WisdomTree US Adaptive Moving Average Fund (WAMA)
WisdomTree US Adaptive Moving Average Fund (WAMA) is listed on Nasdaq, where it has traded since March 10, 2026.
- Listed On
- Nasdaq
- Listed Since
- March 10, 2026
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 5 institutions reported holding WAMA, with 7.1 million shares worth $185.5 million in aggregate. The largest reported holder was Halbert Hargrove Global Advisors, with 7.0 million shares worth $184.3 million. Of the 5 largest holders listed below, 4 opened new positions in WAMA and 1 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Halbert Hargrove Global Advisors | 7,039,294 | $184M | Added 1.23% |
| Citadel Advisors | 24,294 | $636K | New position |
| Alvarez & Marsal Private Wealth Partners | 14,915 | $390K | New position |
| Kensington Investment Counsel | 7,951 | $208K | New position |
| FMR | 8 | $209 | New position |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is WAMA?
WisdomTree US Adaptive Moving Average Fund (WAMA) is listed on Nasdaq, where it has traded since March 10, 2026.
Who are the largest institutional holders of WAMA?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of WAMA were Halbert Hargrove Global Advisors, Citadel Advisors and Alvarez & Marsal Private Wealth Partners.
How many institutions own WAMA?
5 institutions reported a position in WAMA for the quarter ended June 30, 2026, worth $185.5 million in total.
Did institutions buy or sell WAMA last quarter?
Of the 5 largest reported holders, 4 opened new positions in WAMA and 1 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for WAMA.
Every reported institutional holder, plus insider and congressional trades in WAMA, on SentiSense.