WisdomTree, Inc.
US ˙ NYSE

SecurityWT / WisdomTree, Inc.
InstitutionComerica Bank
Latest Disclosed Ownership25,397 shares
Latest Disclosed Value $ 309,589
Comerica Bank reports 23.38% decrease in ownership of WT / WisdomTree, Inc.

On January 29, 2026 - Comerica Bank filed a 13F-HR form disclosing ownership of 25,397 shares of WisdomTree, Inc. (US:WT) valued at $309,589 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 33,148 shares of WisdomTree, Inc.. This represents a change in shares of -23.38% during the quarter. The current value of the position is $481,781 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-01-29 2025-12-31 13F WISDOMTREE COM 97717P104 25,397 -7,751 -23.38 310 -32.83 0.0012
2025-11-14 2025-09-30 13F WISDOMTREE COM 97717P104 33,148 -6,373 -16.13 461 1.32 0.0017
2025-08-14 2025-06-30 13F WISDOMTREE COM 97717P104 39,521 238 0.61 455 29.71 0.0018
2025-05-14 2025-03-31 13F WISDOMTREE COM 97717P104 39,283 -1,089 -2.70 350 -17.26 0.0015
2025-02-14 2024-12-31 13F/A-1 WISDOMTREE COM 97717P104 40,372 -1,652 -3.93 424 0.95 0.0017
2025-02-14 2024-12-31 13F WISDOMTREE COM 97717P104 40,372 -1,652 424 0.0014
2024-11-14 2024-09-30 13F WISDOMTREE COM 97717P104 42,024 149 0.36 420 1.21 0.0017
2024-08-15 2024-06-30 13F WISDOMTREE COMMON 97717P104 41,875 -4,744 -10.18 415 -3.27 0.0017
2024-05-16 2024-03-31 13F WISDOMTREE COMMON 97717P104 46,619 -4,477 -8.76 428 20.90 0.0018
2024-02-14 2023-12-31 13F WISDOMTREE COMMON 97717P104 51,096 -2,226 -4.17 354 -5.09 0.0016
2023-11-21 2023-09-30 13F WISDOMTREE COMMON 97717P104 53,322 53,322 373 0.0019
2023-08-22 2023-06-30 13F WISDOMTREE COM 97717P104 0 -65,662 -100.00 0 0.0000
2023-01-26 2022-12-31 13F WISDOMTREE COM 97717P104 65,662 -17,805 -21.33 0 -100.00 0.0030
2022-10-28 2022-09-30 13F WISDOMTREE INVTS COM 97717P104 83,467 -9,155 -9.88 423 -12.24 0.0036
2022-08-02 2022-06-30 13F WISDOMTREE INVTS COM 97717P104 92,622 -305 -0.33 482 -17.47 0.0040
2022-04-27 2022-03-31 13F WISDOMTREE INVTS COM 97717P104 92,927 -970 -1.03 584 8.55 0.0042
2022-02-18 2021-12-31 13F WISDOMTREE INVTS COM 97717P104 93,897 -111,037 -54.18 538 -56.01 0.0040
2021-11-22 2021-09-30 13F WISDOMTREE INVTS COM 97717P104 204,934 99,116 93.67 1,223 93.82 0.0074
2021-08-26 2021-06-30 13F WISDOMTREE INVTS COM 97717P104 105,818 -8,603 -7.52 631 -14.73 0.0038
2021-04-28 2021-03-31 13F WISDOMTREE INVTS COM 97717P104 114,421 -4,784 -4.01 740 14.37 0.0044
2021-01-28 2020-12-31 13F WISDOMTREE INVTS COM 97717P104 119,205 -120 -0.10 647 36.79 0.0041
2020-10-30 2020-09-30 13F WISDOMTREE INVTS COM 97717P104 119,325 -5,624 -4.50 473 2.16 0.0034
2020-07-31 2020-06-30 13F WISDOMTREE INVTS COM 97717P104 124,949 10,436 9.11 463 38.21 0.0036
2020-05-01 2020-03-31 13F WISDOMTREE INVTS COM 97717P104 114,513 3,130 2.81 335 -27.65 0.0031
2020-02-07 2019-12-31 13F WISDOMTREE INVTS COM 97717P104 111,383 -81 -0.07 463 -14.89 0.0035
2019-10-31 2019-09-30 13F WISDOMTREE INVTS COM 97717P104 111,464 398 0.36 544 -21.16 0.0043
2019-08-02 2019-06-30 13F WISDOMTREE INVTS COM 97717P104 111,066 -6,269 -5.34 690 -22.21 0.0055
2019-05-02 2019-03-31 13F WISDOMTREE INVTS COM 97717P104 117,335 3,611 3.18 887 18.42 0.0072
2019-02-06 2018-12-31 13F WISDOMTREE INVTS COM 97717P104 113,724 639 0.57 749 -5.67 0.0064
2018-11-01 2018-09-30 13F WISDOMTREE INVTS COM 97717P104 113,085 -10,253 -8.31 794 -30.04 0.0064
2018-08-01 2018-06-30 13F WISDOMTREE INVTS COM 97717P104 123,338 1,244 1.02 1,135 -4.22 0.0079
2018-05-01 2018-03-31 13F WISDOMTREE INVTS COM 97717P104 122,094 3,643 3.08 1,185 -17.99 0.0085
2018-02-02 2017-12-31 13F WISDOMTREE INVTS COM 97717P104 118,451 -3,447 -2.83 1,445 5.09 0.0096
2017-11-06 2017-09-30 13F WISDOMTREE INVTS COM 97717P104 121,898 1,394 1.16 1,375 8.18 0.0099
2017-08-03 2017-06-30 13F WISDOMTREE INVTS COM 97717P104 120,504 -6,383 -5.03 1,271 19.68 0.0095
2017-05-03 2017-03-31 13F WISDOMTREE INVTS COM 97717P104 126,887 42,433 50.24 1,062 10.51 0.0081
2017-02-08 2016-12-31 13F WISDOMTREE INVTS COM 97717P104 84,454 -41,955 -33.19 961 -26.53 0.0076
2016-08-11 2016-06-30 13F WISDOMTREE INVTS COM 97717P104 126,409 424 0.34 1,308 -12.16 0.0113
2016-05-11 2016-03-31 13F WISDOMTREE INVTS COM 97717P104 125,985 -4,159 -3.20 1,489 -13.98 0.0133
2016-02-05 2015-12-31 13F WISDOMTREE INVTS COM 97717P104 130,144 16,098 14.12 1,731 -5.92 0.0170
2015-11-12 2015-09-30 13F WISDOMTREE INVTS COM 97717P104 114,046 -41,000 -26.44 1,840 -45.98 0.0174
2015-08-13 2015-06-30 13F WISDOMTREE INVTS COM 97717P104 155,046 142,268 1,113.38 3,406 2,185.91 0.0146
2013-11-12 2013-09-30 13F WISDOMTREE INVTS COM 97717P104 12,778 12,778 149 0.0010
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.