Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (WTMF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — WTMF

Based on 82 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added WTMF 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
82 hedge funds hold WTMF 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
+15 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 — 59% buying

48 buying34 selling
Last quarter: 48 funds bought or added vs 34 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 — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 5 → 14 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 26% medium ■ 30% new
36 out of 82 hedge funds have held WTMF 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.
🚀

Acceleration phase — new buyers rushing in

12 → 11 → 5 → 14 → 18 new funds/Q
New funds entering each quarter: 11 → 5 → 14 → 18. 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.
🏛️

Veteran-anchored — 49% veterans vs 32% newcomers

■ 49% veterans ■ 20% 1-2yr ■ 32% new
Entry-cohort mix of 82 holders: 40 (49%) are 2+ year veterans, 16 entered 1–2 years ago, and 26 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
9 of 82 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in WTMF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — WTMF

In 2026 Q1, 48 hedge funds were net buyers of WTMF (18 opened a new position, 30 added to an existing one), while 34 reduced or exited (24 trimmed, 10 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 42% of total institutional value in WTMF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 82.

Hedge Fund Ownership: WTMF

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

Market Analysis: WTMF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WTMF

-- --

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

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

Signal Freshness measures how much WTMF 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 · 82d ago
WTMF
+4.2%
SPY
+15.1%

WTMF outperformed SPY by -10.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
WTMF
+0.1%
SPY
+1.3%

Since the filing became public, WTMF outperformed SPY by -1.2% .

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.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: WTMF
82 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 82 74 10.81%
13F Shares 4M 4M 8.09%
Total Value $168M $150M 11.78%
New Positions 18 14 +4
Increased Positions 30 28 +2
Closed Positions 10 9 +1
Reduced Positions 24 24 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WTMF

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

82 + investors

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

QUARTER:
Top 25 WTMF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tidemark, LLC 4.11% 407,816 $16.2M
2 Stewardship Advisors, LLC 2.57% 282,078 $11.2M
3 Earned Wealth Advisors, LLC 0.72% 272,900 $10.8M
4 Comprehensive Wealth Management, LLC 0.60% 29,664 $1.2M
5 Axis Wealth Partners, LLC 0.34% 16,345 $649K
6 Avestar Capital, LLC 0.32% 126,704 $5.0M
7 Endowment Wealth Management, Inc. 0.30% 17,099 $679K
8 Advisor Resource Council 0.24% 18,516 $735K
9 Asset Allocation Strategies LLC 0.22% 31,486 $1.2M
10 Empirical Asset Management, LLC 0.19% 18,593 $738K
11 Clarity Asset Management, Inc. 0.19% 9,663 $384K
12 Sequent Planning LLC 0.17% 17,707 $703K
13 Columbus Macro, LLC 0.16% 37,210 $1.5M
14 Howard Bailey Securities, LLC 0.15% 9,051 $359K
15 Global Wealth Management Investment Advisory, Inc. 0.14% 23,120 $918K
16 OneDigital Investment Advisors LLC 0.12% 319,248 $12.7M
17 Alteri Wealth LLC 0.12% 9,481 $376K
18 Invenio Wealth Partners LLC 0.12% 7,621 $302K
19 Ethos Financial Group, LLC 0.11% 39,689 $1.5M
20 Financial Enhancement Group LLC 0.11% 21,426 $864K
21 Efficient Advisors, LLC 0.10% 35,208 $1.4M
22 PAX Financial Group, LLC 0.10% 14,225 $565K
23 Austin Wealth Management, LLC 0.10% 10,503 $422K
24 Kingswood Wealth Advisors, LLC 0.09% 48,034 $1.9M
25 REAP Financial Group, LLC 0.08% 9,720 $386K
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 (WTMF)

What does the Smart Money Trend signal show for WTMF?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added WTMF 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 WTMF?

Slight buying edge — 59% buying: Last quarter: 48 funds bought or added vs 34 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 WTMF holders?

Elite ownership — 42% AUM from top-100 funds: 9 of 82 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in WTMF. 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 WTMF?

44% of holders stayed for 2+ years: 36 out of 82 hedge funds have held WTMF 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 Tr (WTMF) following the 2026 Q1 hedge fund 13F filings?

As of today, WTMF has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -1.2%. Since the quarter end (March 31, 2026), WTMF has gained +4.2% vs +15.1% 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.

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