# WISDOMTREE INC COM

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.

## Summary

- Issuer: WISDOMTREE INC
- Class: COM
- CUSIP: 97717P104
- Asset category: EC
- 13F holders: 329
- 13F value: $2.2B
- 13F period: 2026-06-30
- N-PORT fund positions: 32
- N-PORT value: $234.3M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_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](https://search.stillhousedata.com/firm/105958) | 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](https://search.stillhousedata.com/firm/287621) | MIAMI, FL | $87.2M | 5,987,605 |
| STATE STREET CORP | BOSTON, MA | $73.5M | 5,049,152 |
| [Simcoe Capital Management, LLC](https://search.stillhousedata.com/firm/161985) | 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](https://search.stillhousedata.com/firm/115504) | 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 |

## Top fund holders (N-PORT)

_Showing 15 of 32 fund positions by value._

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [SMALLCAP World Fund Inc](https://search.stillhousedata.com/fund/S000009599) | SMALLCAP World Fund Inc | $99.2M | 12.24% |
| [Invesco Small Cap Value Fund](https://search.stillhousedata.com/fund/S000027837) | AIM Sector Funds (Invesco Sector Funds) | $38.7M | 36.01% |
| [VANGUARD EXPLORER FUND](https://search.stillhousedata.com/fund/S000002578) | VANGUARD EXPLORER FUND | $20.4M | 9.38% |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $18.7M | 2.29% |
| [VANGUARD RUSSELL 2000 INDEX FUND](https://search.stillhousedata.com/fund/S000030003) | VANGUARD SCOTTSDALE FUNDS | $12.1M | 6.91% |
| [U.S. MICRO CAP PORTFOLIO](https://search.stillhousedata.com/fund/S000000948) | DFA INVESTMENT DIMENSIONS GROUP INC | $11.0M | 14.67% |
| [Optimum Small-Mid Cap Growth Fund](https://search.stillhousedata.com/fund/S000002424) | Optimum Fund Trust | $8.2M | 108.59% |
| [VANGUARD STRATEGIC EQUITY FUND](https://search.stillhousedata.com/fund/S000002593) | VANGUARD HORIZON FUNDS | $6.1M | 6.07% |
| [T. Rowe Price Small-Cap Stock Fund, Inc.](https://search.stillhousedata.com/fund/S000002120) | T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | $5.2M | 6.40% |
| [T. Rowe Price Financial Services Fund, Inc.](https://search.stillhousedata.com/fund/S000002084) | T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | $3.6M | 20.71% |
| [Master Small Cap Index Series](https://search.stillhousedata.com/fund/S000002716) | Quantitative Master Series LLC | $3.0M | 6.18% |
| [T. Rowe Price Institutional Small-Cap Stock Fund](https://search.stillhousedata.com/fund/S000002094) | T. Rowe Price Equity Funds, Inc. | $2.8M | 6.53% |
| [Small Cap Portfolio](https://search.stillhousedata.com/fund/S000001917) | BNY MELLON VARIABLE INVESTMENT FUND | $2.2M | 70.29% |
| [VOYA SMALL COMPANY PORTFOLIO](https://search.stillhousedata.com/fund/S000008709) | Voya VARIABLE PORTFOLIOS INC | $2.1M | 114.08% |
| [Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF](https://search.stillhousedata.com/fund/S000048296) | Goldman Sachs ETF Trust | $1.8M | 17.85% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/97717P104.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.