SEC 13F Intelligence

WISDOMTREE INC

CUSIP 97717PAH7

Wisdomtree Inc has 19 institutional holders in Filings Flow’s 13F database, together reporting 47.66M shares worth $69M as of Q1 2026. The largest reported holders are Wolverine Asset Management LLC, Aqr Arbitrage LLC, and Bnp Paribas Financial Markets.

Institutional Holders
19
Q1 2026
Reported Value
$69M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’25: 33Q4 ’25Q1 ’26: 19Q1 ’26filingsflow.com
Total reported value
Q4 ’25: $330MQ4 ’25Q1 ’26: $69MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
ABSOLUTE INVESTMENT ADVISERS, LLC$852M AUM1.46%$12M9.31MQ1 2026
READYSTATE ASSET MANAGEMENT LP$2.2B AUM1.45%$36M29.75MQ4 2025OLDER
LuminArx Capital Management LP$136M AUM1.00%$1M1.00MQ1 2026
AQR Arbitrage LLC$6.1B AUM0.80%$38M31.52MQ4 2025OLDER
K2 PRINCIPAL FUND, L.P.$1.4B AUM0.65%$9M7.0KQ1 2026
Warberg Asset Management LLC$600M AUM0.56%$3M2.50MQ1 2026
KIM, LLC$976M AUM0.55%$5M4.00MQ1 2026
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.53%$68M56.00MQ4 2025OLDER
WHITEBOX ADVISORS LLC$8.1B AUM0.34%$24M20.00MQ4 2025OLDER
BlueCrest Capital Management Ltd$1.7B AUM0.12%$4M3.20MQ4 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.05%$7M6.10MQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.05%$16M12.91MQ4 2025OLDER
VIRTUS ADVISERS, LLC$215M AUM0.03%$68,36457.0KQ4 2025OLDER
OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM0.03%$2M1.85MQ4 2025OLDER
Context Capital Management, LLC$4.3B AUM0.03%$963,008734Q3 2025OLDER
Calamos Advisors LLC$28.2B AUM0.02%$7M5.10MQ1 2026
Calamos Wealth Management LLC$2.9B AUM0.02%$601,830450.0KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$14M11.53MQ4 2025OLDER
PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM0.02%$583,067485.0KQ4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.02%$37M30.84MQ4 2025OLDER
SSI INVESTMENT MANAGEMENT LLC$1.4B AUM0.02%$223,085186.0KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$13M10.00MQ1 2026
LINDEN ADVISORS LP$17.9B AUM0.01%$966,259715.0KQ1 2026
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.00%$500,000500.0KQ4 2025OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.00%$301,883250.0KQ4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M1.50MQ1 2026
Jefferies Financial Group Inc.$14.6B AUM0.00%$258,768200.0KQ3 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$174,490128.0KQ1 2026
Invesco Ltd.$653.3B AUM0.00%$2M1.60MQ4 2025OLDER
FMR LLC$1.90T AUM0.00%$4M2.67MQ1 2026
BlackRock, Inc.$5.72T AUM0.00%$8M5.78MQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$331,524255.0KQ3 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$27,7002.03MQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$192,940200.0KQ3 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$15,34110.0KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$218,022226.0KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$44,82133.0KQ1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.