§ FINANCIAL SERVICES
USD · Financial ServicesWT
WISDOMTREE INC
USDSector · Financial ServicesBeta · 1.13
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
177 increased/new, 105 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 20.5 | P/B | 4.15 |
| EPS (TTM) | 0.75 | Dividend | 0.76% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 17.7M | 0.0% | −7% |
| Fidelity Management | 12.7M | 0.0% | −24% |
| WELLINGTON MANAGEMENT GROUP LLP | 10.6M | 0.0% | −5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8.0M | n/a | n/a |
| Capital World Investors | 6.8M | 0.0% | +169% |
| Azora Capital LP | 6.0M | 5.7% | −3% |
◇ AC INTELLIGENCE
Top institutional owners for WT as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER92.3% · 0 holders
OTHER3.3% · 211 holders
QUALITY / COMPOUNDER1.6% · 24 holders
PASSIVE / INDEX1.3% · 10 holders
DEALER / BANK1.0% · 32 holders
SYSTEMATIC / QUANT0.3% · 14 holders
INCOME / DEFENSIVE0.2% · 21 holders
TACTICAL / MACRO0.1% · 4 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for WT in the last 180 days.