Who Owns WisdomTree Artificial Intelligence and Innovation Fund (WTAI)?Hedge Fund & Institutional Holders

$28.73-0.13 (-0.45%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.9000153968000798e+170T

% of Float Held

—

QoQ Change in Holders

+15 / -5

Price History

$16.58$20.48$24.38$28.27$32.17Sep 24Jun 25Mar 26

WTAI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Horizon Wealth Management, LLCNew Position+528K+$15.4M
Quattro Advisors LLCNew Position+219K+$6.4M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+112K+$3.0M
TRUIST FINANCIAL CORPNew Position+101K+$2.9M
Perigon Wealth Management, LLCNew Position+83K+$2.4M
Orca Investment Management, LLCNew Position+63K+$1.8M
Cascade Financial Partners, LLCNew Position+38K+$1.1M
Breachway Investments LLCNew Position+35K+$1.0M
NWAM LLCNew Position+26K+$796K
HERBST GROUP, LLCNew Position+22K+$645K
WMG Financial Advisors, LLCNew Position+19K+$558K
Valmark Advisers, Inc.New Position+16K+$472K
Waldron Private Wealth LLCNew Position+16K+$455K
MONEY CONCEPTS CAPITAL CORPNew Position+14K+$394K
Bryn Mawr Trust Advisors, LLCNew Position+13K+$379K

WTAI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Advisory Services Network, LLCDecreased-594-$8.2B
Advocacy Wealth Management, LLCDecreased-7K-$5.7B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-10K-$3.2B
AdvisorNet Financial, IncDecreased-4K-$2.0B
Watts Gwilliam & Co., LLCClosed Position-21K-$611.1M
D. E. Shaw & Co., Inc.Decreased-7K-$496.0M
Fox Hill Wealth ManagementDecreased-909-$443.9M
INTEGRITY ALLIANCE, LLC.Decreased-63-$434.2M
FLAGSHIP HARBOR ADVISORS, LLCDecreased-14K-$425.2M
Compound Planning, Inc.Closed Position-12K-$334.2M
SeaCrest Wealth Management, LLCClosed Position-8K-$242.7M
Wealthspire Advisors, LLCClosed Position-5K-$131.1M
Allworth Financial LPDecreased-29-$119.8M
BARCLAYS PLCClosed Position-4K-$114.2M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-3K-$85.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC674,173$19.0M0.01%Share
2Horizon Wealth Management, LLC528,351$15.4M2.39%Share
3AMERIPRISE FINANCIAL INC276,745$8.0M0.00%Share
4Advisory Services Network, LLC288,390$8.0M0.11%Share
5Hancock Prospecting Pty Ltd274,505$8.0M0.25%Share
6Quattro Advisors LLC219,096$6.4M5.10%Share
7Advocacy Wealth Management, LLC191,526$5.6M0.23%Share
8Kestra Advisory Services, LLC155,492$4.0M0.02%Share
9RAYMOND JAMES FINANCIAL INC115,750$3.0M0.00%Share
10BANK OF AMERICA CORP /DE/117,265$3.0M0.00%Share
11Prospera Financial Services Inc105,792$3.0M0.05%Share
12COMMONWEALTH EQUITY SERVICES, LLC111,618$3.0M0.00%Share
13TRUIST FINANCIAL CORP100,855$2.9M0.00%Share
14Perigon Wealth Management, LLC83,475$2.4M0.04%Share
15SUSQUEHANNA INTERNATIONAL GROUP, LLP102,315$2.0M0.00%Share
16Rockefeller Capital Management L.P.93,672$2.0M0.00%Share
17OSAIC HOLDINGS, INC.91,527$2.0M0.00%Share
18AdvisorNet Financial, Inc68,065$2.0M0.11%Share
19Orca Investment Management, LLC62,796$1.8M1.44%Share
20Tradition Wealth Management, LLC50,081$1.5M0.10%Share
21CREATIVE FINANCIAL DESIGNS INC /ADV44,571$1.3M0.08%Share
22Cascade Financial Partners, LLC37,983$1.1M0.11%Share
23Breachway Investments LLC34,781$1.0M1.07%Share
24STIFEL FINANCIAL CORP52,737$1.0M0.00%Share
25BANK OF AMERICA CORP /DE/34,486$1.0M0.00%Share
26Private Advisor Group, LLC55,429$1.0M0.00%Share
27WADDELL & ASSOCIATES, LLC53,221$1.0M0.07%Share
28Cetera Investment Advisers38,642$1.0M0.00%Share
29Insight Advisors, LLC/ PA29,900$871K0.13%Share
30NWAM LLC26,090$796K0.04%Share
31HERBST GROUP, LLC22,148$645K0.38%Share
32KESTRA PRIVATE WEALTH SERVICES, LLC21,242$618K0.01%Share
33Ausdal Financial Partners, Inc.19,907$580K0.03%Share
34WMG Financial Advisors, LLC19,150$558K0.23%Share
35SWEENEY & MICHEL, LLC16,141$490K0.14%Share
36Valmark Advisers, Inc.16,209$472K0.01%Share
37Waldron Private Wealth LLC15,621$455K0.02%Share
38INTEGRITY ALLIANCE, LLC.15,154$441K0.02%Share
39Fox Hill Wealth Management14,648$426K0.20%Share
40MONEY CONCEPTS CAPITAL CORP13,544$394K0.02%Share
41Bryn Mawr Trust Advisors, LLC13,020$379K0.02%Share
42Belpointe Asset Management LLC12,348$359K0.01%Share
43CARY STREET PARTNERS FINANCIAL LLC11,219$326K0.01%Share
44COFG Advisors, LLC10,519$306K0.08%Share
45Gateway Wealth Partners, LLC10,246$298K0.03%Share
46OXFORD FINANCIAL GROUP, LTD. LLC9,854$287K0.02%Share
47Evanson Asset Management, LLC9,565$278K0.02%Share
48Key FInancial Inc9,459$275K0.05%Share
49Geneos Wealth Management Inc.9,125$265K0.01%Share
50Wealthcare Advisory Partners LLC8,980$261K0.01%Share

WTAI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025120$124.2M+54
Q3 202566$86.8B-23
Q2 202589$56.8B-2
Q1 202591$50.4B+6
Q4 202485$21.2T+18
Q3 202467$43.4T+1
Q2 202466$66.8T+16
Q1 202450$40.2T—

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As of Q4 2025, 50 institutional investors hold WTAI (WisdomTree Artificial Intelligence and Innovation Fund). The largest holder is LPL Financial LLC with $19.0M in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own WTAI?

As of Q4 2025, 50 institutional investors report holding WTAI (WisdomTree Artificial Intelligence and Innovation Fund) in their 13F filings.

Who is the largest institutional holder of WTAI?

The largest institutional holder of WTAI is LPL Financial LLC with $19.0M in shares.

Is institutional ownership of WTAI increasing or decreasing?

This quarter, 15 institutions opened new positions in WTAI and 5 closed their positions.