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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
QC
251
Quent Capital
New York
$47K
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$37.7K +$32.7K +2,118 +450%
AAP
253
Arax Advisory Partners
Colorado
$35.3K +$12.4K +802 +73%
TFA
254
Transamerica Financial Advisors
Florida
$34.4K +$11.6K +749 +46%
FHC
255
First Horizon Corporation
Tennessee
$30.9K -$1.08K -70 -3%
TFG
256
Team Financial Group
California
$29.1K +$30.9K +2,000 New
Jones Financial Companies
257
Jones Financial Companies
Missouri
$26K +$12.1K +782 +72%
WT
258
Whittier Trust
California
$24.4K
QCG
259
Quadrant Capital Group
Ohio
$23.5K +$15K +970 +151%
Nisa Investment Advisors
260
Nisa Investment Advisors
Missouri
$21.8K +$5.66K +366 +32%
SL
261
Salomon & Ludwin
Virginia
$21.1K
EWA
262
EverSource Wealth Advisors
Alabama
$20.3K +$247 +16 +1%
US Bancorp
263
US Bancorp
Minnesota
$18.5K +$881 +57 +5%
Ohio Public Employees Retirement System (OPERS)
264
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.2K -$356 -23 -2%
Bessemer Group
265
Bessemer Group
New Jersey
$17K
UB
266
UMB Bank
Missouri
$13.6K +$1.11K +72 +8%
AF
267
Allworth Financial
California
$13.6K +$618 +40 +4%
SAM
268
Smartleaf Asset Management
Massachusetts
$13.1K -$26.9K -1,742 -65%
SIS
269
Sound Income Strategies
Florida
$12.5K +$31 +2 +0.2%
ASN
270
Advisory Services Network
Georgia
$12.1K +$12.8K +831 New
SS
271
SBI Securities
Japan
$11.8K +$93 +6 +0.7%
SCM
272
Sterling Capital Management
North Carolina
$11.7K +$62 +4 +0.5%
ACM
273
Accent Capital Management
Ohio
$10.2K +$10.8K +701 New
HBW
274
Hazlett, Burt & Watson
West Virginia
$9K
ATC
275
Adirondack Trust Company
New York
$8.74K

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.