We are live on ! Find out more
WTAI icon

WisdomTree Artificial Intelligence and Innovation Fund

95 hedge funds and large institutions have $64.8M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

18% more capital invested

Capital invested by funds: $54.9M → $64.8M (+$9.88M)

4% more funds holding

Funds holding: 9195 (+4)

1.91% less ownership

Funds ownership: 32.41%30.51% (-1.9%)

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
29
Reduced
24
Closed
12
Calls
$241K
Puts
Net Calls
+$241K
Net Calls Change
+$150K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$544K +$68K +3,231 +17%
IAN
27
Integrated Advisors Network
Texas
$530K +$32.2K +1,531 +8%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$529K +$14.7K +699 +3%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$472K
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$448K -$21.8K -1,035 -5%
Creative Planning
31
Creative Planning
Kansas
$447K +$23.1K +1,099 +6%
GS
32
GWN Securities
Florida
$423K -$2.63M -125,025 -88%
FHWM
33
Fox Hill Wealth Management
Massachusetts
$390K -$3.11K -148 -0.9%
SM
34
Sweeney & Michel
California
$385K +$4.21K +200 +1%
IA
35
Integrity Alliance
Iowa
$374K -$427K -20,284 -57%
WPW
36
Waldron Private Wealth
Pennsylvania
$373K +$87.8K +4,175 +38%
KPWS
37
Kestra Private Wealth Services
Texas
$364K +$52.6K +2,500 +20%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$363K -$9.07K -431 -3%
BMCM
39
Bryn Mawr Capital Management
Pennsylvania
$324K
AFP
40
Ausdal Financial Partners
Iowa
$318K +$272K +12,934 New
AAS
41
Avantax Advisory Services
Texas
$311K +$34.6K +1,644 +15%
CSP
42
Cary Street Partners
Virginia
$307K +$263K +12,489 New
BAM
43
Belpointe Asset Management
Nevada
$305K +$3.32K +158 +1%
SPIA
44
Steward Partners Investment Advisory
New York
$297K -$25.4K -1,209 -9%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$287K +$17.8K +846 +8%
TCA
46
Transcend Capital Advisors
New Jersey
$254K -$5.26K -250 -2%
VA
47
Valmark Advisers
Ohio
$254K +$217K +10,336 New
IFG
48
Independent Financial Group
California
$238K -$10.9K -518 -5%
KFI
49
Key Financial Inc
Pennsylvania
$232K
Lido Advisors
50
Lido Advisors
California
$230K +$197K +9,358 New

WTAI Hedge Fund Activity: Q2 2025 in Review

95 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) for Q2 2025, worth a combined $64.8M — up 18% from $54.9M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new WTAI positions and 12 closed out — a net gain of 4 holders — while 29 added to existing stakes and 24 trimmed.

The largest buyer was Ameriprise, adding an estimated $1.04M. The largest seller was GWN Securities, cutting an estimated $2.63M.

  • 95 institutional investors held WisdomTree Artificial Intelligence and Innovation Fund (WTAI) as of Q2 2025, up from 91 in Q1 2025.
  • Funds reported $64.8M of WisdomTree Artificial Intelligence and Innovation Fund stock for Q2 2025, up 18% quarter-over-quarter.
  • 16 funds opened new WisdomTree Artificial Intelligence and Innovation Fund positions in Q2 2025 and 12 closed out, a net change of +4 holders.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund buyer in Q2 2025 was Ameriprise, an estimated $1.04M added.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund seller in Q2 2025 was GWN Securities, an estimated $2.63M sold.

Based on aggregated 13F filings for Q2 2025.