We are live on ! Find out more
WT icon

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
Creative Planning
101
Creative Planning
Kansas
$2.33M -$87.9K -4,966 -3%
GC
102
Globeflex Capital
California
$2.31M +$1.65K +93 +0.1%
AllianceBernstein
103
AllianceBernstein
Tennessee
$2.24M +$205K +11,600 +8%
Prudential Financial
104
Prudential Financial
New Jersey
$2.24M +$208K +11,760 +10%
LFAS
105
Level Four Advisory Services
Texas
$2.22M -$77.1K -4,355 -3%
II
106
Inspire Investing
Idaho
$2.06M +$2.16M +121,824 New
Group One Trading
107
Group One Trading
Illinois
$1.99M +$2.08M +117,353 New
Osaic Holdings
108
Osaic Holdings
Arizona
$1.93M +$154K +8,709 +8%
Vanguard Asset Management
109
Vanguard Asset Management
$1.88M
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$1.87M +$1.09M +61,778 +128%
Truist Financial
111
Truist Financial
North Carolina
$1.83M -$53.7K -3,031 -3%
Corient Private Wealth
112
Corient Private Wealth
Florida
$1.78M -$4.05K -229 -0.2%
JP Morgan Chase
113
JP Morgan Chase
New York
$1.74M -$10.9M -616,258 -86%
YIH
114
Y-Intercept (HK)
Hong Kong
$1.72M -$1.65M -93,058 -48%
AG
115
Algert Global
California
$1.7M +$209K +11,810 +13%
Canada Life
116
Canada Life
Manitoba, Canada
$1.69M +$61.4K +3,469 +4%
Amundi
117
Amundi
France
$1.69M +$1.4M +79,279 +391%
IQI
118
Integrated Quantitative Investments
Washington
$1.56M -$94.4K -5,330 -5%
SOADOR
119
State of Alaska Department of Revenue
Alaska
$1.55M -$278K -15,681 -15%
D.E. Shaw & Co
120
D.E. Shaw & Co
New York
$1.55M -$4.15M -234,413 -72%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$1.53M -$538K -30,410 -25%
MWM
122
Moran Wealth Management
Florida
$1.52M +$241K +13,585 +18%
CPC
123
Cookson Peirce & Co
Pennsylvania
$1.44M +$1.5M +84,818 New
BEI
124
Benjamin Edwards Inc
Missouri
$1.4M +$40.3K +2,277 +3%
WAM
125
Wakefield Asset Management
Colorado
$1.4M +$27K +1,526 +2%

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.