WisdomTree, Inc. 13F holders
Of the 44 funds followed here, 6 reported a position in WisdomTree, Inc. in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 13.6 million shares worth $229.8 million, 0.0% of its reported book.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| FMR LLC | 13,565,042 | $229.8 million | 0.0% | +842,143 | added | 30 June 2026 | 13F |
| Geode Capital Management | 3,290,623 | $55.8 million | 0.0% | +441,270 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 646,210 | $10.9 million | 0.0% | -1,028,284 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 507,393 | $8.6 million | 0.0% | -64,507 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 365,482 | $6.2 million | 0.0% | -1,008,897 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 264,070 | $4.5 million | 0.0% | +74,696 | added | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 7 October 2026 | 13G/A | Fmr Llc and 3 others | 4.9 million | 3.2% | 30 September 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 August 2026 | 13G | Invesco Ltd. and 1 other | 10.2 million | 6.6% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 August 2026 | 13G/A | Wellington Management Group LLP and 5 others | 8.4 million | 5.5% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 6 May 2026 | 13G/A | Fmr Llc and 3 others | 13.3 million | 9.4% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 8.2 million | 5.8% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 10 February 2026 | 13G/A | Wellington Management Group LLP and 7 others | 11.6 million | 8.2% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 5 February 2026 | 13G/A | Fmr Llc and 3 others | 17.1 million | 12.1% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 12 November 2025 | 13G | Wellington Management Group LLP and 7 others | 9.7 million | 6.6% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 11 September 2026 | 6,372 | $24.26 | SEC |
| 10 September 2026 | 30,000 | $23.90 | SEC |
| 8 September 2026 | 1,183 | $24.89 | SEC |
| 3 September 2026 | 132,783 | $23.74 | SEC |
| 2 September 2026 | 82 | $24.46 | SEC |
| 31 August 2026 | 1,433 | $24.43 | SEC |
| 25 August 2026 | 53 | $23.84 | SEC |
| 24 August 2026 | 5,506 | $23.51 | SEC |
| 20 August 2026 | 14,121 | $22.70 | SEC |
| 17 August 2026 | 68,521 | $22.81 | SEC |
| 12 August 2026 | 412 | $22.00 | SEC |
| 11 August 2026 | 405 | $22.19 | SEC |
| 10 August 2026 | 50,227 | $21.25 | SEC |
| 3 August 2026 | 4 | $19.37 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
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Largest in the window: 132,783 on 3 September 2026. A fail is an operational fact about settlement, not a position.Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to WT by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
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