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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
FHC
251
First Horizon Corporation
Tennessee
$36K +$89 +5 +0.2%
SL
252
Salomon & Ludwin
Virginia
$35.3K +$9.7K +548 +38%
CIAM
253
Caitong International Asset Management
Hong Kong
$32.7K -$170K -9,600 -83%
Jones Financial Companies
254
Jones Financial Companies
Missouri
$31.8K -$301 -17 -0.9%
WT
255
Whittier Trust
California
$30.1K
NAS
256
Nykredit A/S
Denmark
$26.6K +$27.8K +1,572 New
SS
257
SBI Securities
Japan
$23.8K +$10.5K +591 +73%
Ohio Public Employees Retirement System (OPERS)
258
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.9K -$319 -18 -1%
Optiver Holding
259
Optiver Holding
Netherlands
$20.3K +$18K +1,018 +566%
US Bancorp
260
US Bancorp
Minnesota
$18.5K -$3.13K -177 -14%
SWM
261
Spire Wealth Management
Virginia
$16.9K +$17.7K +1,000 New
UB
262
UMB Bank
Missouri
$16.5K +$637 +36 +4%
SAM
263
Smartleaf Asset Management
Massachusetts
$16K
IWC
264
Integrated Wealth Concepts
Massachusetts
$14.9K +$15.5K +878 New
AF
265
Allworth Financial
California
$12.1K -$3.95K -223 -24%
ACM
266
Accent Capital Management
Ohio
$11.1K -$779 -44 -6%
EWA
267
EverSource Wealth Advisors
Alabama
$10.7K -$13.5K -764 -55%
FFA
268
Farther Finance Advisors
California
$10.2K -$301K -17,008 -97%
ATC
269
Adirondack Trust Company
New York
$10.2K
HBW
270
Hazlett, Burt & Watson
West Virginia
$10K
C
271
Covestor
United Kingdom
$9K +$8.92K +504 +988%
SCM
272
Sterling Capital Management
North Carolina
$8.11K -$5.75K -325 -40%
BTI
273
Blue Trust Inc
Georgia
$6.78K
Los Angeles Capital Management
274
Los Angeles Capital Management
California
$5.98K -$217K -12,257 -97%
JSAM
275
J. Safra Asset Management
New York
$5.42K

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.