WisdomTree, Inc. (WT)
- Sector
- Financial Services
- Last price
- $21.61
- As of
Kresmion compiles this page from WT's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
WisdomTree, Inc. (WT): 5 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 10-Q filed 2026-08-05.
See the full WT dossier
Price with insider and filing markers, who is positioning, fundamentals and peers for WT on one page. Preview it with sample data, then open it live with a free account.
Preview the WT dossierActive signals for WT
- highCONSENSUS_SELL
6 tracked funds reduced WT this 2026Q2, institutional consensus
- highCONSENSUS_SELL
4 tracked funds reduced WT this 2026Q2, institutional consensus
- highCONSENSUS_BUY
10 tracked funds increased WT this 2026Q2, institutional consensus
- mediumNEW_POSITION
CITADEL ADVISORS LLC new position in WT
- highINSTITUTIONAL_EXIT
CITADEL ADVISORS LLC cut 92% of WT (2026Q2)
FREE, NO ACCOUNT
Every signal on WT, as it fires
You are seeing 5 of 28 signals recorded on WT since 2026-05-26.
The five above landed across 2 days. The other 23 were recorded on 3 other days. 19 of the 28 are institutional flow rows, which arrive in batches on filing days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in WT (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LPCUSIP 97717P104 · 2026Q2 | $10.9M | 0.01% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 97717P104 · 2026Q2 | $6.2M | 0.00% | , |
| Point72 Asset Management, L.P.CUSIP 97717P104 · 2026Q2 | $4.5M | 0.00% | , |
| CITADEL ADVISORS LLCCUSIP 97717P104 · 2026Q2 | $4.2M | 0.00% | , |
| D. E. Shaw & Co., Inc.CUSIP 97717P104 · 2026Q2 | $1.5M | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, WT
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
WT against its peers
WT's operating margin of 35.3% ranks in the 95th percentile of 10 Financial Services sub-industry peers, fiscal period ending 2025-12-31.
| Metric | WT | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 494M USD | 1.2B USD | 18 | 19 |
| Operating margin | 35.3% | 15.5% | 95 | 10 |
| Net margin | 22.1% | 14.2% | 57 | 19 |
| Return on equity | 26.4% | 15.0% | 61 | 21 |
| P / E | 28.8x | 16.0x | 77 | 14 |
| 1 year | 63.8% | 2.0% | 85 | 16 |
Peers (22): BULL, NATL, GLXY, AAMI, PJT, CNS, LAZ, FOUR, PFSI, MIAX, NMIH, DBRG, FSK, SII, PAY, FHI, SLM, ENVA, DLO, NNI, RDN, DAVE. Left out: PAGS (period gap), BFH (no annual filing), STNE (period gap). Fiscal period ending 2025-12-31. Every figure is one full fiscal year read from one annual filing (WT: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
Related tickers
Follow WT on a live board
Kresmion is a cross-asset market-intelligence terminal. Open a board scoped to WT for its filings, 13F changes, insider trades, options positioning, and confluence read in one view, each with its source.