WISDOMTREE INC COM is a security (CUSIP 97717P104) tracked across SEC portfolio filings. 329 institutional managers reported $2.2B on Form 13F as of 2026-06-30; 32 registered fund positions totaling $234.3M via N-PORT as of 2026-05-31.
Showing 15 of 329 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BlackRock, Inc. | New York, NY | $257.1M | 17,657,453 |
| FMR LLC | BOSTON, MA | $185.2M | 12,722,899 |
| VANGUARD GROUP INC | Valley Forge, PA | $170.7M | 14,001,755 |
| WELLINGTON MANAGEMENT GROUP LLP | BOSTON, MA | $154.1M | 10,585,959 |
| Capital World Investors | LOS ANGELES, CA | $99.2M | 6,811,059 |
| Azora Capital LP | MIAMI, FL | $87.2M | 5,987,605 |
| STATE STREET CORP | BOSTON, MA | $73.5M | 5,049,152 |
| Simcoe Capital Management, LLC | NEW YORK, NY | $67.9M | 4,665,985 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $66.7M | 4,578,590 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | BOSTON, MA | $60.2M | 4,134,430 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $52.8M | 3,624,396 |
| GEODE CAPITAL MANAGEMENT, LLC | BOSTON, MA | $41.5M | 2,849,353 |
| PRINCIPAL FINANCIAL GROUP INC | DES MOINES, IA | $38.6M | 2,275,955 |
| MORGAN STANLEY | NEW YORK, NY | $36.4M | 2,500,122 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $33.9M | 2,327,389 |
Showing 15 of 32 fund positions by value.
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| SMALLCAP World Fund Inc | SMALLCAP World Fund Inc | $99.2M | 12.24% |
| Invesco Small Cap Value Fund | AIM Sector Funds (Invesco Sector Funds) | $38.7M | 36.01% |
| VANGUARD EXPLORER FUND | VANGUARD EXPLORER FUND | $20.4M | 9.38% |
| VANGUARD EXTENDED MARKET INDEX FUND | VANGUARD INDEX FUNDS | $18.7M | 2.29% |
| VANGUARD RUSSELL 2000 INDEX FUND | VANGUARD SCOTTSDALE FUNDS | $12.1M | 6.91% |
| U.S. MICRO CAP PORTFOLIO | DFA INVESTMENT DIMENSIONS GROUP INC | $11.0M | 14.67% |
| Optimum Small-Mid Cap Growth Fund | Optimum Fund Trust | $8.2M | 108.59% |
| VANGUARD STRATEGIC EQUITY FUND | VANGUARD HORIZON FUNDS | $6.1M | 6.07% |
| T. Rowe Price Small-Cap Stock Fund, Inc. | T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | $5.2M | 6.40% |
| T. Rowe Price Financial Services Fund, Inc. | T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | $3.6M | 20.71% |
| Master Small Cap Index Series | Quantitative Master Series LLC | $3.0M | 6.18% |
| T. Rowe Price Institutional Small-Cap Stock Fund | T. Rowe Price Equity Funds, Inc. | $2.8M | 6.53% |
| Small Cap Portfolio | BNY MELLON VARIABLE INVESTMENT FUND | $2.2M | 70.29% |
| VOYA SMALL COMPANY PORTFOLIO | Voya VARIABLE PORTFOLIOS INC | $2.1M | 114.08% |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF | Goldman Sachs ETF Trust | $1.8M | 17.85% |