WisdomTree, Inc. — Institutional Ownership
Which tracked institutions hold WT, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
34
Funds holding
$899408747
Total value held
Buying
24 added/new · 9 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $326513206 | 19274687 | +1617234 | +9.16% |
| 2 | Invesco Ltd. | $168980837 | 9975256 | +9975256 | NEW BUY |
| 3 | State Street Corp | $95034145 | 5610044 | +560892 | +11.11% |
| 4 | Ubs Group Ag | $45043375 | 2658995 | +2658995 | NEW BUY |
| 5 | Principal Financial Group Inc | $38554680 | 2275955 | +266399 | +13.26% |
| 6 | Morgan Stanley | $33937471 | 2003391 | -496731 | -19.87% |
| 7 | Bank Of America Corp /De/ | $33742752 | 1991898 | -335491 | -14.41% |
| 8 | Goldman Sachs Group Inc | $33391408 | 1971158 | -2607432 | -56.95% |
| 9 | Janus Henderson Group Plc | $25371504 | 1742489 | +1742489 | NEW BUY |
| 10 | Northern Trust Corp | $23589881 | 1392555 | +176758 | +14.54% |
| 11 | Bank Of New York Mellon Corp | $17723071 | 1046226 | +60715 | +6.16% |
| 12 | Citigroup Inc | $9806956 | 578923 | -286343 | -33.09% |
| 13 | Wells Fargo & Company/Mn | $9280269 | 642137 | +403348 | +168.91% |
| 14 | Barclays Plc | $7157965 | 422548 | +344868 | +443.96% |
| 15 | Ameriprise Financial Inc | $5546442 | 327417 | +327417 | NEW BUY |
| 16 | Royal Bank Of Canada | $4498000 | 265508 | +145901 | +121.98% |
| 17 | Raymond James Financial Inc | $3771314 | 222628 | -10138 | -4.36% |
| 18 | Sei Investments Co | $3745693 | 221122 | +17680 | +8.69% |
| 19 | Stifel Financial Corp | $2941601 | 173648 | +173648 | NEW BUY |
| 20 | Prudential Financial Inc | $2235199 | 131948 | +11760 | +9.78% |
| 21 | Truist Financial Corp | $1841622 | 117825 | -3031 | -2.51% |
| 22 | Jpmorgan Chase & Co | $1737433 | 96900 | -616258 | -86.41% |
| 23 | First Commonwealth Financial Corp /Pa/ | $1357709 | 14199 | — | Held |
| 24 | Toronto Dominion Bank | $1030623 | 60840 | +60840 | NEW BUY |
| 25 | Allstate Corp | $690407 | 40756 | +40756 | NEW BUY |
| 26 | Fifth Third Bancorp | $439525 | 25946 | +846 | +3.37% |
| 27 | Jefferies Financial Group Inc. | $401342 | 23692 | +23692 | NEW BUY |
| 28 | Pnc Financial Services Group, Inc. | $294689 | 17396 | -270 | -1.53% |
| 29 | Bank Of Montreal /Can/ | $255099 | 15059 | +1282 | +9.31% |
| 30 | Federated Hermes, Inc. | $221948 | 13102 | +13102 | NEW BUY |
| 31 | Franklin Resources Inc | $217374 | 12832 | +132 | +1.04% |
| 32 | First Horizon Corp | $36014 | 2126 | +2126 | NEW BUY |
| 33 | Us Bancorp \De\ | $18532 | 1094 | -177 | -13.93% |
| 34 | Zions Bancorporation, National Association /Ut/ | $661 | 39 | +39 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.