Stock Analysis
Data Source: SEC EDGAR 13F
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Wisdomtree Tr (WTBN)

11 + Investors. Track Smart Money conviction in WTBN. 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
↓ -3
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — WTBN

Based on 11 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their WTBN 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 2.8Y peak

79% of all-time peak
11 funds currently hold this stock — 79% of the 2.8-year high of 14 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +57% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+57% 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 — 54% buying

7 buying6 selling
Last quarter: 7 funds bought or added vs 6 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 — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 4 → 3 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 36% entered in last year

9% conviction (2yr+) 55% medium 36% new
Only 1 funds (9%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
⚠️

Saturation — most institutions already know this story

1 → 3 → 4 → 3 → 1 new funds/Q
New funds entering each quarter: 3 → 4 → 3 → 1. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 9% veterans, 45% new entrants

9% veterans 45% 1-2yr 45% new
Of 11 current holders: 1 (9%) held 2+ years, 5 held 1–2 years, 5 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
3 of 11 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in WTBN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — WTBN

In 2026 Q2, 7 hedge funds were net buyers of WTBN (1 opened a new position, 6 added to an existing one), while 6 reduced or exited (2 trimmed, 4 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 51% of total institutional value in WTBN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 11.

Hedge Fund Ownership: WTBN

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

Market Analysis: WTBN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WTBN

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: WTBN
11 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 11 14 -21.43%
13F Shares 4M 4M 3.89%
Total Value $38M $38M -0.06%
New Positions 1 3 -2
Increased Positions 6 8 -2
Closed Positions 4 1 +3
Reduced Positions 2 1 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WTBN

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Institutional Holders (2026 Q2)

11 + investors

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

QUARTER:
Top 10 WTBN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lionsbridge Wealth Management LLC 2.01% 81,542 $2.1M
2 Park Edge Advisors, LLC 1.24% 233,609 $5.9M
3 Hilltop National Bank 0.12% 23,103 $581K
4 ForthRight Wealth Management, LLC 0.08% 13,142 $331K
5 &Partners 0.03% 314,141 $7.9M
6 Steward Partners Investment Advisory, LLC 0.01% 60,488 $1.5M
7 LPL Financial LLC 0.00% 425,551 $10.7M
8 Envestnet Asset Management Inc 0.00% 308,952 $7.8M
9 Royal Bank of Canada 0.00% 45,228 $1.1M
10 Raymond James Financial Inc 0.00% 13,531 $340K
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 (WTBN)

What does the Smart Money Trend signal show for WTBN?

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

Slight buying edge — 54% buying: Last quarter: 7 funds bought or added vs 6 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 WTBN holders?

Elite ownership — 51% AUM from top-100 funds: 3 of 11 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in WTBN. 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 WTBN?

Mostly new holders — 36% entered in last year: Only 1 funds (9%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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