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WisdomTree

288 hedge funds and large institutions have $1.93B invested in WisdomTree in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,381% more call options, than puts

Call options by funds: $8.49M | Put options by funds: $68K

86% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 29

10% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 96

7% more funds holding

Funds holding: 269288 (+19)

6.84% more ownership

Funds ownership: 105.51%112.36% (+6.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less capital invested

Capital invested by funds: $2.15B → $1.93B (-$226M)

Holders
288
Holders Change
+19
Holders Change %
+7.06%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
54
Increased
106
Reduced
96
Closed
29
Calls
$8.49M
Puts
$68K
Net Calls
+$8.42M
Net Calls Change
+$572K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$232M +$13.3M +1,100,249 +6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$204M +$23.1M +1,914,931 +13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$171M -$6.66M -551,059 -4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$136M +$18.4M +1,521,599 +16%
ACL
5
Azora Capital LP
Florida
$75M +$6.29M +521,179 +9%
SCM
6
Simcoe Capital Management
New York
$64M +$6.46M +535,015 +11%
State Street
7
State Street
Massachusetts
$63.6M -$1.16M -96,170 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$44.4M +$745K +61,699 +2%
Goldman Sachs
9
Goldman Sachs
New York
$41.3M +$22M +1,823,777 +116%
Invesco
10
Invesco
Georgia
$40.7M -$2.19M -181,521 -5%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$35.7M +$14.9M +1,231,626 +73%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$34.1M +$323K +26,776 +1%
Morgan Stanley
13
Morgan Stanley
New York
$32.8M -$7.09M -587,342 -18%
Capital World Investors
14
Capital World Investors
California
$30.8M +$30.6M +2,529,511 New
ACH
15
ArrowMark Colorado Holdings
Colorado
$29.4M -$10.7M -884,407 -27%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$28.8M -$2.46M -203,739 -8%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$25.9M -$801K -66,328 -3%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$25.9M -$3.27M -270,834 -11%
N
19
Nuveen
North Carolina
$21.4M +$181K +14,959 +0.9%
NAMI
20
Nomura Asset Management International
Pennsylvania
$20.7M +$20.5M +1,696,879 New
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$20.4M +$18.1M +1,498,528 +859%
American Century Companies
22
American Century Companies
Missouri
$18.5M -$5.48M -454,135 -23%
Charles Schwab
23
Charles Schwab
California
$18.1M +$1.59M +131,491 +10%
TI
24
Tidal Investments
Wisconsin
$17.1M -$1.95M -161,364 -10%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$16.9M -$1.65M -136,702 -9%