13FPulse
中
WT

WT WISDOMTREE INC

2026Q2 · CUSIP 97717P104 · Sector: Financials

Funds left

Funds are exiting, but the price is holding

Funds that own it
306
Institutions that reported holding it to the SEC
Net decrease in holders
3
Last quarter 309 → now 306
How unusual is that
Below average
Stronger than only 25% of US stocks
What the filings say, in one paragraph

306 funds held WT at the end of 2026Q2, down 3 from the quarter before. Buying has faded, though the price is holding up. On the business itself, revenue over the last 12 months was $610M(YoY +37.1%), the P/E is 47.0x, return on equity is 19.3%. WT has had 11 buying rushes in its history, and the price moved +0.8% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=153 2013Q4: holders=182 2014Q1: holders=187 2014Q2: holders=185 2014Q3: holders=179 2014Q4: holders=187 2015Q1: holders=193 2015Q2: holders=227 2015Q3: holders=235 2015Q4: holders=249 2016Q1: holders=234 2016Q2: holders=211 2016Q3: holders=205 2016Q4: holders=219 2017Q1: holders=199 2017Q2: holders=203 2017Q3: holders=198 2017Q4: holders=205 2018Q1: holders=207 2018Q2: holders=195 2018Q3: holders=182 2018Q4: holders=179 2019Q1: holders=185 2019Q2: holders=171 2019Q3: holders=166 2019Q4: holders=167 2020Q1: holders=171 2020Q2: holders=167 2020Q3: holders=164 2020Q4: holders=151 2021Q1: holders=148 2021Q2: holders=176 2021Q3: holders=164 2021Q4: holders=168 2022Q1: holders=175 2022Q2: holders=160 2022Q3: holders=154 2022Q4: holders=158 2023Q1: holders=147 2023Q2: holders=181 2023Q3: holders=177 2023Q4: holders=195 2024Q1: holders=203 2024Q2: holders=224 2024Q3: holders=232 2024Q4: holders=272 2025Q1: holders=255 2025Q2: holders=247 2025Q3: holders=269 2025Q4: holders=289 2026Q1: holders=309 2026Q2: holders=306 -40 -20 +0 +20 +40 132229325 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 11 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 20% -6.9% —
2025Q3 Top 20% +13.2% +49.7%
2024Q4 Top 20% -6.8% -0.8%
2024Q2 Top 20% +2.5% +18.1%
2023Q2 Top 5% +1.0% -1.7%
2021Q2 Top 10% -4.0% +14.3%
2020Q1 Top 20% +19.9% +33.3%
2015Q4 Top 20% -8.0% -6.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
160
Change in large funds
+5
Total value they hold
$2.7B
Funds buying for the first time
57
Funds that sold out entirely
60
Price change that quarter
+26.1%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
9

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
47.0
EPS (TTM)
$0.52
EPS YoY
+26.8%
Revenue (TTM)
$0.6B
Revenue YoY
+37.1%
Net margin
13.3%
ROE
19.3%
Debt ratio
74.6%
FCF (TTM)
$196M
Dividend (TTM)
$0.12
Quarterly Revenue & EPS
2021-09-30: EPS 0.04 2021-12-31: EPS 0.07 2022-03-31: EPS -0.08 2022-06-30: EPS 0.05 2022-09-30: EPS 0.50 2022-12-31: EPS -0.16 2023-03-31: EPS 0.10 2023-06-30: EPS 0.32 2023-09-30: EPS 0.07 2023-12-31: EPS 0.15 2024-03-31: EPS 0.13 2024-06-30: EPS 0.13 2024-09-30: EPS -0.13 2024-12-31: EPS 0.20 2025-03-31: EPS 0.17 2025-06-30: EPS 0.17 2025-09-30: EPS 0.13 2025-12-31: EPS 0.28 2026-03-31: EPS -0.17 2026-06-30: EPS 0.28 0M 89M 177M $M -0.19 0.18 0.55 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 20 8 37 67 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-5M25M55M 20162017201820192020202120222023202420252026
Latest quarter $18M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.