Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (WTPI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
5Q ▲
Buyers last Q
68%

Smart Money Signals — WTPI

Based on 82 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added WTPI 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 WTPI 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 — +41% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+41% 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 — 68% buying

54 buying25 selling
Last quarter: 54 funds were net buyers (23 opened a brand new position + 31 added to an existing one). Only 25 were sellers (15 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new WTPI position: 9 → 11 → 10 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 34% long-term, 28% new

■ 34% conviction (2yr+) ■ 38% medium ■ 28% new
Of the 82 current holders: 28 (34%) held >2 years, 31 held 1–2 years, and 23 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

19 → 9 → 11 → 10 → 23 new funds/Q
New funds entering each quarter: 9 → 11 → 10 → 23. 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.
🏛️

Deep conviction — 45% of holders stayed 2+ years

■ 45% veterans ■ 13% 1-2yr ■ 41% new
Of 82 current holders: 37 (45%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
9 of 82 holders rank in the top 100 by AUM, accounting for 38% 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.

Hedge Fund Ownership: WTPI

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

Market Analysis: WTPI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WTPI

-- --

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.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: WTPI
2026 Q1 Stats Unlock in 15 days 82 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 82 69 18.84%
13F Shares 5M 5M 10.4%
Total Value $165M $150M 9.6%
New Positions 23 10 +13
Increased Positions 31 30 +1
Closed Positions 10 7 +3
Reduced Positions 15 15 -
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WTPI

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Valuation Measures Data as of: --

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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) --
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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 WTPI. Verified SEC 13F-HR filings.

Top 25 institutional holders of WTPI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Solutions 4 Wealth, Ltd 9.45% 196,992 $6.3M
2 Granite Bay Wealth Management, LLC 8.17% 1,203,749 $38.4M
3 CASTLE WEALTH MANAGEMENT LLC 2.85% 275,608 $8.8M
4 Compass Financial Services Inc 2.20% 158,923 $5.1M
5 Alpine Bank Wealth Management 0.77% 165,323 $5.3M
6 Avory & Company, LLC 0.63% 15,167 $484K
7 Opes Wealth Management LLC 0.61% 115,731 $3.7M
8 WealthPlan Investment Management, LLC 0.44% 244,805 $7.8M
9 Trust Point Inc. 0.31% 111,816 $3.6M
10 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.28% 33,984 $1.1M
11 CARY STREET PARTNERS FINANCIAL LLC 0.26% 327,587 $10.5M
12 Roan Capital Partners 0.23% 7,763 $248K
13 NBC SECURITIES, INC. 0.12% 50,957 $1.6M
14 WealthPLAN Partners, LLC 0.11% 17,866 $570K
15 MILESTONE ASSET MANAGEMENT, LLC 0.10% 17,574 $561K
16 Tactive Advisors, LLC 0.09% 9,502 $303K
17 PFG Investments, LLC 0.08% 55,592 $1.8M
18 CENTRAL TRUST Co 0.08% 124,544 $4.0M
19 Maridea Wealth Management LLC 0.07% 15,504 $495K
20 Kestra Advisory Services, LLC 0.02% 140,084 $4.5M
21 DIVERSIFY WEALTH MANAGEMENT, LLC 0.02% 25,851 $847K
22 U.S. Capital Wealth Advisors, LLC 0.01% 14,132 $451K
23 Sanctuary Advisors, LLC 0.01% 43,787 $1.4M
24 Apollon Wealth Management, LLC 0.01% 11,221 $358K
25 Global Wealth Strategies & Associates 0.00% 499 $16K
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 (WTPI)

What does the Smart Money Trend signal show for WTPI?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added WTPI 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 WTPI?

More buyers than sellers — 68% buying: Last quarter: 54 funds were net buyers (23 opened a brand new position + 31 added to an existing one). Only 25 were sellers (15 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WTPI holders?

Strong quality — 38% AUM from major funds: 9 of 82 holders rank in the top 100 by AUM, accounting for 38% 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 WTPI?

Mixed — 34% long-term, 28% new: Of the 82 current holders: 28 (34%) held >2 years, 31 held 1–2 years, and 23 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.