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WisdomTree US AI Enhanced Value Fund

117 hedge funds and large institutions have $99.8M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 116117 (+1)

0.3% less ownership

Funds ownership: 26.58%26.28% (-0.3%)

4% less capital invested

Capital invested by funds: $104M → $99.8M (-$4.28M)

35% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 34

Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
22
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
76
Augustine Asset Management
Florida
$228K
KFI
77
Key Financial Inc
Pennsylvania
$211K +$114 +1 +0.1%
MCM
78
Mengis Capital Management
Oregon
$206K
AWM
79
Axxcess Wealth Management
California
$203K +$201K +1,763 New
SGK
80
Steigerwald Gordon & Koch
Virginia
$192K
UBS Group
81
UBS Group
Switzerland
$175K -$323K -2,836 -65%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$157K
BAM
83
Bellevue Asset Management
Washington
$146K -$11.2K -98 -7%
HI
84
Harbour Investments
Wisconsin
$135K
FFA
85
Farther Finance Advisors
California
$128K +$127K +1,111 New
CA
86
Clearstead Advisors
Ohio
$112K
Jones Financial Companies
87
Jones Financial Companies
Missouri
$95.2K +$18.5K +162 +24%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$93.8K
Franklin Resources
89
Franklin Resources
California
$85.1K
Fidelity Investments
90
Fidelity Investments
Massachusetts
$76.3K +$7.07K +62 +10%
AIA
91
Arcadia Investment Advisors
Idaho
$73.9K
IBOK
92
Independence Bank of Kentucky
Kentucky
$71.9K
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$71.5K -$4.56K -40 -6%
JP Morgan Chase
94
JP Morgan Chase
New York
$56.3K -$14.8K -130 -21%
BW
95
Bravera Wealth
North Dakota
$56.1K +$55.6K +488 New
1IA
96
1620 Investment Advisors
Massachusetts
$44.3K -$5.13K -45 -10%
GWS
97
Glassman Wealth Services
Virginia
$41K
AIM
98
Anchor Investment Management
South Carolina
$40.6K +$228 +2 +0.6%
WIM
99
Westside Investment Management
California
$40.3K -$2.33M -20,446 -98%
PIS
100
POM Investment Strategies
North Carolina
$39.1K