Skip to content

WisdomTree

US · WT #2341 by market cap Listed 1970
23.37 -0.81 -3.35%
Live - 5344 symbols - heartbeat 324s ago · 2026-10-08 04:01
Pre-market 23.17 -0.86%
After-hours 23.85 +2.05%
Overnight 23.22 -0.64%
Market cap
3.54B
P/B
8.46
EPS
0.75
Reader sentiment Are you bullish or bearish on WT?

Anonymous reader poll. Unscientific, not investment advice.

✦ Quant Ownership Signal how this is computed

Accumulating
  • The number of reporting institutions decreased by 1 in the most recent period (2026/Q3).
  • Total institutional ownership rose 0.7 percentage points.

Institutional ownership

Held by institutions
114.76% +0.71pp
Institutions
380 -1
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Diverging

Institutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund92.22%
Hedge Fund10.96%
Individual/Insider9.64%
Public Company4.15%
VC/PE Fund3.56%
Government Pension Fund1.34%
Insurance Company1.06%
Private Company0.96%
Family Office/Trust0.47%

Top holders as of 2026-06-30

BlackRock 13.05% · 19.27M sh
FMR 9.18% · 13.56M sh
Jonathan Steinberg 6.61% · 9.76M sh
Wellington Management Group 5.69% · 8.41M sh
Invesco Ltd. 5.65% · 8.35M sh
Vanguard Portfolio Management, LLC 5.50% · 8.12M sh
Capital Research 5.11% · 7.55M sh
Vanguard Capital Management, LLC 4.73% · 6.99M sh
Azora Capital LP 4.19% · 6.18M sh
State Street Global Advisors 3.80% · 5.61M sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 32 buys · 17 sells

NameRoleStake
Jonathan Steinberg Chief Executive Officer 6.61%
Robert Lilien President 0.73%
Peter Ziemba Senior Advisor to the CEO & Chief Administrative Officer 0.60%
Anthony Bossone Independent Director 0.43%
Marci Frankenthaler Chief Legal Officer 0.21%
Bryan Edmiston Chief Financial Officer 0.18%
Alexis Marinof Head of WisdomTree Europe 0.17%
William Peck Head of Digital Assets 0.16%
Frank Salerno Former Independent Non-Executive Chairperson 0.15%
Win Neuger Independent Chairperson 0.11%

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-09-08 Robert Lilien President Automatic Disposition -30,000 $24.56
2026-06-16 Anthony Bossone Independent Director Other Acquisition +5,509 --
2026-06-16 Tonia Pankopf Director Other Acquisition +5,509 --
2026-06-16 Frank Salerno Former Independent Non-Executive Chairperson Other Acquisition +5,509 --
2026-06-16 Shamla Naidoo Independent Director Other Acquisition +5,509 --
2026-06-16 Smita Conjeevaram Independent Director Other Acquisition +5,509 --
2026-06-16 Lynn Blake Independent Director Other Acquisition +5,509 --
2026-06-16 Rilla Delorier Independent Director Other Acquisition +5,509 --
2026-06-16 Daniela Mielke Independent Director Other Acquisition +5,509 --
2026-05-19 Robert Lilien President Automatic Disposition -30,000 $18.99
2026-05-18 Peter Ziemba Senior Advisor to the CEO & Chief Administrative Officer Open Market Disposition -100,000 $19.31
2026-05-04 David Yates Chief Information Officer Open Market Disposition -15,000 $18.06
2026-02-24 Robert Lilien President Automatic Disposition -30,000 $16.84
2026-02-24 Tonia Pankopf Director Open Market Acquisition +277 $9.26–16.94
2026-02-22 Jonathan Steinberg Chief Executive Officer Other Derivative Acquisition +42,880 --
2026-02-22 Robert Lilien President Other Derivative Acquisition +25,220 --
2026-02-22 Peter Ziemba Senior Advisor to the CEO & Chief Administrative Officer Other Derivative Acquisition +3,046 --
2026-02-22 Bryan Edmiston Chief Financial Officer Other Derivative Acquisition +4,247 --
2026-02-22 David Yates Chief Information Officer Other Derivative Acquisition +2,673 --
2026-02-22 Marci Frankenthaler Chief Legal Officer Other Derivative Acquisition +3,725 --

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-08 04:01:02 · For reference only, not investment advice and not tailored to your situation.