Wisdomtree, INC Schedule 13G passive stakes
Filed when an investor crosses five percent without intending to seek control — the passive counterpart to a 13D.
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Wellington Management Group LLP and its affiliates have reported a combined beneficial ownership of 5.5% in WisdomTree, Inc. common stock as of June 30, 2026.
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Invesco Ltd. has disclosed beneficial ownership of 10,184,084 shares, representing 6.6% of WisdomTree Inc.'s common stock, as of June 30, 2026.
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FMR LLC and Abigail P. Johnson have reported a combined beneficial ownership of 9.4% of WisdomTree Inc.'s common stock as of March 31, 2026.
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Vanguard Portfolio Management has reported a beneficial ownership of 5.75% in WisdomTree Inc. common stock as of March 31, 2026.
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The Vanguard Group has reported zero beneficial ownership in WisdomTree Inc. following an internal realignment that disaggregated its reporting of securities.
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SCHEDULE: FMR LLC Boosts WisdomTree Stake to 12.1%
FMR LLC and Abigail P. Johnson report beneficial ownership of 12.1% of WisdomTree Inc.'s common stock as of December 31, 2025.
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SCHEDULE 13G: Wellington Management Discloses 6.6% Stake in WisdomTree
Wellington Management Group and its affiliates have reported a 6.58% beneficial ownership stake in WisdomTree, Inc. common stock, held for investment purposes.
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FMR LLC and Abigail P. Johnson have reported a combined beneficial ownership of 10.3% of WisdomTree Inc.'s common stock as of September 30, 2025.
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ETFS Capital Limited and its controlling shareholder, Graham Tuckwell, have disclosed a 3.6% passive beneficial ownership stake in WisdomTree, Inc.
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Azora Capital LP, along with its general partner Azora Capital GP LLC and managing member Ravi Chopra, reported a 4.8% beneficial ownership stake in WisdomTree, Inc., holding 7,069,860 shares of common stock.
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Azora Capital LP, along with its general partner Azora Capital GP LLC and managing member Ravi Chopra, has reported a beneficial ownership of 6.2% in WisdomTree, Inc., holding 9,069,642 shares of common stock.
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ETFS Capital Limited and its controlling shareholder Graham Tuckwell have filed an amendment to their Schedule 13G, confirming their beneficial ownership of 6.3% of WisdomTree, Inc.'s common stock as of March 31, 2025.
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SCHEDULE 13G/A: Azora Capital Discloses 7.2% Stake in WisdomTree, Signaling Potential Board Nomination Activity
Investment firm Azora Capital LP, along with its general partner Azora Capital GP LLC and managing member Ravi Chopra, has disclosed a beneficial ownership of 7.2% in WisdomTree, Inc., holding over 10.5 million shares as of December 31, 2024.
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Azora Capital LP, along with its general partner Azora Capital GP LLC and managing member Ravi Chopra, has disclosed a passive beneficial ownership of 7.3% in WisdomTree, Inc.'s Common Stock.
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ETFS Capital Limited and its controlling shareholder, Graham Tuckwell, have filed an amended Schedule 13G, confirming their beneficial ownership of 8.4% of WisdomTree, Inc.'s common stock as of December 31, 2024.