WBAT

WisdomTree Battery Value Chain and Innovation Fund
WBAT

Overview Fund Trends Analyst Outlook Journalist POV
Delisted

WBAT was delisted on the 20th of June, 2025.

Back to rankings

12 hedge funds and large institutions have $904K invested in WisdomTree Battery Value Chain and Innovation Fund in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

more funds holding

Funds holding: →

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
12
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$205K
2
+$86K
3
+$26.1K
4
Morgan Stanley
Morgan Stanley
New York
+$32

Top Sellers

1
-$11.2K
2
-$5.3K
3
-$27
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$725K
FFA
2
Farther Finance Advisors
California
$86K
Osaic Holdings
3
Osaic Holdings
Arizona
$52.2K
MCM
4
MAI Capital Management
Ohio
$21.3K
CTWM
5
Cherry Tree Wealth Management
Minnesota
$7.46K
FFA
6
Founders Financial Alliance
North Carolina
$3.38K
SPIA
7
Steward Partners Investment Advisory
New York
$2.61K
GEA
8
Glen Eagle Advisors
New Jersey
$2.22K
HI
9
Harbour Investments
Wisconsin
$1.48K
UBS Group
10
UBS Group
Switzerland
$1.2K
RA
11
Rise Advisors
New York
$801
Morgan Stanley
12
Morgan Stanley
New York
$32
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
–
Fidelity Investments
14
Fidelity Investments
Massachusetts
–