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
Victory Extended Market Index Fund Victory Portfolios III 13,981237.7K $0.03 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 13,941203K $0.00 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 13,519229.8K $0.06 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 13,355194.4K $0.06 %0.01 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 13,148191.4K $0.11 %0.01 %as of Mar 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 12,889220.5K $0.04 %0.01 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 12,702184.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
SEB Blockchain Economy Exposure Fund SEB Funds AB 11,9891.7M SEK1.77 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 11,881202K $0.03 %0.01 %as of Apr 30, 2026 ↗
OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust 11,776201.5K $0.28 %0.01 %as of Feb 28, 2026 ↗
Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust 11,047189K $0.09 %0.01 %as of Feb 28, 2026 ↗
Small Cap Core Fund Northern Funds 10,881158.4K $0.05 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 10,647182.2K $0.02 %0.01 %as of Feb 28, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 10,600154.3K $0.06 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 10,494152.8K $0.13 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 10,123173.2K $0.00 %0.01 %as of Feb 28, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 10,056146.4K $0.06 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 9,810166.8K $0.06 %0.01 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 9,774167.2K $0.13 %0.01 %as of Feb 28, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 9,430137.3K $0.06 %0.01 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 9,365160.2K $0.03 %0.01 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 9,364136.3K $0.01 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 9,344136K $0.12 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 9,030131.5K $0.00 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 8,550124.5K $0.00 %0.01 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 8,317121.1K $0.04 %0.01 %as of Mar 31, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 8,206139.5K $0.11 %0.01 %as of Apr 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 8,155138.6K $0.00 %0.01 %as of Apr 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,843114.2K $0.06 %0.01 %as of Mar 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 7,809132.8K $0.01 %0.01 %as of Apr 30, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 7,662131.1K $0.05 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 7,635130.6K $0.04 %0.01 %as of Feb 28, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 7,602110.7K $0.02 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 7,481128K $0.01 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 7,472108.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 7,453108.5K $0.06 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 6,987119.5K $0.51 %0.00 %as of Feb 28, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 6,910117.5K $0.06 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,86199.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 6,53095.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 6,218105.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 6,088103.5K $0.02 %0.00 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 5,98287.1K $0.04 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 5,83399.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 5,80799.4K $0.09 %0.00 %as of Feb 28, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 5,67397.1K $0.02 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 5,52194.5K $0.00 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 5,43393K $0.01 %0.00 %as of Feb 28, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 5,36591.8K $0.06 %0.00 %as of Feb 28, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 5,34977.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 5,28989.9K $0.03 %0.00 %as of Apr 30, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 5,14374.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 4,90571.4K $0.06 %0.00 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 4,89671.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 4,81681.9K $0.10 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 4,80182.1K $0.03 %0.00 %as of Feb 28, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 4,66479.3K $0.00 %0.00 %as of Apr 30, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 4,32173.9K $0.14 %0.00 %as of Feb 28, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 4,29172.9K $0.00 %0.00 %as of Apr 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 3,97157.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust 3,94457.4K $0.12 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,93957.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 3,52860.4K $0.00 %0.00 %as of Feb 28, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 3,50051K $0.06 %0.00 %as of Mar 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 3,40049.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Quality ETF American Century ETF Trust 3,23755.4K $0.03 %0.00 %as of Feb 28, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 3,11152.9K $0.07 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 3,00051K $0.00 %0.00 %as of Apr 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 2,96650.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2,93842.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 2,90349.4K $0.02 %0.00 %as of Apr 30, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 2,84041.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 2,75940.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
CapForce IBD Breakout Opportunities ETF Capital Force ETF Trust 2,73746.5K $0.29 %0.00 %as of Apr 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 2,69345.8K $0.00 %0.00 %as of Apr 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 2,64338.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 2,60137.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,55037.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
S&P SmallCap 600 Pure Growth Fund Rydex Variable Trust 2,35234.2K $0.57 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALLCAP GROWTH ProFunds 2,29033.3K $0.22 %0.00 %as of Mar 31, 2026 ↗
Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds 2,28833.3K $0.58 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 2,24832.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 2,22632.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 2,04435K $0.00 %0.00 %as of Feb 28, 2026 ↗
S&P SmallCap 600 Pure Growth Fund Rydex Series Funds 1,92028K $0.56 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1,86727.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 1,83226.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Disciplined U.S. Small Cap Equity Portfolio GLENMEDE FUND INC 1,61627.5K $0.86 %0.00 %as of Apr 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 1,39623.7K $0.04 %0.00 %as of Apr 30, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 1,34422.8K $0.04 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 1,33822.9K $0.00 %0.00 %as of Feb 28, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 1,25921.5K $0.09 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST 88912.9K $0.18 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 72910.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 68711.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 63210.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
SMALL-CAP GROWTH PROFUND ProFunds 62210.6K $0.23 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 6148.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Financials ETF T. Rowe Price Exchange-Traded Funds, Inc. 5267.7K $0.06 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. 5127.5K $0.00 %0.00 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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
Cite this page

Titelia. "Fund shareholders of WisdomTree Inc". https://titelia.com/en/stocks/wisdomtree-inc-US97717P1049