Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Inc (WT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — WT

Based on 312 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added WT 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
312 hedge funds hold WT 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 — +22% more funds vs a year ago

fund count last 6Q
+56 new funds entered over the past year (+22% 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 — 55% buying

173 buying144 selling
Last quarter: 173 funds bought or added vs 144 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 — ~61 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 35 → 57 → 58 → 61. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 25% medium ■ 22% new
165 out of 312 hedge funds have held WT 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 +22% but shares only +3% — price-driven

Value
+21%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +22%, 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.
📈

Growing discovery — still being found

38 → 35 → 57 → 58 → 61 new funds/Q
New funds entering each quarter: 35 → 57 → 58 → 61. A growing number of institutions are discovering WT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 25% newcomers

■ 60% veterans ■ 15% 1-2yr ■ 25% new
Entry-cohort mix of 320 holders: 192 (60%) are 2+ year veterans, 48 entered 1–2 years ago, and 80 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
56 of 308 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in WT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
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 — WT

In 2026 Q1, 173 hedge funds were net buyers of WT (61 opened a new position, 112 added to an existing one), while 144 reduced or exited (105 trimmed, 39 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 51% of total institutional value in WT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 312.

Hedge Fund Ownership: WT

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

Market Analysis: WT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WT

-- --

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

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

Signal Freshness measures how much WT has moved relative to its sector benchmark (XLF) 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 · 81d ago
WT
nan%
XLF
+8.5%

WT outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
WT
nan%
XLF
+4.8%

Since the filing became public, WT outperformed XLF by nan% .

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.

24 top-rated funds 1 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: WT
311 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 311 290 7.24%
13F Shares 164M 159M 3.38%
Total Value $2.34B $1.92B 21.82%
New Positions 60 58 +2
Increased Positions 111 105 +6
Closed Positions 39 37 +2
Reduced Positions 102 95 +7
Total Calls 9 6 50.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 0.33 0.33 Bullish

Statistics: WT

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Valuation Measures Data as of: --

Market Cap --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

311 + investors

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

QUARTER:
Top 25 WT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Simcoe Capital Management, LLC 11.79% 4,665,985 $67.9M
2 Azora Capital LP 5.73% 5,987,605 $87.2M
3 Crawford Fund Management, LLC 2.87% 1,025,834 $14.9M
4 Intrinsic Edge Capital Management LLC 1.69% 700,000 $10.2M
5 VARCOV Co. 1.14% 210,090 $3.1M
6 Kiker Wealth Management, LLC 1.02% 146,095 $2.1M
7 ArrowMark Colorado Holdings LLC 0.79% 2,043,930 $29.8M
8 Odyssean, LLC 0.47% 87,509 $1.3M
9 Invenomic Capital Management LP 0.39% 581,543 $8.5M
10 Wakefield Asset Management LLLP 0.31% 81,374 $1.2M
11 Globeflex Capital L P 0.30% 136,547 $2.0M
12 Kornitzer Capital Management Inc /Ks 0.30% 951,027 $13.8M
13 Capital Management Corp /Va 0.29% 118,060 $1.7M
14 Integrated Quantitative Investments LLC 0.26% 97,480 $1.4M
15 R Squared Ltd 0.25% 30,895 $450K
16 Stonebridge Wealth Management, LLC 0.22% 15,640 $228K
17 Rothschild Investment LLC 0.20% 259,779 $3.8M
18 Driehaus Capital Management LLC 0.18% 1,644,242 $23.9M
19 Numerai GP LLC 0.15% 103,019 $1.5M
20 9823 Capital, L.P. 0.14% 12,475 $182K
21 AlphaQuest LLC 0.13% 194,425 $2.4M
22 Interval Partners, LP 0.12% 307,777 $4.5M
23 Inceptionr LLC 0.12% 33,093 $482K
24 J. Goldman & Co LP 0.10% 240,000 $3.5M
25 Jump Financial, LLC 0.10% 517,935 $7.5M
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 Inc (WT)

What does the Smart Money Trend signal show for WT?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added WT 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 WT?

Slight buying edge — 55% buying: Last quarter: 173 funds bought or added vs 144 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 WT holders?

Elite ownership — 51% AUM from top-100 funds: 56 of 308 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in WT. 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 WT?

53% of holders stayed for 2+ years: 165 out of 312 hedge funds have held WT 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 Inc (WT) following the 2026 Q1 hedge fund 13F filings?

As of today, WT has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), WT has gained nan% vs +8.5% for XLF. 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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