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WisdomTree Artificial Intelligence and Innovation Fund
WTAI

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: 91 → 95 (+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

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$1.04M
2
Osaic Holdings
Osaic Holdings
Arizona
+$925K
3
Bank of America
Bank of America
North Carolina
+$646K
4
WGC
Watts Gwilliam & Co
Arizona
+$450K
5
LPL Financial
LPL Financial
California
+$330K

Top Sellers

Rank Fund Capital Flow
1
GS
GWN Securities
Florida
-$2.63M
2
Jane Street
Jane Street
New York
-$2.22M
3
FTUS
Flow Traders U.S.
New York
-$1.39M
4
Raymond James Financial
Raymond James Financial
Florida
-$903K
5
Citadel Advisors
Citadel Advisors
Florida
-$878K
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
51
Western Wealth Management
Colorado
$226K +$194K +9,202 New
GWM
52
Geneos Wealth Management
Colorado
$224K -$192K -9,125 -50%
SAM
53
Sherman Asset Management
California
$224K +$863 +41 +0.5%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$221K +$189K +8,980 New
PWM
55
Provident Wealth Management
Tennessee
$212K +$182K +8,641 New
SAM
56
Smartleaf Asset Management
Massachusetts
$173K +$12.6K +599 +9%
UBS Group
57
UBS Group
Switzerland
$153K +$20.8K +988 +19%
HHGA
58
Halbert Hargrove Global Advisors
California
$137K -$71.5K -3,400 -38%
Morgan Stanley
59
Morgan Stanley
New York
$127K +$81.1K +3,854 +289%
AF
60
Allworth Financial
California
$100K – – –
Barclays
61
Barclays
United Kingdom
$98.2K – – –
AWM
62
AllSquare Wealth Management
New York
$93.9K – – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$73.3K -$4.21K -200 -6%
LFG
64
Larson Financial Group
Missouri
$61.4K – – –
FCAS
65
First Command Advisory Services
Texas
$49.1K – – –
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$49.1K – – –
AAP
67
Arax Advisory Partners
Colorado
$46.7K +$9.93K +472 +33%
FFA
68
Farther Finance Advisors
California
$44.2K – – –
AWM
69
AE Wealth Management
Kansas
$43.7K – – –
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$38.2K – – –
MCM
71
MAI Capital Management
Ohio
$26.3K – – –
PWMG
72
Prestige Wealth Management Group
New Jersey
$25.8K – – –
EWM
73
EPG Wealth Management
Georgia
$24.6K – – –
JFA
74
JNBA Financial Advisors
Minnesota
$24.6K – – –
GJIA
75
Glass Jacobson Investment Advisors
Maryland
$19.9K +$17K +810 New
1 2
3
4 5

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.