NAVELLIER & ASSOCIATES INC

Position in WT — WisdomTree, Inc.

CIK 872163 RENO, NV

Position in WT

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$786,327

+$635,330 QoQ

Shares Held

54,006

+336.0% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

NAVELLIER & ASSOCIATES INC holds $8,466,439 across 7 Asset Management names. WT ranks #3 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNS	Cohen & Steers, Inc.	54,813	$3,428,553
2	APAM	Artisan Partners Asset Management Inc.	81,782	$2,976,046
3	WT	WisdomTree, Inc. This page	54,006	$786,327
4	NTRS	Northern Trust Corp	3,313	$462,395
5	APO	Apollo Global Management, Inc.	3,781	$421,279
6	TPG	TPG Inc.	6,810	$275,873
7	HNNA	Hennessy Advisors Inc	11,894	$115,966

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$786,327	54,006	+336.0%	Shares	Sole	2026-05-07
2025-12-31	$150,997	12,387	-10.4%	Shares	Sole	2026-02-03
2025-09-30	$192,167	13,825	-1.7%	Shares	Sole	2025-11-06
2025-06-30	$161,807	14,058	0.0%	Shares	Sole	2025-08-07
2025-03-31	$125,397	14,058	-7.7%	Shares	Sole	2025-05-06
2024-12-31	$159,873	15,226	+11.4%	Shares	Sole	2025-02-03
2024-09-30	$136,563	13,670	-9.5%	Shares	Sole	2024-11-12
2024-06-30	$149,720	15,108	-0.4%	Shares	Sole	2024-08-08
2024-03-31	$139,393	15,168	+8.3%	Shares	Sole	2024-05-14
2023-12-31	$97,096	14,011	+11.1%	Shares	Sole	2024-02-08
2023-09-30	$88,305	12,615	—	Shares	Sole	2023-11-09
No filing history on record for this holder in this stock.