Position in WT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,404,846
+$707,407 QoQ
Shares Held
437,122
-5.0% QoQ
Ownership
0.289%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#50
of 310 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC holds $96,961,654 across 27 Asset Management names. WT ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
14,961 | $14,385,899 | |
| 2 | AMP |
Ameriprise Financial Inc
|
25,197 | $11,559,375 | |
| 3 | BX |
Blackstone Inc.
|
76,781 | $9,034,820 | |
| 4 | WT |
WisdomTree, Inc.
This page
|
437,122 | $7,404,846 | |
| 5 | KKR |
KKR & Co. Inc.
|
71,247 | $6,539,049 | |
| 6 | APO |
Apollo Global Management, Inc.
|
47,127 | $5,575,595 | |
| 7 | STT |
State Street Corp
|
28,433 | $4,822,236 | |
| 8 | EQH |
Equitable Holdings, Inc.
|
104,542 | $4,587,302 |
All Filings in WT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,404,846 | 437,122 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,697,439 | 459,989 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $160,066 | 13,131 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $187,233 | 13,470 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $171,337 | 14,886 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $148,642 | 16,664 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $182,007 | 17,334 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $178,840 | 17,902 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $181,848 | 18,350 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $174,821 | 19,023 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $133,936 | 19,327 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $140,161 | 20,023 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $151,990 | 22,156 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $134,375 | 22,931 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $127,284 | 23,355 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $103,722 | 22,163 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $93,597 | 18,461 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $92,053 | 15,682 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $91,010 | 14,871 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $82,288 | 14,513 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $98,890 | 15,950 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $93,787 | 15,006 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $74,290 | 13,886 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $43,116 | 13,474 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $19,955 | 5,751 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $12,390 | 5,318 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||