WisdomTree, Inc.
Expected move
No implied move.
Next report
Last report
Largest filed tie
0
filed ties
13F top-10 QoQ
Top fund weight
Last report0 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−3.90%
vs ±9.1% implied · ×0.43
shaded = implied · ▲▼ = realized
No implied move.
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | BlackRockBlackRockindex-like | $326.5M | 11.78% | +9.16% | |
| 2 | FMRFMR | $229.8M | 8.29% | +6.62% | |
| 3 | InvescoInvesco | $169.0M | 6.10% | new | |
| 4 | Wellington Management GroupWellington | $142.4M | 5.14% | −20.58% | |
| 5 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $137.6M | 4.97% | +0.94% | |
| 6 | Capital World InvestorsCapital World Investors | $127.8M | 4.61% | +10.81% | |
| 7 | Azora CapitalAzora Capital | $104.7M | 3.78% | +3.22% | |
| 8 | Vanguard Capital ManagementVanguardindex-like | $102.8M | 3.71% | +9.24% | |
| 9 | State StreetState Streetindex-like | $95.0M | 3.43% | +11.11% | |
| 10 | Driehaus Capital ManagementDriehaus | $79.7M | 2.87% | +186.01% | |
| 11 | Dimensional Fund AdvisorsDimensional | $63.6M | 2.30% | +3.60% | |
| 12 | Geode Capital ManagementGeodeindex-like | $55.8M | 2.01% | +15.49% | |
| 13 | Simcoe Capital ManagementSimcoe | $45.3M | 1.63% | −42.69% | |
| 14 | UBS GroupUBS | $45.0M | 1.63% | +551.71% | |
| 15 | Principal Financial GroupPrincipal Financial | $38.6M | 1.39% | +13.26% | |
| 16 | Loomis Sayles & Co L PLoomis Sayles & Co L P | $37.1M | 1.34% | +31.74% | |
| 17 | Delaware Management HoldingsDelaware | $35.7M | 1.29% | −6.05% | |
| 18 | Morgan StanleyMorgan Stanley | $33.9M | 1.22% | −19.87% | |
| 19 | Bank of AmericaBank of America | $33.7M | 1.22% | −14.41% | |
| 20 | Goldman Sachs GroupGoldman Sachs | $33.4M | 1.20% | −56.95% | |
| 21 | Lord, AbbettLord, Abbett | $30.4M | 1.10% | new | |
| 22 | Charles Schwab Investment ManagementCharles Schwabindex-like | $28.6M | 1.03% | +16.86% | |
| 23 | Jupiter TopcoJupiter Topco | $24.6M | 0.89% | — | |
| 24 | NuveenNuveenindex-like | $23.9M | 0.86% | −11.74% | |
| 25 | Northern TrustNorthern Trustindex-like | $23.6M | 0.85% | +14.54% |
No implied move.
No thesis.
WisdomTree, Inc.
20.70
313 managers report $2.8B of WisdomTree on form 13F for the quarter ended Jun 30 '26. 33 of them hold 80% of it; BlackRock is largest at 11.78%.