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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -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+$15.4B
BANK OF AMERICA CORP /DE/Increased+10K+$4.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+112K+$3.0B
Orca Investment Management, LLCNew Position+63K+$1.8B
Cascade Financial Partners, LLCNew Position+38K+$1.1B
AMERIPRISE FINANCIAL INCIncreased+25K+$816.3M
NWAM LLCNew Position+26K+$796.0M
HERBST GROUP, LLCNew Position+22K+$645.0M
WMG Financial Advisors, LLCNew Position+19K+$558.0M
Tradition Wealth Management, LLCIncreased+17K+$502.4M
Valmark Advisers, Inc.New Position+16K+$472.0M
Waldron Private Wealth LLCNew Position+16K+$455.0M
MONEY CONCEPTS CAPITAL CORPNew Position+14K+$394.0M
Belpointe Asset Management LLCNew Position+12K+$359.0M
Gateway Wealth Partners, LLCNew Position+10K+$298.0M

WTAI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Advisory Services Network, LLCDecreased-594-$8.3B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-10K-$1.2B
Watts Gwilliam & Co., LLCClosed Position-21K-$611.1M
D. E. Shaw & Co., Inc.Decreased-7K-$496.0M
Compound Planning, Inc.Closed Position-12K-$334.2M
FLAGSHIP HARBOR ADVISORS, LLCDecreased-14K-$235.4M
Wealthspire Advisors, LLCClosed Position-5K-$131.1M
Allworth Financial LPDecreased-29-$119.8M
BARCLAYS PLCClosed Position-4K-$114.2M
Advocacy Wealth Management, LLCDecreased-7K-$86.3M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-3K-$85.2M
AdvisorNet Financial, IncDecreased-4K-$62.1M
Fox Hill Wealth ManagementDecreased-909-$18.3M
HARBOUR INVESTMENTS, INC.Decreased-50-$17.8M
Accredited Wealth Management, LLCClosed Position-125-$7.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Horizon Wealth Management, LLC528,351$15.4B2.39%Share
2AMERIPRISE FINANCIAL INC276,745$8.0B0.00%Share
3Hancock Prospecting Pty Ltd274,505$8.0B0.25%Share
4Advocacy Wealth Management, LLC191,526$5.6B0.23%Share
5COMMONWEALTH EQUITY SERVICES, LLC111,618$3.0B0.00%Share
6RAYMOND JAMES FINANCIAL INC115,750$3.0B0.00%Share
7BANK OF AMERICA CORP /DE/117,265$3.0B0.00%Share
8Rockefeller Capital Management L.P.93,672$2.0B0.00%Share
9SUSQUEHANNA INTERNATIONAL GROUP, LLP102,315$2.0B0.00%Share
10OSAIC HOLDINGS, INC.91,527$2.0B0.00%Share
11AdvisorNet Financial, Inc68,065$2.0B0.11%Share
12Orca Investment Management, LLC62,796$1.8B1.44%Share
13Tradition Wealth Management, LLC50,081$1.5B0.10%Share
14CREATIVE FINANCIAL DESIGNS INC /ADV44,571$1.3B0.08%Share
15Cascade Financial Partners, LLC37,983$1.1B0.11%Share
16WADDELL & ASSOCIATES, LLC53,221$1.0B0.07%Share
17BANK OF AMERICA CORP /DE/34,486$1.0B0.00%Share
18STIFEL FINANCIAL CORP52,737$1.0B0.00%Share
19Private Advisor Group, LLC55,429$1.0B0.00%Share
20Insight Advisors, LLC/ PA29,900$871.0M0.13%Share
21NWAM LLC26,090$796.0M0.04%Share
22HERBST GROUP, LLC22,148$645.0M0.38%Share
23WMG Financial Advisors, LLC19,150$558.0M0.23%Share
24SWEENEY & MICHEL, LLC16,141$490.0M0.14%Share
25Valmark Advisers, Inc.16,209$472.0M0.01%Share
26Waldron Private Wealth LLC15,621$455.0M0.02%Share
27INTEGRITY ALLIANCE, LLC.15,154$441.0M0.02%Share
28Fox Hill Wealth Management14,648$426.0M0.20%Share
29MONEY CONCEPTS CAPITAL CORP13,544$394.0M0.02%Share
30Belpointe Asset Management LLC12,348$359.0M0.01%Share
31CARY STREET PARTNERS FINANCIAL LLC11,219$326.0M0.01%Share
32Gateway Wealth Partners, LLC10,246$298.0M0.03%Share
33OXFORD FINANCIAL GROUP, LTD. LLC9,854$287.0M0.02%Share
34Evanson Asset Management, LLC9,565$278.0M0.02%Share
35Geneos Wealth Management Inc.9,125$265.0M0.01%Share
36Wealthcare Advisory Partners LLC8,980$261.0M0.01%Share
37W.H. Cornerstone Investments Inc.8,381$244.0M0.15%Share
38Kovack Advisors, Inc.8,079$238.0M0.02%Share
39Clearwater Capital Advisors, LLC8,015$233.0M0.02%Share
40Ashton Thomas Private Wealth, LLC7,634$222.0M0.01%Share
41Provident Wealth Management, LLC7,553$220.0M0.07%Share
42GWN SECURITIES INC.6,872$200.0M0.04%Share
43FLAGSHIP HARBOR ADVISORS, LLC6,551$190.0M0.01%Share
44First Command Advisory Services, Inc.5,921$172.0M0.00%Share
45AllSquare Wealth Management LLC4,023$114.0M0.06%Share
46Farther Finance Advisors, LLC2,957$86.0M0.00%Share
47INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2,545$74.0M0.01%Share
48WOLFF WIESE MAGANA LLC2,388$69.0M0.04%Share
49Berbice Capital Management LLC1,739$50.0M0.03%Share
50PRIVATE TRUST CO NA1,621$47.0M0.00%Share

WTAI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025120$73.7B+54
Q3 202566$77.4B-23
Q2 202589$54.7B-2
Q1 202591$48.5B+6
Q4 202485$1.9T+18
Q3 202467$12.9T+1
Q2 202466$6.1T+16
Q1 202450$1.4T—

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As of Q4 2025, 50 institutional investors hold WTAI (WisdomTree Artificial Intelligence and Innovation Fund). The largest holder is Horizon Wealth Management, LLC with $15.4B in shares. This quarter, 12 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 Horizon Wealth Management, LLC with $15.4B in shares.

Is institutional ownership of WTAI increasing or decreasing?

This quarter, 12 institutions opened new positions in WTAI and 5 closed their positions.