Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (WCBR)

53 + 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
57%

Smart Money Signals — WCBR

Based on 53 hedge funds · latest filing: 2026 Q2 · 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
53 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.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

24 buying18 selling
Last quarter: 24 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 11 → 8 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

47% conviction (2yr+) 21% medium 32% new
25 out of 53 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.
💰

Price up while funds trimmed (+15% value, -20% shares)

Value
+15%
Shares
-19%
Last quarter: total value of institutional WCBR holdings rose +15% even though funds reduced share count by 20%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

8 → 7 → 11 → 8 → 13 new funds/Q
New funds entering each quarter: 7 → 11 → 8 → 13. A growing number of institutions are discovering WCBR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 51% veterans vs 40% newcomers

51% veterans 9% 1-2yr 40% new
Entry-cohort mix of 53 holders: 27 (51%) are 2+ year veterans, 5 entered 1–2 years ago, and 21 (40%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
11 of 53 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 2026 Q2, 24 hedge funds were net buyers of WCBR (13 opened a new position, 11 added to an existing one), while 18 reduced or exited (10 trimmed, 8 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 33% of total institutional value in WCBR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 53.

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.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: WCBR
53 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 53 48 10.42%
13F Shares 571K 710K -19.55%
Total Value $20M $18M 15.02%
New Positions 13 8 +5
Increased Positions 11 12 -1
Closed Positions 8 10 -2
Reduced Positions 10 10 -
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 Q2)

53 + 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 WCBR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Elevate Capital Advisors, LLC 0.22% 11,055 $400K
2 Kuhn & Co Investment Counsel 0.15% 6,952 $252K
3 Procyon Advisors, LLC 0.13% 85,708 $3.1M
4 Meridian Financial Advisors, LLC 0.12% 6,670 $242K
5 Oxinas Partners, LLC 0.09% 6,168 $223K
6 Bison Wealth, LLC 0.07% 19,845 $764K
7 Gts Securities LLC 0.04% 51,402 $1.9M
8 Creative Financial Designs Inc /Adv 0.03% 19,410 $703K
9 Regal Investment Advisors LLC 0.02% 9,359 $339K
10 Halbert Hargrove Global Advisors, LLC 0.01% 8,610 $312K
11 Ares Financial Consulting, LLC 0.01% 379 $14K
12 Pension & Wealth Management Advisors, INC. 0.01% 636 $10K
13 Smartleaf Asset Management LLC 0.01% 6,393 $225K
14 Quadrature Capital Ltd 0.01% 20,251 $733K
15 Summit Financial, LLC 0.01% 12,931 $468K
16 Evolution Wealth Management INC. 0.00% 202 $7K
17 Mark Sheptoff Financial Planning, LLC 0.00% 200 $7K
18 Cedar Mountain Advisors, LLC 0.00% 500 $18K
19 Atria Investments, Inc 0.00% 6,459 $234K
20 Blue Bell Private Wealth Management, LLC 0.00% 400 $14K
21 Signaturefd, LLC 0.00% 2,700 $98K
22 HighTower Advisors, LLC 0.00% 33,533 $1.2M
23 Aventura Private Wealth, LLC 0.00% 100 $4K
24 IFP Advisors, Inc 0.00% 1,654 $60K
25 Lanark Financial, INC. 0.00% 313 $11K
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?

Slight buying edge — 57% buying: Last quarter: 24 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WCBR holders?

Strong quality — 33% AUM from major funds: 11 of 53 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held WCBR?

47% of holders stayed for 2+ years: 25 out of 53 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.

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