Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (XC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
9Q ▲
Buyers last Q
56%

Smart Money Signals — XC

Based on 34 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added XC 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
34 hedge funds hold XC 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 — +42% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+42% 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 — 56% buying

19 buying15 selling
Last quarter: 19 funds bought or added vs 15 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 — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 3 → 4 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 26% long-term, 18% new

■ 26% conviction (2yr+) ■ 56% medium ■ 18% new
Of the 34 current holders: 9 (26%) held >2 years, 19 held 1–2 years, and 6 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.
➡️

Steady discovery — ~6 new funds/quarter

7 → 7 → 3 → 4 → 6 new funds/Q
New funds entering each quarter: 7 → 3 → 4 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 26% veterans, 41% new entrants

■ 26% veterans ■ 32% 1-2yr ■ 41% new
Of 34 current holders: 9 (26%) held 2+ years, 11 held 1–2 years, 14 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
8 of 34 holders rank in the top 100 by AUM, accounting for 30% 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 — XC

In 2026 Q1, 19 hedge funds were net buyers of XC (6 opened a new position, 13 added to an existing one), while 15 reduced or exited (13 trimmed, 2 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 30% of total institutional value in XC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 34.

Hedge Fund Ownership: XC

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

Market Analysis: XC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XC

-- --

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

Is It Too Late to Buy Wisdomtree Tr (XC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XC has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
XC
+1.6%
SPY
+14.9%

XC outperformed SPY by -13.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
XC
+1.0%
SPY
+1.1%

Since the filing became public, XC outperformed SPY by -0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: XC
34 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 34 30 13.33%
13F Shares 3M 2M 14.64%
Total Value $81M $74M 8.41%
New Positions 6 4 +2
Increased Positions 13 15 -2
Closed Positions 2 2 -
Reduced Positions 13 5 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XC

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

34 + investors

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

QUARTER:
Top 25 XC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sterling Manor Financial, LLC 4.10% 209,878 $6.5M
2 tru Independence LLC 3.17% 205,292 $6.4M
3 Noble Wealth Management PBC 1.87% 119,064 $3.7M
4 Oarsman Capital, INC. 1.37% 354,790 $11.1M
5 Clearwater Capital Advisors, LLC 0.57% 224,509 $7.0M
6 Aprio Wealth Management, LLC 0.55% 321,683 $10.0M
7 Goldenstone Wealth Management LLC 0.30% 13,301 $416K
8 Legacy Financial Advisors, Inc. 0.14% 32,942 $1.0M
9 Chicago Partners Investment Group LLC 0.07% 98,763 $3.2M
10 Balance Wealth, LLC 0.07% 7,098 $221K
11 Old Mission Capital LLC 0.05% 98,024 $3.1M
12 Dynamic Advisor Solutions LLC 0.03% 29,071 $907K
13 Cherry Tree Wealth Management, LLC 0.01% 981 $31K
14 Kestra Advisory Services, LLC 0.00% 23,638 $737K
15 Sanctuary Advisors, LLC 0.00% 13,007 $406K
16 Hrt Financial LP 0.00% 18,523 $577K
17 Private Advisor Group, LLC 0.00% 9,737 $304K
18 LPL Financial LLC 0.00% 160,309 $5.0M
19 Farther Finance Advisors, LLC 0.00% 3,415 $107K
20 GHP Investment Advisors, Inc. 0.00% 637 $20K
21 Morgan Stanley 0.00% 421,348 $13.1M
22 Rothschild Investment LLC 0.00% 476 $15K
23 Cetera Investment Advisers 0.00% 22,853 $713K
24 Creative Planning 0.00% 26,998 $842K
25 Citadel Advisors LLC 0.00% 105,371 $3.3M
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 (XC)

What does the Smart Money Trend signal show for XC?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added XC 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 XC?

Slight buying edge — 56% buying: Last quarter: 19 funds bought or added vs 15 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 XC holders?

Strong quality — 30% AUM from major funds: 8 of 34 holders rank in the top 100 by AUM, accounting for 30% 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 XC?

Mixed — 26% long-term, 18% new: Of the 34 current holders: 9 (26%) held >2 years, 19 held 1–2 years, and 6 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.

Is it too late to buy Wisdomtree Tr (XC) following the 2026 Q1 hedge fund 13F filings?

As of today, XC has moved +1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), XC has gained +1.6% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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