WT — WISDOMTREE INC
Reported value held$1.41B
Funds holding (latest)46
SectorFinancials
Funds holding (Q2 2026)37
Institutional value$1.18B · 72.51M sh
New / Add / Cut / Exit1 / 17 / 19 / 4
Top-5 / Top-10 concentration69.4% / 84.9%
Institutional holdings change
Reducing -11.0%
(-8.95M sh)
Institutional value change
Up +49.8%
As of Q2 2026, 37 SEC-registered investment managers reported holding WT (WISDOMTREE INC) in their latest 13F filings, with a combined reported value of $1.18B across 72.51M shares. That is -11.0% by share count (-8.95M shares) versus the previous quarter, while reported value moved +49.8%. Ownership is concentrated: the five largest holders account for 69.4% of reported value and the top ten for 84.9%.
Compared with the prior quarter, 1 opened new positions, 17 added to existing stakes, 19 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
WT is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 19.27M | $326.51M | 0.01% | Add |
| Invesco Ltd history | 9.98M | $168.98M | 0.01% | Add |
| Wellington Management Group history | 8.41M | $142.42M | 0.03% | Reduce |
| Capital World Investors history | 7.55M | $127.85M | 0.02% | Add |
| Geode Capital Management history | 3.29M | $55.75M | 0.00% | Add |
| UBS Group AG history | 2.66M | $45.05M | 0.01% | Add |
| Principal Global Investors history | 2.28M | $38.55M | 0.02% | Add |
| Morgan Stanley history | 2.00M | $33.94M | 0.00% | Reduce |
| Bank of America Corp history | 1.99M | $33.74M | 0.00% | Reduce |
| Goldman Sachs Group history | 1.97M | $33.39M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 1.69M | $28.57M | 0.00% | Add |
| Northern Trust Corp history | 1.39M | $23.59M | 0.00% | Add |
| MFS Investment Management history | 1.26M | $21.29M | 0.01% | Reduce |
| BNY Mellon history | 1.05M | $17.72M | 0.00% | Add |
| Two Sigma Investments history | 646.21K | $10.95M | 0.01% | Reduce |
| Citigroup Inc history | 578.92K | $9.81M | 0.00% | Reduce |
| Citadel Advisors history | 531.69K | $9.23M | 0.00% | Reduce |
| Arrowstreet Capital history | 487.89K | $8.26M | 0.00% | Reduce |
| PSP Investments history | 432.29K | $7.32M | 0.02% | Add |
| Millennium Management history | 365.48K | $6.19M | 0.00% | Reduce |
| AQR Capital Management history | 350.27K | $5.93M | 0.00% | Reduce |
| Legal & General Investment Management America history | 298.07K | $5.05M | 0.00% | Add |
| Point72 Asset Management history | 264.07K | $4.47M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 2.55M | $3.84M | 0.00% | Reduce |
| D. E. Shaw & Co history | 165.90K | $2.81M | 0.00% | Reduce |
| Polen Capital Management history | 149.05K | $2.52M | 0.02% | Add |
| Deutsche Bank AG history | 139.19K | $2.36M | 0.00% | Add |
| Prudential Financial history | 131.95K | $2.24M | 0.00% | Add |
| JPMorgan Chase & Co history | 96.90K | $1.74M | 0.00% | New |
| Amundi US history | 99.58K | $1.69M | 0.00% | Add |
| Manulife Financial history | 62.62K | $1.06M | 0.00% | Add |
| CPP Investments history | 30.60K | $518.36K | 0.00% | Reduce |
| Marshall Wace history | 29.20K | $494.63K | 0.00% | Reduce |
| PNC Financial Services history | 17.40K | $294.69K | 0.00% | Reduce |
| Franklin Resources history | 12.83K | $217.37K | 0.00% | Add |
| Wells Fargo & Co history | 100.00K | $96.47K | 0.00% | Reduce |
| T. Rowe Price Associates history | 186.96K | $3.17K | 0.00% | Reduce |
