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WisdomTree

311 hedge funds and large institutions have $2.35B invested in WisdomTree in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 110 increasing their positions, 101 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,657% more call options, than puts

Call options by funds: $42.2M | Put options by funds: $1.53M

94% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 33

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more capital invested

Capital invested by funds: $1.93B → $2.35B (+$422M)

8% more funds holding

Funds holding: 288311 (+23)

1.57% more ownership

Funds ownership: 112.36%113.93% (+1.6%)

9% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 101

Holders
311
Holders Change
+23
Holders Change %
+7.99%
% of All Funds
3.83%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
64
Increased
110
Reduced
101
Closed
33
Calls
$42.2M
Puts
$1.53M
Net Calls
+$40.7M
Net Calls Change
+$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$257M -$21.4M -1,381,981 -7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$185M -$62.2M -4,026,194 -24%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$154M -$9.43M -610,270 -5%
VPM
4
Vanguard Portfolio Management
Pennsylvania
$117M +$124M +8,047,642 New
Capital World Investors
5
Capital World Investors
California
$99.2M +$66.2M +4,281,548 +169%
ACL
6
Azora Capital LP
Florida
$87.2M -$2.51M -162,506 -3%
Invesco
7
Invesco
Georgia
$84.6M +$38.2M +2,473,497 +74%
VCM
8
Vanguard Capital Management
Pennsylvania
$80.9M +$85.8M +5,553,198 New
State Street
9
State Street
Massachusetts
$73.5M -$2.63M -169,861 -3%
SCM
10
Simcoe Capital Management
New York
$67.9M -$9.08M -587,355 -11%
Goldman Sachs
11
Goldman Sachs
New York
$66.7M +$18.4M +1,188,937 +35%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$60.2M +$18.6M +1,205,097 +41%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$52.8M -$273K -17,646 -0.5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$41.5M +$817K +52,841 +2%
Morgan Stanley
15
Morgan Stanley
New York
$36.4M -$2.91M -188,353 -7%
Bank of America
16
Bank of America
North Carolina
$33.9M +$30.5M +1,972,847 +556%
NAMI
17
Nomura Asset Management International
Pennsylvania
$32.7M +$8.45M +546,641 +32%
ACH
18
ArrowMark Colorado Holdings
Colorado
$29.8M -$5.62M -363,808 -15%
Principal Financial Group
19
Principal Financial Group
Iowa
$29.3M +$15.7M +1,013,658 +102%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$25.4M -$5.96M -385,369 -18%
Two Sigma Investments
21
Two Sigma Investments
New York
$24.4M +$6.54M +422,913 +34%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$24.2M +$5M +323,696 +24%
DCM
23
Driehaus Capital Management
Illinois
$23.9M +$11.9M +768,468 +88%
N
24
Nuveen
North Carolina
$23.2M -$2.52M -162,747 -9%
Jane Street
25
Jane Street
New York
$22M +$23.3M +1,509,732 New