As of the latest SEC filings, WisdomTree, Inc. (WT) is held by 380 institutional funds. The largest fund shareholder is VOYA INDEX SOLUTION INCOME PORTFOLIO (IIIPX), holding an estimated $470,432,183.47 in market value, representing 34.30% of its portfolio.
Funds holding WisdomTree, Inc. (WT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WT
- CIK:
- 0000880631
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IIIPX
VOYA INDEX SOLUTION INCOME PORTFOLIO
|
MF | Voya | 34.30% | $470,432,183.47 | 9,712,028 | Mar 31, 2026 | Jun 1, 2026 |
|
ISEAX
VOYA INDEX SOLUTION 2035 PORTFOLIO
|
MF | Voya | 17.27% | $289,442,738.44 | 5,975,518 | Mar 31, 2026 | Jun 1, 2026 |
|
IDXIX
VOYA INDEX SOLUTION 2030 PORTFOLIO
|
MF | Voya | 23.74% | $233,454,591.79 | 4,819,648 | Mar 31, 2026 | Jun 1, 2026 |
|
IDXNX
VOYA INDEX SOLUTION 2040 PORTFOLIO
|
MF | Voya | 10.83% | $121,590,674.89 | 2,510,228 | Mar 31, 2026 | Jun 1, 2026 |
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.11% | $100,384,502.40 | 6,894,540 | Mar 31, 2026 | May 26, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.12% | $99,169,019.04 | 6,811,059 | Mar 31, 2026 | May 28, 2026 |
|
ISJIX
VOYA INDEX SOLUTION 2045 PORTFOLIO
|
MF | Voya | 5.41% | $77,370,370.88 | 1,597,304 | Mar 31, 2026 | Jun 1, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $58,614,293.92 | 4,025,707 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.06% | $44,247,912.80 | 3,039,005 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.03% | $42,777,032.48 | 2,937,983 | Mar 31, 2026 | May 28, 2026 |
|
VSMIX
Invesco Small Cap Value Fund
|
MF | Invesco | 0.36% | $38,722,566.00 | 2,277,798 | Apr 30, 2026 | Jun 26, 2026 |
|
IDXPX
VOYA INDEX SOLUTION 2050 PORTFOLIO
|
MF | Voya | 3.44% | $33,159,463.87 | 684,574 | Mar 31, 2026 | Jun 1, 2026 |
|
ODINX
Invesco Discovery Fund
|
MF | Invesco | 0.47% | $31,024,279.75 | 1,813,225 | Feb 28, 2026 | Apr 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.04% | $27,244,060.48 | 1,871,158 | Mar 31, 2026 | May 28, 2026 |
|
IISTX
VOYA INDEX SOLUTION 2055 PORTFOLIO
|
MF | Voya | 2.46% | $24,046,077.54 | 496,429 | Mar 31, 2026 | Jun 1, 2026 |
|
MBXAX
Catalyst/Millburn Hedge Strategy Fund
|
MF | Independent / Boutique | 0.25% | $23,980,281.60 | 587,752 | Mar 31, 2026 | Jun 1, 2026 |
|
-
VIP Mid Cap Portfolio
|
ETF | Independent / Boutique | 0.29% | $23,103,808.00 | 1,586,800 | Mar 31, 2026 | May 26, 2026 |
|
JDSAX
Janus Henderson Small Cap Value Fund
|
MF | Independent / Boutique | 1.85% | $21,492,234.40 | 1,476,115 | Mar 31, 2026 | May 29, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.06% | $20,772,776.00 | 1,221,928 | Apr 30, 2026 | Jun 26, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.09% | $20,425,092.00 | 1,201,476 | Apr 30, 2026 | Jun 26, 2026 |
|
BLOK
Amplify Blockchain Technology ETF
|
ETF | Independent / Boutique | 2.08% | $19,247,402.72 | 1,321,937 | Mar 31, 2026 | May 27, 2026 |
|
FESM
Fidelity Enhanced Small Cap ETF
|
ETF | Fidelity | 0.46% | $18,925,743.20 | 1,299,845 | Mar 31, 2026 | May 26, 2026 |
|
MNDBX
MFS New Discovery Fund
|
MF | Independent / Boutique | 0.90% | $18,878,130.29 | 1,103,339 | Feb 28, 2026 | Apr 24, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.01% | $18,836,399.00 | 1,100,900 | Feb 28, 2026 | Apr 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $18,669,749.28 | 1,282,263 | Mar 31, 2026 | May 28, 2026 |
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