Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (WTAI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
4Q ▲
Buyers last Q
71%

Smart Money Signals — WTAI

Based on 119 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added WTAI 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
119 hedge funds hold WTAI 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 — +38% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+38% 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 — 71% buying

75 buying31 selling
Last quarter: 75 funds were net buyers (25 opened a brand new position + 50 added to an existing one). Only 31 were sellers (23 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~25 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 15 → 22 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 34% new

■ 28% conviction (2yr+) ■ 39% medium ■ 34% new
Of the 119 current holders: 33 (28%) held >2 years, 46 held 1–2 years, and 40 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

18 → 12 → 15 → 22 → 25 new funds/Q
New funds entering each quarter: 12 → 15 → 22 → 25. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 31% veterans, 38% new entrants

■ 31% veterans ■ 31% 1-2yr ■ 38% new
Of 120 current holders: 37 (31%) held 2+ years, 37 held 1–2 years, 46 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
10 of 119 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — WTAI

In 2025 Q4, 75 hedge funds were net buyers of WTAI (25 opened a new position, 50 added to an existing one), while 31 reduced or exited (23 trimmed, 8 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 23% of total institutional value in WTAI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 119.

Hedge Fund Ownership: WTAI

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

Market Analysis: WTAI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WTAI

-- --

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.

8 top-rated funds 2 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: WTAI
2026 Q1 Stats Unlock in 9 days 120 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 120 103 16.5%
13F Shares 5M 4M 36.68%
Total Value $146M $104M 39.79%
New Positions 25 22 +3
Increased Positions 51 33 +18
Closed Positions 8 10 -2
Reduced Positions 24 20 +4
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WTAI

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

120 + investors

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

Top 25 institutional holders of WTAI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Horizon Wealth Management, LLC 2.28% 550,093 $15.5M
2 Breachway Investments LLC 0.95% 34,151 $989K
3 Berbice Capital Management LLC 0.48% 26,240 $741K
4 WMG Financial Advisors, LLC 0.19% 16,135 $455K
5 SWEENEY & MICHEL, LLC 0.16% 16,938 $541K
6 W.H. Cornerstone Investments Inc. 0.15% 8,381 $237K
7 AdvisorNet Financial, Inc 0.10% 70,841 $2.0M
8 CREATIVE FINANCIAL DESIGNS INC /ADV 0.07% 42,152 $1.2M
9 COFG Advisors, LLC 0.06% 9,286 $262K
10 Provident Wealth Management, LLC 0.06% 7,134 $201K
11 Key FInancial Inc 0.05% 9,370 $265K
12 Prospera Financial Services Inc 0.05% 99,444 $2.8M
13 Sherman Asset Management, Inc. 0.04% 1,675 $47K
14 NWAM LLC 0.04% 26,363 $744K
15 Perigon Wealth Management, LLC 0.04% 83,475 $2.4M
16 WOLFF WIESE MAGANA LLC 0.04% 2,727 $77K
17 Integrated Advisors Network LLC 0.04% 25,735 $726K
18 Frazier Financial Advisors, LLC 0.03% 1,960 $55K
19 Kestra Advisory Services, LLC 0.03% 281,002 $7.9M
20 Belpointe Asset Management LLC 0.03% 25,009 $706K
21 Forum Finance Group S.A. 0.02% 1,864 —
22 ASSETMARK, INC 0.02% 400,322 $11.3M
23 Team Financial Group, LLC 0.02% 1,680 $47K
24 Bryn Mawr Trust Advisors, LLC 0.02% 13,020 $368K
25 Waldron Private Wealth LLC 0.02% 15,621 $441K
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 (WTAI)

What does the Smart Money Trend signal show for WTAI?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added WTAI 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 WTAI?

More buyers than sellers — 71% buying: Last quarter: 75 funds were net buyers (25 opened a brand new position + 50 added to an existing one). Only 31 were sellers (23 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WTAI holders?

Strong quality — 23% AUM from major funds: 10 of 119 holders rank in the top 100 by AUM, accounting for 23% 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 WTAI?

Mixed — 28% long-term, 34% new: Of the 119 current holders: 33 (28%) held >2 years, 46 held 1–2 years, and 40 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.