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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
Connor, Clark & Lunn Investment Management (CC&L)
76
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.18M +$3.37M +218,272 New
VC
77
VarCov Co
Connecticut
$3.06M +$3.25M +210,090 New
EGM
78
Engineers Gate Manager
New York
$3.02M -$935K -60,492 -23%
SEI Investments
79
SEI Investments
Pennsylvania
$2.96M +$123K +7,989 +4%
YIH
80
Y-Intercept (HK)
Hong Kong
$2.83M +$2.52M +162,933 +517%
Point72 Asset Management
81
Point72 Asset Management
Connecticut
$2.76M -$22.9M -1,483,684 -89%
Schroder Investment Management Group
82
Schroder Investment Management Group
United Kingdom
$2.67M +$469K +30,330 +19%
CPA
83
Clear Point Advisors
New York
$2.66M +$817K +52,844 New
IIM
84
INTECH Investment Management
Florida
$2.62M +$2.06M +133,324 +285%
Stifel Financial
85
Stifel Financial
Missouri
$2.6M +$355K +22,988 +15%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$2.59M -$227K -14,713 -8%
PMAM
87
Picton Mahoney Asset Management
Ontario, Canada
$2.57M -$32.5K -2,101 -1%
HKAM
88
Horizon Kinetics Asset Management
New York
$2.45M -$470K -30,421 -15%
QCM
89
Quantinno Capital Management
New York
$2.38M +$1.62M +105,023 +179%
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$2.3M +$502K +32,495 +26%
MML Investors Services
91
MML Investors Services
Massachusetts
$2.16M -$618K -39,969 -21%
KWM
92
Kiker Wealth Management
Georgia
$2.13M +$2.26M +146,095 New
Russell Investments Group
93
Russell Investments Group
United Kingdom
$2.11M +$1.93M +124,540 +604%
Creative Planning
94
Creative Planning
Kansas
$2.08M +$388K +25,091 +21%
GC
95
Globeflex Capital
California
$1.99M +$530K +34,317 +34%
LPL Financial
96
LPL Financial
California
$1.97M +$393K +25,442 +23%
LFAS
97
Level Four Advisory Services
Texas
$1.97M -$48.4K -3,132 -2%
DZ Bank
98
DZ Bank
Germany
$1.93M +$164K +10,605 +9%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$1.75M -$34.9K -2,259 -2%
Prudential Financial
100
Prudential Financial
New Jersey
$1.75M +$184K +11,894 +11%

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.