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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
UFPG
276
United Financial Planning Group
New York
$5.32K
PA
277
Parallel Advisors
California
$4.67K -$2.48K -140 -34%
IA
278
IFP Advisors
Florida
$4.27K -$336 -19 -7%
GRP
279
Global Retirement Partners
California
$4.13K +$4.32K +244 New
SIC
280
SJS Investment Consulting
Ohio
$4.03K +$4.14K +234 +5,850%
MPWT
281
MassMutual Private Wealth & Trust
Connecticut
$2.96K
HNB
282
Huntington National Bank
Ohio
$2.46K
HFS
283
Horizon Financial Services
North Carolina
$2.25K +$2.35K +133 New
WPA
284
West Paces Advisors
Georgia
$2.03K +$2.13K +120 New
AFC
285
Ares Financial Consulting
California
$1.91K
KFAS
286
Keating Financial Advisory Services
Kansas
$1.52K
AssetMark Inc
287
AssetMark Inc
California
$1.46K
TM
288
Torren Management
California
$1.24K
FMII
289
Farmers & Merchants Investments Inc
Nebraska
$1.1K
EP
290
Essential Partners
California
$932
TWD
291
True Wealth Design
Ohio
$915
AW
292
Ankerstar Wealth
Texas
$830
CPG
293
Cornerstone Planning Group
New Jersey
$757
ZBNA
294
Zions Bancorporation, National Association
Utah
$661 +$691 +39 New
National Bank of Canada
295
National Bank of Canada
Quebec, Canada
$626 -$478 -27 -42%
RF
296
Rossby Financial
Florida
$593
CA
297
Clearstead Advisors
Ohio
$509 +$531 +30 New
IPS
298
Investors Portfolio Services
Washington
$474
JWA
299
JFS Wealth Advisors
Pennsylvania
$356 +$372 +21 New
CMA
300
Cedar Mountain Advisors
Oregon
$339

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.