WisdomTree, Inc.
US ˙ NYSE

SecurityWT / WisdomTree, Inc.
InstitutionPrudential Financial Inc
Latest Disclosed Ownership120,188 shares
Latest Disclosed Value $ 1,749,937
Prudential Financial Inc reports 10.98% increase in ownership of WT / WisdomTree, Inc.

On May 13, 2026 - Prudential Financial Inc filed a 13F-HR form disclosing ownership of 120,188 shares of WisdomTree, Inc. (US:WT) valued at $1,749,937 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 108,294 shares of WisdomTree, Inc.. This represents a change in shares of 10.98% during the quarter. The current value of the position is $2,279,966 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)
2026-05-13 2026-03-31 13F WISDOMTREE COM 97717P104 120,188 11,894 10.98 1,750 32.50 0.0012
2026-02-13 2025-12-31 13F WISDOMTREE COM 97717P104 108,294 -13,254 -10.90 1,320 -21.85 0.0016
2025-11-13 2025-09-30 13F WISDOMTREE COM 97717P104 121,548 -1,301,745 -91.46 1,690 -89.69 0.0020
2025-08-12 2025-06-30 13F WISDOMTREE COM 97717P104 1,423,293 1,306,620 1,119.90 16,382 1,475.19 0.0212
2025-05-13 2025-03-31 13F WISDOMTREE COM 97717P104 116,673 -10,760 -8.44 1,041 -22.27 0.0015
2025-02-11 2024-12-31 13F WISDOMTREE COM 97717P104 127,433 -12,700 -9.06 1,338 -4.36 0.0018
2024-11-14 2024-09-30 13F WISDOMTREE COM 97717P104 140,133 17,135 13.93 1,400 14.86 0.0020
2024-08-13 2024-06-30 13F WISDOMTREE COM 97717P104 122,998 -5,080 -3.97 1,219 3.48 0.0018
2024-05-14 2024-03-31 13F WISDOMTREE COM 97717P104 128,078 -1,760 -1.36 1,177 30.92 0.0017
2024-02-13 2023-12-31 13F WISDOMTREE COM 97717P104 129,838 -6,239 -4.58 900 -5.57 0.0014
2023-11-13 2023-09-30 13F WISDOMTREE COM 97717P104 136,077 -145,560 -51.68 953 -50.72 0.0015
2023-08-11 2023-06-30 13F WISDOMTREE COM 97717P104 281,637 171,128 154.85 1,932 198.61 0.0028
2023-05-12 2023-03-31 13F WISDOMTREE COM 97717P104 110,509 -4,310 -3.75 648 3.52 0.0010
2023-02-14 2022-12-31 13F WISDOMTREE COM 97717P104 114,819 65 0.06 626 16.39 0.0011
2022-11-04 2022-09-30 13F WISDOMTREE INVTS COM 97717P104 114,754 -235 -0.20 537 -7.89 0.0009
2022-08-15 2022-06-30 13F WISDOMTREE INVTS COM 97717P104 114,989 -1,250 -1.08 583 -14.52 0.0009
2022-05-13 2022-03-31 13F WISDOMTREE INVTS COM 97717P104 116,239 -1,520 -1.29 682 -5.41 0.0009
2022-02-14 2021-12-31 13F WISDOMTREE INVTS COM 97717P104 117,759 -3,837 -3.16 721 4.64 0.0009
2021-11-15 2021-09-30 13F WISDOMTREE INVTS COM 97717P104 121,596 362 0.30 689 -8.38 0.0010
2021-08-16 2021-06-30 13F WISDOMTREE INVTS COM 97717P104 121,234 -10,052 -7.66 752 -8.40 0.0010
2021-05-12 2021-03-31 13F WISDOMTREE INVTS COM 97717P104 131,286 900 0.69 821 17.79 0.0012
2021-08-16 2020-12-31 13F/A-1 WISDOMTREE INVTS COM 0005 97717P104 130,386 -1,480 -1.12 697 65.17 0.0012
