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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
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$376K -$24.7K -832 -6%
BMCM
52
Bryn Mawr Capital Management
Pennsylvania
$368K
WWM
53
Western Wealth Management
Colorado
$288K -$23.6K -793 -7%
OFG
54
Oxford Financial Group
Indiana
$278K
TWA
55
Tulsa Wealth Advisors
Oklahoma
$271K +$285K +9,597 New
EAM
56
Evanson Asset Management
California
$270K
HighTower Advisors
57
HighTower Advisors
Illinois
$265K +$6.78K +228 +2%
KFI
58
Key Financial Inc
Pennsylvania
$265K -$2.65K -89 -0.9%
CA
59
COFG Advisors
Illinois
$262K -$36.7K -1,233 -12%
HAG
60
HighPoint Advisor Group
Illinois
$254K +$10.4K +350 +4%
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$254K
Morgan Stanley
62
Morgan Stanley
New York
$239K +$53.2K +1,789 +27%
WHCI
63
W.H. Cornerstone Investments
Massachusetts
$237K
KA
64
Kovack Advisors
Florida
$234K
GWM
65
Geneos Wealth Management
Colorado
$229K -$29.7K -1,000 -11%
Cerity Partners
66
Cerity Partners
New York
$224K
CCA
67
Clearwater Capital Advisors
Illinois
$223K -$3K -101 -1%
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$222K -$68.4K -2,300 -23%
ATPW
69
Ashton Thomas Private Wealth
Arizona
$214K -$1.1K -37 -0.5%
PWM
70
Provident Wealth Management
Tennessee
$201K -$12.5K -419 -6%
HHGA
71
Halbert Hargrove Global Advisors
California
$195K +$6.57K +221 +3%
FCAS
72
First Command Advisory Services
Texas
$167K
MB
73
MidFirst Bank
Oklahoma
$163K
SAM
74
Smartleaf Asset Management
Massachusetts
$151K -$10.3K -348 -6%
UBS Group
75
UBS Group
Switzerland
$113K +$119K +4,000 New

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.