Wisdomtree, Inc.: which funds bought and sold

Institutions that bought and sold Wisdomtree shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 165 institutions that filed 13F reports for both quarters added to or opened positions in Wisdomtree, and 150 cut or closed them. Together they sold a net 1.3M shares, −0.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 5.7M shares (−9.7%); index fund managers were net buyers of 3.7M shares (+8.7%). 50 opened a new position and 50 sold out entirely.

Bought, Q2 2026 165 institutions, 50 of them new holders Sold, Q2 2026 150 institutions, 50 of them sold out

Net change, all compared −1.3M shares (−0.8%)

Net change, active managers −5.7M shares (−9.7%), 25 bought, 32 sold

Buyers versus sellers

institutions compared, 356

165 bought 41 150 sold

Active managers and hedge funds 25 bought · 32 sold · −5.7M

Index fund managers 9 bought · 2 sold · +3.7M

Other institutions 131 bought · 116 sold · +615K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Invesco Ltd.	+4.2M +71.6%	10.0M	$169M
Driehaus Capital Management LLC Active manager	+3.1M +186.0%	4.7M	$79.7M
UBS Group AG	+2.3M +551.7%	2.7M	$45M
Lord, Abbett & Co. LLC	+1.8M New position	1.8M	$30.4M
Blackrock, Inc. Index funds	+1.6M +9.2%	19.3M	$327M
Junto Capital Management LP Hedge fund	+1.2M New position	1.2M	$19.8M
Bessemer Group Inc	+893K +78498.8%	894K	$15.2M
FMR LLC Active manager	+842K +6.6%	13.6M	$230M
Capital World Investors Active manager	+736K +10.8%	7.5M	$128M
State Street Corp Index funds	+561K +11.1%	5.6M	$95M
Loomis Sayles & Co L P Active manager	+528K +31.7%	2.2M	$37.1M
Vanguard Capital Management LLC Index funds	+513K +9.2%	6.1M	$103M
Geode Capital Management, LLC Index funds	+441K +15.5%	3.3M	$55.8M
Karl Kapital LLC	+382K New position	382K	$6.5M
Healthcare Of Ontario Pension Plan Trust Fund	+373K New position	373K	$6.3M
Universal- Beteiligungs- Und Servicegesellschaft Mbh	+352K +1268.5%	380K	$6.4M
Barclays PLC	+345K +444.0%	423K	$7.2M
HSBC Holdings PLC	+309K +576.4%	363K	$6.1M
Wells Fargo & Company	+303K +127.0%	542K	$9.2M
Connor, Clark & Lunn Investment Management Ltd.	+269K +123.5%	488K	$8.3M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Driehaus Capital Management LLC Active manager	+3.1M +186.0%	4.7M	$79.7M
Junto Capital Management LP Hedge fund	+1.2M New position	1.2M	$19.8M
FMR LLC Active manager	+842K +6.6%	13.6M	$230M
Capital World Investors Active manager	+736K +10.8%	7.5M	$128M
Loomis Sayles & Co L P Active manager	+528K +31.7%	2.2M	$37.1M
Citadel Advisors LLC Hedge fund	+250K New position	250K	$4.2M
Qube Research & Technologies Ltd Hedge fund	+246K +47.1%	767K	$13M
Azora Capital LP Hedge fund	+193K +3.2%	6.2M	$105M
Interval Partners, LP Hedge fund	+124K +40.3%	432K	$7.3M
T. Rowe Price Investment Management, Inc. Active manager	+96K +12.0%	898K	$15.2M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Arrowstreet Capital, Limited Partnership Hedge fund	−3.6M −88.2%	488K	$8.3M
Goldman Sachs Group Inc	−2.6M −56.9%	2.0M	$33.4M
Wellington Management Group LLP Active manager	−2.2M −20.6%	8.4M	$142M
Simcoe Capital Management, LLC	−2.0M −42.7%	2.7M	$45.3M
Jane Street Group, LLC	−1.5M Sold out	0	—
Arrowmark Colorado Holdings LLC	−1.3M −62.6%	765K	$13M
HRT Financial LP	−1.1M Sold out	0	—
Two Sigma Investments, LP Hedge fund	−1.0M −61.4%	646K	$10.9M
Millennium Management LLC Hedge fund	−1.0M −73.4%	365K	$6.2M
Man Group PLC Hedge fund	−894K −96.7%	31K	$519,448
Voloridge Investment Management, LLC Hedge fund	−696K −56.2%	542K	$9.2M
Squarepoint Ops LLC Hedge fund	−685K −90.7%	70K	$1.2M
American Century Companies Inc Active manager	−667K −61.4%	420K	$7.1M
Jpmorgan Chase & Co	−616K −86.4%	97K	$1.7M
Invenomic Capital Management LP Hedge fund	−582K Sold out	0	—
Jump Financial, LLC	−518K Sold out	0	—
Wolverine Asset Management LLC	−515K Sold out	0	—
Morgan Stanley	−497K −19.9%	2.0M	$33.9M
Crawford Fund Management, LLC	−450K −43.9%	576K	$9.8M
Balyasny Asset Management L.P. Hedge fund	−415K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Arrowstreet Capital, Limited Partnership Hedge fund	−3.6M −88.2%	488K	$8.3M
Wellington Management Group LLP Active manager	−2.2M −20.6%	8.4M	$142M
Two Sigma Investments, LP Hedge fund	−1.0M −61.4%	646K	$10.9M
Millennium Management LLC Hedge fund	−1.0M −73.4%	365K	$6.2M
Man Group PLC Hedge fund	−894K −96.7%	31K	$519,448
Voloridge Investment Management, LLC Hedge fund	−696K −56.2%	542K	$9.2M
Squarepoint Ops LLC Hedge fund	−685K −90.7%	70K	$1.2M
American Century Companies Inc Active manager	−667K −61.4%	420K	$7.1M
Invenomic Capital Management LP Hedge fund	−582K Sold out	0	—
Balyasny Asset Management L.P. Hedge fund	−415K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Lord, Abbett & Co. LLC	1.8M	$30.4M
Junto Capital Management LPHedge fund	1.2M	$19.8M
Karl Kapital LLC	382K	$6.5M
Healthcare Of Ontario Pension Plan Trust Fund	373K	$6.3M
Citadel Advisors LLCHedge fund	250K	$4.2M
Chase Investment Counsel Corp	193K	$3.3M
Neo Ivy Capital Management	171K	$2.9M
Pacific Capital Partners Ltd	162K	$2.8M
Maltese Capital Management LLC	150K	$2.5M
Militia Capital Management LLC	148K	$2.5M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Jane Street Group, LLC	1.5M	$22M
HRT Financial LP	1.1M	$16.7M
Invenomic Capital Management LPHedge fund	582K	$8.5M
Jump Financial, LLC	518K	$7.5M
Wolverine Asset Management LLC	515K	$7.5M
Balyasny Asset Management L.P.Hedge fund	415K	$6M
Caxton Associates LLPHedge fund	224K	$3.3M
Varcov Co.	210K	$3.1M
Clear Point Advisors Inc.	53K	$2.7M
Capital Management Corp	118K	$1.7M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 311
Ten largest holders: 55.8%
Index fund managers: 29.2%
Active managers and hedge funds: 33.1%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	25	32	5	14	−5.7M	−9.7%
Index fund managers	9	2	0	0	+3.7M	+8.7%
Other institutions	131	116	45	36	+615K	+1.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Wisdomtree.

Only managers that filed a holdings report for both quarters are compared (356 here). 11 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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