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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
Charles Schwab
26
Charles Schwab
California
$21M -$625K -40,416 -3%
Millennium Management
27
Millennium Management
New York
$20M +$9.7M +627,285 +84%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$19.6M -$15.7M -1,017,793 -43%
TI
29
Tidal Investments
Wisconsin
$19.5M -$1.04M -67,032 -5%
Voloridge Investment Management
30
Voloridge Investment Management
Florida
$18M -$2.33M -150,743 -11%
Northern Trust
31
Northern Trust
Illinois
$17.7M +$265K +17,128 +1%
HF
32
HRT Financial
New York
$16.7M -$138K -8,920 -0.8%
American Century Companies
33
American Century Companies
Missouri
$15.8M -$6.59M -426,539 -28%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$15.6M +$1.45M +93,506 +10%
CFM
35
Crawford Fund Management
Massachusetts
$14.9M -$3.33M -215,435 -17%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$14.3M +$1.97M +127,563 +15%
KCM
37
Kornitzer Capital Management
Kansas
$13.8M -$315K -20,353 -2%
Man Group
38
Man Group
United Kingdom
$13.5M +$3.33M +215,523 +30%
Vanguard Fiduciary Trust
39
Vanguard Fiduciary Trust
Pennsylvania
$11.9M +$12.6M +817,237 New
Citigroup
40
Citigroup
New York
$11.8M -$844K -54,627 -6%
T. Rowe Price Investment Management
41
T. Rowe Price Investment Management
Maryland
$11.7M +$12.4M +801,304 New
Squarepoint
42
Squarepoint
New York
$11M -$1.55M -100,410 -12%
IECM
43
Intrinsic Edge Capital Management
Illinois
$10.2M +$1.85M +120,000 +21%
DB
44
Danske Bank
Denmark
$10.1M +$10.7M +692,639 New
JP Morgan Chase
45
JP Morgan Chase
New York
$9.93M +$186K +12,021 +2%
ICM
46
Invenomic Capital Management
Massachusetts
$8.47M -$3.53M -228,359 -28%
CA
47
CSM Advisors
Pennsylvania
$7.6M -$627K -40,564 -7%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$7.59M +$6.89M +445,669 +588%
JF
49
Jump Financial
Illinois
$7.54M +$8.01M +517,935 New
WAM
50
Wolverine Asset Management
Illinois
$7.49M +$7.96M +514,665 New

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.