We are live on ! Find out more
WT icon

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
BlackRock
1
BlackRock
New York
$327M +$28.6M +1,617,234 +9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$230M +$14.9M +842,143 +7%
Invesco
3
Invesco
Georgia
$169M +$73.7M +4,162,041 +72%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$142M -$38.6M -2,178,846 -21%
Vanguard Portfolio Management
5
Vanguard Portfolio Management
Pennsylvania
$138M +$1.34M +75,721 +0.9%
Capital World Investors
6
Capital World Investors
California
$128M +$13M +736,035 +11%
ACL
7
Azora Capital LP
Florida
$105M +$3.42M +192,905 +3%
Vanguard Capital Management
8
Vanguard Capital Management
Pennsylvania
$103M +$9.09M +513,168 +9%
State Street
9
State Street
Massachusetts
$95M +$9.93M +560,892 +11%
DCM
10
Driehaus Capital Management
Illinois
$79.7M +$54.2M +3,058,463 +186%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$63.6M +$2.31M +130,537 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$55.8M +$7.81M +441,270 +15%
SCM
13
Simcoe Capital Management
New York
$45.3M -$35.3M -1,991,940 -43%
UBS Group
14
UBS Group
Switzerland
$45M +$39.9M +2,250,994 +552%
Principal Financial Group
15
Principal Financial Group
Iowa
$38.6M +$4.72M +266,399 +13%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$37.1M +$9.35M +527,818 +32%
NAMI
17
Nomura Asset Management International
Pennsylvania
$35.7M -$2.4M -135,722 -6%
Morgan Stanley
18
Morgan Stanley
New York
$33.9M -$8.8M -496,731 -20%
Bank of America
19
Bank of America
North Carolina
$33.7M -$5.94M -335,491 -14%
Goldman Sachs
20
Goldman Sachs
New York
$33.4M -$46.2M -2,607,432 -57%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$30.4M +$31.7M +1,792,735 New
Charles Schwab
22
Charles Schwab
California
$28.6M +$4.31M +243,366 +17%
JT
23
Jupiter Topco
New York
$24.6M +$25.7M +1,453,084 New
Nuveen
24
Nuveen
North Carolina
$23.9M -$3.32M -187,457 -12%
Northern Trust
25
Northern Trust
Illinois
$23.6M +$3.13M +176,758 +15%

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.