 92,7081.8M $0.13 %0.06 %as of Jul 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 92,3931.8M $0.18 %0.06 %as of May 31, 2026 ↗
SA Invesco Growth Opportunities Portfolio SUNAMERICA SERIES TRUST 91,9381.8M $0.66 %0.06 %as of Jul 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 88,8751.5M $0.30 %0.06 %as of Jun 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 87,3431.5M $0.12 %0.06 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 84,4471.6M $0.03 %0.06 %as of Jul 31, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 84,3031.6M $0.04 %0.06 %as of May 31, 2026 ↗
Chase Growth Fund Advisors Series Trust 84,2441.4M $1.06 %0.06 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 82,6281.4M $0.12 %0.05 %as of Jun 30, 2026 ↗
Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust 80,7041.4M $0.64 %0.05 %as of Jun 30, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 79,8611.4M $0.43 %0.05 %as of Jun 30, 2026 ↗
Victory RS Select Growth Fund Victory Portfolios 76,3661.3M $1.42 %0.05 %as of Jun 30, 2026 ↗
Calamos Growth Fund CALAMOS INVESTMENT TRUST/IL 75,5241.5M $0.09 %0.05 %as of Jul 31, 2026 ↗
The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC 75,1511.5M $0.52 %0.05 %as of Jul 31, 2026 ↗
Janus Henderson Small-Mid Cap Value Fund Janus Investment Fund 75,1481.3M $1.78 %0.05 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 72,3801.2M $0.06 %0.05 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 70,5751.4M $0.00 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 70,2201.2M $0.00 %0.05 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 70,0971.2M $0.54 %0.05 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 69,4881.3M $0.01 %0.05 %as of May 31, 2026 ↗
Small Cap Index Fund Northern Funds 68,9241.2M $0.07 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 68,9011.3M $0.00 %0.05 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 68,2001.3M $0.00 %0.05 %as of May 31, 2026 ↗
VOYA SMALL COMPANY PORTFOLIO Voya VARIABLE PORTFOLIOS INC 67,8311.1M $0.53 %0.04 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 67,0821.3M $0.02 %0.04 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 65,5051.1M $0.00 %0.04 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 65,2811.3M $0.08 %0.04 %as of Jul 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 62,5871.1M $0.10 %0.04 %as of Jun 30, 2026 ↗
North Star Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 61,6001.2M $3.44 %0.04 %as of May 31, 2026 ↗
Voya MI Dynamic Small Cap Fund Voya Equity Trust 60,9281.2M $0.62 %0.04 %as of May 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 59,0261.1M $0.14 %0.04 %as of Jul 31, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 58,848996.9K $0.25 %0.04 %as of Jun 30, 2026 ↗
JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS 58,595992.6K $1.08 %0.04 %as of Jun 30, 2026 ↗
MML VIP Wellington Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND 52,792894.3K $0.56 %0.03 %as of Jun 30, 2026 ↗
Voya MI Dynamic SMID Cap Fund Voya Equity Trust 50,879969.2K $0.69 %0.03 %as of May 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 49,935845.9K $0.03 %0.03 %as of Jun 30, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 49,060950.3K $0.37 %0.03 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 49,000830.1K $0.04 %0.03 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 48,946932.4K $0.07 %0.03 %as of May 31, 2026 ↗
Polen 5Perspectives Small Growth Fund FundVantage Trust 46,957909.6K $1.46 %0.03 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 46,287896.6K $0.03 %0.03 %as of Jul 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 45,804872.6K $0.12 %0.03 %as of May 31, 2026 ↗
Horizon Kinetics Blockchain Development ETF Listed Funds Trust 45,360768.4K $3.55 %0.03 %as of Jun 30, 2026 ↗
Invesco S&P Smallcap 600 Pure Growth ETF Invesco Exchange-Traded Fund Trust 45,136874.3K $0.63 %0.03 %as of Jul 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 45,002762.3K $0.07 %0.03 %as of Jun 30, 2026 ↗
Victory RS Mid Cap Growth Fund Victory Portfolios 44,450753K $1.05 %0.03 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 44,287857.8K $0.09 %0.03 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST 43,955744.6K $0.03 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 43,799742K $0.02 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 42,773724.6K $0.07 %0.03 %as of Jun 30, 2026 ↗
PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. 42,553810.6K $0.07 %0.03 %as of May 29, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 42,395718.2K $0.12 %0.03 %as of Jun 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 41,973711K $0.11 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 40,487784.2K $0.00 %0.03 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 40,134679.9K $0.00 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 39,161663.4K $0.07 %0.03 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 38,434744.5K $0.01 %0.03 %as of Jul 31, 2026 ↗
Old Westbury Total Equity Fund Old Westbury Funds Inc 36,190701K $0.06 %0.02 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 35,393685.6K $0.03 %0.02 %as of Jul 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 35,116669K $0.24 %0.02 %as of May 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 35,013667K $0.04 %0.02 %as of May 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 33,884656.3K $0.03 %0.02 %as of Jul 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 32,999559K $0.12 %0.02 %as of Jun 30, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 32,765624.2K $0.29 %0.02 %as of May 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 32,409627.8K $0.09 %0.02 %as of Jul 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 30,162510.9K $0.07 %0.02 %as of Jun 30, 2026 ↗
Developing Growth Portfolio LORD ABBETT SERIES FUND INC 28,792487.7K $0.61 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 27,777470.5K $0.05 %0.02 %as of Jun 30, 2026 ↗
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 27,654526.8K $0.40 %0.02 %as of May 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 27,623535.1K $0.09 %0.02 %as of Jul 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 27,575525.3K $0.00 %0.02 %as of May 31, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 27,371463.7K $0.06 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 27,034458K $0.07 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 25,737436K $0.04 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 24,112467K $0.03 %0.02 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 23,790403K $0.00 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 23,738402.1K $0.00 %0.02 %as of Jun 30, 2026 ↗
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 23,155392.2K $0.13 %0.02 %as of Jun 30, 2026 ↗
Empower Small Cap Growth Fund EMPOWER FUNDS, INC. 23,031390.1K $0.15 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 22,679384.2K $0.15 %0.01 %as of Jun 30, 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