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WisdomTree, Inc.FinancialsAsset Management & Custody BanksLatest close $506 of 27 marquee funds currently hold60 CUSIPs mapped
Current holders
6
27 funds tracked
Ever held
10
Current + past
New this quarter
4
Exited this quarter
1
Marquee-fund ownership over time
May 13, 2022Nov 14, 2024Aug 14, 2025May 15, 2026
Now
62
This quarter's activity
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $26 | $50 | +94% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $9.56 | $50 | +422% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $50 | — |
| AQR Capital Management re-entered | Q3 2024(8Q snapshot) | 7Q | $9.56 | $50 | +422% |
| Point72 Asset Management re-entered | Q4 2024(8Q snapshot) | 6Q | $11 | $50 | +342% |
| Maverick Capital | Q2 2026 | 1Q | $19 | $50 | +157% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Millennium Management 5× in & out | Q1 2026 | Q2 2026 | → $50 | +1% |
| Soros Fund Management | Q4 2025 | Q1 2026 | — | +0% |
| Renaissance Technologies 4× in & out | Q2 2025 | Q3 2025 | → $45 | +2% |
| Bridgewater Associates | Q2 2022 | Q2 2024 | → $9.11 | +78% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at WisdomTree, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
Filings · last 30d
3
Filings · last 90d
21
Total on file
522
Recent SEC buffer
Most recent
May 21, 2026
30d / 90d windows measured from May 21, 2026 — the most recent Form 4 on file — not from today.
- Form 40001197950-26-000015May 21, 2026
- Form 40001064674-26-000010May 20, 2026
- Form 40001916322-26-000011May 6, 2026
- Form 40001268528-26-000002Mar 9, 2026
- Form 40001197950-26-000013Feb 26, 2026
- Form 40001784344-26-000009Feb 25, 2026
- Form 40001916322-26-000008Feb 25, 2026
- Form 40001527031-26-000008Feb 25, 2026
- Form 40001815934-26-000008Feb 25, 2026
- Form 40001064674-26-000008Feb 25, 2026
- Form 40001197950-26-000008Feb 25, 2026
- Form 40000934992-26-000009Feb 25, 2026
- Form 40001772446-26-000009Feb 25, 2026
- Form 4/Aamend0001784344-26-000007Feb 24, 2026
- Form 4/Aamend0001916322-26-000006Feb 24, 2026
Showing 15 of 522 recent Form 4 filings. Browse all on EDGAR ↗
Fundamentals
XBRL · WisdomTree, Inc.Annual figures sourced directly from WisdomTree, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Revenue
$493.75M
FY2025+15% YoY
Net income
$109.13M
FY2025+64% YoY
EPS (diluted)
$0.7500
FY2025+127% YoY
Free cash flow(?)
$147.73M
FY2025+30% YoY
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for WisdomTree, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 29, 2026
- 10-QQuarterly reportMay 6, 2026
- 8-KMaterial eventMay 1, 2026
- DEF 14AProxy statementApr 29, 2026
- 8-KMaterial eventMar 30, 2026
- 8-KMaterial eventMar 24, 2026
- 8-KMaterial eventMar 23, 2026
- 8-KMaterial eventMar 16, 2026
- 10-KAnnual reportFeb 25, 2026
- 8-KMaterial eventJan 30, 2026
- 10-QQuarterly reportNov 6, 2025
- 8-KMaterial eventOct 31, 2025
- 8-KMaterial eventOct 2, 2025
- 8-KMaterial eventAug 14, 2025
- 8-KMaterial eventAug 12, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q2 2026 | open | $91 | $92 | +0% |
| Citadel Advisors | Q2 2026 | open | $38 | $38 | +0% |
| Citadel Advisors | Q2 2026 | open | $62 | $62 | +1% |
| Citadel Advisors | Q2 2026 | open | $56 | $57 | +1% |
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q2 2026 | open | $50 | $50 | +0% |
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| Two Sigma Investments | Q2 2026 | open | $55 | $55 | +1% |
| AQR Capital Management | Q2 2026 | open | $46 | $46 | +1% |
| AQR Capital Management | Q2 2026 | open | $0.00 | — | +0% |
| AQR Capital Management | Q2 2026 | open | $0.00 | — | +0% |
| AQR Capital Management | Q2 2026 | open | $91 | $92 | +0% |