2021-02-16 2020-12-31 13F WISDOMTREE INVTS COM 97717P104 130,386 -1,480 698 0.0012
2020-11-16 2020-09-30 13F WISDOMTREE INVTS COM 97717P104 131,866 -9,550 -6.75 422 -14.05 0.0008
2020-08-12 2020-06-30 13F WISDOMTREE INVTS COM 97717P104 141,416 -48,864 -25.68 491 10.84 0.0009
2020-05-12 2020-03-31 13F WISDOMTREE INVTS COM 97717P104 190,280 737 0.39 443 -51.69 0.0010
2020-02-11 2019-12-31 13F WISDOMTREE INVTS COM 97717P104 189,543 1,518 0.81 917 -6.52 0.0014
2019-11-13 2019-09-30 13F WISDOMTREE INVTS COM 97717P104 188,025 -245 -0.13 981 -15.58 0.0016
2019-08-08 2019-06-30 13F WISDOMTREE INVTS COM 97717P104 188,270 1,170 0.63 1,162 -12.04 0.0018
2019-05-15 2019-03-31 13F WISDOMTREE INVTS COM 97717P104 187,100 200 0.11 1,321 6.28 0.0022
2019-02-07 2018-12-31 13F WISDOMTREE INVTS COM 97717P104 186,900 -3,500 -1.84 1,243 -23.03 0.0022
2018-11-07 2018-09-30 13F WISDOMTREE INVTS COM 97717P104 190,400 -4,060 -2.09 1,615 -8.55 0.0024
2018-08-13 2018-06-30 13F WISDOMTREE INVTS COM 97717P104 194,460 2,860 1.49 1,766 0.51 0.0026
2018-05-04 2018-03-31 13F WISDOMTREE INVTS COM 97717P104 191,600 3,350 1.78 1,757 -25.65 0.0027
2018-02-13 2017-12-31 13F WISDOMTREE INVTS COM 97717P104 188,250 -3,040 -1.59 2,363 21.37 0.0032
2017-11-02 2017-09-30 13F WISDOMTREE INVTS COM 97717P104 191,290 -1,330 -0.69 1,947 -0.61 0.0032
2017-08-07 2017-06-30 13F WISDOMTREE INVTS COM 97717P104 192,620 -2,000 -1.03 1,959 10.87 0.0029
2017-05-10 2017-03-31 13F WISDOMTREE INVTS COM 97717P104 194,620 124,660 178.19 1,767 126.83 0.0028
2017-02-07 2016-12-31 13F WISDOMTREE INVTS COM 97717P104 69,960 -1,350 -1.89 779 6.13 0.0013
2016-11-04 2016-09-30 13F WISDOMTREE INVTS COM 97717P104 71,310 610 0.86 734 6.07 0.0012
2016-08-09 2016-06-30 13F WISDOMTREE INVTS COM 97717P104 70,700 900 1.29 692 -13.28 0.0012
2016-05-09 2016-03-31 13F WISDOMTREE INVTS COM 97717P104 69,800 -5,800 -7.67 798 -32.66 0.0014
2016-02-12 2015-12-31 13F WISDOMTREE INVTS COM 97717P104 75,600 4,100 5.73 1,185 2.78 0.0021
2015-11-10 2015-09-30 13F WISDOMTREE INVTS COM 97717P104 71,500 -3,300 -4.41 1,153 -29.82 0.0023
2015-08-06 2015-06-30 13F WISDOMTREE INVTS COM 97717P104 74,800 60,500 423.08 1,643 435.18 0.0029
2015-05-01 2015-03-31 13F WISDOMTREE INVTS COM 97717P104 14,300 -700 -4.67 307 30.64 0.0005
2015-02-06 2014-12-31 13F WISDOMTREE INVTS COM 97717P104 15,000 15,000 0.00 235 0.0004
2014-11-12 2014-09-30 13F WISDOMTREE INVTS COM 97717P104 0 -18,800 -100.00 0 -100.00
2014-08-13 2014-06-30 13F WISDOMTREE INVTS COM 97717P104 18,800 -49,000 -72.27 232 -70.41 0.0004
2013-08-07 2013-06-30 13F WISDOMTREE INVTS COM 97717P104 67,800 67,800 784 0.0017
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.