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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
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$3.27M +$9.21K +988 +0.3%
WG
52
Winton Group
United Kingdom
$3.25M +$3.4M +364,741 New
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.24M +$725K +77,787 +27%
JP Morgan Chase
54
JP Morgan Chase
New York
$3.18M -$4.89M -524,302 -60%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$3.14M -$3.37M -361,506 -51%
Legal & General Group
56
Legal & General Group
United Kingdom
$2.93M -$137K -14,703 -4%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$2.79M +$390K +41,861 +15%
SSA
58
Schonfeld Strategic Advisors
New York
$2.64M +$1.69M +181,888 +159%
GCM
59
Graham Capital Management
Connecticut
$2.49M +$814K +87,398 +46%
RIL
60
Rothschild Investment LLC
Illinois
$2.45M +$274K +29,395 +12%
Ameriprise
61
Ameriprise
Minnesota
$2.42M -$761K -81,653 -23%
Bank of America
62
Bank of America
North Carolina
$2.29M -$536K -57,481 -18%
TRSOTSOK
63
Teachers Retirement System of the State of Kentucky
Kentucky
$2.19M +$127K +13,650 +6%
Swiss National Bank
64
Swiss National Bank
Switzerland
$2.02M -$32.6K -3,500 -2%
Los Angeles Capital Management
65
Los Angeles Capital Management
California
$2.01M -$941 -101 -0%
Barclays
66
Barclays
United Kingdom
$2.01M -$436K -46,840 -17%
Arrowstreet Capital
67
Arrowstreet Capital
Massachusetts
$1.98M -$4.66M -500,285 -69%
Wells Fargo
68
Wells Fargo
California
$1.83M +$116K +12,448 +6%
HKAM
69
Horizon Kinetics Asset Management
New York
$1.79M -$30.2K -3,245 -2%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$1.73M -$178K -19,128 -9%
CM
71
Capital Management
Virginia
$1.7M +$1.57M +168,170 +758%
Credit Agricole
72
Credit Agricole
France
$1.69M -$1.2M -128,689 -40%
A
73
AlphaQuest
New York
$1.68M +$1.01M +107,900 +133%
Citigroup
74
Citigroup
New York
$1.6M -$57.8K -6,200 -3%
Man Group
75
Man Group
United Kingdom
$1.58M +$849K +91,070 +105%

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.