Who owns WAMA?
Wisdomtree U.S. Adaptive Moving Average Fund · WisdomTree
5 institutions reported holding WAMA, worth $185.5M, in Form 13F filings for June 30, 2026.
Top 5 institutional holders of WAMA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Halbert Hargrove Global Advisors, LLC | Long Beach, CA | $184.3M | 7,039,294 | +85,571 shares |
| Citadel Advisors LLC | Miami, FL | $636K | 24,294 | New position |
| Alvarez & Marsal Private Wealth Partners, LLC | West Palm Beach, FL | $390K | 14,915 | New position |
| Kensington Investment Counsel, LLC | Long Beach, CA | $208K | 7,951 | New position |
| FMR LLC | Boston, MA | $209 | 8 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns WAMA?
5 institutional managers reported holding WAMA in Form 13F filings for June 30, 2026, worth $185.5M in total. The largest reported position was held by Halbert Hargrove Global Advisors, LLC, at $184.3M.
Did institutions buy or sell WAMA last quarter?
Reported 13F value rose 10.3% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is WAMA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.