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WisdomTree Artificial Intelligence and Innovation Fund
WTAI

106 hedge funds and large institutions have $104M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

62% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 21

61% more capital invested

Capital invested by funds: $64.8M → $104M (+$39.3M)

12% more funds holding

Funds holding: 95 → 106 (+11)

1.33% more ownership

Funds ownership: 30.51% → 31.84% (+1.3%)

Holders
106
Holders Change
+11
Holders Change %
+11.58%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
34
Reduced
21
Closed
9
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$76K

Top Buyers

Rank Fund Capital Flow
1
HP
Hancock Prospecting
Australia
+$7.15M
2
AWMS
Advocacy Wealth Management Services
Georgia
+$5.17M
3
Ameriprise
Ameriprise
Minnesota
+$4.93M
4
LPL Financial
LPL Financial
California
+$2.95M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
AA
Armis Advisers
Georgia
-$675K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$498K
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$363K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$335K
5
Raymond James Financial
Raymond James Financial
Florida
-$316K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
Insight Advisors
Pennsylvania
$843K -$2.37K -91 -0.3%
IAN
27
Integrated Advisors Network
Texas
$776K +$146K +5,611 +26%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$675K -$498K -19,123 -45%
FTUS
29
Flow Traders U.S.
New York
$647K +$590K +22,662 New
MML Investors Services
30
MML Investors Services
Massachusetts
$630K -$2.63K -101 -0.5%
WGC
31
Watts Gwilliam & Co
Arizona
$611K – – –
KPWS
32
Kestra Private Wealth Services
Texas
$596K +$158K +6,068 +41%
AFP
33
Ausdal Financial Partners
Iowa
$564K +$177K +6,816 +53%
Creative Planning
34
Creative Planning
Kansas
$563K +$39.3K +1,509 +8%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$562K +$36.8K +1,415 +8%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$496K -$49K -1,880 -10%
SM
37
Sweeney & Michel
California
$458K – – –
FHWM
38
Fox Hill Wealth Management
Massachusetts
$444K -$8.8K -338 -2%
IA
39
Integrity Alliance
Iowa
$435K +$234 +9 +0.1%
WPW
40
Waldron Private Wealth
Pennsylvania
$433K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$419K +$67.2K +2,581 +21%
VA
42
Valmark Advisers
Ohio
$390K +$86.9K +3,336 +32%
BMCM
43
Bryn Mawr Capital Management
Pennsylvania
$377K – – –
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$348K +$12.6K +483 +4%
BAM
45
Belpointe Asset Management
Nevada
$339K -$14.5K -557 -4%
AFG
46
Atomi Financial Group
New York
$334K +$305K +11,700 New
IFG
47
Independent Financial Group
California
$320K +$39.2K +1,504 +16%
CSP
48
Cary Street Partners
Virginia
$315K -$37.9K -1,455 -12%
WFA
49
WMG Financial Advisors
Tennessee
$313K +$285K +10,950 New
OFG
50
Oxford Financial Group
Indiana
$281K +$257K +9,854 New
1
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WTAI Hedge Fund Activity: Q3 2025 in Review

106 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) for Q3 2025, worth a combined $104M — up 61% from $64.8M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WTAI positions and 9 closed out — a net gain of 12 holders — while 34 added to existing stakes and 21 trimmed.

The largest buyer was Hancock Prospecting, opening a new position worth an estimated $7.15M. The largest seller was Armis Advisers, exiting entirely with an estimated $675K sold.

  • 106 institutional investors held WisdomTree Artificial Intelligence and Innovation Fund (WTAI) as of Q3 2025, up from 95 in Q2 2025.
  • Funds reported $104M of WisdomTree Artificial Intelligence and Innovation Fund stock for Q3 2025, up 61% quarter-over-quarter.
  • 21 funds opened new WisdomTree Artificial Intelligence and Innovation Fund positions in Q3 2025 and 9 closed out, a net change of +12 holders.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund buyer in Q3 2025 was Hancock Prospecting, an estimated $7.15M added.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund seller in Q3 2025 was Armis Advisers, an estimated $675K sold.

Based on aggregated 13F filings for Q3 2025.