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WisdomTree

256 hedge funds and large institutions have $1.15B invested in WisdomTree in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 99 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

472% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $232K

1.44% less ownership

Funds ownership: 89.41%87.97% (-1.4%)

6% less funds holding

Funds holding: 271256 (-15)

12% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 99

16% less capital invested

Capital invested by funds: $1.37B → $1.15B (-$218M)

29% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 45

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
256
Holders Change
-15
Holders Change %
-5.54%
% of All Funds
3.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
87
Reduced
99
Closed
45
Calls
$1.33M
Puts
$232K
Net Calls
+$1.1M
Net Calls Change
+$237K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$11.3M -$425K -45,616 -3%
CSS
27
Cubist Systematic Strategies
Connecticut
$10.4M +$1.65M +176,816 +18%
Goldman Sachs
28
Goldman Sachs
New York
$9.4M -$4.77M -511,592 -33%
KCM
29
Kornitzer Capital Management
Kansas
$8.66M +$494K +53,000 +6%
Jane Street
30
Jane Street
New York
$7.86M +$6.37M +683,656 +346%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$7.36M -$852K -91,455 -10%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$7.21M +$2.55M +273,626 +51%
Principal Financial Group
33
Principal Financial Group
Iowa
$6.63M +$143K +15,355 +2%
Verition Fund Management
34
Verition Fund Management
Connecticut
$6.23M +$5.27M +565,768 +427%
Renaissance Technologies
35
Renaissance Technologies
New York
$6.01M -$4.76M -510,305 -43%
Citadel Advisors
36
Citadel Advisors
Florida
$5.92M -$10.4M -1,118,100 -63%
UBS Group
37
UBS Group
Switzerland
$5.82M -$207K -22,196 -3%
ECM
38
ExodusPoint Capital Management
New York
$5.42M -$5.17M -555,121 -48%
Squarepoint
39
Squarepoint
New York
$5.28M -$240K -25,732 -4%
Connor, Clark & Lunn Investment Management (CC&L)
40
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.62M +$2.23M +238,977 +86%
VOYA Investment Management
41
VOYA Investment Management
Georgia
$4.44M +$377K +40,485 +9%
Deutsche Bank
42
Deutsche Bank
Germany
$4.31M +$1.55M +166,622 +53%
UBS AM
43
UBS AM
Illinois
$4.08M +$116K +12,402 +3%
CFM
44
Crawford Fund Management
Massachusetts
$3.97M -$1.07M -114,700 -20%
First Trust Advisors
45
First Trust Advisors
Illinois
$3.94M +$710K +76,185 +21%
FP
46
Foundry Partners
Minnesota
$3.92M +$3.72M +398,801 +993%
IP
47
Interval Partners
New York
$3.8M +$3.97M +425,587 New
Nordea Investment Management
48
Nordea Investment Management
Sweden
$3.66M +$144K +15,425 +4%
AQR Capital Management
49
AQR Capital Management
Connecticut
$3.59M -$1.2M -129,183 -24%
American Century Companies
50
American Century Companies
Missouri
$3.3M +$348K +37,343 +11%

WT Hedge Fund Activity: Q1 2025 in Review

256 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q1 2025, worth a combined $1.15B — down 16% from $1.37B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of WT and 32 opened new positions — a net loss of 13 holders — while 99 trimmed existing stakes and 87 added.

The largest buyer was Simcoe Capital Management, opening a new position worth an estimated $37.2M. The largest seller was Azora Capital LP, cutting an estimated $14M.

  • 256 institutional investors held WisdomTree (WT) as of Q1 2025, down from 271 in Q4 2024.
  • Funds reported $1.15B of WisdomTree stock for Q1 2025, down 16% quarter-over-quarter.
  • 32 funds opened new WisdomTree positions in Q1 2025 and 45 closed out, a net change of -13 holders.
  • The largest WisdomTree buyer in Q1 2025 was Simcoe Capital Management, an estimated $37.2M added.
  • The largest WisdomTree seller in Q1 2025 was Azora Capital LP, an estimated $14M sold.

Based on aggregated 13F filings for Q1 2025.