WisdomTree, Inc.
US ˙ NYSE

SecurityWT / WisdomTree, Inc.
InstitutionAmalgamated Bank
Latest Disclosed Ownership33,358 shares
Latest Disclosed Value $ 486
Amalgamated Bank reports 0.93% decrease in ownership of WT / WisdomTree, Inc.

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 33,358 shares of WisdomTree, Inc. (US:WT) valued at $485,692 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 33,671 shares of WisdomTree, Inc.. The current value of the position is $621,126 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)
2026-05-08 2026-03-31 13F WISDOMTREE INC COM COM 97717P104 33,358 -313 -0.93 0 0.0037
2026-02-05 2025-12-31 13F WISDOMTREE INC COM COM 97717P104 33,671 -374 -1.10 0 0.0030
2025-10-29 2025-09-30 13F WISDOMTREE INC COM COM 97717P104 34,045 179 0.53 0 0.0034
2025-08-04 2025-06-30 13F WISDOMTREE INC COM COM 97717P104 33,866 278 0.83 0 0.0030
2025-04-25 2025-03-31 13F WISDOMTREE INC COM COM 97717P104 33,588 -678 -1.98 0 0.0026
2025-02-04 2024-12-31 13F WISDOMTREE INC COM COM 97717P104 34,266 -1,757 -4.88 0 0.0030
2024-10-30 2024-09-30 13F WISDOMTREE INC COM COM 97717P104 36,023 986 2.81 0 0.0030
2024-08-12 2024-06-30 13F WISDOMTREE INC COM COM 97717P104 35,037 629 1.83 0 0.0030
2024-04-23 2024-03-31 13F WISDOMTREE INC COM COM 97717P104 34,408 -15,062 -30.45 0 0.0027
2024-02-06 2023-12-31 13F WISDOMTREE INC COM COM 97717P104 49,470 -5,901 -10.66 0 0.0027
2023-11-08 2023-09-30 13F WISDOMTREE INC COM COM 97717P104 55,371 0 0.00 0 0.0033
2023-08-11 2023-06-30 13F WISDOMTREE INC COM COM 97717P104 55,371 1,445 2.68 0 0.0031
2023-05-02 2023-03-31 13F WISDOMTREE INC COM COM 97717P104 53,926 -3,993 -6.89 0 0.0027
2023-02-10 2022-12-31 13F WISDOMTREE INC COM COM 97717P104 57,919 0 0.00 0 -100.00 0.0028
2022-11-09 2022-09-30 13F WISDOMTREE INVESTMENTS COM 97717P104 57,919 1,033 1.82 271 -5.90 0.0026
2022-08-15 2022-06-30 13F WISDOMTREE INVESTMENTS COM 97717P104 56,886 1,021 1.83 288 -12.20 0.0027
2022-08-25 2022-03-31 13F/A-1 WISDOMTREE INVESTMENTS COM 97717P104 55,865 -3,635 -6.11 328 -9.89 0.0025
2022-06-30 2022-03-31 13F WISDOMTREE INVESTMENTS COM 97717P104 55,865 -3,635 328 0.0026
2022-02-15 2021-12-31 13F/A-1 WISDOMTREE INVESTMENTS COM 97717P104 59,500 -1,234 -2.03 364 5.81 0.0027
2022-02-15 2021-12-31 13F WISDOMTREE INVESTMENTS COM 97717P104 59,500 -1,234 364 0.0027
2021-10-29 2021-09-30 13F WISDOMTREE INVESTMENTS COM 97717P104 60,734 -3,568 -5.55 344 -13.78 0.0029
2021-08-16 2021-06-30 13F WISDOMTREE INVESTMENTS COM 97717P104 64,302 52,247 433.41 399 432.00 0.0032
2021-05-13 2021-03-31 13F WISDOMTREE INVESTMENTS COM 97717P104 12,055 -818 -6.35 75 8.70 0.0028
2021-02-12 2020-12-31 13F WISDOMTREE INVESTMENTS COM 97717P104 12,873 92 0.72 69 68.29 0.0026
