Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (WCBR)

48 + Investors. Track Smart Money conviction in WCBR. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — WCBR

Based on 50 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added WCBR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
50 hedge funds hold WCBR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 62% buying

21 buying13 selling
Last quarter: 21 funds were net buyers (11 opened a brand new position + 10 added to an existing one). Only 13 were sellers (7 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 8 → 7 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

48% conviction (2yr+) 24% medium 28% new
24 out of 50 hedge funds have held WCBR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

4 → 7 → 8 → 7 → 11 new funds/Q
New funds entering each quarter: 7 → 8 → 7 → 11. A growing number of institutions are discovering WCBR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 44% of holders stayed 2+ years

44% veterans 26% 1-2yr 30% new
Of 50 current holders: 22 (44%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
11 of 50 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WCBR

In 2025 Q4, 21 hedge funds were net buyers of WCBR (11 opened a new position, 10 added to an existing one), while 13 reduced or exited (7 trimmed, 6 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 50.

Hedge Fund Ownership: WCBR

How many hedge funds hold WCBR — quarterly history vs. share price
Quarterly hedge fund ownership of WCBR vs. share price

Market Analysis: WCBR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WCBR

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: WCBR
2026 Q1 Stats Unlock in 4 days 48 + Investors

Track Smart Money conviction in WCBR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 48 44 9.09%
13F Shares 2M 2M 5.9%
Total Value $50M $53M -6.08%
New Positions 10 7 +3
Increased Positions 10 13 -3
Closed Positions 6 9 -3
Reduced Positions 6 6 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WCBR

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Institutional Holders (2026 Q1)

48 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WCBR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of WCBR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Grange Capital, LLC 1.35% 54,244 $1.4M
2 Procyon Advisors, LLC 0.11% 86,744 $2.2M
3 Bison Wealth, LLC 0.06% 20,409 $595K
4 BROWN, LISLE/CUMMINGS, INC. 0.05% 7,450 $186K
5 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% 16,343 $408K
6 GTS SECURITIES LLC 0.02% 22,925 $572K
7 TopTier Wealth Management, LLC 0.01% 858 $21K
8 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.01% 8,610 $215K
9 Ares Financial Consulting, LLC 0.01% 304 $8K
10 Smartleaf Asset Management LLC 0.01% 6,393 $154K
11 Quadrature Capital Ltd 0.00% 14,721 $367K
12 Summit Financial, LLC 0.00% 13,005 $324K
13 EVOLUTION WEALTH MANAGEMENT INC. 0.00% 202 $5K
14 MARK SHEPTOFF FINANCIAL PLANNING, LLC 0.00% 200 $6K
15 Cedar Mountain Advisors, LLC 0.00% 500 $12K
16 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% 400 $10K
17 HighTower Advisors, LLC 0.00% 48,752 $1.2M
18 SIGNATUREFD, LLC 0.00% 2,700 $67K
19 TWO SIGMA INVESTMENTS, LP 0.00% 48,400 $1.2M
20 Aventura Private Wealth, LLC 0.00% 100 $2K
21 IFP Advisors, Inc 0.00% 1,654 $41K
22 NBC SECURITIES, INC. 0.00% 313 $8K
23 LPL Financial LLC 0.00% 76,085 $1.9M
24 Parallel Advisors, LLC 0.00% 991 $25K
25 Cetera Investment Advisers 0.00% 15,886 $396K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WISDOMTREE TR (WCBR)

What does the Smart Money Trend signal show for WCBR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added WCBR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WCBR?

More buyers than sellers — 62% buying: Last quarter: 21 funds were net buyers (11 opened a brand new position + 10 added to an existing one). Only 13 were sellers (7 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WCBR holders?

Smaller funds dominant — 19% AUM from top-100: 11 of 50 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held WCBR?

48% of holders stayed for 2+ years: 24 out of 50 hedge funds have held WCBR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.