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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
Vanguard Investments Australia
176
Vanguard Investments Australia
Australia
$434K +$460K +29,784 New
Blackstone Inc
177
Blackstone Inc
New York
$420K +$446K +28,826 New
PCS
178
Personal CFO Solutions
New Jersey
$414K +$97.7K +6,321 +29%
COPPSERS
179
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$414K -$495 -32 -0.1%
KK
180
KLP Kapitalforvaltning
Norway
$412K
Universal-Beteiligungs- und Servicegesellschaft
181
Universal-Beteiligungs- und Servicegesellschaft
Germany
$404K -$87.9K -5,685 -17%
TD Asset Management
182
TD Asset Management
Ontario, Canada
$394K +$419K +27,094 New
OPERF
183
Oregon Public Employees Retirement Fund
Oregon
$383K +$742 +48 +0.2%
PS
184
Principal Securities
Iowa
$382K +$52.1K +3,369 +15%
BIG
185
Brooklyn Investment Group
New York
$377K +$400K +25,906 New
State of Tennessee, Department of Treasury
186
State of Tennessee, Department of Treasury
Tennessee
$371K
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$365K +$383K +24,791 +8,023%
T
188
TOBAM
France
$359K +$16.5K +1,066 +5%
Capital Fund Management (CFM)
189
Capital Fund Management (CFM)
France
$349K -$534K -34,555 -59%
Vanguard Personalized Indexing Management
190
Vanguard Personalized Indexing Management
California
$348K +$163K +10,575 +79%
PWPS
191
Pinnacle Wealth Planning Services
Ohio
$348K +$2.06K +133 +0.6%
Cerity Partners
192
Cerity Partners
New York
$338K +$359K +23,211 New
JWM
193
JGP Wealth Management
Oregon
$320K
Pictet Asset Management
194
Pictet Asset Management
Switzerland
$320K +$17.1K +1,108 +5%
Public Employees Retirement Association of Colorado
195
Public Employees Retirement Association of Colorado
Colorado
$299K
Amundi
196
Amundi
France
$296K +$26K +1,680 +9%
SLAM
197
Swiss Life Asset Management
$292K -$5.36K -347 -2%
AI
198
Atria Investments
North Carolina
$287K +$34.2K +2,212 +13%
P
199
&Partners
Tennessee
$283K +$31.4K +2,034 +12%
ProShare Advisors
200
ProShare Advisors
Maryland
$279K -$74.1K -4,792 -20%

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.