WisdomTree, Inc. — Institutional Ownership

Which tracked institutions hold WT, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

32
Funds holding
$651343227
Total value held
Buying
20 added/new · 8 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $257092521 17657453 -1381981 -7.26%
2 State Street Corp $73515653 5049152 -169861 -3.25%
3 Goldman Sachs Group Inc $66664277 4578590 +1188937 +35.08%
4 Invesco Ltd. $40711163 3339718 -181521 -5.16%
5 Morgan Stanley $36401801 2500122 -188353 -7.01%
6 Bank Of America Corp /De/ $33886783 2327389 +1972847 +556.45%
7 Principal Financial Group Inc $29259136 2009556 +1013658 +101.78%
8 Janus Henderson Group Plc $25371504 1742489 NEW BUY
9 Northern Trust Corp $17702005 1215797 +17128 +1.43%
10 Bank Of New York Mellon Corp $14349039 985511 +127563 +14.87%
11 Citigroup Inc $11808781 10213000 Held
12 Citigroup Inc $10547592 865266 +689311 +391.75%
13 Blackrock, Inc. $7843605 5775000 +1575000 +37.50%
14 Ameriprise Financial Inc $5015389 344464 -5629 -1.61%
15 Wells Fargo & Company/Mn $3797511 311527 +79249 +34.12%
16 Raymond James Financial Inc $3389079 232766 -6786 -2.83%
17 Sei Investments Co $2962178 203442 NEW BUY
18 Invesco Ltd. $1919008 1600000 Held
19 Prudential Financial Inc $1749937 120188 +11894 +10.98%
20 Royal Bank Of Canada $1742000 119607 NEW BUY
21 Truist Financial Corp $1614070 110856 +12520 +12.73%
22 First Commonwealth Financial Corp /Pa/ $1247240 14199 Held
23 Barclays Plc $1131020 77680 NEW BUY
24 Blackstone Inc. $419707 28826 NEW BUY
25 Fifth Third Bancorp $365456 25100 +24791 +8022.98%
26 Pnc Financial Services Group, Inc. $257217 17666 -715 -3.89%
27 Bank Of Montreal /Can/ $200594 13777 NEW BUY
28 Franklin Resources Inc $184913 12700 -323375 -96.22%
29 Old National Bancorp /In/ $147201 10110 NEW BUY
30 Us Bancorp \De\ $18506 1271 +57 +4.70%
31 Truist Financial Corp $15341 10000 Held
32 Royal Bank Of Canada $13000 10000 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.