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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
BlackRock
1
BlackRock
New York
$257M -$21.4M -1,381,981 -7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$185M -$62.2M -4,026,194 -24%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$154M -$9.43M -610,270 -5%
Vanguard Portfolio Management
4
Vanguard Portfolio Management
Pennsylvania
$117M +$124M +8,047,642 New
Capital World Investors
5
Capital World Investors
California
$99.2M +$66.2M +4,281,548 +169%
ACL
6
Azora Capital LP
Florida
$87.2M -$2.51M -162,506 -3%
Invesco
7
Invesco
Georgia
$84.6M +$38.2M +2,473,497 +74%
Vanguard Capital Management
8
Vanguard Capital Management
Pennsylvania
$80.9M +$85.8M +5,553,198 New
State Street
9
State Street
Massachusetts
$73.5M -$2.63M -169,861 -3%
SCM
10
Simcoe Capital Management
New York
$67.9M -$9.08M -587,355 -11%
Goldman Sachs
11
Goldman Sachs
New York
$66.7M +$18.4M +1,188,937 +35%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$60.2M +$18.6M +1,205,097 +41%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$52.8M -$273K -17,646 -0.5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$41.5M +$817K +52,841 +2%
Morgan Stanley
15
Morgan Stanley
New York
$36.4M -$2.91M -188,353 -7%
Bank of America
16
Bank of America
North Carolina
$33.9M +$30.5M +1,972,847 +556%
NAMI
17
Nomura Asset Management International
Pennsylvania
$32.7M +$8.45M +546,641 +32%
ACH
18
ArrowMark Colorado Holdings
Colorado
$29.8M -$5.62M -363,808 -15%
Principal Financial Group
19
Principal Financial Group
Iowa
$29.3M +$15.7M +1,013,658 +102%
Janus Henderson Group
20
Janus Henderson Group
$25.4M -$5.96M -385,369 -18%
Two Sigma Investments
21
Two Sigma Investments
New York
$24.4M +$6.54M +422,913 +34%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$24.2M +$5M +323,696 +24%
DCM
23
Driehaus Capital Management
Illinois
$23.9M +$11.9M +768,468 +88%
Nuveen
24
Nuveen
North Carolina
$23.2M -$2.52M -162,747 -9%
Jane Street
25
Jane Street
New York
$22M +$23.3M +1,509,732 New

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.