Wisdomtree Tr (WTV): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, WTV has moved +4.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +4.1%. Since the quarter end (March 31, 2026), WTV gained +9.0% vs +13.9% 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.

Wisdomtree Tr (WTV)

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

Smart Money Signals — WTV

Based on 215 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added WTV 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

215 hedge funds hold WTV 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 — +64% more funds vs a year ago

fund count last 6Q

+84 new funds entered over the past year (+64% 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 — 69% buying

142 buying64 selling

Last quarter: 142 funds were net buyers (28 opened a brand new position + 114 added to an existing one). Only 64 were sellers (50 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 33 → 33 → 42 → 28. 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.

🔄

Mostly new holders — 36% entered in last year

■ 21% conviction (2yr+) ■ 42% medium ■ 36% new

Only 46 funds (21%) 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.

➡️

Steady discovery — ~28 new funds/quarter

43 → 33 → 33 → 42 → 28 new funds/Q

New funds entering each quarter: 33 → 33 → 42 → 28. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 57% of holders entered in last year

■ 25% veterans ■ 19% 1-2yr ■ 57% new

Of 215 current holders: 122 (57%) entered in the past year, only 53 (25%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds

14 of 215 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.

4.6

out of 10

Moderate Exit Risk

Exit risk score 4.6/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	214	201	6.47%
13F Shares	21M	18M	12.82%
Total Value	$1.94B	$1.72B	12.67%
New Positions	28	42	-14
Increased Positions	113	100	+13
Closed Positions	15	16	-1
Reduced Positions	50	38	+12
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

214

201

6.47%

13F Shares

21M

18M

12.82%

Total Value

$1.94B

$1.72B

12.67%

New Positions

-14

Increased Positions

113

100

+13

Closed Positions

-1

Reduced Positions

+12

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

214 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 WTV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Anderson Financial Strategies, LLC	12.05%	221,408	$21.9M
2	Resolute Capital, LLC	9.76%	254,257	$24.1M
3	626 Financial, LLC	5.91%	139,971	$13.3M
4	Prism Advisors, Inc.	4.67%	184,607	$17.5M
5	Team Financial Group, LLC	4.44%	103,213	$9.8M
6	Systelligence, LLC	4.08%	221,641	$21.0M
7	Columbia Advisory Partners LLC	3.92%	64,791	$6.1M
8	Leslie Global Wealth, LLC	3.42%	68,577	$6.5M
9	Ruggaard & Associates LLC	3.01%	80,071	$7.6M
10	Vericrest Private Wealth	3.00%	35,283	$3.3M
11	Legacy Financial Advisors, Inc.	2.99%	225,627	$21.4M
12	PMG Wealth Management, Inc.	2.74%	40,162	$3.8M
13	Ceera Investments, LLC	2.15%	51,698	$4.9M
14	Onyx Bridge Wealth Group LLC	2.08%	204,293	$19.4M
15	Retirement Management Systems Inc.	2.06%	90,429	$8.6M
16	Bay Capital Advisors, LLC	2.02%	34,536	$3.3M
17	Cornerstone Planning Group LLC	1.88%	142,032	$14.1M
18	BFI Wealth Solutions, LLC	1.83%	20,173	$1.9M
19	Optima Capital LLC	1.68%	38,194	$3.6M
20	Valued Retirements, Inc.	1.63%	17,649	$1.7M
21	Trust Co of Toledo NA /Oh/	1.51%	168,051	$15.9M
22	WealthPoint Financial, LLC	1.15%	14,118	$1.3M
23	Alchemi Wealth, LLC	0.95%	18,123	$1.7M
24	Santori & Peters, Inc.	0.88%	29,901	$2.8M
25	Powers Advisory Group, LLC	0.86%	25,744	$2.4M

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 (WTV)

What does the Smart Money Trend signal show for WTV?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added WTV 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 WTV?

More buyers than sellers — 69% buying: Last quarter: 142 funds were net buyers (28 opened a brand new position + 114 added to an existing one). Only 64 were sellers (50 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WTV holders?

Strong quality — 38% AUM from major funds: 14 of 215 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 WTV?

Mostly new holders — 36% entered in last year: Only 46 funds (21%) 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.

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

As of today, WTV has moved +4.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +4.1%. Since the quarter end (March 31, 2026), WTV has gained +9.0% vs +13.9% 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.

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Wisdomtree Tr (WTV)

Smart Money Signals — WTV

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +64% more funds vs a year ago

More buyers than sellers — 69% buying

Fewer new buyers each quarter (-14 vs last Q)

Mostly new holders — 36% entered in last year

Steady discovery — ~28 new funds/quarter

Early stage — 57% of holders entered in last year

Strong quality — 38% AUM from major funds

Institutional Sentiment Summary — WTV

Hedge Fund Ownership: WTV

Market Analysis: WTV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: WTV

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

Hedge Fund Positioning: WTV

Statistics: WTV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Wisdomtree Tr (WTV)

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