We are live on ! Find out more
WDEF

WisdomTree Europe Defense Fund

31 hedge funds and large institutions have $22.8M invested in WisdomTree Europe Defense Fund in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

149% more capital invested

Capital invested by funds: $9.14M → $22.8M (+$13.6M)

82% more funds holding

Funds holding: 1731 (+14)

4% less ownership

Funds ownership: 30.64%26.64% (-4%)

Holders
31
Holders Change
+14
Holders Change %
+82.35%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
8
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
1
Marks Group Wealth Management
Minnesota
$8.08M +$4.92M +149,683 +134%
Raymond James Financial
2
Raymond James Financial
Florida
$2.64M +$2.8M +85,336 New
SNB
3
Security National Bank
Nebraska
$2.28M +$2.42M +73,611 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.8M +$134K +4,068 +7%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.11M +$1.18M +36,003 New
Jane Street
6
Jane Street
New York
$1.1M +$800K +24,332 +218%
Corient Private Wealth
7
Corient Private Wealth
Florida
$1.07M -$1.14M -34,710 -50%
CRWM
8
Castle Rock Wealth Management
California
$790K +$805K +24,495 New
LPL Financial
9
LPL Financial
California
$534K +$567K +17,263 New
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$466K +$98.2K +2,988 +26%
IAS
11
Insigneo Advisory Services
Florida
$372K +$395K +12,024 New
CAL
12
Capital Advisors Ltd
Ohio
$353K +$375K +11,396 New
CW
13
CreativeOne Wealth
Kansas
$337K +$358K +10,900 New
SWA
14
SFMG Wealth Advisors
Texas
$334K
Citadel Advisors
15
Citadel Advisors
Florida
$255K +$271K +8,250 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$252K +$268K +8,142 New
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$200K +$115K +3,489 +115%
SAM
18
Smartleaf Asset Management
Massachusetts
$149K +$1.58K +48 +0.9%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$124K +$132K +4,003 New
HHGA
20
Halbert Hargrove Global Advisors
California
$109K +$13.3K +406 +13%
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$92K
HNB
22
Huntington National Bank
Ohio
$70.5K
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$57.4K +$41.1K +1,250 +206%
HI
24
Harbour Investments
Wisconsin
$48.1K +$51.1K +1,554 New
TWC
25
TD Waterhouse Canada
Ontario, Canada
$34.9K +$35.5K +1,080 New

WDEF Hedge Fund Activity: Q1 2026 in Review

31 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Defense Fund (WDEF) for Q1 2026, worth a combined $22.8M — up 149% from $9.14M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new WDEF positions and 4 closed out — a net gain of 14 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Marks Group Wealth Management, adding an estimated $4.92M. The largest seller was Corient Private Wealth, cutting an estimated $1.14M.

  • 31 institutional investors held WisdomTree Europe Defense Fund (WDEF) as of Q1 2026, up from 17 in Q4 2025.
  • Funds reported $22.8M of WisdomTree Europe Defense Fund stock for Q1 2026, up 149% quarter-over-quarter.
  • 18 funds opened new WisdomTree Europe Defense Fund positions in Q1 2026 and 4 closed out, a net change of +14 holders.
  • The largest WisdomTree Europe Defense Fund buyer in Q1 2026 was Marks Group Wealth Management, an estimated $4.92M added.
  • The largest WisdomTree Europe Defense Fund seller in Q1 2026 was Corient Private Wealth, an estimated $1.14M sold.

Based on aggregated 13F filings for Q1 2026.