WisdomTree, Inc.
US ˙ NYSE

SecurityWT / WisdomTree, Inc.
InstitutionMan Group plc
Latest Disclosed Ownership924,494 shares
Latest Disclosed Value $ 13,460,633
Man Group plc reports 30.40% increase in ownership of WT / WisdomTree, Inc.

On May 15, 2026 - Man Group plc filed a 13F-HR form disclosing ownership of 924,494 shares of WisdomTree, Inc. (US:WT) valued at $13,460,633 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 708,971 shares of WisdomTree, Inc.. This represents a change in shares of 30.40% during the quarter. The current value of the position is $17,537,651 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F WISDOMTREE COM 97717P104 924,494 215,523 30.40 13,461 55.75 0.0244
2026-02-17 2025-12-31 13F WISDOMTREE COM 97717P104 708,971 292,626 70.28 8,642 49.33 0.0147
2025-11-14 2025-09-30 13F WISDOMTREE COM 97717P104 416,345 228,091 121.16 5,787 167.17 0.0101
2025-08-14 2025-06-30 13F WISDOMTREE COM 97717P104 188,254 10,792 6.08 2,167 36.92 0.0041
2025-05-15 2025-03-31 13F WISDOMTREE COM 97717P104 177,462 91,070 105.41 1,583 74.42 0.0040
2025-02-14 2024-12-31 13F WISDOMTREE COM 97717P104 86,392 64,669 297.70 907 317.97 0.0024
2024-11-14 2024-09-30 13F WISDOMTREE COM 97717P104 21,723 -6,657 -23.46 217 -22.78 0.0006
2024-08-14 2024-06-30 13F WISDOMTREE COM 97717P104 28,380 -9,304 -24.69 281 -18.79 0.0007
2024-05-15 2024-03-31 13F WISDOMTREE COM 97717P104 37,684 14,832 64.90 346 118.99 0.0009
2024-02-14 2023-12-31 13F WISDOMTREE COM 97717P104 22,852 158 33.90 0.0004
2023-11-14 2023-09-30 13F WISDOMTREE COM 97717P104 119 0.0004
2021-11-15 2021-09-30 13F WISDOMTREE INVTS COM 97717P104 0 -44,287 -100.00 0 -100.00
2021-08-16 2021-06-30 13F WISDOMTREE INVTS COM 97717P104 44,287 44,287 275 0.0010
2020-05-15 2020-03-31 13F WISDOMTREE INVTS COM 97717P104 0 -35,029 -100.00 0 -100.00
2020-02-18 2019-12-31 13F WISDOMTREE INVTS COM 97717P104 35,029 35,029 170 0.0006
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.