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
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 106,9221.8M $0.00 %0.07 %as of Apr 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 104,4351.8M $0.08 %0.07 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 102,0391.7M $0.00 %0.07 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 100,5271.7M $0.02 %0.07 %as of Feb 28, 2026 ↗
Putnam Small Cap Value Fund Putnam Investment Funds 100,2001.7M $0.61 %0.07 %as of Feb 28, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 99,1981.4M $0.11 %0.07 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 94,0861.4M $0.12 %0.06 %as of Mar 31, 2026 ↗
Janus Henderson Small-Mid Cap Value Fund JANUS INVESTMENT FUND 93,6391.4M $1.90 %0.06 %as of Mar 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 92,8241.6M $0.21 %0.06 %as of Feb 28, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 92,8071.4M $0.50 %0.06 %as of Mar 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 91,4931.3M $0.30 %0.06 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 90,3081.5M $0.12 %0.06 %as of Apr 30, 2026 ↗
Lord Abbett Micro-Cap Growth Fund LORD ABBETT SECURITIES TRUST 87,8091.5M $0.73 %0.06 %as of Apr 30, 2026 ↗
SA Invesco Growth Opportunities Portfolio SUNAMERICA SERIES TRUST 84,7801.4M $0.47 %0.06 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 84,4471.4M $0.03 %0.06 %as of Apr 30, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 84,3031.4M $0.05 %0.06 %as of Feb 28, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 83,8741.2M $0.11 %0.06 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 83,6081.2M $0.06 %0.06 %as of Mar 31, 2026 ↗
The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC 81,6151.4M $0.46 %0.05 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 80,6811.4M $0.16 %0.05 %as of Feb 28, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 76,6871.1M $0.11 %0.05 %as of Mar 31, 2026 ↗
NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust 75,1411.1M $0.41 %0.05 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 73,1311.1M $0.00 %0.05 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 72,3801.1M $0.07 %0.05 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 71,3561.2M $0.03 %0.05 %as of Apr 30, 2026 ↗
VOYA SMALL COMPANY PORTFOLIO Voya VARIABLE PORTFOLIOS INC 71,1911M $0.57 %0.05 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 70,5751.2M $0.00 %0.05 %as of Apr 30, 2026 ↗
North Star Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 69,0001.2M $3.56 %0.05 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 67,2421.2M $0.00 %0.04 %as of Feb 28, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 67,0821.1M $0.01 %0.04 %as of Apr 30, 2026 ↗
Victory RS Select Growth Fund Victory Portfolios 64,786943.3K $1.24 %0.04 %as of Mar 31, 2026 ↗
Voya MI Dynamic Small Cap Fund Voya Equity Trust 63,7561.1M $0.65 %0.04 %as of Feb 28, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 62,711913.1K $0.00 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 58,693997.8K $0.00 %0.04 %as of Apr 30, 2026 ↗
JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS 58,595853.1K $1.09 %0.04 %as of Mar 31, 2026 ↗
Invenomic Fund NORTHERN LIGHTS FUND TRUST II 57,449976.6K $0.10 %0.04 %as of Apr 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 57,086970.5K $0.11 %0.04 %as of Apr 30, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 56,968968.5K $0.38 %0.04 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 56,825827.4K $0.06 %0.04 %as of Mar 31, 2026 ↗
Voya MI Dynamic SMID Cap Fund Voya Equity Trust 55,363947.3K $0.72 %0.04 %as of Feb 28, 2026 ↗
MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND 55,092802.1K $0.60 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 53,579910.8K $0.06 %0.04 %as of Apr 30, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 52,692895.8K $0.26 %0.03 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 51,798880.6K $0.09 %0.03 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 50,266860.1K $0.07 %0.03 %as of Feb 28, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 47,363805.2K $2.39 %0.03 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 45,907780.4K $0.11 %0.03 %as of Apr 30, 2026 ↗
Horizon Kinetics Blockchain Development ETF Listed Funds Trust 45,360660.4K $3.21 %0.03 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 45,010770.1K $0.05 %0.03 %as of Feb 28, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 44,661650.3K $0.18 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 44,257752.4K $0.00 %0.03 %as of Apr 30, 2026 ↗
Invesco S&P Smallcap 600 Pure Growth ETF Invesco Exchange-Traded Fund Trust 43,556740.5K $0.61 %0.03 %as of Apr 30, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 43,163733.8K $0.12 %0.03 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 42,899624.6K $0.02 %0.03 %as of Mar 31, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 41,651606.4K $0.17 %0.03 %as of Mar 31, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 40,550590.4K $0.11 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 40,530590.1K $0.00 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 40,135682.3K $0.03 %0.03 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 39,934581.4K $0.22 %0.03 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 39,312572.4K $0.11 %0.03 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 39,000567.8K $0.03 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 37,213541.8K $0.06 %0.02 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 37,128540.6K $0.06 %0.02 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 37,017633.4K $0.08 %0.02 %as of Feb 28, 2026 ↗
Polen 5Perspectives Small Growth Fund FundVantage Trust 36,027612.5K $1.00 %0.02 %as of Apr 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 35,668519.3K $0.06 %0.02 %as of Mar 31, 2026 ↗
Victory RS Mid Cap Growth Fund Victory Portfolios 35,370515K $0.83 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 35,345600.9K $0.01 %0.02 %as of Apr 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 32,954560.2K $0.03 %0.02 %as of Apr 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 32,444472.4K $0.06 %0.02 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 32,052466.7K $0.11 %0.02 %as of Mar 31, 2026 ↗
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 31,151533K $0.38 %0.02 %as of Feb 28, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 30,295441.1K $0.16 %0.02 %as of Mar 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 29,913508.5K $0.11 %0.02 %as of Apr 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 27,352468K $0.00 %0.02 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 26,567386.8K $0.05 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 25,737374.7K $0.04 %0.02 %as of Mar 31, 2026 ↗
CapForce IBD 50 ETF Capital Force ETF Trust 24,834422.2K $0.48 %0.02 %as of Apr 30, 2026 ↗
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 24,715359.9K $0.13 %0.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 24,571357.8K $0.06 %0.02 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 23,790346.4K $0.00 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 23,427341.1K $0.00 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 22,257324.1K $0.06 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 21,666368.3K $0.02 %0.01 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 21,075360.6K $0.03 %0.01 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 20,907355.4K $0.04 %0.01 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 19,268327.6K $0.03 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 18,702317.9K $0.01 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 18,679319.6K $0.14 %0.01 %as of Feb 28, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 18,631271.3K $0.01 %0.01 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 18,466313.9K $0.01 %0.01 %as of Apr 30, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 18,255265.8K $0.13 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 17,414296K $0.07 %0.01 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 17,321252.2K $0.06 %0.01 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 16,651242.4K $0.06 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 15,719267.2K $0.01 %0.01 %as of Apr 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 15,484225.4K $0.06 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 15,151259.2K $0.09 %0.01 %as of Feb 28, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 14,813253.5K $0.10 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 14,651213.3K $0.06 %0.01 %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