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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
KFI
51
Key Financial Inc
Pennsylvania
$275K – – –
EAM
52
Evanson Asset Management
California
$273K +$249K +9,565 New
Cerity Partners
53
Cerity Partners
New York
$270K +$246K +9,438 New
GWM
54
Geneos Wealth Management
Colorado
$261K – – –
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$256K – – –
WWM
56
Western Wealth Management
Colorado
$255K -$7.42K -285 -3%
GS
57
GWN Securities
Florida
$244K -$227K -8,714 -51%
SWM
58
SeaCrest Wealth Management
New York
$243K +$209K +8,021 New
PWM
59
Provident Wealth Management
Tennessee
$241K -$4.89K -188 -2%
WHCI
60
W.H. Cornerstone Investments
Massachusetts
$235K +$214K +8,234 New
CCA
61
Clearwater Capital Advisors
Illinois
$222K +$202K +7,773 New
AI
62
Atria Investments
North Carolina
$222K +$202K +7,767 New
ATPW
63
Ashton Thomas Private Wealth
Arizona
$215K +$196K +7,524 New
HighTower Advisors
64
HighTower Advisors
Illinois
$212K +$193K +7,417 New
SAM
65
Smartleaf Asset Management
Massachusetts
$201K -$2.6K -100 -1%
HHGA
66
Halbert Hargrove Global Advisors
California
$194K +$31.2K +1,200 +21%
FCAS
67
First Command Advisory Services
Texas
$169K +$102K +3,921 +196%
Morgan Stanley
68
Morgan Stanley
New York
$157K +$7.81K +300 +6%
SAM
69
Sherman Asset Management
California
$142K -$108K -4,153 -46%
WANY
70
Wealthspire Advisors (New York)
New York
$131K +$120K +4,590 New
AF
71
Allworth Financial
California
$120K +$2.86K +110 +3%
AWM
72
AllSquare Wealth Management
New York
$115K +$5.21K +200 +5%
Barclays
73
Barclays
United Kingdom
$114K – – –
Simplex Trading
74
Simplex Trading
Illinois
$88K +$80.8K +3,105 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$85.2K – – –
1 2
3
4 5

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.