We are live on ! Find out more
WT icon

WisdomTree

247 hedge funds and large institutions have $1.48B invested in WisdomTree in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

434% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $222K

29% more capital invested

Capital invested by funds: $1.15B → $1.48B (+$329M)

18% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 89

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.33% less ownership

Funds ownership: 87.97%87.64% (-0.33%)

4% less funds holding

Funds holding: 256247 (-9)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

Holders
247
Holders Change
-9
Holders Change %
-3.52%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
105
Reduced
89
Closed
39
Calls
$1.19M
Puts
$222K
Net Calls
+$963K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
Universal-Beteiligungs- und Servicegesellschaft
151
Universal-Beteiligungs- und Servicegesellschaft
Germany
$264K +$8.68K +927 +4%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$262K +$112 +12 +0.1%
JG
153
Jain Global
New York
$260K +$80.5K +8,600 +61%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$257K +$19.8K +2,119 +11%
Pathstone Holdings
155
Pathstone Holdings
New Jersey
$256K +$32.5K +3,470 +19%
ECM
156
Everence Capital Management
Indiana
$246K
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$236K
FGP
158
Freestone Grove Partners
California
$234K -$2.77K -296 -1%
Walleye Capital
159
Walleye Capital
New York
$228K +$185K +19,796 New
PS
160
Principal Securities
Iowa
$225K +$62.6K +6,682 +52%
QCM
161
Quantinno Capital Management
New York
$221K +$70.6K +7,542 +65%
NAM
162
NorthCrest Asset Manangement
Minnesota
$220K -$156K -16,713 -49%
Teacher Retirement System of Texas
163
Teacher Retirement System of Texas
Texas
$218K +$17.2K +1,840 +11%
Pictet Asset Management
164
Pictet Asset Management
Switzerland
$210K
SOW
165
State of Wyoming
Wyoming
$201K +$114K +12,187 +229%
FIM
166
Freedom Investment Management
Connecticut
$201K -$5.78K -617 -3%
SCA
167
SMH Capital Advisors
Texas
$194K -$7.19K -768 -4%
Mariner
168
Mariner
Kansas
$190K +$9.49K +1,014 +7%
Neuberger Berman Group
169
Neuberger Berman Group
New York
$186K +$6.59K +704 +5%
HSBC Holdings
170
HSBC Holdings
United Kingdom
$186K -$34.7K -3,705 -19%
SWM
171
Stonebridge Wealth Management
Illinois
$186K +$151K +16,140 New
AIM
172
Aigen Investment Management
New York
$181K -$269K -28,770 -65%
TRCT
173
Tower Research Capital (TRC)
New York
$180K +$58.8K +6,283 +67%
MOACM
174
Mutual of America Capital Management
New York
$171K -$16.6K -1,778 -11%
CWM
175
CIBC World Markets
New York
$171K -$140K -14,965 -50%

WT Hedge Fund Activity: Q2 2025 in Review

247 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q2 2025, worth a combined $1.48B — up 29% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of WT and 34 opened new positions — a net loss of 5 holders — while 89 trimmed existing stakes and 105 added.

The largest buyer was Tidal Investments, opening a new position worth an estimated $12.7M. The largest seller was Azora Capital LP, cutting an estimated $18.7M.

  • 247 institutional investors held WisdomTree (WT) as of Q2 2025, down from 256 in Q1 2025.
  • Funds reported $1.48B of WisdomTree stock for Q2 2025, up 29% quarter-over-quarter.
  • 34 funds opened new WisdomTree positions in Q2 2025 and 39 closed out, a net change of -5 holders.
  • The largest WisdomTree buyer in Q2 2025 was Tidal Investments, an estimated $12.7M added.
  • The largest WisdomTree seller in Q2 2025 was Azora Capital LP, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2025.