2020-10-30 2020-09-30 13F WISDOMTREE INVESTMENTS COM 97717P104 12,781 -615 -4.59 41 -10.87 0.0018
2020-08-10 2020-06-30 13F WISDOMTREE INVESTMENTS COM 97717P104 13,396 -9,209 -40.74 46 -13.21 0.0021
2020-05-13 2020-03-31 13F WISDOMTREE INVESTMENTS COM 97717P104 22,605 -287 -1.25 53 -52.25 0.0013
2020-02-13 2019-12-31 13F WISDOMTREE INVESTMENTS COM 97717P104 22,892 919 4.18 111 -3.48 0.0020
2019-11-13 2019-09-30 13F WISDOMTREE INVESTMENTS COM 97717P104 21,973 -282 -1.27 115 -16.06 0.0024
2019-08-14 2019-06-30 13F WISDOMTREE INVESTMENTS COM 97717P104 22,255 2,789 14.33 137 0.00 0.0032
2019-05-15 2019-03-31 13F WISDOMTREE INVESTMENTS COM 97717P104 19,466 487 2.57 137 8.73 0.0033
2019-02-15 2018-12-31 13F WISDOMTREE INVESTMENTS COM 97717P104 18,979 18,979 126 0.0036
2018-11-14 2018-09-30 13F WISDOMTREE INVESTMENTS COM 97717P104 0 -19,026 -100.00 0 -100.00
2018-07-18 2018-06-30 13F WISDOMTREE INVESTMENTS COM 97717P104 19,026 2,493 15.08 173 13.82 0.0042
2018-05-22 2018-03-31 13F WISDOMTREE INVESTMENTS COM 97717P104 16,533 -340 -2.02 152 -28.30 0.0040
2018-02-13 2017-12-31 13F WISDOMTREE INVESTMENTS COM 97717P104 16,873 1,055 6.67 212 31.68 0.0057
2017-11-09 2017-09-30 13F WISDOMTREE INVESTMENTS COM 97717P104 15,818 -148 -0.93 161 -0.62 0.0050
2017-08-10 2017-06-30 13F WISDOMTREE INVESTMENTS COM 97717P104 15,966 760 5.00 162 17.39 0.0053
2017-05-12 2017-03-31 13F WISDOMTREE INVESTMENTS COM 97717P104 15,206 -595 -3.77 138 -21.59 0.0069
2017-02-14 2016-12-31 13F WISDOMTREE INVESTMENTS COM 97717P104 15,801 1,944 14.03 176 23.08 0.0080
2016-11-15 2016-09-30 13F/A-1 WISDOMTREE INVESTMENTS COM 97717P104 13,857 17 0.12 143 -0.69 0.0083
2016-08-16 2016-06-30 13F WISDOMTREE INVESTMENTS COM 97717P104 13,840 1,304 10.40 144 0.70 0.0083
2016-05-11 2016-03-31 13F WISDOMTREE INVESTMENTS COM 97717P104 12,536 1,037 9.02 143 -20.56 0.0139
2016-02-10 2015-12-31 13F WISDOMTREE INVESTMENTS COM 97717P104 11,499 -987 -7.90 180 -10.45 0.0222
2015-11-04 2015-09-30 13F WISDOMTREE INVESTMENTS COM 97717P104 12,486 170 1.38 201 -25.83 0.0211
2015-07-10 2015-06-30 13F WISDOMTREE INVESTMENTS COM 97717P104 12,316 1,385 12.67 271 15.32 0.0266
2015-04-22 2015-03-31 13F WISDOMTREE INVESTMENTS COM 97717P104 10,931 10,931 0.00 235 0.0287
2015-01-29 2014-12-31 13F WISDOMTREE INVESTMENTS COM 97717P104 0 -10,497 -100.00 0 -100.00
2014-11-14 2014-09-30 13F WISDOMTREE INVESTMENTS COM 97717P104 10,497 -5 -0.05 119 -8.46 0.0177
2014-08-11 2014-06-30 13F WISDOMTREE INVESTMENTS INC COM COM 97717P104 10,502 180 1.74 130 -3.70 0.0196
2014-05-12 2014-03-31 13F WISDOMTREE INVESTMENTS INC COM COM 97717P104 10,322 -99 -0.95 135 -27.03 0.0233
2014-02-13 2013-12-31 13F WISDOMTREE INVESTMENTS INC COM COM 97717P104 10,421 10,421 185 0.0314
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.