Q1 2026 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wellington Management Group history | 10.59M | $154.13M | 0.03% | Reduce |
| Capital World Investors history | 6.81M | $99.17M | 0.01% | Add |
| Invesco Ltd history | 5.81M | $84.64M | 0.01% | Add |
| Goldman Sachs Group history | 4.58M | $66.66M | 0.01% | Add |
| Arrowstreet Capital history | 4.13M | $60.20M | 0.03% | Add |
| Geode Capital Management history | 2.85M | $41.49M | 0.00% | Add |
| Morgan Stanley history | 2.50M | $36.40M | 0.00% | Reduce |
| Bank of America Corp history | 2.33M | $33.89M | 0.00% | Add |
| Principal Global Investors history | 2.01M | $29.26M | 0.02% | Add |
| Janus Henderson Group history | 1.74M | $25.37M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 1.44M | $21.02M | 0.00% | Reduce |
| MFS Investment Management history | 1.34M | $19.57M | 0.01% | Reduce |
| Northern Trust Corp history | 1.22M | $17.70M | 0.00% | Add |
| BNY Mellon history | 985.51K | $14.35M | 0.00% | Add |
| Millennium Management history | 10.00M | $13.47M | 0.01% | Add |
| Citadel Advisors history | 594.50K | $9.21M | 0.00% | Reduce |
| BlackRock Inc history | 5.78M | $7.84M | 0.00% | Add |
| AQR Capital Management history | 454.98K | $6.62M | 0.00% | Reduce |
| Balyasny Asset Management history | 414.80K | $6.04M | 0.01% | New |
| PSP Investments history | 411.05K | $5.98M | 0.02% | Add |
| UBS Group AG history | 408.58K | $5.96M | 0.00% | Reduce |
| Legal & General Investment Management America history | 270.19K | $3.93M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.67M | $3.63M | 0.00% | Hold |
| Citigroup Inc history | 2.71M | $3.60M | 0.00% | Add |
| Two Sigma Investments history | 2.71M | $3.60M | 0.00% | Reduce |
| Wells Fargo & Co history | 238.79K | $3.48M | 0.00% | Reduce |
| Point72 Asset Management history | 1.93M | $2.54M | 0.00% | Reduce |
| D. E. Shaw & Co history | 1.47M | $1.95M | 0.00% | Reduce |
| Prudential Financial history | 120.19K | $1.75M | 0.00% | Add |
| Deutsche Bank AG history | 116.95K | $1.70M | 0.00% | Reduce |
| Polen Capital Management history | 109.00K | $1.59M | 0.01% | New |
| Marshall Wace history | 77.30K | $1.13M | 0.00% | Add |
| Manulife Financial history | 54.81K | $798.03K | 0.00% | Reduce |
| Maverick Capital history | 42.62K | $620.55K | 0.01% | New |
| CPP Investments history | 42.40K | $617.34K | 0.00% | Reduce |
| Amundi US history | 20.30K | $295.57K | 0.00% | Add |
| PNC Financial Services history | 17.67K | $257.22K | 0.00% | Reduce |
| Franklin Resources history | 12.70K | $184.91K | 0.00% | Reduce |
| Lazard Asset Management history | 2.03M | $27.70K | 0.00% | Add |
| T. Rowe Price Associates history | 401.58K | $5.85K | 0.00% | Add |
Q4 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 14.00M | $170.68M | 0.00% | Reduce |
| Wellington Management Group history | 11.20M | $136.48M | 0.02% | Add |
| Goldman Sachs Group history | 3.39M | $41.32M | 0.01% | Add |
| Arrowstreet Capital history | 2.93M | $35.71M | 0.02% | Add |
| Geode Capital Management history | 2.80M | $34.09M | 0.00% | Add |
| Morgan Stanley history | 2.69M | $32.77M | 0.00% | Reduce |
| Capital World Investors history | 2.53M | $30.83M | 0.00% | New |
| MFS Investment Management history | 2.36M | $28.79M | 0.01% | Reduce |
| Janus Henderson Group history | 2.13M | $25.94M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 1.48M | $18.09M | 0.00% | Add |
| Citadel Advisors history | 1.24M | $15.07M | 0.00% | Add |
