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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 450 | 6.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 438 | 7.4K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 428 | 7.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 414 | 6K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 353 | 5.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 313 | 4.6K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 282 | 4.1K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 226 | 3.8K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 218 | 3.2K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 195 | 3.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 167 | 2.4K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 163 | 2.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 134 | 2.3K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 127 | 2.2K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 37 | 633.1 $ | 0.06 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 32 | 465.9 $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 315 | +31 | 80,071,130 | +8.5 % |
| 2026Q1 | 284 | +1 | 73,776,213 | +2.5 % |
| 2025Q4 | 283 | +28 | 71,969,067 | +11.7 % |
| 2025Q3 | 255 | +18 | 64,454,447 | +0.9 % |
| 2025Q2 | 237 | 0 | 63,876,535 | -1.3 % |
| 2025Q1 | 237 | -11 | 64,710,286 | -6.5 % |
| 2024Q4 | 248 | +8 | 69,219,952 | +0.4 % |
| 2024Q3 | 240 | +15 | 68,975,376 | +8.9 % |
| 2024Q2 | 225 | +20 | 63,342,807 | +8.4 % |
| 2024Q1 | 205 | -7 | 58,416,578 | -8.5 % |
| 2023Q4 | 212 | 63,871,314 |
Institutional managers
304 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 17,657,453 | 257.1M $ | as of Mar 31, 2026 |
| FMR LLC | 12,722,899 | 185.2M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 10,585,959 | 154.1M $ | as of Mar 31, 2026 |
| Capital World Investors | 6,811,059 | 99.2M $ | as of Mar 31, 2026 |
| Azora Capital LP | 5,987,605 | 87.2M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 5,813,215 | 84.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 5,049,152 | 73.5M $ | as of Mar 31, 2026 |
| Simcoe Capital Management, LLC | 4,665,985 | 67.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 4,578,590 | 66.7M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4,134,430 | 60.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 3,624,396 | 52.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,849,353 | 41.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,500,122 | 36.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 2,327,389 | 33.9M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2,243,520 | 32.7M $ | as of Mar 31, 2026 |
| ArrowMark Colorado Holdings LLC | 2,043,930 | 29.8M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 2,009,556 | 29.3M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 1,742,489 | 25.4M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 1,674,494 | 24.4M $ | as of Mar 31, 2026 |
| LOOMIS SAYLES & CO L P | 1,662,823 | 24.2M $ | as of Mar 31, 2026 |
| Driehaus Capital Management LLC | 1,644,242 | 23.9M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 1,596,382 | 23.2M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 1,509,732 | 22M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,443,410 | 21M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 1,374,379 | 20M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| FMR LLC and 1 other | 9.40 % | 13,349,765 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 5.75 % | 8,155,227 | as 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.
Cite this page
Titelia. "Fund shareholders of WisdomTree Inc". https://titelia.com/en/stocks/wisdomtree-inc-US97717P1049