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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
TRCT
201
Tower Research Capital (TRC)
New York
$279K +$236K +15,260 +391%
SCA
202
SMH Capital Advisors
Texas
$275K +$15.5K +1,003 +6%
ECM
203
Everence Capital Management
Indiana
$266K -$47.8K -3,095 -14%
Neuberger Berman Group
204
Neuberger Berman Group
New York
$264K +$34.2K +2,211 +14%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$257K -$11.1K -715 -4%
FFA
206
Farther Finance Advisors
California
$255K +$266K +17,229 +4,522%
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$255K +$11.5K +744 +4%
ETC
208
Exchange Traded Concepts
Oklahoma
$250K +$266K +17,204 New
CC
209
Centiva Capital
New York
$245K -$267K -17,291 -51%
MSRPS
210
Maryland State Retirement & Pension System
Maryland
$242K
WS
211
Wedbush Securities
California
$237K +$47.8K +3,092 +23%
SWM
212
Stonebridge Wealth Management
Illinois
$228K
AHL
213
Abel Hall LLC
Louisiana
$209K +$221K +14,324 New
VA
214
VestGen Advisors
Illinois
$206K +$170K +11,000 New
GCM
215
Graham Capital Management
Connecticut
$203K -$2.17M -140,338 -91%
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$201K +$21.2K +1,370 +11%
WG
217
Winton Group
United Kingdom
$198K -$3.88M -251,081 -95%
MF
218
Magnetar Financial
Illinois
$197K +$209K +13,538 New
HighTower Advisors
219
HighTower Advisors
Illinois
$192K +$204K +13,203 New
Wealth Enhancement Advisory Services
220
Wealth Enhancement Advisory Services
Minnesota
$192K +$485K +31,348 +215%
Verition Fund Management
221
Verition Fund Management
Connecticut
$191K -$198K -12,808 -49%
AC
222
AlphaCore Capital
California
$190K +$202K +13,067 New
BPAMU
223
BTG Pactual Asset Management US
New York
$186K +$198K +12,794 New
Franklin Resources
224
Franklin Resources
California
$185K -$5M -323,375 -96%
Los Angeles Capital Management
225
Los Angeles Capital Management
California
$184K -$1.13M -73,028 -85%

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.