| Northern Trust Corp history | 1.20M | $14.61M | 0.00% | Reduce |
| Two Sigma Investments history | 11.53M | $13.82M | 0.02% | Hold |
| UBS Group AG history | 1.13M | $13.81M | 0.00% | Add |
| Principal Global Investors history | 995.90K | $12.14M | 0.01% | Add |
| Point72 Asset Management history | 10.00M | $11.53M | 0.01% | Add |
| Citigroup Inc history | 865.27K | $10.55M | 0.01% | Add |
| BNY Mellon history | 857.95K | $10.46M | 0.00% | Add |
| D. E. Shaw & Co history | 8.30M | $9.57M | 0.01% | Hold |
| AQR Capital Management history | 720.69K | $8.79M | 0.01% | Add |
| Millennium Management history | 5.00M | $6.02M | 0.00% | Reduce |
| BlackRock Inc history | 4.20M | $5.04M | 0.00% | Add |
| PSP Investments history | 397.61K | $4.85M | 0.02% | Reduce |
| Bank of America Corp history | 354.54K | $4.32M | 0.00% | Reduce |
| Franklin Resources history | 336.07K | $4.10M | 0.00% | Add |
| Wells Fargo & Co history | 311.53K | $3.80M | 0.00% | Add |
| Deutsche Bank AG history | 303.40K | $3.70M | 0.00% | Add |
| Legal & General Investment Management America history | 300.67K | $3.67M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.67M | $3.21M | 0.00% | Hold |
| Invesco Ltd history | 1.60M | $1.92M | 0.00% | Hold |
| Prudential Financial history | 108.29K | $1.32M | 0.00% | Reduce |
| Norges Bank Investment Management history | 74.02K | $902.29K | 0.00% | Reduce |
| CPP Investments history | 60.20K | $733.84K | 0.00% | New |
| Marshall Wace history | 56.09K | $683.77K | 0.00% | Reduce |
| Manulife Financial history | 55.77K | $679.84K | 0.00% | Reduce |
| Amundi US history | 18.62K | $226.98K | 0.00% | Reduce |
| PNC Financial Services history | 18.38K | $224.06K | 0.00% | Hold |
| JPMorgan Chase & Co history | 208.00K | $200.66K | 0.00% | Add |
| Lazard Asset Management history | 11.93K | $145.39K | 0.00% | Reduce |
| T. Rowe Price Associates history | 370.42K | $4.52K | 0.00% | Reduce |
Q3 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 14.55M | $202.28M | 0.00% | Reduce |
| Wellington Management Group history | 9.67M | $134.48M | 0.02% | Add |
| Morgan Stanley history | 3.28M | $45.53M | 0.00% | Add |
| Geode Capital Management history | 2.77M | $38.50M | 0.00% | Add |
| MFS Investment Management history | 2.57M | $35.66M | 0.01% | Reduce |
| Janus Henderson Group history | 2.19M | $30.50M | 0.01% | Reduce |
| Arrowstreet Capital history | 1.70M | $23.60M | 0.01% | Add |
| Goldman Sachs Group history | 1.57M | $21.77M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.35M | $18.80M | 0.00% | Add |
| Northern Trust Corp history | 1.27M | $17.60M | 0.00% | Hold |
| Two Sigma Investments history | 11.53M | $15.06M | 0.02% | Add |
| Citadel Advisors history | 856.21K | $11.90M | 0.00% | Add |
| Principal Global Investors history | 854.51K | $11.88M | 0.01% | Add |
| D. E. Shaw & Co history | 8.30M | $10.68M | 0.01% | Add |
| Millennium Management history | 8.00M | $10.45M | 0.01% | Add |
| Renaissance Technologies history | 553.60K | $7.70M | 0.01% | Reduce |
| AQR Capital Management history | 500.70K | $6.96M | 0.00% | Add |
| PSP Investments history | 469.09K | $6.52M | 0.02% | Add |
| Bank of America Corp history | 451.44K | $6.28M | 0.00% | Add |
| Soros Fund Management history | 4.00M | $5.15M | 0.08% | New |
| Legal & General Investment Management America history | 322.01K | $4.48M | 0.00% | Hold |
| BlackRock Inc history | 3.00M | $3.92M | 0.00% | Reduce |
