Wisdomtree Tr (WTV) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Wisdomtree Tr (WTV) following the 2026 Q2 hedge fund 13F filings?

As of today, WTV has moved -1.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.4% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (June 30, 2026), WTV gained +5.2% vs -2.0% 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)

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

Smart Money Signals — WTV

Based on 236 hedge funds · latest filing: 2026 Q2 · 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

236 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 — +52% more funds vs a year ago

fund count last 6Q

+81 new funds entered over the past year (+52% 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

152 buying70 selling

Last quarter: 152 funds were net buyers (34 opened a brand new position + 118 added to an existing one). Only 70 were sellers (57 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter

Funds opening a new WTV position: 33 → 42 → 28 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 31% entered in last year

■ 23% conviction (2yr+) ■ 46% medium ■ 31% new

Only 55 funds (23%) 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.

📊

Peak discovery — momentum slowing

34 → 33 → 42 → 28 → 34 new funds/Q

New funds entering each quarter: 33 → 42 → 28 → 34. WTV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

📊

Mixed cohorts — 28% veterans, 47% new entrants

■ 28% veterans ■ 26% 1-2yr ■ 47% new

Of 236 current holders: 65 (28%) held 2+ years, 61 held 1–2 years, 110 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds

20 of 236 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.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	234	215	8.84%
13F Shares	22M	21M	3.45%
Total Value	$2.14B	$1.95B	9.79%
New Positions	33	28	+5
Increased Positions	117	114	+3
Closed Positions	14	15	-1
Reduced Positions	57	50	+7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

234

215

8.84%

13F Shares

22M

21M

3.45%

Total Value

$2.14B

$1.95B

9.79%

New Positions

Increased Positions

117

114

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

234 + 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 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	First Community Trust NA	25.08%	545,821	$55.5M
2	Anderson Financial Strategies, LLC	12.57%	223,678	$24.2M
3	Resolute Capital, LLC	12.15%	346,145	$35.2M
4	626 Financial, LLC	5.86%	148,026	$15.1M
5	Team Financial Group, LLC	4.59%	106,286	$10.8M
6	Prism Advisors, Inc.	4.57%	184,919	$18.8M
7	Vericrest Private Wealth	3.92%	43,350	$4.4M
8	Columbia Advisory Partners LLC	3.74%	66,582	$6.8M
9	Ceera Investments, LLC	3.08%	71,378	$7.3M
10	Ruggaard & Associates LLC	3.02%	82,878	$8.4M
11	Legacy Financial Advisors, Inc.	2.81%	226,780	$23.1M
12	Leslie Global Wealth, LLC	2.76%	39,649	$7.1M
13	PMG Wealth Management, Inc.	2.76%	43,832	$4.5M
14	Systelligence, LLC	2.73%	160,487	$16.3M
15	Bay Capital Advisors, LLC	2.07%	37,941	$3.9M
16	Cornerstone Planning Group LLC	1.94%	146,722	$15.4M
17	Trust Co of Toledo NA /Oh/	1.69%	200,115	$20.4M
18	Valued Retirements, Inc.	1.64%	17,908	$1.8M
19	BFI Wealth Solutions, LLC	1.54%	20,426	$2.1M
20	Optima Capital LLC	1.52%	37,966	$3.9M
21	Onyx Bridge Wealth Group LLC	1.51%	165,274	$16.8M
22	Guilbault Capital LLC	1.15%	11,263	$1.1M
23	MLG Wealth Management DBA Pine Grove Financial Group	1.14%	101,535	$9.5M
24	WealthPoint Financial, LLC	1.13%	15,270	$1.6M
25	Powers Advisory Group, LLC	1.08%	33,843	$3.4M

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 — 68% buying: Last quarter: 152 funds were net buyers (34 opened a brand new position + 118 added to an existing one). Only 70 were sellers (57 trimmed + 13 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: 20 of 236 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 — 31% entered in last year: Only 55 funds (23%) 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 Q2 hedge fund 13F filings?

As of today, WTV has moved -1.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.4% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (June 30, 2026), WTV has gained +5.2% vs -2.0% 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Wisdomtree Tr (WTV)

Smart Money Signals — WTV

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +52% more funds vs a year ago

More buyers than sellers — 68% buying

More new buyers each quarter (+6 vs last Q)

Mostly new holders — 31% entered in last year

Peak discovery — momentum slowing

Mixed cohorts — 28% veterans, 47% new entrants

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 Q2)

Frequently Asked Questions — Wisdomtree Tr (WTV)

Welcome to 13Foresight!