WT — WISDOMTREE INC

Ownership history in INCEPTIONR LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR LLC reported a position in WISDOMTREE INC (WT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.1% (2025 Q3)
Avg. % of fund
0.08%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 30,026 +8,765 +41.2% 0.10% $417K $13.84
2022 Q4 INITIATED 21,261 — — 0.06% $116K —
% of Fund (quarterly)    WT price (monthly, adj. close)

Other funds also holding WT

As of 2025 Q4 — sorted by position size

Simcoe Capital Management, LLC 3Y 7Y 11.46% Azora Capital LP 3Y 7Y 4.72% Crawford Fund Management, LLC 1.99% Intrinsic Edge Capital Management LLC 3Y 7Y 1.26% CAPITAL MANAGEMENT CORP /VA 3Y 7Y 1.12% ArrowMark Colorado Holdings LLC 3Y 7Y 0.65% nVerses Capital, LLC 0.47% Invenomic Capital Management LP 3Y 0.46% SMH CAPITAL ADVISORS INC 3Y 7Y 0.44% Wakefield Asset Management LLLP 3Y 7Y 0.35%
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