| Deutsche Bank AG history | 279.09K | $3.88M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 2.67M | $3.50M | 0.00% | Add |
| Wells Fargo & Co history | 232.28K | $3.23M | 0.00% | Add |
| Citigroup Inc history | 175.96K | $2.45M | 0.00% | Add |
| Point72 Asset Management history | 174.53K | $2.43M | 0.00% | New |
| Marshall Wace history | 160.69K | $2.23M | 0.00% | Reduce |
| Invesco Ltd history | 1.60M | $2.09M | 0.00% | Reduce |
| UBS Group AG history | 150.18K | $2.09M | 0.00% | Reduce |
| Prudential Financial history | 121.55K | $1.69M | 0.00% | Reduce |
| Manulife Financial history | 59.85K | $831.97K | 0.00% | Reduce |
| Lazard Asset Management history | 31.98M | $419.59K | 0.00% | New |
| Amundi US history | 23.27K | $322.58K | 0.00% | Reduce |
| PNC Financial Services history | 18.31K | $254.48K | 0.00% | Reduce |
| BNY Mellon history | 200.00K | $192.94K | 0.00% | Reduce |
| Franklin Resources history | 12.58K | $174.81K | 0.00% | New |
| JPMorgan Chase & Co history | 150.00K | $144.71K | 0.00% | Reduce |
| T. Rowe Price Associates history | 891.71K | $12.39K | 0.00% | Add |
Q2 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 17.13M | $197.15M | 0.00% | Reduce |
| Vanguard Group history | 14.68M | $168.92M | 0.00% | Reduce |
| Millennium Management history | 5.61M | $64.60M | 0.03% | Add |
| MFS Investment Management history | 3.58M | $41.19M | 0.01% | Reduce |
| Invesco Ltd history | 3.31M | $38.04M | 0.01% | Reduce |
| Wellington Management Group history | 2.87M | $33.09M | 0.01% | Add |
| Janus Henderson Group history | 2.76M | $31.80M | 0.02% | Add |
| Geode Capital Management history | 2.73M | $31.46M | 0.00% | Reduce |
| Morgan Stanley history | 2.37M | $27.33M | 0.00% | Add |
| BNY Mellon history | 1.43M | $16.41M | 0.00% | Add |
| Prudential Financial history | 1.42M | $16.38M | 0.02% | Add |
| Charles Schwab Investment Management history | 1.29M | $14.85M | 0.00% | Add |
| Northern Trust Corp history | 1.26M | $14.56M | 0.00% | Reduce |
| Marshall Wace history | 1.21M | $13.89M | 0.02% | Reduce |
| Balyasny Asset Management history | 1.20M | $13.84M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 1.09M | $12.53M | 0.00% | Reduce |
| Goldman Sachs Group history | 996.75K | $11.47M | 0.00% | Reduce |
| Two Sigma Investments history | 9.00M | $9.95M | 0.02% | Add |
| Citadel Advisors history | 797.83K | $9.18M | 0.00% | Add |
| Renaissance Technologies history | 693.90K | $7.99M | 0.01% | Add |
| D. E. Shaw & Co history | 597.34K | $6.88M | 0.01% | Add |
| Principal Global Investors history | 575.21K | $6.62M | 0.00% | Reduce |
| UBS Group AG history | 569.60K | $6.56M | 0.00% | Reduce |
| Norges Bank Investment Management history | 539.17K | $6.21M | 0.00% | Add |
| AQR Capital Management history | 482.31K | $5.55M | 0.01% | Add |
| PSP Investments history | 395.02K | $4.55M | 0.02% | Add |
| Bank of America Corp history | 376.59K | $4.33M | 0.00% | Add |
| JPMorgan Chase & Co history | 336.66K | $3.87M | 0.00% | Reduce |
| Legal & General Investment Management America history | 320.54K | $3.69M | 0.00% | Reduce |
| Arrowstreet Capital history | 301.14K | $3.47M | 0.00% | Add |
| Deutsche Bank AG history | 276.99K | $3.19M | 0.00% | Reduce |
| Wells Fargo & Co history | 214.78K | $2.47M | 0.00% | Add |
| Citigroup Inc history | 122.70K | $1.41M | 0.00% | Reduce |
| Manulife Financial history | 61.50K | $707.88K | 0.00% | Reduce |
