Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (WTAI)

119 + Investors. Track Smart Money conviction in WTAI. 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
55%

Smart Money Signals — WTAI

Based on 119 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 WTAI 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 (98% of max)

98% 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 — +34% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+34% 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

56 buying46 selling
Last quarter: 56 funds bought or added vs 46 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.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 16 → 22 → 25 → 14. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 34% long-term, 31% new

■ 34% conviction (2yr+) ■ 34% medium ■ 31% new
Of the 119 current holders: 41 (34%) held >2 years, 41 held 1–2 years, and 37 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.
➡️

Steady discovery — ~14 new funds/quarter

12 → 16 → 22 → 25 → 14 new funds/Q
New funds entering each quarter: 16 → 22 → 25 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 37% veterans, 40% new entrants

■ 37% veterans ■ 23% 1-2yr ■ 40% new
Of 119 current holders: 44 (37%) held 2+ years, 27 held 1–2 years, 48 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
15 of 119 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

Institutional Sentiment Summary — WTAI

In 2026 Q1, 56 hedge funds were net buyers of WTAI (14 opened a new position, 42 added to an existing one), while 46 reduced or exited (30 trimmed, 16 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 25% of total institutional value in WTAI 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: 119.

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.

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

Signal Freshness measures how much WTAI 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 · 84d ago
WTAI
+58.9%
SPY
+14.9%

WTAI outperformed SPY by +44.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
WTAI
+11.1%
SPY
+1.1%

Since the filing became public, WTAI outperformed SPY by +10.0% .

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.

4 top-rated funds 2 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: WTAI
119 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 119 121 -1.65%
13F Shares 5M 5M 10.01%
Total Value $151M $146M 3.7%
New Positions 14 25 -11
Increased Positions 41 50 -9
Closed Positions 16 8 +8
Reduced Positions 31 24 +7
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WTAI

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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)

119 + investors

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

QUARTER:
Top 25 WTAI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Quattro Advisors LLC 6.18% 252,498 $7.1M
2 Horizon Wealth Management, LLC 2.28% 550,093 $15.5M
3 Breachway Investments LLC 0.95% 34,151 $989K
4 Berbice Capital Management LLC 0.48% 26,240 $741K
5 Advocacy Wealth Management, LLC 0.28% 227,079 $6.4M
6 Hancock Prospecting Pty Ltd 0.23% 274,505 $7.7M
7 WMG Financial Advisors, LLC 0.19% 16,135 $455K
8 Sweeney & Michel, LLC 0.16% 16,938 $541K
9 W.H. Cornerstone Investments Inc. 0.15% 8,381 $237K
10 Tradition Wealth Management, LLC 0.14% 71,882 $2.0M
11 AdvisorNet Financial, Inc 0.10% 70,841 $2.0M
12 Advisory Services Network, LLC 0.10% 272,639 $7.7M
13 Bison Wealth, LLC 0.09% 22,863 $945K
14 Waddell & Associates, LLC 0.08% 53,221 $1.5M
15 Creative Financial Designs Inc /Adv 0.07% 42,152 $1.2M
16 COFG Advisors, LLC 0.06% 9,286 $262K
17 Provident Wealth Management, LLC 0.06% 7,134 $201K
18 Tulsa Wealth Advisors, INC 0.05% 9,597 $271K
19 Key FInancial Inc 0.05% 9,370 $265K
20 Prospera Financial Services Inc 0.05% 99,444 $2.8M
21 Sherman Asset Management, Inc. 0.04% 1,675 $47K
22 Nwam LLC 0.04% 26,363 $744K
23 Perigon Wealth Management, LLC 0.04% 83,475 $2.4M
24 Wolff Wiese Magana LLC 0.04% 2,727 $77K
25 Integrated Advisors Network LLC 0.04% 25,735 $726K
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?

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

Slight buying edge — 55% buying: Last quarter: 56 funds bought or added vs 46 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 WTAI holders?

Strong quality — 25% AUM from major funds: 15 of 119 holders rank in the top 100 by AUM, accounting for 25% 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 — 34% long-term, 31% new: Of the 119 current holders: 41 (34%) held >2 years, 41 held 1–2 years, and 37 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.

Is it too late to buy Wisdomtree Tr (WTAI) following the 2026 Q1 hedge fund 13F filings?

As of today, WTAI has moved +11.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +10.0%. Since the quarter end (March 31, 2026), WTAI has gained +58.9% vs +14.9% 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.

Full history →