Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (WCLD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — WCLD

Based on 92 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 WCLD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 79% of 3.0Y peak

79% of all-time peak
92 funds currently hold this stock — 79% of the 3.0-year high of 116 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding WCLD is almost the same as a year ago (-3 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

41 buying47 selling
Last quarter: 47 funds reduced or exited vs 41 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.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 10 → 20 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 22% medium ■ 15% new
58 out of 92 hedge funds have held WCLD 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.
💎

Buying through price weakness — shares +42%, value +12%

Value
+11%
Shares
+42%
Last quarter: funds added +42% more shares while total portfolio value only changed +12%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

17 → 13 → 10 → 20 → 16 new funds/Q
New funds entering each quarter: 13 → 10 → 20 → 16. 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.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 11% 1-2yr ■ 17% new
Of 92 current holders: 66 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
15 of 92 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in WCLD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — 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 — WCLD

In 2026 Q1, 41 hedge funds were net buyers of WCLD (16 opened a new position, 25 added to an existing one), while 47 reduced or exited (25 trimmed, 22 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 47% of total institutional value in WCLD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 92.

Hedge Fund Ownership: WCLD

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

Market Analysis: WCLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WCLD

-- --

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

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

Signal Freshness measures how much WCLD 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 · 79d ago
WCLD
+8.4%
SPY
+13.9%

WCLD outperformed SPY by -5.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
WCLD
+3.0%
SPY
+0.2%

Since the filing became public, WCLD outperformed SPY by +2.8% .

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.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: WCLD
91 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 91 98 -7.14%
13F Shares 4M 3M 42.38%
Total Value $110M $99M 11.52%
New Positions 16 20 -4
Increased Positions 25 19 +6
Closed Positions 23 8 +15
Reduced Positions 25 33 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WCLD

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

91 + investors

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

QUARTER:
Top 25 WCLD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Selective Wealth Management, Inc. 1.70% 210,060 $5.7M
2 Endurance Services Ltd 1.63% 354,500 $9.7M
3 Concentric Capital Strategies, LP 0.60% 260,102 $7.1M
4 Clearwater Capital Advisors, LLC 0.58% 261,011 $7.1M
5 First Community Trust NA 0.27% 13,310 $364K
6 Endowment Wealth Management, Inc. 0.23% 19,102 $522K
7 Joseph P. Lucia & Associates, LLC 0.20% 20,325 $555K
8 Osbon Capital Management LLC 0.19% 8,483 $232K
9 Cypress Point Wealth Management, LLC 0.10% 17,633 $482K
10 Curi Capital, LLC 0.09% 190,934 $5.2M
11 Oxler Private Wealth LLC 0.07% 8,685 $237K
12 Bison Wealth, LLC 0.05% 17,231 $474K
13 Opal Wealth Advisors, LLC 0.04% 6,231 $170K
14 Yarbrough Capital, LLC 0.04% 38,565 $1.1M
15 Lodestar Private Asset Management LLC 0.04% 13,103 $358K
16 Stelac Advisory Services LLC 0.03% 5,561 $152K
17 Two Sigma Securities, LLC 0.03% 9,523 $260K
18 Gts Securities LLC 0.03% 27,564 $753K
19 Creative Financial Designs Inc /Adv 0.02% 13,751 $376K
20 Twin Peaks Wealth Advisors, LLC 0.02% 3,307 $90K
21 Sumitomo Mitsui Financial Group, INC. 0.02% 33,382 $912K
22 Keating Financial Advisory Services, Inc. 0.02% 3,892 $106K
23 Ieq Capital, LLC 0.02% 132,016 $3.6M
24 IHT Wealth Management, LLC 0.02% 26,125 $714K
25 Arax Advisory Partners 0.01% 18,156 $496K
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 (WCLD)

What does the Smart Money Trend signal show for WCLD?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their WCLD 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 WCLD?

More sellers than buyers — 47% buying: Last quarter: 47 funds reduced or exited vs 41 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 WCLD holders?

Elite ownership — 47% AUM from top-100 funds: 15 of 92 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in WCLD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WCLD?

63% of holders stayed for 2+ years: 58 out of 92 hedge funds have held WCLD 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 (WCLD) following the 2026 Q1 hedge fund 13F filings?

As of today, WCLD has moved +3.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.8%. Since the quarter end (March 31, 2026), WCLD has gained +8.4% vs +13.9% 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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