WETF · Insider trading · 13F holders · Congress trades
WisdomTree Investments, Inc. (WETF)
Who is buying and selling WETF: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 12
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 4
WETF at a glance
- No open-market insider purchases or sales of WETF were filed in the last 90 days.
- 12 13F filers hold WETF among their 50 largest positions, worth $199.4M combined. The biggest bets by portfolio weight are Simcoe Capital Management, LLC (8.8%), Pacific Capital Partners Ltd (4.8%) and Phillip James Consulting Co. (4.5%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
- Members of Congress have disclosed 4 WETF trades since 2016, 2 purchases and 2 sales in the past year; the latest was Jack Reed (D-RI), selling $1K–15K on Apr 4, 2017.
WETF insider trading
No open-market insider purchases or sales of WETF were filed in the last 90 days.
Who owns WETF? Hedge funds and superinvestors
12 13F filers hold WETF among their 50 largest positions, worth $199.4M combined. The biggest bets by portfolio weight are Simcoe Capital Management, LLC (8.8%), Pacific Capital Partners Ltd (4.8%) and Phillip James Consulting Co. (4.5%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Azora Capital LPHedge fund | 4.4% | $104.7M | 6,180,510 | +3.2% shares | Q2 2026 |
| Simcoe Capital Management, LLCHedge fund | 8.8% | $45.3M | 2,674,045 | -42.7% shares | Q2 2026 |
| Intrinsic Edge Capital Management LLCHedge fund | 1.3% | $10.5M | 620,000 | -11.4% shares | Q2 2026 |
| Crawford Fund Management, LLCHedge fund | 3.0% | $9.8M | 575,654 | -43.9% shares | Q2 2026 |
| Phillip James Consulting Co.Wealth manager | 4.5% | $6.7M | 89,570 | — | Q2 2026 |
| Karl Kapital LLCHedge fund | 3.9% | $6.5M | 382,391 | New | Q2 2026 |
| Pacific Capital Partners LtdHedge fund | 4.8% | $6.3M | 260,086 | +60.1% shares | Q3 2026 |
| Chase Investment Counsel CorpWealth manager | 0.7% | $3.3M | 192,923 | — | Q2 2026 |
| Neo Ivy Capital ManagementAsset manager | 0.7% | $2.9M | 171,295 | — | Q2 2026 |
| Kiker Wealth Management, LLCWealth manager | 0.9% | $2.3M | 138,005 | -5.5% shares | Q2 2026 |
| TT International Asset Management LTDHedge fund | 0.1% | $655K | 38,661 | -26.7% shares | Q2 2026 |
| Ares Systematic Credit LtdHedge fund | 0.8% | $466K | 27,517 | — | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 1, Q2 2026: 11). Screen WETF in the grand portfolio →
WETF stock trades by members of Congress
Members of Congress have disclosed 4 WETF trades since 2016, 2 purchases and 2 sales in the past year; the latest was Jack Reed (D-RI), selling $1K–15K on Apr 4, 2017.
WETF questions and answers
Are insiders buying WETF stock?
No open-market insider purchases or sales of WETF were filed in the last 90 days.
Which hedge funds own WETF?
12 13F filers hold WETF among their 50 largest positions, worth $199.4M combined. The biggest bets by portfolio weight are Simcoe Capital Management, LLC (8.8%), Pacific Capital Partners Ltd (4.8%) and Phillip James Consulting Co. (4.5%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
Has Congress traded WETF?
Members of Congress have disclosed 4 WETF trades since 2016, 2 purchases and 2 sales in the past year; the latest was Jack Reed (D-RI), selling $1K–15K on Apr 4, 2017.
Who is the largest holder of WETF?
Among 13F filers, Azora Capital LP reports the largest WETF position, $104.7M (6,180,510 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Simcoe Capital Management, LLC's: 8.8% of its portfolio.
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