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WisdomTree

310 hedge funds and large institutions have $2.72B invested in WisdomTree in 2026 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 115 increasing their positions, 98 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

687% more call options, than puts

Call options by funds: $57M | Put options by funds: $7.24M

17% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 98

16% more capital invested

Capital invested by funds: $2.35B → $2.72B (+$366M)

10% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 51

0% less funds holding

Funds holding: 311310 (-1)

9.3% less ownership

Funds ownership: 113.94%104.64% (-9.3%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
310
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
3.74%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
56
Increased
115
Reduced
98
Closed
51
Calls
$57M
Puts
$7.24M
Net Calls
+$49.8M
Net Calls Change
+$9.14M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
SEB Asset Management
$205K +$1.61K +91 +0.8%
Wealth Enhancement Advisory Services
227
Wealth Enhancement Advisory Services
Minnesota
$199K -$29.7K -1,678 -4%
OQS
228
Occudo Quantitative Strategies
Florida
$193K +$202K +11,415 New
VA
229
VestGen Advisors
Illinois
$183K -$3.65K -206 -2%
CW
230
CreativeOne Wealth
Kansas
$171K +$179K +10,123 New
Mitsubishi UFJ Asset Management
231
Mitsubishi UFJ Asset Management
Japan
$171K +$179K +10,112 New
LSV Asset Management
232
LSV Asset Management
Illinois
$151K
KAS
233
Kemnay Advisory Services
New York
$129K -$726 -41 -0.5%
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$123K +$82.5K +4,662 +180%
HFS
235
Hantz Financial Services
Michigan
$113K -$5.1K -288 -4%
VCM
236
Versant Capital Management
Arizona
$100K +$1.5K +85 +1%
TRCT
237
Tower Research Capital (TRC)
New York
$89K -$246K -13,909 -73%
GI
238
GAMMA Investing
California
$86.8K +$2.5K +141 +3%
KBC Group
239
KBC Group
Belgium
$76K
PAP
240
Persistent Asset Partners
Hong Kong
$74.9K +$78.3K +4,420 New
AAP
241
Arax Advisory Partners
Colorado
$69.1K +$38.7K +2,183 +115%
EWP
242
Elevation Wealth Partners
California
$61.5K +$106 +6 +0.2%
QC
243
Quent Capital
New York
$57.3K
Walleye Capital
244
Walleye Capital
New York
$52.2K +$54.6K +3,081 New
HCM
245
Hollencrest Capital Management
California
$45.6K +$47.6K +2,689 New
FDCDDQ
246
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.5K -$49.2K -2,776 -52%
Nisa Investment Advisors
247
Nisa Investment Advisors
Missouri
$41.6K +$17K +959 +64%
ECSS
248
Eurizon Capital SGR SpA
$37.5K +$39.1K +2,210 New
BC
249
Bayforest Capital
United Kingdom
$36.7K +$38.4K +2,169 New
TFA
250
Transamerica Financial Advisors
Florida
$36K -$4.2K -237 -10%

WT Hedge Fund Activity: Q2 2026 in Review

310 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q2 2026, worth a combined $2.72B — up 16% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new WT positions and 51 closed out — a net gain of 5 holders — while 115 added to existing stakes and 98 trimmed.

The largest buyer was Invesco, adding an estimated $73.7M. The largest seller was Arrowstreet Capital, cutting an estimated $64.6M.

  • 310 institutional investors held WisdomTree (WT) as of Q2 2026, down from 311 in Q1 2026.
  • Funds reported $2.72B of WisdomTree stock for Q2 2026, up 16% quarter-over-quarter.
  • 56 funds opened new WisdomTree positions in Q2 2026 and 51 closed out, a net change of +5 holders.
  • The largest WisdomTree buyer in Q2 2026 was Invesco, an estimated $73.7M added.
  • The largest WisdomTree seller in Q2 2026 was Arrowstreet Capital, an estimated $64.6M sold.

Based on aggregated 13F filings for Q2 2026.