| Amundi US history | 24.72K | $302.81K | 0.00% | Reduce |
| PNC Financial Services history | 22.29K | $256.56K | 0.00% | Add |
| T. Rowe Price Associates history | 118.37K | $1.36K | 0.00% | Reduce |
Q1 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 18.37M | $163.86M | 0.00% | Reduce |
| Vanguard Group history | 14.75M | $131.59M | 0.00% | Reduce |
| Millennium Management history | 4.27M | $38.06M | 0.02% | Add |
| MFS Investment Management history | 3.70M | $32.99M | 0.01% | Hold |
| Invesco Ltd history | 3.51M | $31.32M | 0.01% | Reduce |
| Geode Capital Management history | 2.87M | $25.58M | 0.00% | Hold |
| Janus Henderson Group history | 2.61M | $23.40M | 0.01% | Add |
| Wellington Management Group history | 2.49M | $22.18M | 0.00% | Reduce |
| Morgan Stanley history | 2.16M | $19.30M | 0.00% | Reduce |
| Marshall Wace history | 1.59M | $14.21M | 0.02% | Add |
| Two Sigma Investments history | 1.59M | $14.16M | 0.03% | Add |
| Northern Trust Corp history | 1.38M | $12.28M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.36M | $12.16M | 0.00% | Add |
| BNY Mellon history | 1.32M | $11.76M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 1.27M | $11.29M | 0.00% | Reduce |
| Goldman Sachs Group history | 1.05M | $9.40M | 0.00% | Reduce |
| Principal Global Investors history | 743.70K | $6.63M | 0.00% | Add |
| Citadel Advisors history | 702.62K | $6.27M | 0.00% | Reduce |
| Renaissance Technologies history | 673.70K | $6.01M | 0.01% | Reduce |
| UBS Group AG history | 652.08K | $5.82M | 0.00% | Reduce |
| Deutsche Bank AG history | 483.10K | $4.31M | 0.00% | Add |
| AQR Capital Management history | 401.95K | $3.59M | 0.00% | Reduce |
| PSP Investments history | 362.93K | $3.24M | 0.01% | Add |
| JPMorgan Chase & Co history | 356.19K | $3.18M | 0.00% | Reduce |
| Legal & General Investment Management America history | 328.71K | $2.93M | 0.00% | Reduce |
| D. E. Shaw & Co history | 312.54K | $2.79M | 0.00% | Add |
| Bank of America Corp history | 256.38K | $2.29M | 0.00% | Reduce |
| Arrowstreet Capital history | 222.30K | $1.98M | 0.00% | Reduce |
| Wells Fargo & Co history | 205.32K | $1.83M | 0.00% | Add |
| Citigroup Inc history | 1.12M | $1.15M | 0.00% | Hold |
| Prudential Financial history | 116.67K | $1.04M | 0.00% | Reduce |
| Balyasny Asset Management history | 78.47K | $699.97K | 0.00% | Reduce |
| Manulife Financial history | 67.20K | $599.44K | 0.00% | Add |
| Amundi US history | 51.87K | $442.48K | 0.00% | Reduce |
| Point72 Asset Management history | 26.91K | $240.00K | 0.00% | Reduce |
| PNC Financial Services history | 20.17K | $179.93K | 0.00% | Reduce |
| T. Rowe Price Associates history | 825.20K | $7.36K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 96.90K sh · $1.74M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 1.74M sh · $25.37M
- Balyasny Asset Management sold 414.80K sh · $6.04M
- Maverick Capital sold 42.62K sh · $620.55K
- Lazard Asset Management sold 2.03M sh · $27.70K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 19.27M | 5.78M | 4.20M | 3.00M | 17.13M | 18.37M | 18.78M | 19.10M | — | — | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 9.98M | 5.81M | 1.60M | 1.60M | 3.31M | 3.51M | 4.04M | 4.17M | 3.83M | 2.24M | 1.00M | 994.25K | 890.18K | 393.70K | 1.48M | 463.16K | 483.33K | 469.84K | 523.57K | 515.27K |
