Who owns WisdomTree US Adaptive Moving Average Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of WAMA from SEC Form 13F filings across 5 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 5 institutions disclosed 7.1M shares of WisdomTree US Adaptive Moving Average Fund worth $185.5M — about 197.4% of shares outstanding; the largest disclosed holder is HALBERT HARGROVE GLOBAL ADVISORS, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
5
13F holders
$185.5M
value, 2026 filers
197.4%
of shares outstanding (7.1M sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of WAMA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 7.0M | $184.3M | 8.0% | 196.1% | +1.2% |
| 2 | CITADEL ADVISORS LLCNEW | 24,294 | $635,961 | 0.0% | 0.7% | new |
| 3 | Alvarez & Marsal Private Wealth Partners, LLCNEW | 14,915 | $390,440 | 0.1% | 0.4% | new |
| 4 | Kensington Investment Counsel, LLCNEW | 7,951 | $208,139 | 0.1% | 0.2% | new |
| 5 | FMR LLCNEW | 8 | $209 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.