WT

Wisdomtree Inc Cross-source read$22.10 3.03%
FinancialsCUSIP 97717P104· EOD Sep 15, 2026

Among active 13F managers last quarter, 8 opened and 26 added, while 23 reduced; the largest holder to move was Arrowstreet Capital, Limited Partnership (+41%). Over the last 180 days, 3 insiders sold and none bought, a net -$3.5M in open-market trades.

Tracked 13F holders
276
135 in Q2 2026 filings
13F value (tracked)
$2.0B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
34 adding · 23 trimming
Insiders · Form 4 open-market, 180d
0 buying · 3 selling · -$3.5M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$22.10 3.03%5Y +289.8%
$3.06$8.92$14.78$20.63$26.4920212022202320242025202617292024202724232122212017242623218293316312839314830226529505455552754537864926935545
Hover for who · click for detailEnd-of-day closing prices52w $10.73 – $25.04

Who owns WT?

276 tracked 13F filers · ranked by shares held

276 tracked 13F filers disclose a position in WT as of the latest SEC 13F filings, a combined $2.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.19.3M
$326.5M
+9.2%
Added · +1.6M sh
Q2 2026
2FMR LLC13.6M
$229.8M
+6.6%
Added · +842K sh
Q2 2026
3Vanguard Portfolio Management LLC8.1M
$137.6M
+0.9%
Added · +76K sh
Q2 2026
4Vanguard Capital Management LLC6.1M
$102.8M
+9.2%
Added · +513K sh
Q2 2026
5State Street Corp5.6M
$95.0M
+11%
Added · +561K sh
Q2 2026
6Goldman Sachs Group Inc4.6M
$66.7M
+35%
Added · +1.2M sh
Q1 2026
7Arrowstreet Capital, Limited Partnership4.1M
$60.2M
+41%
Added · +1.2M sh
Q1 2026
8Dimensional Fund Advisors LP3.6M
$52.8M
−0.5%
Reduced · −18K sh
Q1 2026
9Geode Capital Management, LLC3.3M
$55.8M
+15%
Added · +441K sh
Q2 2026
10Simcoe Capital Management, LLC2.7M
$45.3M
−43%
Reduced · −2.0M sh
Q2 2026
11Morgan Stanley2.5M
$36.4M
−7.0%
Reduced · −188K sh
Q1 2026
12Bank Of America Corp2.3M
$33.9M
+556%
Added · +2.0M sh
Q1 2026
13Principal Financial Group Inc2.0M
$29.3M
+102%
Added · +1.0M sh
Q1 2026
14Janus Henderson Group Ltd.1.7M
$25.4M
−18%
Reduced · −385K sh
Q1 2026
15Two Sigma Investments, LP1.7M
$24.4M
+34%
Added · +423K sh
Q1 2026
16Loomis Sayles & Co L P1.7M
$24.2M
+24%
Added · +324K sh
Q1 2026
17Nuveen, LLC1.6M
$23.2M
−9.3%
Reduced · −163K sh
Q1 2026
18Jane Street Group, LLC1.5M
$22.0M
Added
Added · +1.5M sh
Q1 2026
19Charles Schwab Investment Management Inc1.4M
$21.0M
−2.7%
Reduced · −40K sh
Q1 2026
20Millennium Management LLC1.4M
$20.0M
+84%
Added · +627K sh
Q1 2026
21Tidal Investments LLC1.4M
$23.1M
+1.8%
Added · +24K sh
Q2 2026
22Massachusetts Financial Services Co1.3M
$19.6M
−43%
Reduced · −1.0M sh
Q1 2026
23Northern Trust Corp1.2M
$17.7M
+1.4%
Added · +17K sh
Q1 2026
24Junto Capital Management LP1.2M
$19.8M
New
+1.2M sh
Q2 2026
25American Century Companies Inc1.1M
$15.8M
−28%
Reduced · −427K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 3 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is WT being bought or sold by institutions?

Last quarter, 8 funds opened a new position in WT and 26 added to an existing one, while 23 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
8
funds took a first position
Added
26
added to an existing position
Reduced
23
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own WT also own

CompanyCo-held byTheir position there
Amazon.com IncAMZN148 funds$186.2B
Nvidia CorpNVDA144 funds$373.8B
Microsoft CorpMSFT144 funds$240.6B
Eli Lilly & CoLLY141 funds$76.9B
Visa Inc-Class A SharesV141 funds$58.6B
Meta Platforms Inc-Class AMETA140 funds$101.6B
Alphabet Inc-CL AGOOGL138 funds$171.4B
JPMorgan Chase & CoJPM138 funds$60.6B
Apple IncAAPL136 funds$267.4B
Broadcom IncAVGO136 funds$149.0B
Mastercard Inc - AMA136 funds$51.4B
Micron Technology IncMU136 funds$47.2B

Ranked by how many of WT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WT.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$3.5M
3 insiders
Net · 180d
-$3.5M
4 open-market transactions
DateInsiderRoleActionSharesValue
Sep 9, 2026Lilien R JarrettPresident and COOSell (S)30K$737K
May 20, 2026Lilien R JarrettPresident and COOSell (S)30K$570K
May 19, 2026Ziemba Peter MChief Administrative OfficerSell (S)100K$1.9M
May 5, 2026Yates David MChief Information OfficerSell (S)15K$271K
Feb 25, 2026Pankopf Tonia LDirectorBuy (P)44$751
Feb 25, 2026Lilien R JarrettPresident and COOSell (S)30K$505K
Dec 2, 2025Yates David MChief Information OfficerSell (S)7K$76K
Nov 26, 2025Pankopf Tonia LDirectorBuy (P)68$749
Nov 25, 2025Lilien R JarrettPresident and COOSell (S)13K$138K
Nov 12, 2025Lilien R JarrettPresident and COOSell (S)25K$294K
Aug 27, 2025Pankopf Tonia LDirectorBuy (P)33$444
Aug 26, 2025Lilien R JarrettPresident and COOSell (S)13K$165K

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
4939
Insiders
Form 4 open-market
03-$3.5M
US House
STOCK Act trades
00$0
Sector rotation
WT is in Financials, which smart money is rotating OUT OF
$30.6B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

135 tracked filers in Q2 2026 filingsstill filing
0135269Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $391.0M · 2 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
WTthis pagecs276 funds$2.0B
WT 3.25 08/15/29SDBCV12 funds$29.8M
WT 3.25 06/15/26NOTE 3.250% 6/14 funds$9.2M
97717PAJ34.625 08/15/30 CVT1 funds$3.6M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 most recent

Keep exploring

Connected entities for WT

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Ask your agent what changed in WT

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/WT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for WT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.