| Maverick Capital | Q2 2026 | open | $19 | $19 | -1% |
| Citadel Advisors | Q1 2026 | Q2 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q1 2026 | Q2 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q1 2026 | Q2 2026 | $41 | $40 | -1% |
| Citadel Advisors | Q1 2026 | Q2 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q1 2026 | open | $56 | $60 | +7% |
| Citadel Advisors | Q1 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q1 2026 | open | $72 | $73 | +1% |
| Citadel Advisors | Q1 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q1 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q1 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q1 2026 | open | $0.00 | — | +0% |
| AQR Capital Management | Q1 2026 | open | $60 | $62 | +4% |
| AQR Capital Management | Q1 2026 | open | $100 | $100 | +0% |
| Millennium Management | Q1 2026 | Q2 2026 | $50 | $50 | +1% |
| Citadel Advisors | Q4 2025 | Q1 2026 | $54 | $60 | +11% |
| Citadel Advisors | Q4 2025 | Q1 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q4 2025 | Q1 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q4 2025 | Q1 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q4 2025 | Q1 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q4 2025 | Q2 2026 | $48 | $55 | +15% |
| Citadel Advisors | Q4 2025 | Q2 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q4 2025 | Q2 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q4 2025 | open | $0.00 | — | +0% |
| Citadel Advisors | Q4 2025 | open | $0.00 | — | +0% |
| Citadel Advisors | Q4 2025 | open | $0.00 | — | +0% |
| Soros Fund Management | Q4 2025 | Q1 2026 | $0.00 | — | +0% |
| Two Sigma Investments | Q4 2025 | Q2 2026 | $0.00 | — | +0% |
| Two Sigma Investments | Q4 2025 | open | $0.00 | — | +0% |
| D.E. Shaw | Q4 2025 | open | $0.00 | — | +0% |
| D.E. Shaw | Q4 2025 | open | $54 | $62 | +15% |
| AQR Capital Management | Q4 2025 | open | $49 | $50 | +2% |
| AQR Capital Management | Q4 2025 | open | $112 | $122 | +9% |
| AQR Capital Management | Q4 2025 | open | $0.00 | — | +0% |
| Millennium Management | Q4 2025 | open | $0.00 | — | +0% |
| Point72 Asset Management | Q4 2025 | open | $11 | $19 | +73% |
| Point72 Asset Management | Q4 2025 | open | $0.00 | — | +0% |
| Citadel Advisors | Q3 2025 | Q4 2025 | $41 | $42 | +3% |
| Citadel Advisors | Q3 2025 | Q4 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2025 | Q4 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2025 | Q4 2025 | $49 | $49 | +1% |
| Citadel Advisors | Q3 2025 | Q4 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2025 | Q2 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2025 | open | $0.00 | — | +0% |
| Citadel Advisors | Q3 2025 | open | $0.00 | — | +0% |
| Two Sigma Investments | Q3 2025 | Q1 2026 | $0.00 | — | +0% |
| Two Sigma Investments | Q3 2025 | open | $0.00 | — | +0% |
| Citadel Advisors | Q2 2025 | Q3 2025 | $26 | $28 | +5% |
| Citadel Advisors | Q2 2025 | Q3 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q2 2025 | Q3 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q2 2025 | Q4 2025 | $83 | $89 | +8% |
| Citadel Advisors | Q2 2025 | Q4 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q2 2025 | open | $0.00 | — | +0% |
| Citadel Advisors | Q2 2025 | open | $109 | $122 | +13% |
| Two Sigma Investments | Q2 2025 | open | $0.00 | — | +0% |
| AQR Capital Management | Q2 2025 | Q3 2025 | $48 | $49 | +1% |
| Renaissance Technologies | Q2 2025 | Q3 2025 | $44 | $45 | +2% |
| Citadel Advisors | Q1 2025 | Q2 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q1 2025 | Q2 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q1 2025 | Q2 2025 | $50 | $46 | -8% |
