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WisdomTree Artificial Intelligence and Innovation Fund

121 hedge funds and large institutions have $163M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 30

11% more capital invested

Capital invested by funds: $146M → $163M (+$16.7M)

9.85% more ownership

Funds ownership: 34.27%44.12% (+9.8%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 122121 (-1)

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
44
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Waddell & Associates
Tennessee
$1.5M
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.34M +$263K +8,846 +23%
CFD
28
Creative Financial Designs
Indiana
$1.19M -$71.9K -2,419 -5%
BI
29
Breachway Investments
Rhode Island
$989K -$18.7K -630 -2%
AA
30
Armis Advisers
Georgia
$945K
NL
31
NWAM LLC
Washington
$744K +$8.12K +273 +1%
BCM
32
Berbice Capital Management
New York
$741K +$729K +24,501 +1,409%
IAN
33
Integrated Advisors Network
Texas
$727K -$192K -6,469 -20%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$723K +$109K +3,660 +17%
BAM
35
Belpointe Asset Management
Nevada
$706K +$376K +12,661 +103%
Creative Planning
36
Creative Planning
Kansas
$680K +$27.6K +929 +4%
VA
37
Valmark Advisers
Ohio
$653K +$206K +6,912 +43%
GWP
38
Gateway Wealth Partners
Wisconsin
$652K +$382K +12,856 +125%
AFP
39
Ausdal Financial Partners
Iowa
$553K -$9.07K -305 -2%
SM
40
Sweeney & Michel
California
$541K +$23.7K +797 +5%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$487K -$39.5K -1,328 -7%
CA
42
Clearstead Advisors
Ohio
$484K +$510K +17,150 New
MML Investors Services
43
MML Investors Services
Massachusetts
$467K -$318K -10,689 -39%
KPWS
44
Kestra Private Wealth Services
Texas
$465K -$141K -4,756 -22%
WFA
45
WMG Financial Advisors
Tennessee
$455K -$89.6K -3,015 -16%
WPW
46
Waldron Private Wealth
Pennsylvania
$441K
SPIA
47
Steward Partners Investment Advisory
New York
$441K +$7.22K +243 +2%
Citadel Advisors
48
Citadel Advisors
Florida
$435K +$458K +15,400 New
IA
49
Integrity Alliance
Iowa
$433K +$5.53K +186 +1%
Mariner
50
Mariner
Kansas
$423K +$37.4K +1,257 +9%

WTAI Hedge Fund Activity: Q1 2026 in Review

121 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) for Q1 2026, worth a combined $163M — up 11% from $146M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WTAI positions and 12 closed out — a net gain of 1 holder — while 44 added to existing stakes and 30 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $11.9M. The largest seller was Flow Traders U.S., cutting an estimated $2.34M.

  • 121 institutional investors held WisdomTree Artificial Intelligence and Innovation Fund (WTAI) as of Q1 2026, down from 122 in Q4 2025.
  • Funds reported $163M of WisdomTree Artificial Intelligence and Innovation Fund stock for Q1 2026, up 11% quarter-over-quarter.
  • 13 funds opened new WisdomTree Artificial Intelligence and Innovation Fund positions in Q1 2026 and 12 closed out, a net change of +1 holder.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund buyer in Q1 2026 was AssetMark Inc, an estimated $11.9M added.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund seller in Q1 2026 was Flow Traders U.S., an estimated $2.34M sold.

Based on aggregated 13F filings for Q1 2026.