WisdomTree, Inc.
US ˙ NYSE

SecurityWT / WisdomTree, Inc.
InstitutionAmundi
Latest Disclosed Ownership20,300 shares
Latest Disclosed Value $ 295,568
Amundi reports 9.02% increase in ownership of WT / WisdomTree, Inc.

On May 15, 2026 - Amundi filed a 13F-HR form disclosing ownership of 20,300 shares of WisdomTree, Inc. (US:WT) valued at $295,568 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 18,620 shares of WisdomTree, Inc.. This represents a change in shares of 9.02% during the quarter. The current value of the position is $377,986 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)
2026-05-15 2026-03-31 13F WISDOMTREE COM 97717P104 20,300 1,680 9.02 296 30.53 0.0000
2026-02-17 2025-12-31 13F WISDOMTREE COM 97717P104 18,620 -4,654 -20.00 227 -29.81 0.0001
2025-11-14 2025-09-30 13F WISDOMTREE COM 97717P104 23,274 -1,445 -5.85 323 6.62 0.0001
2025-08-13 2025-06-30 13F WISDOMTREE COM 97717P104 24,719 -27,154 -52.35 303 -31.67 0.0001
2025-05-15 2025-03-31 13F WISDOMTREE COM 97717P104 51,873 -11,275 -17.85 442 -27.18 0.0002
2025-02-07 2024-12-31 13F WISDOMTREE COM 97717P104 63,148 34,323 119.07 607 113.73 0.0002
2024-11-13 2024-09-30 13F WISDOMTREE COM 97717P104 28,825 2,904 11.20 284 10.51 0.0001
2024-08-14 2024-06-30 13F WISDOMTREE COM 97717P104 25,921 -64,677 -71.39 257 -67.63 0.0001
2024-05-15 2024-03-31 13F WISDOMTREE COM 97717P104 90,598 76,080 524.04 795 694.00 0.0003
2024-02-14 2023-12-31 13F WISDOMTREE COM 97717P104 14,518 0 0.00 101 1.01 0.0000
2023-11-14 2023-09-30 13F WISDOMTREE COM 97717P104 14,518 0 0.00 99 0.00 0.0000
2023-08-14 2023-06-30 13F WISDOMTREE COM 97717P104 14,518 -636 -4.20 99 12.50 0.0001
2023-05-15 2023-03-31 13F WISDOMTREE COM 97717P104 15,154 15,154 89 0.0000
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.