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WisdomTree Artificial Intelligence and Innovation Fund

91 hedge funds and large institutions have $54.9M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,275% more call options, than puts

Call options by funds: $95K | Put options by funds: $4K

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

0% more funds holding

Funds holding: 9191 (0)

4.49% less ownership

Funds ownership: 36.9%32.41% (-4.5%)

27% less capital invested

Capital invested by funds: $74.8M → $54.9M (-$19.8M)

Holders
91
Holders Change
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
29
Reduced
23
Closed
11
Calls
$95K
Puts
$4K
Net Calls
+$91K
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
51
Transcend Capital Advisors
New Jersey
$202K -$2.6K -118 -1%
IFG
52
Independent Financial Group
California
$194K +$225K +10,201 New
KFI
53
Key Financial Inc
Pennsylvania
$180K
SAM
54
Sherman Asset Management
California
$172K +$882 +40 +0.4%
HHGA
55
Halbert Hargrove Global Advisors
California
$171K -$12.8K -580 -6%
SAM
56
Smartleaf Asset Management
Massachusetts
$126K +$5.55K +252 +4%
UBS Group
57
UBS Group
Switzerland
$99.6K +$82.4K +3,740 +249%
AWM
58
Accredited Wealth Management
Kentucky
$88.1K -$28.8K -1,305 -22%
AF
59
Allworth Financial
California
$78.9K +$17K +770 +23%
Barclays
60
Barclays
United Kingdom
$76K
AWM
61
AllSquare Wealth Management
New York
$72.6K +$9.59K +435 +13%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$60.5K +$59.9K +2,718 +583%
LFG
63
Larson Financial Group
Missouri
$47.5K
FCAS
64
First Command Advisory Services
Texas
$38K
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$38K
CCM
66
Coldstream Capital Management
Washington
$36.9K +$42.8K +1,940 New
FFA
67
Farther Finance Advisors
California
$34.7K +$38.5K +1,745 +3,173%
AWM
68
AE Wealth Management
Kansas
$33.8K
AAP
69
Arax Advisory Partners
Colorado
$27.1K
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$25.8K -$14K -635 -29%
Morgan Stanley
71
Morgan Stanley
New York
$25.3K -$22 -1 -0.1%
HIA
72
Harbor Investment Advisory
Maryland
$24K -$7.87K -357 -22%
MCM
73
MAI Capital Management
Ohio
$20.3K
PWMG
74
Prestige Wealth Management Group
New Jersey
$19.9K
EWM
75
EPG Wealth Management
Georgia
$19K

WTAI Hedge Fund Activity: Q1 2025 in Review

91 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) for Q1 2025, worth a combined $54.9M — down 27% from $74.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WTAI positions and 11 closed out — a net gain of 3 holders — while 29 added to existing stakes and 23 trimmed.

The largest buyer was GWN Securities, adding an estimated $2.95M. The largest seller was Hennion & Walsh Asset Management, exiting entirely with an estimated $17.3M sold.

  • 91 institutional investors held WisdomTree Artificial Intelligence and Innovation Fund (WTAI) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $54.9M of WisdomTree Artificial Intelligence and Innovation Fund stock for Q1 2025, down 27% quarter-over-quarter.
  • 14 funds opened new WisdomTree Artificial Intelligence and Innovation Fund positions in Q1 2025 and 11 closed out, a net change of +3 holders.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund buyer in Q1 2025 was GWN Securities, an estimated $2.95M added.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund seller in Q1 2025 was Hennion & Walsh Asset Management, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2025.