WisdomTree, Inc.
US ˙ NYSE

SecurityWT / WisdomTree, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership178,317 shares
Latest Disclosed Value $ 2,596,292
Stifel Financial Corp reports 14.80% increase in ownership of WT / WisdomTree, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 178,317 shares of WisdomTree, Inc. (US:WT) valued at $2,596,296 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 155,329 shares of WisdomTree, Inc.. This represents a change in shares of 14.80% during the quarter. The current value of the position is $3,320,263 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)
2026-05-12 2026-03-31 13F WISDOMTREE COM 97717P104 178,317 22,988 14.80 2,596 37.14 0.0006
2026-02-13 2025-12-31 13F WISDOMTREE COM 97717P104 155,329 7,799 5.29 1,893 -7.66 0.0017
2025-11-12 2025-09-30 13F WISDOMTREE COM 97717P104 147,530 4,446 3.11 2,051 24.54 0.0019
2025-08-14 2025-06-30 13F WISDOMTREE COM 97717P104 143,084 27,259 23.53 1,647 59.34 0.0016
2025-05-14 2025-03-31 13F WISDOMTREE COM 97717P104 115,825 1,420 1.24 1,033 -13.99 0.0011
2025-02-13 2024-12-31 13F WISDOMTREE COM 97717P104 114,405 35,397 44.80 1,201 52.22 0.0013
2024-11-14 2024-09-30 13F WISDOMTREE COM 97717P104 79,008 46,822 145.47 789 148.11 0.0008
2024-08-13 2024-06-30 13F WISDOMTREE COM 97717P104 32,186 32,186 319 0.0004
2021-02-12 2020-12-31 13F WISDOMTREE INVTS COM 97717P104 0 -14,115 -100.00 0 -100.00
2020-11-16 2020-09-30 13F WISDOMTREE INVTS COM 97717P104 14,115 2,175 18.22 46 12.20 0.0001
2020-08-14 2020-06-30 13F WISDOMTREE INVTS COM 97717P104 11,940 -100,400 -89.37 41 -84.17 0.0001
2020-05-14 2020-03-31 13F WISDOMTREE INVTS COM 97717P104 112,340 58,141 107.27 259 -1.52 0.0007
2020-02-13 2019-12-31 13F WISDOMTREE INVTS COM 97717P104 54,199 54,199 263 0.0005
2017-08-14 2017-06-30 13F WISDOMTREE INVTS COM 97717P104 0 -752,349 -100.00 0 -100.00
2017-05-10 2017-03-31 13F WISDOMTREE INVTS COM 97717P104 752,349 355,044 89.36 6,846 55.63 0.0265
2017-02-16 2016-12-31 13F WISDOMTREE INVTS COM 97717P104 397,305 51,683 14.95 4,399 24.72 0.0187
2016-11-15 2016-09-30 13F WISDOMTREE INVTS COM 97717P104 345,622 215,778 166.18 3,527 177.50 0.0159
2016-08-17 2016-06-30 13F WISDOMTREE INVTS COM 97717P104 129,844 4,681 3.74 1,271 -11.06 0.0059
2016-05-16 2016-03-31 13F WISDOMTREE INVTS COM 97717P104 125,163 18,921 17.81 1,429 -14.23 0.0076
2016-03-21 2015-12-31 13F/A-2 WISDOMTREE INVTS COM 97717P104 106,242 2,322 2.23 1,666 -0.54 0.0087
2016-02-26 2015-12-31 13F/A-1 WISDOMTREE INVTS COM 97717P104 92,614 -13,628 2,551 0.0133
2016-02-16 2015-12-31 13F WISDOMTREE INVTS COM 97717P104 92,614 2,639
2015-11-16 2015-09-30 13F WISDOMTREE INVTS COM 97717P104 103,920 78,451 308.03 1,675 202.89 0.0094
2015-08-17 2015-06-30 13F/A-1 WISDOMTREE INVTS COM 97717P104 25,469 25,469 553 0.0029
2015-08-17 2015-06-30 13F WISDOMTREE INVTS COM 97717P104 25,469 553
2014-08-14 2014-06-30 13F WISDOMTREE INVTS COM 97717P104 0 -264,518 -100.00 0 -100.00
2014-05-15 2014-03-31 13F WISDOMTREE INVTS COM 97717P104 264,518 264,518 3,471 0.0332
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.