Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (WCLD)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
2Q ▼
Buyers last Q
35%

Smart Money Signals — WCLD

Based on 88 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 — 75% of 3.0Y peak

75% of all-time peak
88 funds currently hold this stock — 75% of the 3.0-year high of 118 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold WCLD compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 35% buying

26 buying49 selling
Last quarter: 49 funds sold vs only 26 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 20 → 16 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 14% medium ■ 22% new
57 out of 88 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.
💰

Value +21% but shares only +3% — price-driven

Value
+21%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +21%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~14 new funds/quarter

14 → 10 → 20 → 16 → 14 new funds/Q
New funds entering each quarter: 10 → 20 → 16 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 22% newcomers

■ 71% veterans ■ 7% 1-2yr ■ 22% new
Entry-cohort mix of 90 holders: 64 (71%) are 2+ year veterans, 6 entered 1–2 years ago, and 20 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
13 of 88 holders are among the 100 largest funds by AUM, controlling 45% 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.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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 Q2, 26 hedge funds were net buyers of WCLD (14 opened a new position, 12 added to an existing one), while 49 reduced or exited (31 trimmed, 18 sold completely) — a 35% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. 45% of total institutional value in WCLD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 88.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: WCLD
88 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 88 92 -4.35%
13F Shares 4M 4M 2.6%
Total Value $133M $110M 20.96%
New Positions 14 16 -2
Increased Positions 12 25 -13
Closed Positions 18 23 -5
Reduced Positions 31 25 +6
Total Calls 1 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: WCLD

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Institutional Holders (2026 Q2)

88 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Selective Wealth Management, Inc. 1.89% 206,798 $7.2M
2 Endurance Services Ltd 1.74% 354,500 $11.4M
3 Clearwater Capital Advisors, LLC 0.69% 294,035 $9.4M
4 Joseph P. Lucia & Associates, LLC 0.18% 18,828 $604K
5 Osbon Capital Management LLC 0.17% 6,827 $219K
6 Capital Square, LLC 0.14% 9,586 $325K
7 Cypress Point Wealth Management, LLC 0.11% 17,633 $565K
8 Oxler Private Wealth LLC 0.08% 8,460 $271K
9 Comprehensive Financial Consultants Institutional, Inc. 0.07% 8,107 $260K
10 Two Sigma Securities, LLC 0.06% 20,329 $652K
11 Bison Wealth, LLC 0.05% 17,045 $582K
12 Bramshill Investments, LLC 0.05% 20,000 $641K
13 Yarbrough Capital, LLC 0.04% 38,565 $1.2M
14 Tower Research Capital LLC (TRC) 0.04% 46,341 $1.5M
15 Lodestar Private Asset Management LLC 0.04% 13,103 $420K
16 Bank of Nova Scotia 0.03% 713,468 $22.9M
17 Stelac Advisory Services LLC 0.03% 5,561 $178K
18 Gts Securities LLC 0.03% 42,008 $1.3M
19 Creative Financial Designs Inc /Adv 0.03% 18,366 $589K
20 IHT Wealth Management, LLC 0.02% 25,125 $805K
21 Sumitomo Mitsui Financial Group, INC. 0.02% 27,378 $878K
22 Keating Financial Advisory Services, Inc. 0.02% 3,597 $115K
23 Arax Advisory Partners 0.01% 58,532 $1.9M
24 Ieq Capital, LLC 0.01% 68,605 $2.2M
25 Halbert Hargrove Global Advisors, LLC 0.01% 5,710 $183K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Heavy selling pressure — only 35% buying: Last quarter: 49 funds sold vs only 26 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for WCLD holders?

Elite ownership — 45% AUM from top-100 funds: 13 of 88 holders are among the 100 largest funds by AUM, controlling 45% 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?

65% of holders stayed for 2+ years: 57 out of 88 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.

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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