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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
Neuberger Berman Group
201
Neuberger Berman Group
New York
$328K +$22.1K +1,247 +7%
ProShare Advisors
202
ProShare Advisors
Maryland
$327K +$2.83K +160 +0.8%
MSRPS
203
Maryland State Retirement & Pension System
Maryland
$309K +$29.6K +1,671 +10%
ECM
204
Everence Capital Management
Indiana
$309K
Cerity Partners
205
Cerity Partners
New York
$296K -$101K -5,724 -25%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$295K -$4.78K -270 -2%
NS
207
NBC Securities
Alabama
$285K +$94.3K +5,328 +46%
State of Wisconsin Investment Board
208
State of Wisconsin Investment Board
Wisconsin
$281K -$891K -50,313 -75%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$281K +$293K +16,563 New
SWM
210
Stonebridge Wealth Management
Illinois
$265K
NA
211
Navellier & Associates
Nevada
$258K -$686K -38,754 -72%
WS
212
Wedbush Securities
California
$256K -$20.1K -1,138 -7%
ETC
213
Exchange Traded Concepts
Oklahoma
$256K -$37.1K -2,096 -12%
RRA
214
Round Rock Advisors
Connecticut
$255K +$88.2K +4,984 +49%
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$255K +$22.7K +1,282 +9%
AHL
216
Abel Hall LLC
Louisiana
$244K +$1.7K +96 +0.7%
X
217
Xponance
Pennsylvania
$233K +$31.2K +1,762 +15%
SAM
218
Synergy Asset Management
Washington
$224K +$234K +13,236 New
WIA
219
World Investment Advisors
California
$224K +$51K +2,883 +24%
Federated Hermes
220
Federated Hermes
Pennsylvania
$222K +$9.88K +558 +4%
Natixis Advisors
221
Natixis Advisors
Massachusetts
$219K +$229K +12,954 New
Franklin Resources
222
Franklin Resources
California
$217K +$2.34K +132 +1%
IPW
223
Impact Partnership Wealth
Georgia
$212K +$10.5K +594 +5%
AIP
224
Ameritas Investment Partners
Nebraska
$210K +$41.1K +2,319 +23%
CFG
225
Cooper Financial Group
California
$207K +$4.51K +255 +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.