WisdomTree Battery Value Chain and Innovation Fund
WBAT
WBAT was delisted on the 20th of June, 2025.
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.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
47% more capital invested
Capital invested by funds: $614K → $904K (+$290K)
11.5% more ownership
Funds ownership: 23.14% → 34.65% (+12%)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$212K |
| 2 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$89.1K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$27.1K |
| 4 |
Morgan Stanley
New York
|
+$27 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$11.6K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$5.3K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$27 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $725K | +$212K | +7,844 | +39% |
|
|
FFA
2
Farther Finance Advisors
San Francisco,
California
| $86K | +$89.1K | +3,288 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $52.2K | +$27.1K | +1,000 | +100% |
|
|
MCM
4
MAI Capital Management
Independence,
Ohio
| $21.3K | – | – | – |
|
|
CTWM
5
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| $7.46K | – | – | – |
|
|
FFA
6
Founders Financial Alliance
Raleigh,
North Carolina
| $3.38K | – | – | – |
|
|
SPIA
7
Steward Partners Investment Advisory
New York
| $2.61K | – | – | – |
|
|
GEA
8
Glen Eagle Advisors
Kingston,
New Jersey
| $2.22K | – | – | – |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| $1.48K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $1.2K | -$11.6K | -429 | -90% |
|
|
RA
11
Rise Advisors
Rochester,
New York
| $801 | – | – | – |
|
|
12
Morgan Stanley
New York
| $32 | +$27 | +1 | New |
|
|
13
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$5.3K | -200 | Closed |
|
|
14
Fidelity Investments
Boston,
Massachusetts
| – | -$27 | -1 | Closed |
|
WBAT Hedge Fund Activity: Q1 2025 in Review
12 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Battery Value Chain and Innovation Fund (WBAT) for Q1 2025, worth a combined $904K — up 47% from $614K a quarter earlier.
Fund positioning in WBAT was balanced in Q1 2025: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, adding an estimated $212K. The largest seller was UBS Group, cutting an estimated $11.6K.
- 12 institutional investors held WisdomTree Battery Value Chain and Innovation Fund (WBAT) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $904K of WisdomTree Battery Value Chain and Innovation Fund stock for Q1 2025, up 47% quarter-over-quarter.
- 2 funds opened new WisdomTree Battery Value Chain and Innovation Fund positions in Q1 2025 and 2 closed out, a net change of 0 holders.
- The largest WisdomTree Battery Value Chain and Innovation Fund buyer in Q1 2025 was Jane Street, an estimated $212K added.
- The largest WisdomTree Battery Value Chain and Innovation Fund seller in Q1 2025 was UBS Group, an estimated $11.6K sold.
Based on aggregated 13F filings for Q1 2025.