Wisdomtree Tr (EPS): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, EPS has moved +2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), EPS gained +15.4% vs +15.9% 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.

Wisdomtree Tr (EPS)

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

Smart Money Signals — EPS

Based on 170 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q

For 8 consecutive quarters, more hedge funds added EPS 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

170 hedge funds hold EPS 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 — +20% more funds vs a year ago

fund count last 6Q

+28 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 48% buying

72 buying79 selling

Last quarter: 79 funds reduced or exited vs 72 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter

Funds opening a new EPS position: 18 → 22 → 20 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 24% medium ■ 25% new

88 out of 170 hedge funds have held EPS 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.

📈

Growing discovery — still being found

21 → 18 → 22 → 20 → 29 new funds/Q

New funds entering each quarter: 18 → 22 → 20 → 29. A growing number of institutions are discovering EPS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 54% veterans vs 32% newcomers

■ 54% veterans ■ 14% 1-2yr ■ 32% new

Entry-cohort mix of 170 holders: 92 (54%) are 2+ year veterans, 24 entered 1–2 years ago, and 54 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds

21 of 170 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	167	157	6.37%
13F Shares	13M	13M	0.74%
Total Value	$885M	$916M	-3.4%
New Positions	29	20	+9
Increased Positions	42	51	-9
Closed Positions	19	14	+5
Reduced Positions	61	57	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

167

157

6.37%

13F Shares

13M

0.74%

Total Value

$885M

$916M

-3.4%

New Positions

Increased Positions

-9

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

167 + investors

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

QUARTER:

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

Top 25 EPS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Team Financial Group, LLC	13.94%	450,773	$30.7M
2	Garrett Wealth Advisory Group, LLC	9.08%	750,033	$51.1M
3	Win Advisors, Inc	4.01%	128,568	$8.8M
4	Financial Gravity Asset Management, Inc.	3.47%	286,548	$19.5M
5	TopTier Wealth Management, LLC	3.36%	80,166	$5.5M
6	Stenger Family Office, LLC	2.31%	191,968	$13.1M
7	WealthPoint Financial, LLC	2.14%	34,691	$2.5M
8	Flagship Wealth Advisors, LLC	2.11%	76,861	$4.9M
9	Vista Investment Management	1.92%	84,680	$5.8M
10	Systelligence, LLC	1.90%	143,482	$9.8M
11	WealthPlan Investment Management, LLC	1.74%	459,137	$31.3M
12	Fiduciary Trust Co	1.50%	1,859,134	$126.6M
13	Maia Wealth LLC	1.11%	96,254	$6.6M
14	Towle & Co	1.03%	38,806	$2.6M
15	Marietta Wealth Management, LLC	0.81%	99,590	$6.8M
16	Integrity Alliance, LLC.	0.68%	262,448	$17.9M
17	LongView Wealth Management	0.60%	32,818	$2.4M
18	WealthPLAN Partners, LLC	0.55%	41,932	$2.9M
19	NewSquare Capital LLC	0.47%	79,356	$5.4M
20	Seek First Inc.	0.42%	8,775	$598K
21	AssuredPartners Investment Advisors, LLC	0.32%	43,184	$3.0M
22	Family Capital Management, Inc.	0.30%	10,000	$681K
23	Redwood Financial Network Corp	0.30%	6,689	$456K
24	Beacon Financial Group	0.27%	38,545	$2.7M
25	Investment Partners Asset Management, Inc.	0.27%	6,372	$434K

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 (EPS)

What does the Smart Money Trend signal show for EPS?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added EPS 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 EPS?

More sellers than buyers — 48% buying: Last quarter: 79 funds reduced or exited vs 72 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EPS holders?

Strong quality — 26% AUM from major funds: 21 of 170 holders rank in the top 100 by AUM, accounting for 26% 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 EPS?

52% of holders stayed for 2+ years: 88 out of 170 hedge funds have held EPS 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.

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

As of today, EPS has moved +2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), EPS has gained +15.4% vs +15.9% 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.

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Wisdomtree Tr (EPS)

Smart Money Signals — EPS

Buying streak — 8 quarters in a row

At the ownership peak (100% of max)

Steady growth — +20% more funds vs a year ago

More sellers than buyers — 48% buying

More new buyers each quarter (+9 vs last Q)

52% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 54% veterans vs 32% newcomers

Strong quality — 26% AUM from major funds

Institutional Sentiment Summary — EPS

Hedge Fund Ownership: EPS

Market Analysis: EPS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EPS

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

Hedge Fund Positioning: EPS

Statistics: EPS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Wisdomtree Tr (EPS)

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