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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
WCAMG
76
Woodard & Company Asset Management Group
North Carolina
$16K – – –
HI
77
Harbour Investments
Wisconsin
$15.3K – – –
CFP
78
Comprehensive Financial Planning
Pennsylvania
$14.8K +$21 +1 +0.2%
CA
79
Centerpoint Advisors
Massachusetts
$14K – – –
MA
80
MCF Advisors
Kentucky
$9.82K – – –
NA
81
NewEdge Advisors
Louisiana
$7.74K – – –
PSFG
82
Park Square Financial Group
Georgia
$7.37K – – –
AWM
83
Accredited Wealth Management
Kentucky
$6.63K -$91.8K -4,366 -94%
GEA
84
Glen Eagle Advisors
New Jersey
$6.63K – – –
EWM
85
Evolution Wealth Management
Florida
$5.87K +$5.03K +239 New
ACA
86
Aptus Capital Advisors
Alabama
$4.67K +$4K +190 New
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
PTC
88
Private Trust Company
Ohio
$3.56K +$3.05K +145 New
GRP
89
Global Retirement Partners
California
$3.34K +$2.86K +136 New
WWM
90
Wolff Wiese Magana
California
$3K – – –
GWANC
91
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.75K +$2.36K +112 New
AssetMark Inc
92
AssetMark Inc
California
$2.58K +$2.21K +105 New
MMCM
93
Murphy & Mullick Capital Management
New York
$1.6K – – –
AAS
94
Ameritas Advisory Services
Nebraska
$740 +$631 +30 New
Fidelity Investments
95
Fidelity Investments
Massachusetts
$491 -$3.32K -158 -89%
CA
96
CoreCap Advisors
Michigan
$3 – – –
Jane Street
97
Jane Street
New York
– -$2.22M -116,949 Closed
FTUS
98
Flow Traders U.S.
New York
– -$1.39M -73,114 Closed
Citadel Advisors
99
Citadel Advisors
Florida
– -$878K -46,215 Closed
AWA
100
Acorn Wealth Advisors
Michigan
– -$243K -12,773 Closed
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.