WISDOMTREE TR (WTPI) is held by 32 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q1 2026.

Are institutions buying or selling WTPI?

In Q1 2026, 24 institutions opened or increased positions in WISDOMTREE TR while 7 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on WTPI?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for WISDOMTREE TR.

How many hedge funds hold WTPI?

32 institutional investors report holding WISDOMTREE TR (WTPI) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into WTPI?

As of Q1 2026, tracked institutions in WISDOMTREE TR show 24 buyers versus 7 sellers — net inflows.

WISDOMTREE TR

WTPI·97717X560·US·ETF·Unknown - Unknown

Holders

Avg rating(15 Elite)

$114.6M

Total Value

77% (37)

Fund Consensus

24 buying - 7 selling

No verdict yet — fewer than 2 funds hold WTPI.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	1.7M(+62.0%)	$53.1M	0.0%	+2.12%	42
MORGAN STANLEY	Increased	673,104(+2.5%)	$21.5M	0.0%	+9.93%	29
RAYMOND JAMES FINANCIAL INC	Increased	242,710(+145.7%)	$7.7M	0.0%	+5.83%	44
Cetera Investment Advisers	Increased	187,979(+12.6%)	$6M	0.0%	+16.36%	31
Kestra Advisory Services, LLC	Increased	140,084(+545.6%)	$4.5M	0.0%	+1.62%	43
$US BANCORP \DE\$ US BANCORP \DE\	Increased	116,111(+988.5%)	$3.7M	0.0%	-0.02%	43
UBS Group AG	Increased	74,301(+12.5%)	$2.4M	0.0%	+19.40%	29
OSAIC HOLDINGS, INC.	Increased	51,408(+42.1%)	$1.6M	0.0%	+11.99%	34
JANE STREET GROUP, LLC	New	50,086	$1.6M	0.0%	-0.03%	35
ENVESTNET ASSET MANAGEMENT INC	Decreased	47,786(-52.3%)	$1.5M	0.0%	+8.29%	0
ROYAL BANK OF CANADA	Increased	47,173(+1.2%)	$1.5M	0.0%	+7.15%	26
NewEdge Advisors, LLC	Increased	47,141(+12.7%)	$1.5M	0.0%	+8.03%	29
Sanctuary Advisors, LLC	Decreased	43,787(-2.0%)	$1.4M	0.0%	+14.77%	0
Creative Planning	Increased	34,375(+42.4%)	$1.1M	0.0%	+9.30%	34
JPMORGAN CHASE & CO	Increased	34,408(+46.4%)	$1.1M	0.0%	+0.32%	34
Cresset Asset Management, LLC	Increased	32,611(+3.5%)	$1M	0.0%	+19.38%	26
MML INVESTORS SERVICES, LLC	Increased	23,728(+71.1%)	$757,152	0.0%	+7.60%	37
Private Advisor Group, LLC	Increased	22,148(+3.5%)	$706,744	0.0%	+30.38%	25
COMMONWEALTH EQUITY SERVICES, LLC	Increased	12,064(+23.7%)	$384,960	0.0%	+3.02%	29
MFMerit Financial Group, LLC	Unchanged	10,403	$331,960	0.0%	+12.01%	0