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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, 111 increasing their positions, 100 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)

11% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 100

8% more funds holding

Funds holding: 288311 (+23)

1.58% more ownership

Funds ownership: 112.36%113.94% (+1.6%)

Holders
311
Holders Change
+23
Holders Change %
+7.99%
% of All Funds
3.81%
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
111
Reduced
100
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
Federated Hermes
226
Federated Hermes
Pennsylvania
$183K +$164K +10,641 +559%
BC
227
Bridgefront Capital
Texas
$182K +$193K +12,478 New
9C
228
9823 Capital
Texas
$182K +$193K +12,475 New
SAM
229
SEB Asset Management
$175K +$185K +11,989 New
X
230
Xponance
Pennsylvania
$174K +$30.2K +1,951 +19%
CFG
231
Cooper Financial Group
California
$174K -$14.1K -912 -7%
WIA
232
World Investment Advisors
California
$174K +$22.5K +1,457 +14%
IPW
233
Impact Partnership Wealth
Georgia
$173K -$87K -5,628 -32%
SFS
234
Sowell Financial Services
Arkansas
$169K +$1.1K +71 +0.6%
CIAM
235
Caitong International Asset Management
Hong Kong
$168K +$133K +8,581 +291%
NS
236
NBC Securities
Alabama
$167K +$177K +11,481 New
DTL
237
Dynamic Technology Lab
Singapore
$166K -$1.12M -72,254 -86%
SCP
238
Seizert Capital Partners
Michigan
$163K
AIA
239
AssuredPartners Investment Advisors
Florida
$154K
ONB
240
Old National Bancorp
Indiana
$147K +$156K +10,110 New
RRA
241
Round Rock Advisors
Connecticut
$147K +$156K +10,078 New
AIP
242
Ameritas Investment Partners
Nebraska
$146K
LSV Asset Management
243
LSV Asset Management
Illinois
$130K
KAS
244
Kemnay Advisory Services
New York
$112K +$118K +7,661 New
HFS
245
Hantz Financial Services
Michigan
$101K +$62.2K +4,023 +137%
VCM
246
Versant Capital Management
Arizona
$85.1K +$3.69K +239 +4%
FDCDDQ
247
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77.7K +$42.9K +2,776 +108%
GI
248
GAMMA Investing
California
$72.5K +$3.21K +208 +4%
KBC Group
249
KBC Group
Belgium
$66K
EWP
250
Elevation Wealth Partners
California
$52.8K +$56K +3,624 New

WT Hedge Fund Activity: Q1 2026 in Review

311 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q1 2026, worth a combined $2.35B — up 22% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new WT positions and 33 closed out — a net gain of 31 holders — while 111 added to existing stakes and 100 trimmed.

The largest buyer was Capital World Investors, adding an estimated $66.2M. The largest seller was Fidelity Investments, cutting an estimated $62.2M.

  • 311 institutional investors held WisdomTree (WT) as of Q1 2026, up from 288 in Q4 2025.
  • Funds reported $2.35B of WisdomTree stock for Q1 2026, up 22% quarter-over-quarter.
  • 64 funds opened new WisdomTree positions in Q1 2026 and 33 closed out, a net change of +31 holders.
  • The largest WisdomTree buyer in Q1 2026 was Capital World Investors, an estimated $66.2M added.
  • The largest WisdomTree seller in Q1 2026 was Fidelity Investments, an estimated $62.2M sold.

Based on aggregated 13F filings for Q1 2026.