Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (WTPI)

85 + 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
↓ -1
Streak
1Q ▼
Buyers last Q
61%

Smart Money Signals — WTPI

Based on 86 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 WTPI 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 (99% of max)

99% of all-time peak
86 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 — +25% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+25% 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 — 61% buying

53 buying34 selling
Last quarter: 53 funds were net buyers (13 opened a brand new position + 40 added to an existing one). Only 34 were sellers (20 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 11 → 23 → 19 → 13. 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.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 28% medium ■ 31% new
35 out of 86 hedge funds have held WTPI 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.
➡️

Steady discovery — ~13 new funds/quarter

11 → 11 → 23 → 19 → 13 new funds/Q
New funds entering each quarter: 11 → 23 → 19 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 42% veterans vs 35% newcomers

■ 42% veterans ■ 23% 1-2yr ■ 35% new
Entry-cohort mix of 86 holders: 36 (42%) are 2+ year veterans, 20 entered 1–2 years ago, and 30 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
9 of 86 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in WTPI. 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 — WTPI

In 2026 Q2, 53 hedge funds were net buyers of WTPI (13 opened a new position, 40 added to an existing one), while 34 reduced or exited (20 trimmed, 14 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 43% of total institutional value in WTPI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 86.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: WTPI
85 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 85 87 -2.3%
13F Shares 8M 7M 12.68%
Total Value $229M $232M -1.28%
New Positions 12 19 -7
Increased Positions 40 40 -
Closed Positions 14 16 -2
Reduced Positions 20 10 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WTPI

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Institutional Holders (2026 Q2)

85 + investors

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

QUARTER:
Top 25 WTPI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Solutions 4 Wealth, Ltd 10.18% 240,518 $7.9M
2 Castle Wealth Management LLC 2.76% 284,265 $9.3M
3 Compass Financial Services Inc 2.15% 175,132 $5.7M
4 Resolute Capital, LLC 0.72% 64,023 $2.1M
5 Cary Street Partners Investment Advisory LLC 0.63% 95,620 $3.1M
6 Avory & Company, LLC 0.63% 15,267 $501K
7 WealthPlan Investment Management, LLC 0.39% 242,352 $7.9M
8 Private Capital Management, LLC 0.36% 123,547 $4.1M
9 Tidemark, LLC 0.35% 46,978 $1.5M
10 Prosperity Financial Group, Inc. 0.31% 30,472 $999K
11 Cary Street Partners Financial LLC 0.26% 356,743 $11.7M
12 Trust Point Inc. 0.24% 85,822 $2.8M
13 Roan Capital Partners 0.20% 7,227 $237K
14 WealthPLAN Partners, LLC 0.15% 24,544 $805K
15 Alessandra Capital Management, LLC 0.15% 6,606 $217K
16 Alpine Bank Wealth Management 0.15% 35,376 $1.2M
17 Lanark Financial, INC. 0.14% 63,321 $2.1M
18 White & Co Financial Planning Inc 0.13% 6,638 $218K
19 Avestar Capital, LLC 0.12% 63,764 $2.1M
20 CENTRAL TRUST Co 0.10% 174,550 $5.7M
21 Tactive Advisors, LLC 0.10% 12,432 $408K
22 PFG Investments, LLC 0.07% 55,442 $1.8M
23 Synergy Investment Management, LLC 0.07% 8,600 $282K
24 Visionary Wealth Advisors 0.06% 47,191 $1.5M
25 Maridea Wealth Management LLC 0.05% 14,094 $462K
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?

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

More buyers than sellers — 61% buying: Last quarter: 53 funds were net buyers (13 opened a brand new position + 40 added to an existing one). Only 34 were sellers (20 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WTPI holders?

Elite ownership — 43% AUM from top-100 funds: 9 of 86 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in WTPI. 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 WTPI?

41% of holders stayed for 2+ years: 35 out of 86 hedge funds have held WTPI 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.

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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