WISDOMTREE TR (WTPI) is held by 34 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q2 2026.

Are institutions buying or selling WTPI?

In Q2 2026, 20 institutions opened or increased positions in WISDOMTREE TR while 10 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on WTPI?

HoldingsIntel scores WISDOMTREE TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for WTPI. In Q2 2026, the institutional leg showed net inflows: 20 buying versus 10 selling.

How many hedge funds hold WTPI?

34 institutional investors report holding WISDOMTREE TR (WTPI) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into WTPI?

As of Q2 2026, tracked institutions in WISDOMTREE TR show 20 buyers versus 10 sellers — net inflows.

WISDOMTREE TR

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

Holders

(7 Elite)

$146.9M

Total Value

67% (30)

Consensus

20 buying - 10 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 34 funds

7 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for WTPI.

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	1.9M(+13.1%)	$61.8M	0.0%	+8.58%	33
MORGAN STANLEY	Increased	853,355(+26.8%)	$28M	0.0%	+13.08%	36
RAYMOND JAMES FINANCIAL INC	Increased	298,239(+22.9%)	$9.8M	0.0%	+11.54%	33
Cetera Investment Advisers	Increased	221,580(+17.9%)	$7.3M	0.0%	+19.49%	32
Pinnacle Financial Partners, Inc.	New	202,105	$6.6M	0.0%	+2.46%	38
Kestra Advisory Services, LLC	Increased	157,334(+12.3%)	$5.2M	0.0%	+9.04%	30
EP Wealth Advisors, LLC	New	122,881	$4M	0.0%	+2.46%	37
$US BANCORP \DE\$ US BANCORP \DE\	Unchanged	116,111	$3.8M	0.0%	+8.33%	0
JPMORGAN CHASE & CO	Increased	96,737(+181.2%)	$3.2M	0.0%	+4.23%	43
UBS Group AG	Increased	74,645(+0.5%)	$2.4M	0.0%	+26.62%	26
OSAIC HOLDINGS, INC.	Increased	57,526(+11.9%)	$1.9M	0.0%	+17.24%	29
ROYAL BANK OF CANADA	Increased	53,911(+14.3%)	$1.8M	0.0%	+13.80%	29
Sanctuary Advisors, LLC	Increased	44,481(+1.6%)	$1.5M	0.0%	+13.92%	26
NewEdge Advisors, LLC	Decreased	40,600(-13.9%)	$1.3M	0.0%	+14.45%	0
Creative Planning	Increased	38,434(+11.8%)	$1.3M	0.0%	+14.99%	28
Cresset Asset Management, LLC	Increased	36,261(+11.2%)	$1.2M	0.0%	+23.38%	28
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	34,752	$1.1M	0.0%	+2.46%	35
ENVESTNET ASSET MANAGEMENT INC	Decreased	33,982(-28.9%)	$1.1M	0.0%	+14.84%	0
JANE STREET GROUP, LLC	Decreased	26,906(-46.3%)	$882,248	0.0%	+8.50%	0
Private Advisor Group, LLC	Increased	24,521(+10.7%)	$804,056	0.0%	+33.49%	27

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

WISDOMTREE TR

Smart Money Verdict

Who's Trading

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