| Citadel Advisors | Q1 2025 | Q2 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q1 2025 | Q3 2025 | $54 | $54 | -0% |
| Citadel Advisors | Q1 2025 | Q3 2025 | $33 | $38 | +14% |
| Citadel Advisors | Q1 2025 | Q3 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q1 2025 | Q4 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q1 2025 | Q1 2026 | $61 | $66 | +9% |
| Citadel Advisors | Q1 2025 | Q1 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q1 2025 | open | $0.00 | — | +0% |
| Two Sigma Investments | Q1 2025 | Q2 2025 | $0.00 | — | +0% |
| D.E. Shaw | Q1 2025 | Q2 2025 | $54 | $50 | -8% |
| D.E. Shaw | Q1 2025 | open | $9.65 | $19 | +101% |
| AQR Capital Management | Q1 2025 | Q1 2026 | $50 | $56 | +12% |
| Citadel Advisors | Q4 2024 | Q1 2025 | $109 | $109 | +0% |
| Citadel Advisors | Q4 2024 | Q1 2025 | $33 | $34 | +4% |
| Citadel Advisors | Q4 2024 | Q1 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q4 2024 | Q1 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q4 2024 | Q1 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q4 2024 | Q1 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q4 2024 | Q2 2025 | $33 | $38 | +14% |
| Citadel Advisors | Q4 2024 | Q4 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q4 2024 | Q2 2026 | $43 | $50 | +17% |
| Citadel Advisors | Q4 2024 | open | $26 | $26 | +0% |
| Two Sigma Investments | Q4 2024 | Q1 2026 | $52 | $56 | +6% |
| D.E. Shaw | Q4 2024 | Q1 2025 | $0.00 | — | +0% |
| AQR Capital Management | Q4 2024 | Q4 2025 | $84 | $89 | +7% |
| Point72 Asset Management | Q4 2024 | Q3 2025 | $11 | $13 | +19% |
| Renaissance Technologies | Q4 2024 | Q1 2025 | $42 | $46 | +9% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $26 | $25 | -4% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $72 | $84 | +16% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $48 | $55 | +15% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $25 | $30 | +20% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q1 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q1 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q1 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q1 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q1 2025 | $47 | $48 | +3% |
| Citadel Advisors | Q3 2024 | Q2 2025 | $49 | $57 | +15% |
| Citadel Advisors | Q3 2024 | Q2 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q2 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q2 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q4 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q1 2026 | $70 | $90 | +28% |
| Citadel Advisors | Q3 2024 | Q2 2026 | $9.56 | $19 | +103% |
| Citadel Advisors | Q3 2024 | open | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | open | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | open | $0.00 | — | +0% |
| Two Sigma Investments | Q3 2024 | open | $9.56 | $19 | +103% |
| Two Sigma Investments | Q3 2024 | open | $48 | $62 | +30% |
| D.E. Shaw | Q3 2024 | open | $0.00 | — | +0% |
| AQR Capital Management | Q3 2024 | open | $9.56 | $19 | +103% |
| AQR Capital Management | Q3 2024 | open | $0.00 | — | +0% |
| AQR Capital Management | Q3 2024 | open | $0.00 | — | +0% |
| AQR Capital Management | Q3 2024 | open | $0.00 | — | +0% |
| AQR Capital Management | Q3 2024 | open | $0.00 | — | +0% |
| Millennium Management | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Millennium Management | Q3 2024 | Q4 2025 | $47 | $49 | +6% |
| Millennium Management | Q3 2024 | open | $9.56 | $19 | +103% |
| Renaissance Technologies | Q3 2024 | Q3 2025 | $47 | $49 | +5% |
| Renaissance Technologies | Q3 2024 | Q1 2026 | $9.71 | $16 | +68% |
| Bridgewater Associates | Q2 2022 | Q2 2024 | $5.12 | $9.11 | +78% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.