WisdomTree Inc.
Ownership
Ownership Structure
Who owns WisdomTree Inc. (WT)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 88.0% of the shares are freely tradable; institutional investors hold 111.8%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 11.65 | 17,657,453 | -7.3 | 03/31/2026 |
| FMR Inc | 8.40 | 12,722,899 | -24.0 | 03/31/2026 |
| Wellington Management Company LLP | 5.55 | 8,407,113 | -20.6 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 5.31 | 8,047,642 | +0.0 | 03/31/2026 |
| Capital World Investors | 4.98 | 7,547,094 | +10.8 | 06/30/2026 |
| Azora Capital LP | 4.08 | 6,180,510 | +3.2 | 06/30/2026 |
| Amvescap Plc. | 3.84 | 5,813,215 | +74.1 | 03/31/2026 |
| Vanguard Capital Management, LLC | 3.67 | 5,553,198 | +0.0 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5.06 | 7,667,670 | +0.0 | 08/31/2026 |
| American Funds SMALLCAP World A | 4.85 | 7,341,485 | +7.8 | 06/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Lilien R Jarrett | President and COO | 1,080,245 | 24,953,660 $ | Sep 9, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 9, 2026 | Lilien R Jarrett | President and COO | Sell | 30,000 | 24.56 | 736,800 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 18, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.