| Wellington Management Group | 8.41M | 10.59M | 11.20M | 9.67M | 2.87M | 2.49M | 3.01M | 4.37M | 5.89M | 4.31M | 3.90M | 3.76M | 2.00M | 2.16M | 421.53K | — | 1.05M | 1.49M | 2.06M | 545.80K |
| Capital World Investors | 7.55M | 6.81M | 2.53M | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 3.29M | 2.85M | 2.80M | 2.77M | 2.73M | 2.87M | 2.87M | 2.91M | 2.82M | 2.68M | 2.62M | 2.51M | 2.40M | 2.28M | 2.15M | 2.19M | 2.16M | 2.15M | 2.14M | 2.16M |
| UBS Group AG | 2.66M | 408.58K | 1.13M | 150.18K | 569.60K | 652.08K | 674.28K | 268.40K | 401.68K | 403.62K | 43.23K | 13.26K | 118.33K | 891 | 4.10K | 1.04K | 1.04K | 1.04K | 18.66K | 16.07K |
| Principal Global Investors | 2.28M | 2.01M | 995.90K | 854.51K | 575.21K | 743.70K | 728.35K | 708.84K | 558.59K | 579.19K | 577.65K | 614.12K | 649.47K | 675.53K | 689.99K | 696.00K | 695.20K | 741.01K | 745.14K | 766.25K |
| Morgan Stanley | 2.00M | 2.50M | 2.69M | 3.28M | 2.37M | 2.16M | 2.22M | 1.67M | 1.64M | 1.83M | 1.84M | 1.45M | 1.48M | 1.43M | 1.47M | 1.59M | 1.48M | 1.22M | 2.23M | 1.48M |
| Bank of America Corp | 1.99M | 2.33M | 354.54K | 451.44K | 376.59K | 256.38K | 313.86K | 161.93K | 137.20K | 61.94K | 150.55K | 90.14K | 30.18K | 62.64K | 78.09K | 136.76K | 59.41K | 102.89K | 231.41K | 178.44K |
| Goldman Sachs Group | 1.97M | 4.58M | 3.39M | 1.57M | 996.75K | 1.05M | 1.56M | 514.84K | 100.00K | 278.43K | 331.06K | 370.80K | 276.77K | 240.37K | 135.10K | 548.87K | 344.84K | 475.58K | 100.98K | 326.66K |
| Charles Schwab Investment Management | 1.69M | 1.44M | 1.48M | 1.35M | 1.29M | 1.27M | 1.31M | 1.19M | 1.12M | 1.06M | 1.01M | 1.01M | 964.87K | 918.12K | 1.45M | 1.43M | 1.37M | 1.33M | 1.31M | 1.31M |
| Northern Trust Corp | 1.39M | 1.22M | 1.20M | 1.27M | 1.26M | 1.38M | 1.44M | 1.42M | 1.43M | 1.46M | 1.48M | 1.49M | 1.49M | 1.42M | 1.42M | 1.39M | 1.41M | 1.46M | 1.48M | 1.45M |
| MFS Investment Management | 1.26M | 1.34M | 2.36M | 2.57M | 3.58M | 3.70M | 3.69M | 4.52M | 4.65M | 4.94M | 4.97M | 4.96M | 4.95M | 8.77M | 8.77M | 8.75M | 8.14M | — | 7.45M | 7.90M |
| BNY Mellon | 1.05M | 985.51K | 857.95K | 200.00K | 1.43M | 1.32M | 2.11M | 2.60M | 3.04M | 3.02M | 3.11M | 3.32M | 3.24M | 2.21M | 1.44M | 1.41M | 2.12M | 3.63M | 3.68M | 3.65M |
| Two Sigma Investments | 646.21K | 2.71M | 11.53M | 11.53M | 9.00M | 1.59M | 1.50M | 1.36M | 1.24M | 1.52M | 1.56M | 419.97K | 617.16K | 216.70K | 54.18K | — | — | 130.85K | 306.15K | 556.57K |
| Citigroup Inc | 578.92K | 2.71M | 865.27K | 175.96K | 122.70K | 1.12M | 1.12M | 1.12M | 91.43K | 78.40K | 76.02K | 122.00K | 122.00K | 122.00K | 76.56K | 65.56K | 64.38K | 112.60K | 112.41K | 84.49K |
| Citadel Advisors | 531.69K | 594.50K | 1.24M | 856.21K | 797.83K | 702.62K | 1.86M | 887.62K | 82.78K | 108.82K | 1.68M | 25.86K | 891.13K | 511.53K | 163.13K | 217.94K | 152.79K | 112.19K | 167.75K | 366.89K |
| Arrowstreet Capital | 487.89K | 4.13M | 2.93M | 1.70M | 301.14K | 222.30K | 722.59K | 250.08K | — | — | — | — | — | — | — | — | — | — | — | 30.20K |
| PSP Investments | 432.29K | 411.05K | 397.61K | 469.09K | 395.02K | 362.93K | 285.14K | 252.57K | 245.67K | 229.14K | 229.14K | 141.21K | 201.36K | 195.84K | 203.72K | 203.72K | 203.72K | 203.72K | 221.70K | 219.90K |
| Millennium Management | 365.48K | 10.00M | 5.00M | 8.00M | 5.61M | 4.27M | 2.03M | 321.12K | 917.21K | 1.05M | 803.40K | 855.43K | 1.85M | 2.07M | 1.80M | 2.06M | 854.34K | 1.31M | 1.31M | 831.08K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details