WT US Adaptive MV Avg FundWAMAETF
13F holders, Q2 2026 (June 30)5holders +3
4new positions
1sold out
1famous investor
$26.18avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding WT US Adaptive MV Avg Fund (WAMA) in their 13F filings, up 3 from Q1 2026. 4 opened new positions and 1 sold out. The largest holders were Halbert Hargrove Global Advisors, LLC ($184.3M), Citadel Advisors ($636K) and Alvarez & Marsal Private Wealth Partners, LLC ($390K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- WT US Adaptive MV Avg Fund
- Filed as
- WISDOMTREE TR (Q2 2026)
- CUSIP
- 97717Y220
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.2M |
| Exits | 1 | $926K |
All 13F filers, Q1 2026 → Q2 2026: 132,739 shares bought and 38,476 shares sold, net +94,263 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Halbert Hargrove Global Advisors, LLC | 8.01% | Add +1.2% | 7,039,294 | $184.3M |
| Citadel Advisors | 0.00% | New | 24,294 | $636K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.05% | New | 14,915 | $390K |
| Kensington Investment Counsel, LLC | 0.09% | New | 7,951 | $208K |
| FMR LLC | 0.00% | New | 8 | $209 |
"% of holder's portfolio" is WAMA's weight in each manager's 13F, not the share of WT US Adaptive MV Avg Fund the manager owns.