WTAI icon

WisdomTree Artificial Intelligence and Innovation Fund

120 hedge funds and large institutions have $145M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$373K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
51
Money Concepts Capital
Florida
$395K
BMCM
52
Bryn Mawr Capital Management
Pennsylvania
$379K
BAM
53
Belpointe Asset Management
Nevada
$360K
CSP
54
Cary Street Partners
Virginia
$327K
WWM
55
Western Wealth Management
Colorado
$320K
CA
56
COFG Advisors
Illinois
$307K
GWP
57
Gateway Wealth Partners
Wisconsin
$299K
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$296K
OFG
59
Oxford Financial Group
Indiana
$287K
EAM
60
Evanson Asset Management
California
$279K
KFI
61
Key Financial Inc
Pennsylvania
$276K
HighTower Advisors
62
HighTower Advisors
Illinois
$266K
GWM
63
Geneos Wealth Management
Colorado
$266K
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$262K
WHCI
65
W.H. Cornerstone Investments
Massachusetts
$244K
KA
66
Kovack Advisors
Florida
$235K
CCA
67
Clearwater Capital Advisors
Illinois
$234K
Cerity Partners
68
Cerity Partners
New York
$231K
AI
69
Atria Investments
North Carolina
$226K
ATPW
70
Ashton Thomas Private Wealth
Arizona
$222K
PWM
71
Provident Wealth Management
Tennessee
$220K
GS
72
GWN Securities
Florida
$200K
HHGA
73
Halbert Hargrove Global Advisors
California
$195K
Morgan Stanley
74
Morgan Stanley
New York
$195K
FHA
75
Flagship Harbor Advisors
Massachusetts
$191K