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WisdomTree Artificial Intelligence and Innovation Fund

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: 95106 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
76
Larson Financial Group
Missouri
$71.4K
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$57.1K
WWM
78
Wolff Wiese Magana
California
$56.7K +$48.5K +1,863 +1,527%
FFA
79
Farther Finance Advisors
California
$52.1K +$625 +24 +1%
AWM
80
AE Wealth Management
Kansas
$50.8K
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$44.4K
MCM
82
MAI Capital Management
Ohio
$30.6K
PWMG
83
Prestige Wealth Management Group
New Jersey
$30K
EWM
84
EPG Wealth Management
Georgia
$28.6K
JFA
85
JNBA Financial Advisors
Minnesota
$28.6K
GRP
86
Global Retirement Partners
California
$24.1K +$18.4K +708 +521%
GJIA
87
Glass Jacobson Investment Advisors
Maryland
$23.1K
PWA
88
Provenance Wealth Advisors
Florida
$22K +$20K +769 New
WCAMG
89
Woodard & Company Asset Management Group
North Carolina
$18.6K
HI
90
Harbour Investments
Wisconsin
$17.9K
CFP
91
Comprehensive Financial Planning
Pennsylvania
$17.2K
Fidelity Investments
92
Fidelity Investments
Massachusetts
$16.2K +$14.3K +548 +2,740%
CA
93
Centerpoint Advisors
Massachusetts
$16K
MA
94
MCF Advisors
Kentucky
$11.4K
EWM
95
Evolution Wealth Management
Florida
$9.05K +$2.03K +78 +33%
WAG
96
Wiser Advisor Group
Arizona
$8.86K +$8.07K +310 New
AWM
97
Accredited Wealth Management
Kentucky
$7.71K -$3.78K -145 -54%
ACA
98
Aptus Capital Advisors
Alabama
$5.43K
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$5K
PTC
100
Private Trust Company
Ohio
$4.14K

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.