Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (WCBR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — WCBR

Based on 48 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their WCBR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
48 hedge funds hold WCBR 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 — +12% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

20 buying20 selling
Last quarter: 20 funds bought or added vs 20 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 — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 7 → 11 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 21% medium ■ 31% new
23 out of 48 hedge funds have held WCBR 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.
➡️

Steady discovery — ~8 new funds/quarter

7 → 8 → 7 → 11 → 8 new funds/Q
New funds entering each quarter: 8 → 7 → 11 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 50% veterans vs 35% newcomers

■ 50% veterans ■ 15% 1-2yr ■ 35% new
Entry-cohort mix of 48 holders: 24 (50%) are 2+ year veterans, 7 entered 1–2 years ago, and 17 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
12 of 48 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — WCBR

In 2026 Q1, 20 hedge funds were net buyers of WCBR (8 opened a new position, 12 added to an existing one), while 20 reduced or exited (10 trimmed, 10 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 35% of total institutional value in WCBR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 48.

Hedge Fund Ownership: WCBR

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

Market Analysis: WCBR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WCBR

-- --

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

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

Signal Freshness measures how much WCBR 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 · 78d ago
WCBR
+30.0%
SPY
+15.9%

WCBR outperformed SPY by +14.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
WCBR
+7.5%
SPY
+2.0%

Since the filing became public, WCBR outperformed SPY by +5.5% .

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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: WCBR
48 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 48 50 -4.0%
13F Shares 710K 2M -61.65%
Total Value $18M $52M -65.47%
New Positions 8 11 -3
Increased Positions 12 10 +2
Closed Positions 10 6 +4
Reduced Positions 10 7 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WCBR

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

48 + investors

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

QUARTER:
Top 25 WCBR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Grange Capital, LLC 1.35% 54,244 $1.4M
2 Procyon Advisors, LLC 0.11% 86,744 $2.2M
3 Sunbelt Securities, Inc. 0.09% 56,747 $1.4M
4 Bison Wealth, LLC 0.06% 20,409 $595K
5 Brown, Lisle/Cummings, INC. 0.05% 7,450 $186K
6 Creative Financial Designs Inc /Adv 0.02% 16,343 $408K
7 Gts Securities LLC 0.02% 22,925 $572K
8 TopTier Wealth Management, LLC 0.01% 858 $21K
9 Halbert Hargrove Global Advisors, LLC 0.01% 8,610 $215K
10 Ares Financial Consulting, LLC 0.01% 304 $8K
11 Smartleaf Asset Management LLC 0.01% 6,393 $154K
12 Quadrature Capital Ltd 0.00% 14,721 $367K
13 Summit Financial, LLC 0.00% 13,005 $324K
14 Evolution Wealth Management INC. 0.00% 202 $5K
15 Mark Sheptoff Financial Planning, LLC 0.00% 200 $6K
16 Cedar Mountain Advisors, LLC 0.00% 500 $12K
17 Blue Bell Private Wealth Management, LLC 0.00% 400 $10K
18 HighTower Advisors, LLC 0.00% 48,752 $1.2M
19 Signaturefd, LLC 0.00% 2,700 $67K
20 Two Sigma Investments, LP 0.00% 48,400 $1.2M
21 Aventura Private Wealth, LLC 0.00% 100 $2K
22 IFP Advisors, Inc 0.00% 1,654 $41K
23 Nbc Securities, INC. 0.00% 313 $8K
24 LPL Financial LLC 0.00% 76,085 $1.9M
25 Parallel Advisors, LLC 0.00% 991 $25K
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 (WCBR)

What does the Smart Money Trend signal show for WCBR?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their WCBR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WCBR?

Slight buying edge — 50% buying: Last quarter: 20 funds bought or added vs 20 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 WCBR holders?

Strong quality — 35% AUM from major funds: 12 of 48 holders rank in the top 100 by AUM, accounting for 35% 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 WCBR?

48% of holders stayed for 2+ years: 23 out of 48 hedge funds have held WCBR 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 (WCBR) following the 2026 Q1 hedge fund 13F filings?

As of today, WCBR has moved +7.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +5.5%. Since the quarter end (March 31, 2026), WCBR has gained +30.0% 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.

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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