WISDOMTREE TR WAMA
U S ADAPTIVE MVN · ETP · CUSIP 97717Y220
5
institutional holders
+3 vs Q1 2026
7.1m
shares reported held*
$185.5mreported value*
4 new
1 added
0 reduced
1 sold out
net bought ≈ $2.5m (+94.3k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $26.18.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2026 | 2 |
| Q2 2026 | 5 |
Biggest buyers
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | Added | +85.6k |
| CITADEL ADVISORS LLC | New | +24.3k |
| Alvarez & Marsal Private Wealth Partners, LLC | New | +14.9k |
| Kensington Investment Counsel, LLC | New | +8.0k |
| FMR LLC | New | +8 |
Biggest sellers
| JANE STREET GROUP, LLC | Sold out | -38.5k |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC 8.01% of their portfolio | 7.0m $184.3m | Added +85.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 24.3k $636.0k | New |
| Alvarez & Marsal Private Wealth Partners, LLC 0.05% of their portfolio | 14.9k $390.4k | New |
| Kensington Investment Counsel, LLC 0.09% of their portfolio | 8.0k $208.1k | New |
| FMR LLC 0.00% of their portfolio | 8 $209 | New |