Wisdomtree Inc (WT) Hedge Fund Ownership (Q1 2026)

Wisdomtree Inc (WT)

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

Smart Money Signals — WT

Based on 314 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added WT 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

314 hedge funds hold WT 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 — +23% more funds vs a year ago

fund count last 6Q

+58 new funds entered over the past year (+23% 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.

🟡

Slight buying edge — 55% buying

175 buying143 selling

Last quarter: 175 funds bought or added vs 143 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 — ~61 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 35 → 57 → 59 → 61. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 25% medium ■ 22% new

166 out of 314 hedge funds have held WT 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.

💰

Value +22% but shares only +3% — price-driven

Value

+21%

+3%

Last quarter: the total dollar value of institutional holdings rose +22%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

38 → 35 → 57 → 59 → 61 new funds/Q

New funds entering each quarter: 35 → 57 → 59 → 61. A growing number of institutions are discovering WT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 60% veterans vs 25% newcomers

■ 60% veterans ■ 15% 1-2yr ■ 25% new

Entry-cohort mix of 322 holders: 194 (60%) are 2+ year veterans, 48 entered 1–2 years ago, and 80 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds

58 of 310 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in WT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	311	290	7.24%
13F Shares	164M	159M	3.38%
Total Value	$2.34B	$1.92B	21.82%
New Positions	60	58	+2
Increased Positions	111	105	+6
Closed Positions	39	37	+2
Reduced Positions	102	95	+7
Total Calls	9	6	50.0%
Total Puts	3	2	50.0%
PUT/CALL Ratio	0.33	0.33	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

311

290

7.24%

13F Shares

164M

159M

3.38%

Total Value

$2.34B

$1.92B

21.82%

New Positions

Increased Positions

111

105

Closed Positions

Reduced Positions

102

Total Calls

50.0%

Total Puts

50.0%

PUT/CALL Ratio

0.33

Bullish

Institutional Holders (2026 Q2)

311 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 WT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Simcoe Capital Management, LLC	8.25%	2,674,045	$45.3M
2	Azora Capital LP	4.41%	6,180,510	$104.7M
3	Karl Kapital LLC	3.86%	382,391	$6.5M
4	Pacific Capital Partners Ltd	2.38%	162,457	$2.8M
5	Crawford Fund Management, LLC	1.49%	575,654	$9.8M
6	Smh Capital Advisors Inc	1.45%	21,888	$371K
7	Intrinsic Edge Capital Management LLC	1.09%	620,000	$10.5M
8	Kiker Wealth Management, LLC	0.91%	138,005	$2.3M
9	Intrinsic Edge Capital Management LLC	0.70%	400,000	$6.8M
10	Neo Ivy Capital Management	0.67%	171,295	$2.9M
11	ArrowMark Colorado Holdings LLC	0.54%	764,927	$13.0M
12	Maltese Capital Management LLC	0.46%	150,000	$2.5M
13	Driehaus Capital Management LLC	0.46%	4,702,705	$79.7M
14	Odyssean, LLC	0.46%	165,432	$2.8M
15	Junto Capital Management LP	0.35%	1,171,066	$19.8M
16	Wakefield Asset Management LLLP	0.32%	82,900	$1.4M
17	Kornitzer Capital Management Inc /Ks	0.31%	865,117	$14.7M
18	Globeflex Capital L P	0.30%	136,640	$2.3M
19	Ares Systematic Credit Ltd	0.28%	27,517	$466K
20	Integrated Quantitative Investments LLC	0.26%	92,150	$1.6M
21	Stonebridge Wealth Management, LLC	0.24%	15,640	$265K
22	Interval Partners, LP	0.19%	431,922	$7.3M
23	R Squared Ltd	0.19%	21,174	$359K
24	Rothschild Investment LLC	0.16%	258,787	$4.4M
25	Diametric Capital, LP	0.13%	73,575	$1.2M

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 Inc (WT)

What does the Smart Money Trend signal show for WT?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added WT 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 WT?

Slight buying edge — 55% buying: Last quarter: 175 funds bought or added vs 143 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 WT holders?

Elite ownership — 63% AUM from top-100 funds: 58 of 310 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in WT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WT?

53% of holders stayed for 2+ years: 166 out of 314 hedge funds have held WT 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.

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Wisdomtree Inc (WT)

Smart Money Signals — WT

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +23% more funds vs a year ago

Slight buying edge — 55% buying

Steady new buyers — ~61 new funds per quarter

53% of holders stayed for 2+ years

Value +22% but shares only +3% — price-driven

Growing discovery — still being found

Veteran-anchored — 60% veterans vs 25% newcomers

Elite ownership — 63% AUM from top-100 funds

Institutional Sentiment Summary — WT

Hedge Fund Ownership: WT

Market Analysis: WT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: WT

Hedge Fund Positioning: WT

Statistics: WT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Wisdomtree Inc (WT)

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