Position in WT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,615,242
New position
Shares Held
1,453,084
first reported quarter
Ownership
0.959%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#23
of 310 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 96%
None 4%
Position in Asset Management
Financial Services · as of Jun 30, 2026Jupiter Topco LLC holds $684,229,033 across 36 Asset Management names. WT ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
1,882,354 | $221,496,593 | |
| 2 | ARES |
Ares Management Corp
|
1,473,100 | $163,970,760 | |
| 3 | HLNE |
Hamilton Lane INC
|
932,229 | $73,487,610 | |
| 4 | APO |
Apollo Global Management, Inc.
|
407,336 | $48,191,920 | |
| 5 | WT |
WisdomTree, Inc.
This page
|
1,453,084 | $24,615,242 | |
| 6 | BLK |
BlackRock, Inc.
|
17,883 | $17,195,576 | |
| 7 | VCTR |
Victory Capital Holdings, Inc.
|
179,422 | $15,082,213 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
328,684 | $13,998,650 |
All Filings in WT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,615,242 | 1,453,084 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||