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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
Swiss National Bank
76
Swiss National Bank
Switzerland
$4.22M -$26.6K -1,500 -0.6%
Raymond James Financial
77
Raymond James Financial
Florida
$3.77M -$180K -10,138 -4%
SEI Investments
78
SEI Investments
Pennsylvania
$3.75M +$313K +17,680 +9%
TRSOTSOK
79
Teachers Retirement System of the State of Kentucky
Kentucky
$3.64M -$97.1K -5,482 -2%
MML Investors Services
80
MML Investors Services
Massachusetts
$3.5M +$1.03M +58,420 +39%
EGM
81
Engineers Gate Manager
New York
$3.44M -$81K -4,572 -2%
CIC
82
Chase Investment Counsel
Virginia
$3.27M +$3.42M +192,923 New
IIM
83
INTECH Investment Management
Florida
$3.24M +$201K +11,360 +6%
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$3.17M -$3.8M -214,620 -53%
QCM
85
Quantinno Capital Management
New York
$3.08M +$316K +17,821 +11%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$2.95M -$63.7K -3,600 -2%
Stifel Financial
87
Stifel Financial
Missouri
$2.94M -$82.7K -4,669 -3%
SC
88
SummitTX Capital
Texas
$2.93M +$1.37M +77,276 +81%
NICM
89
Neo Ivy Capital Management
New York
$2.9M +$3.03M +171,295 New
Schroder Investment Management Group
90
Schroder Investment Management Group
United Kingdom
$2.84M -$427K -24,120 -13%
HKAM
91
Horizon Kinetics Asset Management
New York
$2.81M -$34.4K -1,941 -1%
OL
92
Odyssean LLC
Connecticut
$2.8M +$1.38M +77,923 +89%
PCP
93
Pacific Capital Partners
$2.75M +$2.88M +162,457 New
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$2.64M -$4.07M -229,694 -60%
MCM
95
Maltese Capital Management
New York
$2.54M +$2.66M +150,000 New
Polen Capital Management
96
Polen Capital Management
Florida
$2.52M +$709K +40,046 +37%
MCM
97
Militia Capital Management
Texas
$2.5M +$2.61M +147,632 New
LPL Financial
98
LPL Financial
California
$2.41M +$112K +6,340 +5%
Deutsche Bank
99
Deutsche Bank
Germany
$2.36M +$394K +22,242 +19%
KWM
100
Kiker Wealth Management
Georgia
$2.34M -$143K -8,090 -6%

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.