WisdomTree Battery Value Chain and Innovation Fund
WBAT
WBAT was delisted on the 20th of June, 2025.
12 hedge funds and large institutions have $614K invested in WisdomTree Battery Value Chain and Innovation Fund in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
9% more funds holding
Funds holding: 11 → 12 (+1)
28.72% less ownership
Funds ownership: 51.86% → 23.14% (-29%)
71% less capital invested
Capital invested by funds: $2.12M → $614K (-$1.51M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$22.6K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$8.37K |
| 3 |
FFA
Founders Financial Alliance
Raleigh,
North Carolina
|
+$55 |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$28 |
| 5 |
RA
Rise Advisors
Rochester,
New York
|
+$28 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$814K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$721K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $529K | -$814K | -29,373 | -60% |
|
2
Osaic Holdings
Scottsdale,
Arizona
| $26.5K | – | – | – |
|
|
MCM
3
MAI Capital Management
Independence,
Ohio
| $21.6K | +$22.6K | +815 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $12.6K | +$8.37K | +302 | +175% |
|
|
CTWM
5
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| $7.58K | – | – | – |
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $5.3K | – | – | – |
|
|
FFA
7
Founders Financial Alliance
Raleigh,
North Carolina
| $3.44K | +$55 | +2 | +2% |
|
|
SPIA
8
Steward Partners Investment Advisory
New York
| $2.65K | – | – | – |
|
|
GEA
9
Glen Eagle Advisors
Kingston,
New Jersey
| $2.25K | – | – | – |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $1.5K | – | – | – |
|
|
RA
11
Rise Advisors
Rochester,
New York
| $814 | +$28 | +1 | +3% |
|
|
12
Fidelity Investments
Boston,
Massachusetts
| $27 | +$28 | +1 | New |
|
|
FTUS
13
Flow Traders U.S.
New York
| – | -$721K | -26,397 | Closed |
|
WBAT Hedge Fund Activity: Q4 2024 in Review
12 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Battery Value Chain and Innovation Fund (WBAT) for Q4 2024, worth a combined $614K — down 71% from $2.12M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WBAT positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was MAI Capital Management, opening a new position worth an estimated $22.6K. The largest seller was Jane Street, cutting an estimated $814K.
- 12 institutional investors held WisdomTree Battery Value Chain and Innovation Fund (WBAT) as of Q4 2024, up from 11 in Q3 2024.
- Funds reported $614K of WisdomTree Battery Value Chain and Innovation Fund stock for Q4 2024, down 71% quarter-over-quarter.
- 2 funds opened new WisdomTree Battery Value Chain and Innovation Fund positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest WisdomTree Battery Value Chain and Innovation Fund buyer in Q4 2024 was MAI Capital Management, an estimated $22.6K added.
- The largest WisdomTree Battery Value Chain and Innovation Fund seller in Q4 2024 was Jane Street, an estimated $814K sold.
Based on aggregated 13F filings for Q4 2024.