Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (WTAI)

120 + Investors. Track Smart Money conviction in WTAI. 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
↑ +17
Streak
4Q ▲
Buyers last Q
71%

Smart Money Signals — WTAI

Based on 119 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added WTAI 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
119 hedge funds hold WTAI 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 — +38% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+38% 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.
🟢

More buyers than sellers — 71% buying

75 buying31 selling
Last quarter: 75 funds were net buyers (25 opened a brand new position + 50 added to an existing one). Only 31 were sellers (23 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~25 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 15 → 22 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 34% new

28% conviction (2yr+) 39% medium 34% new
Of the 119 current holders: 33 (28%) held >2 years, 46 held 1–2 years, and 40 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

18 → 12 → 15 → 22 → 25 new funds/Q
New funds entering each quarter: 12 → 15 → 22 → 25. 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.
📊

Mixed cohorts — 31% veterans, 38% new entrants

31% veterans 31% 1-2yr 38% new
Of 120 current holders: 37 (31%) held 2+ years, 37 held 1–2 years, 46 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
10 of 119 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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.

Hedge Fund Ownership: WTAI

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

Market Analysis: WTAI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WTAI

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 2 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: WTAI
2026 Q1 Stats Unlock in 15 days 120 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 120 103 16.5%
13F Shares 5M 4M 36.68%
Total Value $146M $104M 39.79%
New Positions 25 22 +3
Increased Positions 51 33 +18
Closed Positions 8 10 -2
Reduced Positions 24 20 +4
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WTAI

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Valuation Measures Data as of: --

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

Financial Highlights

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Institutional Holders (2026 Q1)

120 + investors

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

Top 25 institutional holders of WTAI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Horizon Wealth Management, LLC 2.28% 550,093 $15.5M
2 Breachway Investments LLC 0.95% 34,151 $989K
3 WMG Financial Advisors, LLC 0.19% 16,135 $455K
4 SWEENEY & MICHEL, LLC 0.16% 16,938 $541K
5 W.H. Cornerstone Investments Inc. 0.15% 8,381 $237K
6 AdvisorNet Financial, Inc 0.10% 70,841 $2.0M
7 CREATIVE FINANCIAL DESIGNS INC /ADV 0.07% 42,152 $1.2M
8 Provident Wealth Management, LLC 0.06% 7,134 $201K
9 Key FInancial Inc 0.05% 9,370 $265K
10 Prospera Financial Services Inc 0.05% 99,444 $2.8M
11 NWAM LLC 0.04% 26,363 $744K
12 Perigon Wealth Management, LLC 0.04% 83,475 $2.4M
13 WOLFF WIESE MAGANA LLC 0.04% 2,727 $77K
14 Integrated Advisors Network LLC 0.04% 25,735 $726K
15 Kestra Advisory Services, LLC 0.03% 281,002 $7.9M
16 Belpointe Asset Management LLC 0.03% 25,009 $706K
17 Team Financial Group, LLC 0.02% 1,680 $47K
18 Bryn Mawr Trust Advisors, LLC 0.02% 13,020 $368K
19 Waldron Private Wealth LLC 0.02% 15,621 $441K
20 Evanson Asset Management, LLC 0.01% 9,565 $270K
21 Comprehensive Financial Planning, Inc./PA 0.01% 612 $17K
22 Wiser Advisor Group LLC 0.01% 312 $9K
23 Glass Jacobson Investment Advisors llc 0.01% 1,009 $28K
24 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.01% 6,922 $195K
25 HARBOR INVESTMENT ADVISORY, LLC 0.01% 3,612 $102K
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 (WTAI)

What does the Smart Money Trend signal show for WTAI?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added WTAI 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 WTAI?

More buyers than sellers — 71% buying: Last quarter: 75 funds were net buyers (25 opened a brand new position + 50 added to an existing one). Only 31 were sellers (23 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WTAI holders?

Strong quality — 23% AUM from major funds: 10 of 119 holders rank in the top 100 by AUM, accounting for 23% 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 WTAI?

Mixed — 28% long-term, 34% new: Of the 119 current holders: 33 (28%) held >2 years, 46 held 1–2 years, and 40 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.