Stock Analysis
Data Source: SEC EDGAR 13F
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Wisdomtree Tr (WTPI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
6Q ▲
Buyers last Q
69%

Smart Money Signals — WTPI

Based on 87 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added WTPI 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
87 hedge funds hold WTPI 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
+24 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 — 69% buying

59 buying26 selling
Last quarter: 59 funds were net buyers (19 opened a brand new position + 40 added to an existing one). Only 26 were sellers (10 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 11 → 23 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 31% new

■ 37% conviction (2yr+) ■ 32% medium ■ 31% new
Of the 87 current holders: 32 (37%) held >2 years, 28 held 1–2 years, and 27 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

10 → 11 → 11 → 23 → 19 new funds/Q
New funds entering each quarter: 11 → 11 → 23 → 19. 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.
🏛️

Veteran-anchored — 43% veterans vs 36% newcomers

■ 43% veterans ■ 22% 1-2yr ■ 36% new
Entry-cohort mix of 87 holders: 37 (43%) are 2+ year veterans, 19 entered 1–2 years ago, and 31 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
10 of 87 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — WTPI

In 2026 Q1, 59 hedge funds were net buyers of WTPI (19 opened a new position, 40 added to an existing one), while 26 reduced or exited (10 trimmed, 16 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 36% of total institutional value in WTPI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 87.

Hedge Fund Ownership: WTPI

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

Market Analysis: WTPI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WTPI

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: WTPI
2026 Q2 Stats Unlock in 1 days 87 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 87 84 3.57%
13F Shares 7M 5M 46.16%
Total Value $232M $165M 40.36%
New Positions 19 23 -4
Increased Positions 40 32 +8
Closed Positions 16 11 +5
Reduced Positions 10 16 -6
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WTPI

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Institutional Holders (2026 Q2)

87 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WTPI. 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.
Top 25 WTPI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Solutions 4 Wealth, Ltd 10.18% 240,518 $7.9M
2 Castle Wealth Management LLC 2.76% 284,265 $9.3M
3 Compass Financial Services Inc 2.15% 175,132 $5.7M
4 Resolute Capital, LLC 0.72% 64,023 $2.1M
5 Cary Street Partners Investment Advisory LLC 0.63% 95,620 $3.1M
6 Avory & Company, LLC 0.63% 15,267 $501K
7 WealthPlan Investment Management, LLC 0.39% 242,352 $7.9M
8 Private Capital Management, LLC 0.36% 123,547 $4.1M
9 Tidemark, LLC 0.35% 46,978 $1.5M
10 Prosperity Financial Group, Inc. 0.31% 30,472 $999K
11 Cary Street Partners Financial LLC 0.26% 356,743 $11.7M
12 Trust Point Inc. 0.24% 85,822 $2.8M
13 Roan Capital Partners 0.20% 7,227 $237K
14 WealthPLAN Partners, LLC 0.15% 24,544 $805K
15 Alessandra Capital Management, LLC 0.15% 6,606 $217K
16 Alpine Bank Wealth Management 0.15% 35,376 $1.2M
17 Lanark Financial, INC. 0.14% 63,321 $2.1M
18 White & Co Financial Planning Inc 0.13% 6,638 $218K
19 Avestar Capital, LLC 0.12% 63,764 $2.1M
20 CENTRAL TRUST Co 0.10% 174,550 $5.7M
21 Tactive Advisors, LLC 0.10% 12,432 $408K
22 PFG Investments, LLC 0.07% 55,442 $1.8M
23 Synergy Investment Management, LLC 0.07% 8,600 $282K
24 Visionary Wealth Advisors 0.06% 47,191 $1.5M
25 Maridea Wealth Management LLC 0.05% 14,094 $462K
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 (WTPI)

What does the Smart Money Trend signal show for WTPI?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added WTPI 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 WTPI?

More buyers than sellers — 69% buying: Last quarter: 59 funds were net buyers (19 opened a brand new position + 40 added to an existing one). Only 26 were sellers (10 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WTPI holders?

Strong quality — 36% AUM from major funds: 10 of 87 holders rank in the top 100 by AUM, accounting for 36% 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 WTPI?

Mixed — 37% long-term, 31% new: Of the 87 current holders: 32 (37%) held >2 years, 28 held 1–2 years, and 27 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.

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